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
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.05K+ 21.79% |
$433K - $467K
|
33.8K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.91K+ 19.98% |
$423K - $456K
|
35.5K
$2.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5.89KNew |
$421K - $455K
|
5.89K
$448K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.88K+ 83.21% |
$420K - $454K
|
12.9K
$984K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.8KNew |
$415K - $447K
|
5.8K
$441K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
5.71K+ 175.01% |
$409K - $441K
|
8.98K
$683K
|
|
|
Feb 13, 2023
Q4 2022
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.67K+ 12.71% |
$405K - $438K
|
50.3K
$3.82M
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.62KNew |
$402K - $434K
|
5.62K
$427K
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
5.56K+ 16.66% |
$397K - $429K
|
38.9K
$2.96M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.55K+ 7.24% |
$397K - $429K
|
82.2K
$6.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.51K+ 79.57% |
$394K - $425K
|
12.4K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
5.5K+ 12.27% |
$394K - $425K
|
50.3K
$3.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
5.48K+ 105.57% |
$392K - $423K
|
10.7K
$811K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.47KNew |
$392K - $423K
|
5.47K
$416K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.45KNew |
$390K - $421K
|
5.45K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
5.42K+ 20.18% |
$388K - $419K
|
32.3K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
5.34K+ 2.91% |
$382K - $412K
|
189K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
5.32K+ 5.44% |
$381K - $411K
|
103K
$7.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
5.31KNew |
$380K - $410K
|
5.31K
$404K
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
5.29KNew |
$378K - $408K
|
5.29K
$402K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.23K+ 16.36% |
$374K - $404K
|
37.2K
$2.83M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.2K+ 62.85% |
$372K - $401K
|
13.5K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5.17KNew |
$370K - $399K
|
5.17K
$393K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
5.1K+ 115.4% |
$365K - $394K
|
9.53K
$724K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5.05K+ 98.4% |
$361K - $390K
|
10.2K
$775K
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5KNew |
$358K - $386K
|
5K
$380K
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5KNew |
$358K - $386K
|
5K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5KNew |
$357K - $386K
|
5K
$380K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5K+ 92.09% |
$357K - $386K
|
10.4K
$792K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.93KNew |
$353K - $381K
|
4.93K
$375K
|
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.87KNew |
$348K - $376K
|
4.87K
$370K
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
4.86KNew |
$348K - $375K
|
4.86K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.83K+ 5.07% |
$346K - $373K
|
100K
$7.62M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.83K+ 24.35% |
$345K - $373K
|
24.7K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 4.42% |
$343K - $370K
|
113K
$8.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.8KNew |
$343K - $370K
|
4.8K
$365K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
4.74K+ 36.46% |
$339K - $366K
|
17.7K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.68KNew |
$335K - $361K
|
4.68K
$356K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
4.66K+ 11.67% |
$334K - $360K
|
44.6K
$3.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.66KNew |
$333K - $360K
|
4.66K
$354K
|
|
|
Jan 19, 2023
Q4 2022
|
Brave Asset Management Inc
|
BUY
|
- |
4.6K+ 7.99% |
$329K - $355K
|
62.1K
$4.72M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.58K+ 79.43% |
$327K - $353K
|
10.3K
$786K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.57KNew |
$327K - $353K
|
4.57K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.52K+ 12.7% |
$323K - $349K
|
40.1K
$3.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
4.45KNew |
$318K - $343K
|
4.45K
$338K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.43K+ 8.82% |
$317K - $342K
|
54.7K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4.43KNew |
$317K - $342K
|
4.43K
$337K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.43K+ 36.66% |
$317K - $342K
|
16.5K
$1.25M
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
4.29K+ 12.32% |
$307K - $331K
|
39.1K
$2.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.2KNew |
$301K - $324K
|
4.2K
$320K
|