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 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-565- 2.33% |
$40.4K - $43.6K
|
23.7K
$1.8M
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-574- 2.46% |
$41.1K - $44.3K
|
22.7K
$1.73M
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-585- 25.35% |
$41.8K - $45.2K
|
1.72K
$131K
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
SELL
|
- |
-598- 12.63% |
$42.8K - $46.2K
|
4.14K
$315K
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-600- 96.0% |
$42.9K - $46.3K
|
25
$1.9K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-667- 8.37% |
$47.7K - $51.5K
|
7.31K
$555K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-693- 27.84% |
$49.6K - $53.5K
|
1.8K
$137K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-696- 16.77% |
$49.8K - $53.7K
|
3.45K
$263K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-725- 3.71% |
$51.9K - $56K
|
18.8K
$1.43M
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
SELL
|
- |
-813- 19.7% |
$58.2K - $62.8K
|
3.31K
$252K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-838- 79.96% |
$59.9K - $64.7K
|
210
$16K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-907- 2.84% |
$64.9K - $70K
|
31K
$2.36M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-924- 3.47% |
$66.1K - $71.3K
|
25.7K
$1.96M
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-930- 0.83% |
$66.5K - $71.8K
|
111K
$8.42M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-958- 6.69% |
$68.5K - $73.9K
|
13.4K
$1.02M
|
|
Feb 14, 2023
Q4 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-964- 3.64% |
$69K - $74.4K
|
25.5K
$1.94M
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-969- 15.31% |
$69.3K - $74.8K
|
5.36K
$408K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 4.46% |
$74.1K - $80K
|
22.2K
$1.69M
|
|
Feb 01, 2023
Q4 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-1.04K- 4.02% |
$74.4K - $80.3K
|
24.9K
$1.89M
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.08K- 2.03% |
$77K - $83.1K
|
51.9K
$3.94M
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.09K- 5.29% |
$77.6K - $83.8K
|
19.4K
$1.48M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-1.11K- 2.92% |
$79.2K - $85.4K
|
36.8K
$2.8M
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.13K- 12.31% |
$80.5K - $86.8K
|
8.01K
$609K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.14K- 71.06% |
$81.3K - $87.8K
|
463
$35.2K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.15K- 1.45% |
$82K - $88.5K
|
77.9K
$5.93M
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.16K- 24.12% |
$83.2K - $89.8K
|
3.66K
$278K
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-1.18K- 2.82% |
$84.2K - $90.9K
|
40.5K
$3.08M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-1.18K- 17.18% |
$84.2K - $90.9K
|
5.67K
$431K
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.27K- 3.92% |
$90.9K - $98.1K
|
31.2K
$2.37M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.29K- 3.63% |
$92.1K - $99.3K
|
34.2K
$2.6M
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.29K- 46.64% |
$92.2K - $99.5K
|
1.48K
$112K
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.3K- 28.04% |
$92.6K - $100K
|
3.32K
$253K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 2.21% |
$94.1K - $102K
|
58.3K
$4.43M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-1.36K- 3.9% |
$97.3K - $105K
|
33.5K
$2.55M
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.36K- 0.21% |
$97.6K - $105K
|
646K
$49.1M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.37K- 8.74% |
$97.6K - $105K
|
14.3K
$1.08M
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-1.44K- 8.32% |
$103K - $111K
|
15.9K
$1.21M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.45K- 18.23% |
$104K - $112K
|
6.51K
$495K
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-1.56K- 12.54% |
$112K - $121K
|
10.9K
$829K
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.57K- 12.54% |
$112K - $121K
|
10.9K
$831K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 2.17% |
$115K - $124K
|
72.3K
$5.5M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.63K- 8.66% |
$116K - $126K
|
17.2K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.69K- 8.68% |
$121K - $130K
|
17.7K
$1.35M
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.77K- 26.92% |
$126K - $136K
|
4.79K
$364K
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-1.77K- 1.26% |
$127K - $137K
|
138K
$10.5M
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.77K- 1.42% |
$127K - $137K
|
123K
$9.37M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.82K- 8.76% |
$130K - $140K
|
18.9K
$1.44M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.84K- 9.57% |
$132K - $142K
|
17.4K
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.87K- 2.73% |
$133K - $144K
|
66.6K
$5.06M
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-1.89K- 19.08% |
$135K - $146K
|
8.03K
$611K
|