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 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.77K- 13.92% |
N/A
|
11K
$833K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.8K- 22.2% |
N/A
|
6.32K
$480K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1.86K- 89.47% |
N/A
|
219
$16.7K
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-1.88K- 2.8% |
N/A
|
65.4K
$4.97M
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.92KClosed |
N/A
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.96K- 5.97% |
N/A
|
30.9K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2K- 0.74% |
N/A
|
270K
$20.5M
|
|
Nov 08, 2022
Q3 2022
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-2.07KClosed |
N/A
|
0
$0
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.11K- 65.48% |
N/A
|
1.11K
$84.6K
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.14K- 9.87% |
N/A
|
19.5K
$1.48M
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 9.54% |
N/A
|
20.7K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-2.21K- 1.08% |
N/A
|
203K
$15.4M
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
SELL
|
- |
-2.27K- 4.1% |
N/A
|
53.1K
$4.04M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.34K- 6.83% |
N/A
|
32K
$2.43M
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-2.41K- 39.01% |
N/A
|
3.76K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.42K- 10.67% |
N/A
|
20.2K
$1.54M
|
|
Oct 24, 2022
Q3 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-2.45K- 37.18% |
N/A
|
4.13K
$314K
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-2.45K- 9.53% |
N/A
|
23.3K
$1.77M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.47K- 5.26% |
N/A
|
44.5K
$3.39M
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2.76KClosed |
N/A
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-3.02K- 29.16% |
N/A
|
7.35K
$559K
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.04K- 24.23% |
N/A
|
9.49K
$722K
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-3.15K- 13.76% |
N/A
|
19.7K
$1.5M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.2K- 14.49% |
N/A
|
18.9K
$1.44M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.23K- 7.7% |
N/A
|
38.8K
$2.95M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-3.31K- 36.84% |
N/A
|
5.67K
$431K
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3.31K- 8.12% |
N/A
|
37.4K
$2.84M
|
|
Oct 11, 2022
Q3 2022
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-3.41K- 35.57% |
N/A
|
6.17K
$469K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.46K- 2.3% |
N/A
|
147K
$11.2M
|
|
Oct 24, 2022
Q3 2022
|
Platform Technology Partners
|
SELL
|
- |
-3.52K- 36.51% |
N/A
|
6.13K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-3.57K- 47.67% |
N/A
|
3.92K
$298K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.59K- 7.97% |
N/A
|
41.4K
$3.15M
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-3.61K- 28.37% |
N/A
|
9.11K
$693K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-3.66KClosed |
N/A
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.7K- 3.02% |
N/A
|
119K
$9.05M
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-3.97K- 93.32% |
N/A
|
284
$21.6K
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.98KClosed |
N/A
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.98K- 2.74% |
N/A
|
142K
$10.8M
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.06K- 3.95% |
N/A
|
98.8K
$7.51M
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.06K- 39.09% |
N/A
|
6.33K
$481K
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.07K- 6.03% |
N/A
|
63.5K
$4.83M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-4.1K- 10.67% |
N/A
|
34.3K
$2.61M
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.19K- 5.98% |
N/A
|
66K
$5.02M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-4.35K- 6.53% |
N/A
|
62.3K
$4.74M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.55K- 59.99% |
N/A
|
3.03K
$230K
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-4.76K- 6.79% |
N/A
|
65.4K
$4.97M
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.82K- 4.97% |
N/A
|
92.2K
$7.01M
|
|
Oct 25, 2022
Q3 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-5.06K- 1.51% |
N/A
|
329K
$25.1M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.31K- 5.84% |
N/A
|
85.6K
$6.51M
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-5.34K- 93.33% |
N/A
|
382
$29K
|