Purchases and Sales Made in Q4 2022 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 2022. The information is specifically focused on institutions that hold shares of CONSUMER STAPLES SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
371+ 5.91% |
$26.5K - $28.6K
|
6.64K
$505K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
363+ 6.07% |
$26K - $28K
|
6.35K
$483K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
355+ 2.19% |
$25.4K - $27.4K
|
16.6K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
355+ 0.56% |
$25.4K - $27.4K
|
63.8K
$4.85M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
347+ 0.6% |
$24.8K - $26.8K
|
57.8K
$4.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
345+ 1.79% |
$24.7K - $26.6K
|
19.6K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
342New |
$24.5K - $26.4K
|
342
$26K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
340+ 8.52% |
$24.3K - $26.2K
|
4.33K
$329K
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
338+ 0.79% |
$24.2K - $26.1K
|
43.3K
$3.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
335+ 0.69% |
$24K - $25.9K
|
48.9K
$3.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
327+ 0.67% |
$23.4K - $25.2K
|
49.2K
$3.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
325+ 6.43% |
$23.2K - $25.1K
|
5.38K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
309+ 203.29% |
$22.1K - $23.9K
|
461
$35.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
300+ 8.7% |
$21.5K - $23.2K
|
3.75K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
291New |
$20.8K - $22.5K
|
291
$22.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
287New |
$20.5K - $22.2K
|
287
$21.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
275+ 84.1% |
$19.7K - $21.2K
|
602
$45.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
275+ 2.1% |
$19.7K - $21.2K
|
13.4K
$1.02M
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
270+ 2.79% |
$19.3K - $20.8K
|
9.94K
$756K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
269New |
$19.2K - $20.8K
|
269
$20.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
263+ 2.12% |
$18.8K - $20.3K
|
12.7K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
263+ 10.0% |
$18.8K - $20.3K
|
2.89K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
263+ 10.6% |
$18.8K - $20.3K
|
2.75K
$209K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
256+ 53.11% |
$18.3K - $19.8K
|
738
$56.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
255New |
$18.2K - $19.7K
|
255
$19.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
254+ 1.95% |
$18.2K - $19.6K
|
13.3K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
239+ 16.67% |
$17.1K - $18.4K
|
1.67K
$127K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
236+ 0.69% |
$16.9K - $18.2K
|
34.4K
$2.62M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
232+ 6.26% |
$16.6K - $17.9K
|
3.94K
$300K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
226+ 1.69% |
$16.2K - $17.4K
|
13.6K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
219+ 2.36% |
$15.7K - $16.9K
|
9.5K
$723K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
216+ 14.97% |
$15.5K - $16.7K
|
1.66K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
214+ 2.56% |
$15.3K - $16.5K
|
8.59K
$653K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
207+ 20.52% |
$14.8K - $16K
|
1.22K
$92.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
206+ 0.31% |
$14.7K - $15.9K
|
65.7K
$5M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
205+ 0.48% |
$14.7K - $15.8K
|
43.3K
$3.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
191+ 0.98% |
$13.7K - $14.7K
|
19.7K
$1.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
189New |
$13.5K - $14.6K
|
189
$14.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
188+ 0.1% |
$13.4K - $14.5K
|
190K
$14.4M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
185+ 2.15% |
$13.2K - $14.3K
|
8.79K
$669K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
183+ 1.34% |
$13.1K - $14.1K
|
13.8K
$1.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
178+ 5.82% |
$12.7K - $13.7K
|
3.24K
$246K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
175+ 3.58% |
$12.5K - $13.5K
|
5.07K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
165+ 3.31% |
$11.8K - $12.7K
|
5.15K
$392K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
165+ 1.87% |
$11.8K - $12.7K
|
9.01K
$685K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
165+ 5.6% |
$11.8K - $12.7K
|
3.11K
$237K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
164New |
$11.7K - $12.7K
|
164
$12.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
163+ 5.3% |
$11.7K - $12.6K
|
3.24K
$246K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
159+ 3.96% |
$11.4K - $12.3K
|
4.18K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
158+ 0.17% |
$11.3K - $12.2K
|
92.3K
$7.02M
|