Purchases and Sales Made in Q4 2022 in Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
BUY
|
- |
1.45K+ 46.33% |
$103K - $112K
|
4.57K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.4K+ 78.34% |
$100K - $108K
|
3.19K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.4K+ 8.87% |
$100K - $108K
|
17.2K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.4K+ 43.29% |
$99.9K - $108K
|
4.62K
$352K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
1.4K+ 2.1% |
$99.9K - $108K
|
67.8K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.38K+ 35.68% |
$98.7K - $107K
|
5.25K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.33K+ 6.74% |
$95.2K - $103K
|
21.1K
$1.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 1.8% |
$95.1K - $103K
|
75.3K
$5.73M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.31K+ 13.83% |
$93.7K - $101K
|
10.8K
$820K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.31K+ 10.61% |
$93.3K - $101K
|
13.6K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.3K+ 24.83% |
$92.8K - $100K
|
6.53K
$496K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.26KNew |
$90.4K - $97.6K
|
1.26K
$96.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.25K+ 19.15% |
$89.2K - $96.3K
|
7.76K
$590K
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1.24K+ 2.02% |
$88.9K - $95.9K
|
62.9K
$4.78M
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 26.63% |
$87.3K - $94.2K
|
5.8K
$441K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
1.22K+ 4.29% |
$87.1K - $93.9K
|
29.6K
$2.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.2K+ 29.07% |
$85.9K - $92.7K
|
5.33K
$406K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.2K+ 24.8% |
$85.6K - $92.4K
|
6.02K
$458K
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
1.16K+ 5.24% |
$83K - $89.6K
|
23.3K
$1.77M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1.16KNew |
$83K - $89.5K
|
1.16K
$88.2K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.15K+ 71.24% |
$82K - $88.5K
|
2.76K
$210K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.13KNew |
$80.8K - $87.2K
|
1.13K
$85.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
1.1K+ 4.55% |
$78.7K - $84.9K
|
25.3K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
1.09K+ 4.22% |
$77.7K - $83.8K
|
26.8K
$2.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Howard Capital Management Group, LLC
|
BUY
|
- |
1.08K+ 1.6% |
$77.5K - $83.7K
|
68.9K
$5.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 1.69% |
$75.9K - $81.9K
|
63.7K
$4.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.05K+ 11.62% |
$75.2K - $81.2K
|
10.1K
$768K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.04K+ 138.15% |
$74.6K - $80.5K
|
1.8K
$137K
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.02K+ 1.87% |
$73K - $78.8K
|
55.7K
$4.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.02K+ 464.38% |
$72.7K - $78.5K
|
1.24K
$94K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.01KNew |
$72.3K - $78K
|
1.01K
$76.9K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1KNew |
$71.5K - $77.2K
|
1K
$76K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
982+ 11.79% |
$70.2K - $75.8K
|
9.31K
$708K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
977+ 6.39% |
$69.9K - $75.4K
|
16.3K
$1.24M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
972+ 21.75% |
$69.5K - $75K
|
5.44K
$414K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
964+ 7.76% |
$69K - $74.4K
|
13.4K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
958+ 0.11% |
$68.5K - $73.9K
|
910K
$69.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
912+ 1.63% |
$65.2K - $70.4K
|
56.8K
$4.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
901+ 8.66% |
$64.4K - $69.5K
|
11.3K
$860K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
882+ 8.4% |
$63.1K - $68.1K
|
11.4K
$866K
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
881+ 0.7% |
$63K - $68K
|
127K
$9.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
881New |
$63K - $68K
|
881
$67K
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
874+ 13.33% |
$62.5K - $67.5K
|
7.43K
$565K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
866+ 5.52% |
$61.9K - $66.8K
|
16.6K
$1.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
853+ 4.09% |
$61K - $65.8K
|
21.7K
$1.65M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
833+ 17.76% |
$59.6K - $64.3K
|
5.52K
$420K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
817New |
$58.4K - $63.1K
|
817
$62.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
791+ 4.77% |
$56.6K - $61.1K
|
17.4K
$1.32M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
780+ 3.92% |
$55.8K - $60.2K
|
20.7K
$1.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
778New |
$55.7K - $60.1K
|
778
$59.2K
|