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 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.13K+ 27.95% |
N/A
|
5.19K
$395K
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.13K+ 26.77% |
N/A
|
5.35K
$407K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.12K+ 89.86% |
N/A
|
2.36K
$179K
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1.12K+ 60.83% |
N/A
|
2.95K
$224K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 4.11% |
N/A
|
28K
$2.13M
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.09K+ 1.54% |
N/A
|
71.9K
$5.46M
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.09K+ 18.41% |
N/A
|
7K
$532K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.09K+ 14.05% |
N/A
|
8.81K
$670K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
1.08K+ 27.18% |
N/A
|
5.05K
$384K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.07K+ 21.26% |
N/A
|
6.12K
$465K
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.04K+ 30.22% |
N/A
|
4.47K
$340K
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
1.03K+ 1.52% |
N/A
|
68.4K
$5.2M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.02K+ 1.51% |
N/A
|
68.4K
$5.2M
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.02K+ 4.28% |
N/A
|
24.8K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.02K+ 3175.0% |
N/A
|
1.05K
$79.7K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
960+ 1.44% |
N/A
|
67.4K
$5.13M
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
BUY
|
- |
935+ 59.18% |
N/A
|
2.52K
$191K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
925+ 32.41% |
N/A
|
3.78K
$287K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
902+ 2.11% |
N/A
|
43.6K
$3.32M
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
889+ 7.33% |
N/A
|
13K
$990K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
877+ 2.5% |
N/A
|
36K
$2.74M
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
875+ 2.88% |
N/A
|
31.3K
$2.38M
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
831+ 14.66% |
N/A
|
6.5K
$494K
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
806+ 9.43% |
N/A
|
9.35K
$711K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
799+ 10.62% |
N/A
|
8.33K
$633K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
763+ 10.63% |
N/A
|
7.94K
$604K
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
760+ 9.58% |
N/A
|
8.7K
$661K
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
752New |
N/A
|
752
$57.2K
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
751+ 11.9% |
N/A
|
7.06K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
745+ 2.02% |
N/A
|
37.6K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
730+ 1.32% |
N/A
|
55.8K
$4.25M
|
|
Nov 22, 2022
Q3 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
718+ 12.38% |
N/A
|
6.52K
$496K
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
703+ 11.42% |
N/A
|
6.86K
$521K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
700+ 4.21% |
N/A
|
17.3K
$1.32M
|
|
May 10, 2024
Q3 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
700+ 4.84% |
N/A
|
15.2K
$1.15M
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
699+ 67.28% |
N/A
|
1.74K
$132K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
691+ 3.45% |
N/A
|
20.7K
$1.57M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
690+ 2760.0% |
N/A
|
715
$54.4K
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
685+ 0.64% |
N/A
|
107K
$8.15M
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
682New |
N/A
|
682
$51.9K
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
BUY
|
- |
673+ 1.71% |
N/A
|
39.9K
$3.04M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
640+ 8.01% |
N/A
|
8.64K
$657K
|
|
Oct 26, 2022
Q3 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
640+ 1.87% |
N/A
|
34.8K
$2.65M
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
631+ 0.43% |
N/A
|
147K
$11.2M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
625+ 13.02% |
N/A
|
5.43K
$413K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
623+ 0.28% |
N/A
|
224K
$17M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
615+ 2.27% |
N/A
|
27.8K
$2.11M
|
|
Oct 07, 2022
Q3 2022
|
Ars Investment Partners, LLC
|
BUY
|
- |
595+ 6.09% |
N/A
|
10.4K
$788K
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
594+ 0.75% |
N/A
|
80.1K
$6.09M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
594+ 0.83% |
N/A
|
72.1K
$5.48M
|