Purchases and Sales Made in Q3 2022 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
291+ 0.26% |
N/A
|
112K
$8.49M
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
288+ 9.42% |
N/A
|
3.35K
$254K
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
285+ 4.63% |
N/A
|
6.44K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
284+ 1.67% |
N/A
|
17.3K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
282+ 1.3% |
N/A
|
22K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
276+ 3.2% |
N/A
|
8.9K
$677K
|
|
|
Oct 13, 2022
Q3 2022
|
Nvest Financial, LLC
|
BUY
|
- |
268+ 1.22% |
N/A
|
22.2K
$1.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
263New |
N/A
|
263
$20K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
253+ 2.35% |
N/A
|
11K
$837K
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
245+ 0.5% |
N/A
|
48.9K
$3.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
242+ 3.54% |
N/A
|
7.08K
$538K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
236+ 1.8% |
N/A
|
13.3K
$1.01M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
235+ 4.04% |
N/A
|
6.05K
$460K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
232+ 121.47% |
N/A
|
423
$32.2K
|
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
228+ 2.63% |
N/A
|
8.89K
$676K
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
224+ 2.79% |
N/A
|
8.24K
$627K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
219+ 0.85% |
N/A
|
26K
$1.98M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
214+ 0.33% |
N/A
|
65.5K
$4.98M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
210+ 1.84% |
N/A
|
11.6K
$883K
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
205New |
N/A
|
205
$15.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
205+ 1.42% |
N/A
|
14.7K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
203+ 0.15% |
N/A
|
140K
$10.7M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
200+ 1.18% |
N/A
|
17.2K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
198+ 29.42% |
N/A
|
871
$66.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
198+ 5.84% |
N/A
|
3.59K
$273K
|
|
|
Oct 24, 2022
Q3 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
195+ 0.4% |
N/A
|
49.5K
$3.77M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
183+ 0.35% |
N/A
|
52.4K
$3.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
181+ 0.16% |
N/A
|
113K
$8.62M
|
|
|
Oct 13, 2022
Q3 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
170+ 0.28% |
N/A
|
61.6K
$4.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
170+ 2.94% |
N/A
|
5.95K
$452K
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
155+ 3.78% |
N/A
|
4.26K
$324K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
154+ 18.01% |
N/A
|
1.01K
$76.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
151+ 2.23% |
N/A
|
6.93K
$527K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
150+ 4.72% |
N/A
|
3.33K
$253K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
140+ 4.13% |
N/A
|
3.53K
$269K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.33% |
N/A
|
6.11K
$465K
|
|
|
Oct 31, 2022
Q3 2022
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
135+ 3.84% |
N/A
|
3.65K
$278K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
133+ 1.25% |
N/A
|
10.8K
$822K
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
129+ 3.29% |
N/A
|
4.05K
$308K
|
|
|
Nov 21, 2022
Q3 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
124+ 1.91% |
N/A
|
6.62K
$503K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
122+ 0.65% |
N/A
|
19K
$1.44M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 0.3% |
N/A
|
38.8K
$2.95M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 0.3% |
N/A
|
38.8K
$2.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
117+ 0.55% |
N/A
|
21.3K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
116+ 2.65% |
N/A
|
4.5K
$342K
|
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
113+ 2.1% |
N/A
|
5.49K
$417K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
107+ 1.72% |
N/A
|
6.33K
$481K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
105+ 2.33% |
N/A
|
4.62K
$351K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
105+ 70.95% |
N/A
|
253
$19.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
102+ 0.9% |
N/A
|
11.5K
$871K
|