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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
157+ 2.28% |
$11.2K - $12.1K
|
7.05K
$536K
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
156New |
$11.2K - $12K
|
156
$11.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
155+ 1.18% |
$11.1K - $12K
|
13.3K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
151New |
$10.8K - $11.7K
|
151
$11.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
149+ 36.17% |
$10.7K - $11.5K
|
561
$42.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
147+ 2.71% |
$10.5K - $11.3K
|
5.58K
$424K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
146+ 2.09% |
$10.4K - $11.3K
|
7.12K
$541K
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
146+ 0.23% |
$10.4K - $11.3K
|
62.4K
$4.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
143New |
$10.2K - $11K
|
143
$10.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
140+ 1.9% |
$10K - $10.8K
|
7.5K
$570K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
138+ 4.57% |
$9.87K - $10.7K
|
3.16K
$240K
|
|
|
Jan 10, 2023
Q4 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
137+ 0.45% |
$9.8K - $10.6K
|
30.9K
$2.35M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
135+ 0.69% |
$9.66K - $10.4K
|
19.7K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
132+ 3.11% |
$9.44K - $10.2K
|
4.38K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
131+ 0.2% |
$9.37K - $10.1K
|
65.5K
$4.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
127+ 0.6% |
$9.08K - $9.8K
|
21.4K
$1.63M
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
123+ 1.76% |
$8.8K - $9.49K
|
7.11K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
122+ 1.37% |
$8.73K - $9.42K
|
9.01K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
118+ 86.13% |
$8.44K - $9.11K
|
255
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
116New |
$8.3K - $8.95K
|
116
$8.82K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
116+ 0.99% |
$8.3K - $8.95K
|
11.8K
$896K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
114+ 0.34% |
$8.15K - $8.8K
|
33.7K
$2.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
111+ 17.73% |
$7.94K - $8.57K
|
737
$56K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
110+ 1.8% |
$7.87K - $8.49K
|
6.24K
$474K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
110+ 5.4% |
$7.87K - $8.49K
|
2.15K
$163K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
109+ 10.9% |
$7.8K - $8.41K
|
1.11K
$84.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
105New |
$7.51K - $8.1K
|
105
$7.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
BUY
|
- |
102+ 3.51% |
$7.3K - $7.87K
|
3.01K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
102New |
$7.3K - $7.87K
|
102
$7.76K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
101New |
$7.22K - $7.8K
|
101
$7.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
100+ 126.58% |
$7.15K - $7.72K
|
179
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 1.23% |
$7.15K - $7.72K
|
8.21K
$624K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
100+ 1.53% |
$7.15K - $7.72K
|
6.62K
$503K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
97+ 1.59% |
$6.94K - $7.49K
|
6.21K
$472K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
89+ 1.91% |
$6.37K - $6.87K
|
4.76K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
84+ 1.34% |
$6.01K - $6.48K
|
6.36K
$484K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
82+ 18.1% |
$5.87K - $6.33K
|
535
$40.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
81+ 0.51% |
$5.79K - $6.25K
|
16K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
80+ 1600.0% |
$5.72K - $6.18K
|
85
$6.46K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
78+ 18.01% |
$5.58K - $6.02K
|
511
$38.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
77+ 1.48% |
$5.51K - $5.94K
|
5.28K
$402K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
75New |
$5.36K - $5.79K
|
75
$5.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 1.08% |
$5.29K - $5.71K
|
6.93K
$527K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
72+ 1.3% |
$5.15K - $5.56K
|
5.59K
$425K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
70+ 1.43% |
$5.01K - $5.4K
|
4.98K
$379K
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
69+ 1.14% |
$4.94K - $5.33K
|
6.13K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
69+ 0.6% |
$4.94K - $5.33K
|
11.6K
$883K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
64+ 0.62% |
$4.58K - $4.94K
|
10.4K
$793K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
59+ 0.62% |
$4.22K - $4.55K
|
9.55K
$726K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
59New |
$4.22K - $4.55K
|
59
$4.49K
|