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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.2K+ 278.95% |
$799K - $862K
|
15.2K
$1.15M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.2K+ 23.99% |
$799K - $862K
|
57.7K
$4.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
11.1K+ 11.24% |
$796K - $859K
|
110K
$8.37M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.7KNew |
$769K - $830K
|
10.7K
$817K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 11.21% |
$766K - $827K
|
106K
$8.08M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.7KNew |
$766K - $827K
|
10.7K
$814K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
10.5KNew |
$751K - $810K
|
10.5K
$798K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.2K+ 176.5% |
$728K - $786K
|
15.9K
$1.21M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10KNew |
$716K - $773K
|
10K
$762K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
9.92K+ 120.04% |
$710K - $766K
|
18.2K
$1.38M
|
|
|
Feb 16, 2023
Q4 2022
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
9.9K+ 31.05% |
$708K - $764K
|
41.8K
$3.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
9.53K+ 2.68% |
$682K - $736K
|
366K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
9.46KNew |
$677K - $730K
|
9.46K
$719K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.4K+ 67.87% |
$672K - $726K
|
23.3K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
9.26K+ 77200.0% |
$663K - $715K
|
9.28K
$705K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.18K+ 6.22% |
$656K - $708K
|
157K
$11.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
9.14K+ 3.7% |
$653K - $705K
|
256K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.87K+ 17.66% |
$634K - $684K
|
59.1K
$4.49M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
8.73KNew |
$624K - $674K
|
8.73K
$664K
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
8.72KNew |
$624K - $673K
|
8.72K
$663K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.59K+ 5.85% |
$615K - $663K
|
155K
$11.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
8.5KNew |
$608K - $656K
|
8.5K
$646K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8.39KNew |
$600K - $647K
|
8.39K
$638K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
8.32K+ 8.41% |
$595K - $642K
|
107K
$8.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.2KNew |
$587K - $633K
|
8.2K
$624K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
8.16K+ 11.77% |
$584K - $630K
|
77.5K
$5.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
8.11KNew |
$580K - $626K
|
8.11K
$616K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
7.9K+ 4.44% |
$565K - $610K
|
186K
$14.1M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
7.65K+ 65.93% |
$547K - $591K
|
19.3K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
7.48KNew |
$535K - $577K
|
7.48K
$569K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7.35K+ 3.03% |
$526K - $567K
|
250K
$19M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.33K+ 7.42% |
$524K - $566K
|
106K
$8.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
7.32K+ 20.24% |
$524K - $565K
|
43.5K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.27KNew |
$520K - $561K
|
7.27K
$553K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.23K+ 10.24% |
$517K - $558K
|
77.9K
$5.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7.2K+ 11.75% |
$515K - $556K
|
68.5K
$5.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
7.2K+ 24.38% |
$515K - $556K
|
36.7K
$2.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
7.13KNew |
$510K - $551K
|
7.13K
$542K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7.04KNew |
$504K - $543K
|
7.04K
$535K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.9K+ 9.51% |
$493K - $532K
|
79.4K
$6.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
6.86KNew |
$490K - $529K
|
6.86K
$521K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.81K+ 781.29% |
$487K - $525K
|
7.68K
$584K
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.79K+ 11.16% |
$486K - $524K
|
67.7K
$5.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Dash Acquisitions Inc.
|
BUY
|
- |
6.79KNew |
$486K - $524K
|
6.79K
$517K
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.69K+ 72.48% |
$479K - $516K
|
15.9K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.51K+ 168.83% |
$466K - $503K
|
10.4K
$788K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.5K+ 13.08% |
$465K - $502K
|
56.2K
$4.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
6.28KNew |
$449K - $485K
|
6.28K
$478K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.24K+ 57.33% |
$446K - $482K
|
17.1K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6.23K+ 36.69% |
$445K - $481K
|
23.2K
$1.76M
|