Purchases and Sales Made in Q2 2022 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
11+ 0.08% |
N/A
|
14.5K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
9+ 0.31% |
N/A
|
2.91K
$221K
|
|
Aug 12, 2022
Q2 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.22% |
N/A
|
3.58K
$272K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
N/A
|
7
$532
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6+ 0.03% |
N/A
|
22.4K
$1.7M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
5+ 0.06% |
N/A
|
9.08K
$691K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.35% |
N/A
|
1.44K
$109K
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
N/A
|
28.5K
$2.16M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.1% |
N/A
|
3.98K
$302K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
4+ 0.6% |
N/A
|
673
$51.2K
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
N/A
|
1.08K
$82K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
4New |
N/A
|
4
$304
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
3+ 0.06% |
N/A
|
5.14K
$391K
|
|
Aug 05, 2022
Q2 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
3+ 0.11% |
N/A
|
2.8K
$213K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.74% |
N/A
|
410
$31.2K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 1.19% |
N/A
|
170
$12.9K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.09% |
N/A
|
2.2K
$167K
|
|
Aug 10, 2022
Q2 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
2+ 0.01% |
N/A
|
15.4K
$1.17M
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2+ 0.02% |
N/A
|
9.69K
$737K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.85% |
N/A
|
238
$18.1K
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
N/A
|
152
$11.6K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.02% |
N/A
|
4.95K
$376K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.8% |
N/A
|
126
$9.58K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1- 0.03% |
N/A
|
3.39K
$258K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2Closed |
N/A
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-5- 6.58% |
N/A
|
71
$5.4K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6- 0.6% |
N/A
|
1K
$76K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-7Closed |
N/A
|
0
$0
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 6.02% |
N/A
|
125
$9.51K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 2.13% |
N/A
|
459
$34.9K
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-10- 0.22% |
N/A
|
4.48K
$341K
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-10- 0.29% |
N/A
|
3.43K
$261K
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-12- 2.29% |
N/A
|
513
$39K
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-14- 0.28% |
N/A
|
5.04K
$383K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-18Closed |
N/A
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-20- 0.56% |
N/A
|
3.55K
$270K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
SELL
|
- |
-21- 5.3% |
N/A
|
375
$28.5K
|
|
Jul 06, 2022
Q2 2022
|
Lynch & Associates
|
SELL
|
- |
-25- 0.59% |
N/A
|
4.2K
$319K
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-25- 0.59% |
N/A
|
4.2K
$319K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-25- 10.5% |
N/A
|
213
$16.2K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-27- 0.91% |
N/A
|
2.93K
$223K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-28- 9.72% |
N/A
|
260
$19.8K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-30Closed |
N/A
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-31- 1.05% |
N/A
|
2.91K
$222K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 23.66% |
N/A
|
100
$7.6K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-33- 0.6% |
N/A
|
5.49K
$417K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-33- 18.23% |
N/A
|
148
$11.3K
|