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 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.71K+ 13.97% |
$194K - $209K
|
22.1K
$1.68M
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
2.7KNew |
$193K - $208K
|
2.7K
$205K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.69KNew |
$193K - $208K
|
2.69K
$205K
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.68KNew |
$192K - $207K
|
2.68K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.61K+ 5.6% |
$187K - $202K
|
49.3K
$3.75M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
2.6K+ 5.35% |
$186K - $201K
|
51.2K
$3.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.55K+ 3.73% |
$183K - $197K
|
71K
$5.4M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.51K+ 39.04% |
$180K - $194K
|
8.94K
$680K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.51KNew |
$179K - $194K
|
2.51K
$191K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.44K+ 6.64% |
$175K - $189K
|
39.2K
$2.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.4K+ 56.83% |
$171K - $185K
|
6.61K
$503K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
2.33K+ 7.12% |
$167K - $180K
|
35.1K
$2.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.27K+ 11.61% |
$162K - $175K
|
21.8K
$1.66M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.16K+ 14.2% |
$155K - $167K
|
17.4K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.16K+ 6.89% |
$154K - $166K
|
33.5K
$2.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
2.14K+ 22.4% |
$153K - $165K
|
11.7K
$890K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
2.13K+ 42.67% |
$152K - $164K
|
7.12K
$541K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.11K+ 9.89% |
$151K - $163K
|
23.5K
$1.79M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.08K+ 38.96% |
$149K - $161K
|
7.43K
$565K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.07K+ 58.56% |
$148K - $160K
|
5.6K
$426K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.06K+ 2.32% |
$147K - $159K
|
90.9K
$6.91M
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.05K+ 18.69% |
$147K - $158K
|
13K
$991K
|
|
|
Feb 10, 2023
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
2.02K+ 7.34% |
$144K - $156K
|
29.5K
$2.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.99K+ 7.99% |
$142K - $154K
|
26.9K
$2.04M
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.97K+ 22.95% |
$141K - $152K
|
10.5K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.97KNew |
$141K - $152K
|
1.97K
$150K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.95K+ 30.26% |
$139K - $151K
|
8.39K
$638K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.94K+ 8.5% |
$139K - $150K
|
24.8K
$1.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1.92K+ 30.27% |
$137K - $148K
|
8.25K
$627K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 1.24% |
$135K - $146K
|
153K
$11.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
1.88K+ 1.79% |
$135K - $145K
|
107K
$8.15M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.88K+ 7.14% |
$134K - $145K
|
28.1K
$2.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.87K+ 16.72% |
$134K - $144K
|
13K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.8K+ 7.14% |
$128K - $139K
|
26.9K
$2.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 105.0% |
$128K - $138K
|
3.49K
$265K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.78K+ 15.13% |
$127K - $137K
|
13.5K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.76K+ 1.43% |
$126K - $136K
|
125K
$9.49M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.76K+ 11.01% |
$126K - $135K
|
17.7K
$1.35M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.72K+ 6.15% |
$123K - $133K
|
29.7K
$2.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
1.69K+ 14.37% |
$121K - $131K
|
13.5K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
1.69K+ 23.2% |
$121K - $130K
|
8.98K
$683K
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.62K+ 1.38% |
$116K - $125K
|
118K
$9.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.59K+ 7.37% |
$114K - $123K
|
23.2K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.58K+ 10.38% |
$113K - $122K
|
16.8K
$1.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.55K+ 100.0% |
$111K - $120K
|
3.1K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.54KNew |
$110K - $118K
|
1.54K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.51K+ 299.21% |
$108K - $117K
|
2.02K
$153K
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.49K+ 8.92% |
$107K - $115K
|
18.2K
$1.38M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.47K+ 2.4% |
$105K - $113K
|
62.6K
$4.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.46K+ 3.16% |
$104K - $113K
|
47.6K
$3.62M
|