Purchases and Sales Made in Q3 2021 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
905+ 17.71% |
N/A
|
6.02K
$457K
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
891+ 11.38% |
N/A
|
8.72K
$663K
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
890+ 16.79% |
N/A
|
6.19K
$471K
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
850+ 6.35% |
N/A
|
14.2K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
823+ 10.11% |
N/A
|
8.96K
$681K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
821+ 7.72% |
N/A
|
11.5K
$871K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
788+ 17.14% |
N/A
|
5.39K
$410K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
764+ 5.53% |
N/A
|
14.6K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
764+ 22.78% |
N/A
|
4.12K
$313K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
760+ 10.54% |
N/A
|
7.97K
$606K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
753+ 1.51% |
N/A
|
50.8K
$3.86M
|
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
744+ 1.75% |
N/A
|
43.2K
$3.29M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
736+ 0.27% |
N/A
|
277K
$21M
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
713+ 1.98% |
N/A
|
36.7K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Providence First Trust CO
|
BUY
|
- |
694+ 1.27% |
N/A
|
55.4K
$4.21M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
671+ 19.84% |
N/A
|
4.05K
$308K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
667New |
N/A
|
667
$50.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
660+ 2.15% |
N/A
|
31.4K
$2.39M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
647+ 2.77% |
N/A
|
24K
$1.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
647+ 3.73% |
N/A
|
18K
$1.37M
|
|
|
Nov 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
646+ 0.77% |
N/A
|
84.4K
$6.41M
|
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
BUY
|
- |
628+ 1.68% |
N/A
|
38K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
628+ 9.63% |
N/A
|
7.15K
$544K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
627+ 10.1% |
N/A
|
6.84K
$520K
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
620+ 8.13% |
N/A
|
8.25K
$627K
|
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
BUY
|
- |
611+ 1.17% |
N/A
|
52.7K
$4M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
600New |
N/A
|
600
$45.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
597+ 9.95% |
N/A
|
6.6K
$502K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
590+ 2.23% |
N/A
|
27K
$2.06M
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
BUY
|
- |
585+ 3.0% |
N/A
|
20.1K
$1.53M
|
|
|
Oct 28, 2021
Q3 2021
|
Terra Nova Asset Management LLC
|
BUY
|
- |
582+ 5.69% |
N/A
|
10.8K
$822K
|
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
572+ 0.95% |
N/A
|
60.7K
$4.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Loveless Wealth Management LLC
|
BUY
|
- |
547+ 1.19% |
N/A
|
46.7K
$3.55M
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
547+ 7.92% |
N/A
|
7.45K
$566K
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
BUY
|
- |
521+ 1.39% |
N/A
|
38K
$2.89M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
513+ 16.04% |
N/A
|
3.71K
$282K
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
508+ 4.14% |
N/A
|
12.8K
$972K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
506+ 66.93% |
N/A
|
1.26K
$96K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
503+ 8.13% |
N/A
|
6.69K
$509K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
500+ 16.67% |
N/A
|
3.5K
$266K
|
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
490+ 0.66% |
N/A
|
74.8K
$5.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
487+ 6.23% |
N/A
|
8.3K
$631K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
462+ 1.04% |
N/A
|
45K
$3.42M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
452+ 10.44% |
N/A
|
4.78K
$364K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
452+ 10.44% |
N/A
|
4.78K
$364K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
427+ 8.72% |
N/A
|
5.33K
$405K
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
425+ 7.79% |
N/A
|
5.88K
$447K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
412+ 13.16% |
N/A
|
3.54K
$269K
|
|
|
Oct 22, 2021
Q3 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
382+ 24.38% |
N/A
|
1.95K
$148K
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
376+ 2.8% |
N/A
|
13.8K
$1.05M
|