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 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
18.3K+ 23.81% |
$1.31M - $1.41M
|
95.2K
$7.24M
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
18.2K+ 20.59% |
$1.3M - $1.4M
|
106K
$8.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
18KNew |
$1.29M - $1.39M
|
18K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
17.4K+ 14.04% |
$1.24M - $1.34M
|
141K
$10.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
17.3K+ 145.96% |
$1.24M - $1.34M
|
29.2K
$2.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
17.2K+ 20.76% |
$1.23M - $1.33M
|
100K
$7.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
17.2K+ 8.67% |
$1.23M - $1.33M
|
216K
$16.4M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
17KNew |
$1.21M - $1.31M
|
17K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16.8KNew |
$1.2M - $1.3M
|
16.8K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
16.8KNew |
$1.2M - $1.29M
|
16.8K
$1.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.7KNew |
$1.19M - $1.29M
|
16.7K
$1.27M
|
|
|
Feb 16, 2023
Q4 2022
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
16.4KNew |
$1.17M - $1.26M
|
16.4K
$1.24M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
16.3KNew |
$1.16M - $1.26M
|
16.3K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.3K+ 22.3% |
$1.16M - $1.25M
|
89.2K
$6.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.1KNew |
$1.15M - $1.24M
|
16.1K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
16.1K+ 11.39% |
$1.15M - $1.24M
|
158K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
15.7K+ 14.72% |
$1.12M - $1.21M
|
122K
$9.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
15.6K+ 4091.1% |
$1.12M - $1.21M
|
16K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
15.6KNew |
$1.12M - $1.2M
|
15.6K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.6K+ 10.8% |
$1.11M - $1.2M
|
160K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
15.2KNew |
$1.09M - $1.17M
|
15.2K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
14.9K+ 0.29% |
$1.07M - $1.15M
|
5.11M
$389M
|
|
|
Feb 14, 2023
Q4 2022
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
14.6K+ 109.46% |
$1.05M - $1.13M
|
28K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
14.3KNew |
$1.03M - $1.11M
|
14.3K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
14.3KNew |
$1.02M - $1.1M
|
14.3K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.3KNew |
$1.02M - $1.1M
|
14.3K
$1.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.1K+ 42.41% |
$1.01M - $1.09M
|
47.4K
$3.61M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.7K+ 51.1% |
$983K - $1.06M
|
40.7K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.6K+ 149.93% |
$975K - $1.05M
|
22.7K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
13.4KNew |
$959K - $1.04M
|
13.4K
$1.02M
|
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
13.4KNew |
$959K - $1.03M
|
13.4K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
13.2KNew |
$947K - $1.02M
|
13.2K
$1.01M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
13.2K+ 8.66% |
$945K - $1.02M
|
166K
$12.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
13.2K+ 352.97% |
$943K - $1.02M
|
16.9K
$1.29M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
13K+ 63.53% |
$932K - $1.01M
|
33.5K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
13K+ 5.44% |
$929K - $1M
|
251K
$19.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
13KNew |
$927K - $1M
|
13K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
13KNew |
$927K - $1M
|
13K
$985K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.8K+ 22.05% |
$918K - $990K
|
71K
$5.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
12.6KNew |
$899K - $971K
|
12.6K
$956K
|
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
12.3KNew |
$882K - $952K
|
12.3K
$938K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 33.43% |
$880K - $949K
|
49.1K
$3.73M
|
|
|
Feb 01, 2023
Q4 2022
|
Bfsg, LLC
|
BUY
|
- |
12.3K+ 122.67% |
$878K - $948K
|
22.3K
$1.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
12.2K+ 14.42% |
$873K - $942K
|
96.9K
$7.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11.9K+ 3.2% |
$854K - $922K
|
385K
$29.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
11.9K+ 34.59% |
$852K - $919K
|
46.3K
$3.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
11.8K+ 290.29% |
$842K - $909K
|
15.8K
$1.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
11.5K+ 132.72% |
$820K - $885K
|
20.1K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
11.3K+ 83.36% |
$811K - $875K
|
24.9K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.3K+ 19.12% |
$805K - $869K
|
70.1K
$5.33M
|