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 |
---|---|---|---|---|---|---|---|
Dec 14, 2023
Q4 2022
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
34KNew |
$2.44M - $2.63M
|
34K
$2.59M
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
33.9KNew |
$2.42M - $2.62M
|
33.9K
$2.58M
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$2.4M - $2.59M
|
33.6K
$2.55M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
33.5KNew |
$2.39M - $2.58M
|
33.5K
$2.55M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
33.2KNew |
$2.37M - $2.56M
|
33.2K
$2.52M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.9K+ 51.07% |
$2.35M - $2.54M
|
97.2K
$7.39M
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
32.8KNew |
$2.35M - $2.53M
|
32.8K
$2.49M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
32.3KNew |
$2.31M - $2.49M
|
32.3K
$2.45M
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
32.2KNew |
$2.3M - $2.49M
|
32.2K
$2.45M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
32.2K+ 22.86% |
$2.3M - $2.48M
|
173K
$13.1M
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
31.8KNew |
$2.28M - $2.46M
|
31.8K
$2.42M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31.8KNew |
$2.27M - $2.45M
|
31.8K
$2.42M
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
31KNew |
$2.21M - $2.39M
|
31K
$2.35M
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
BUY
|
- |
30.9K+ 1.45% |
$2.21M - $2.39M
|
2.16M
$164M
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30.3K+ 18.62% |
$2.17M - $2.34M
|
193K
$14.7M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
30K+ 135.76% |
$2.15M - $2.32M
|
52.2K
$3.97M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
29.6KNew |
$2.12M - $2.29M
|
29.6K
$2.25M
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
29.1K+ 139.09% |
$2.08M - $2.25M
|
50K
$3.8M
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
28.8KNew |
$2.06M - $2.22M
|
28.8K
$2.19M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
28.2KNew |
$2.02M - $2.18M
|
28.2K
$2.14M
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
27.7K+ 101.62% |
$1.98M - $2.14M
|
55K
$4.18M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.4K+ 87.79% |
$1.96M - $2.12M
|
58.6K
$4.46M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
27.4K+ 140.13% |
$1.96M - $2.12M
|
47K
$3.57M
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
26.9KNew |
$1.92M - $2.08M
|
26.9K
$2.04M
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
26K+ 46.69% |
$1.86M - $2.01M
|
81.7K
$6.21M
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25.9K+ 56380.43% |
$1.86M - $2M
|
26K
$1.98M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
25.1K+ 21.22% |
$1.8M - $1.94M
|
144K
$10.9M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.5K+ 3.14% |
$1.75M - $1.89M
|
804K
$61.1M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
24.4KNew |
$1.74M - $1.88M
|
24.4K
$1.85M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.2K+ 9.75% |
$1.73M - $1.87M
|
272K
$20.7M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24K+ 5.65% |
$1.72M - $1.86M
|
450K
$34.2M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23.9K+ 8.02% |
$1.71M - $1.84M
|
322K
$24.5M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23.8K+ 56.63% |
$1.7M - $1.84M
|
65.8K
$5M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
23.1K+ 97.65% |
$1.65M - $1.78M
|
46.8K
$3.56M
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
22.2K+ 47.78% |
$1.59M - $1.71M
|
68.7K
$5.22M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.2K+ 8.88% |
$1.59M - $1.71M
|
272K
$20.7M
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
21.9KNew |
$1.57M - $1.69M
|
21.9K
$1.67M
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
20.9K+ 81.86% |
$1.49M - $1.61M
|
46.4K
$3.53M
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
20.4K+ 6.1% |
$1.46M - $1.58M
|
356K
$27M
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
20.4K+ 232.01% |
$1.46M - $1.58M
|
29.2K
$2.22M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.3K+ 12.16% |
$1.45M - $1.57M
|
187K
$14.2M
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
20.2KNew |
$1.45M - $1.56M
|
20.2K
$1.54M
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
19.6KNew |
$1.4M - $1.51M
|
19.6K
$1.49M
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
BUY
|
- |
19.4KNew |
$1.39M - $1.5M
|
19.4K
$1.48M
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
19.2K+ 6.7% |
$1.38M - $1.49M
|
307K
$23.3M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19K+ 11.07% |
$1.36M - $1.47M
|
191K
$14.5M
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
19KNew |
$1.36M - $1.47M
|
19K
$1.44M
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
18.9K+ 6.52% |
$1.35M - $1.46M
|
309K
$23.5M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
18.8K+ 158.83% |
$1.34M - $1.45M
|
30.6K
$2.33M
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
18.5K+ 289.49% |
$1.32M - $1.43M
|
24.9K
$1.89M
|