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 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
4.2KNew |
$300K - $324K
|
4.2K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.13KNew |
$295K - $319K
|
4.13K
$314K
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.11KNew |
$294K - $317K
|
4.11K
$313K
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.07K+ 18.21% |
$291K - $314K
|
26.4K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.03KNew |
$288K - $311K
|
4.03K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.94KNew |
$282K - $304K
|
3.94K
$300K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.91K+ 18.61% |
$280K - $302K
|
24.9K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
BUY
|
- |
3.85K+ 40.69% |
$275K - $297K
|
13.3K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.82KNew |
$273K - $295K
|
3.82K
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.76K+ 5.93% |
$269K - $290K
|
67.2K
$5.11M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.72KNew |
$266K - $287K
|
3.72K
$283K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.63K+ 7.55% |
$260K - $280K
|
51.7K
$3.93M
|
|
|
Feb 08, 2023
Q4 2022
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.62KNew |
$259K - $279K
|
3.62K
$275K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.6K+ 6.88% |
$258K - $278K
|
56K
$4.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
3.59K+ 43.54% |
$257K - $277K
|
11.8K
$900K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.52KNew |
$252K - $272K
|
3.52K
$268K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.5KNew |
$250K - $270K
|
3.5K
$266K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.5K+ 9.64% |
$250K - $270K
|
39.7K
$3.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.46K+ 56.6% |
$248K - $267K
|
9.58K
$728K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.43K+ 2.33% |
$246K - $265K
|
151K
$11.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.35KNew |
$240K - $259K
|
3.35K
$255K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.34KNew |
$239K - $258K
|
3.34K
$254K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
3.32KNew |
$238K - $257K
|
3.32K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
3.3K+ 29.65% |
$236K - $255K
|
14.4K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.24K+ 15.9% |
$232K - $250K
|
23.6K
$1.8M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
3.17K+ 9.25% |
$227K - $245K
|
37.5K
$2.85M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
3.17KNew |
$226K - $244K
|
3.17K
$241K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
3.08KNew |
$220K - $237K
|
3.08K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.07K+ 27.9% |
$220K - $237K
|
14.1K
$1.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.05K+ 5.21% |
$218K - $235K
|
61.5K
$4.68M
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
2.98KNew |
$213K - $230K
|
2.98K
$227K
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.97KNew |
$212K - $229K
|
2.97K
$226K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.97K+ 11.95% |
$212K - $229K
|
27.8K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.93KNew |
$210K - $226K
|
2.93K
$223K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
2.92KNew |
$209K - $226K
|
2.92K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.91KNew |
$208K - $225K
|
2.91K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.88KNew |
$206K - $222K
|
2.88K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.85KNew |
$204K - $220K
|
2.85K
$216K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
2.83K+ 32.52% |
$202K - $218K
|
11.5K
$876K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$202K - $218K
|
2.83K
$215K
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
2.82KNew |
$202K - $218K
|
2.82K
$215K
|
|
|
Feb 07, 2023
Q4 2022
|
Wulff, Hansen & Co.
|
BUY
|
- |
2.81KNew |
$201K - $217K
|
2.81K
$213K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.8KNew |
$201K - $216K
|
2.8K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.8K+ 19.76% |
$200K - $216K
|
17K
$1.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.78KNew |
$199K - $214K
|
2.78K
$211K
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
2.78K+ 85.62% |
$198K - $214K
|
6.02K
$457K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.75KNew |
$197K - $212K
|
2.75K
$209K
|