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 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
57New |
$4.08K - $4.4K
|
57
$4.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
57+ 1.7% |
$4.08K - $4.4K
|
3.4K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
55+ 0.33% |
$3.93K - $4.25K
|
16.9K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
54+ 0.93% |
$3.86K - $4.17K
|
5.88K
$447K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
53+ 0.45% |
$3.79K - $4.09K
|
11.7K
$891K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
51New |
$3.65K - $3.94K
|
51
$3.88K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
51+ 0.76% |
$3.65K - $3.94K
|
6.8K
$517K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
48New |
$3.43K - $3.71K
|
48
$3.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
40+ 1.3% |
$2.86K - $3.09K
|
3.13K
$238K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
40+ 85.11% |
$2.86K - $3.09K
|
87
$6.62K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
39+ 1.03% |
$2.79K - $3.01K
|
3.82K
$290K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
38New |
$2.72K - $2.93K
|
38
$2.89K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
36+ 4.75% |
$2.58K - $2.78K
|
794
$60.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
35+ 0.94% |
$2.5K - $2.7K
|
3.77K
$287K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 0.32% |
$2.5K - $2.7K
|
10.9K
$827K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
31+ 0.27% |
$2.22K - $2.39K
|
11.4K
$867K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
30+ 0.69% |
$2.15K - $2.32K
|
4.4K
$335K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.13% |
$2.07K - $2.24K
|
22.9K
$1.74M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
29New |
$2.07K - $2.24K
|
29
$2.21K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
29New |
$2.07K - $2.24K
|
29
$2.21K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
28New |
$2K - $2.16K
|
28
$2.13K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
28+ 0.21% |
$2K - $2.16K
|
13.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
27+ 0.16% |
$1.93K - $2.08K
|
17.3K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
26+ 0.69% |
$1.86K - $2.01K
|
3.79K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
25+ 0.65% |
$1.79K - $1.93K
|
3.87K
$294K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
24+ 0.34% |
$1.72K - $1.85K
|
7.14K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
24+ 3.08% |
$1.72K - $1.85K
|
803
$61.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
23+ 1.2% |
$1.65K - $1.78K
|
1.94K
$147K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21+ 0.28% |
$1.5K - $1.62K
|
7.64K
$581K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
18+ 0.43% |
$1.29K - $1.39K
|
4.2K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 17.53% |
$1.22K - $1.31K
|
114
$8.67K
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
16+ 0.28% |
$1.14K - $1.24K
|
5.75K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16+ 0.34% |
$1.14K - $1.24K
|
4.73K
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
15+ 0.38% |
$1.07K - $1.16K
|
3.94K
$299K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
15New |
$1.07K - $1.16K
|
15
$1.14K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
13+ 0.48% |
$930 - $1K
|
2.74K
$208K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
12New |
$858 - $926
|
12
$912
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.07% |
$787 - $849
|
14.7K
$1.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
9+ 1.19% |
$644 - $695
|
765
$58.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
9New |
$644 - $695
|
9
$684
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8+ 11.94% |
$572 - $618
|
75
$5.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
8+ 1.14% |
$572 - $618
|
707
$53.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.34% |
$501 - $540
|
2.08K
$158K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
6+ 0.08% |
$429 - $463
|
7.09K
$539K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6New |
$429 - $463
|
6
$456
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.16% |
$358 - $386
|
3.14K
$238K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.03% |
$358 - $386
|
14.8K
$1.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$286 - $309
|
28.5K
$2.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
$286 - $309
|
1.09K
$82.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
4+ 0.04% |
$286 - $309
|
9.11K
$692K
|