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 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
577+ 3.92% |
N/A
|
15.3K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
566+ 7.31% |
N/A
|
8.31K
$632K
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
564+ 4.41% |
N/A
|
13.3K
$1.01M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
555+ 3.79% |
N/A
|
15.2K
$1.16M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
552+ 11.11% |
N/A
|
5.52K
$420K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
551+ 3.86% |
N/A
|
14.8K
$1.13M
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
545+ 2.49% |
N/A
|
22.5K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
533+ 250.23% |
N/A
|
746
$56.7K
|
|
Oct 18, 2022
Q3 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
529+ 1.64% |
N/A
|
32.8K
$2.49M
|
|
Oct 12, 2022
Q3 2022
|
Donald L. Hagan, LLC
|
BUY
|
- |
516+ 5.7% |
N/A
|
9.56K
$727K
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
507+ 4.86% |
N/A
|
10.9K
$831K
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
506+ 1.38% |
N/A
|
37K
$2.82M
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
505New |
N/A
|
505
$38.4K
|
|
Nov 14, 2022
Q3 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
496+ 7.93% |
N/A
|
6.75K
$513K
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
480New |
N/A
|
480
$36.5K
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
478+ 6.64% |
N/A
|
7.68K
$584K
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
468+ 2.41% |
N/A
|
19.9K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
464+ 197.45% |
N/A
|
699
$53.2K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
453New |
N/A
|
453
$34.4K
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
452+ 10.34% |
N/A
|
4.82K
$367K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
449+ 0.31% |
N/A
|
144K
$11M
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
443+ 295.33% |
N/A
|
593
$45.1K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
413+ 2.76% |
N/A
|
15.4K
$1.17M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
412+ 9.88% |
N/A
|
4.58K
$348K
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
407+ 4.36% |
N/A
|
9.74K
$740K
|
|
Oct 24, 2022
Q3 2022
|
Terra Nova Asset Management LLC
|
BUY
|
- |
405+ 3.37% |
N/A
|
12.4K
$943K
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
404+ 18.67% |
N/A
|
2.57K
$195K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
400+ 8000.0% |
N/A
|
405
$30.8K
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
398+ 3.6% |
N/A
|
11.5K
$871K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
390New |
N/A
|
390
$29.7K
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
387+ 0.49% |
N/A
|
79.2K
$6.02M
|
|
Nov 07, 2022
Q3 2022
|
Essex LLC
|
BUY
|
- |
386+ 3.04% |
N/A
|
13.1K
$995K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
360New |
N/A
|
360
$27.4K
|
|
Nov 01, 2022
Q3 2022
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
356+ 0.74% |
N/A
|
48.5K
$3.69M
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
349+ 3.47% |
N/A
|
10.4K
$790K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
344+ 3.79% |
N/A
|
9.43K
$717K
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
344+ 10.49% |
N/A
|
3.62K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
342+ 8.83% |
N/A
|
4.21K
$320K
|
|
Nov 10, 2022
Q3 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
336+ 1.37% |
N/A
|
24.8K
$1.89M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
330New |
N/A
|
330
$25.1K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
330+ 25.02% |
N/A
|
1.65K
$125K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
327+ 0.91% |
N/A
|
36.3K
$2.76M
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
326+ 37.13% |
N/A
|
1.2K
$91.6K
|
|
Nov 14, 2022
Q3 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
325+ 0.81% |
N/A
|
40.6K
$3.09M
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
323+ 5.88% |
N/A
|
5.81K
$442K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
321+ 0.48% |
N/A
|
67.4K
$5.12M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
318+ 1.04% |
N/A
|
30.9K
$2.35M
|
|
Oct 27, 2022
Q3 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
303+ 2.14% |
N/A
|
14.4K
$1.1M
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
297+ 3.86% |
N/A
|
8K
$608K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
292+ 2.37% |
N/A
|
12.6K
$960K
|