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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.37% |
$286 - $309
|
1.09K
$82.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$286 - $309
|
28.5K
$2.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$215 - $232
|
7.97K
$606K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.73% |
$215 - $232
|
416
$31.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.16% |
$215 - $232
|
1.9K
$144K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.27% |
$215 - $232
|
1.13K
$85.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 1.17% |
$143 - $154
|
173
$13.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 0.76% |
$143 - $154
|
266
$20.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2+ 0.07% |
$143 - $154
|
2.94K
$224K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.66% |
$143 - $154
|
306
$23.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.42% |
$71.5 - $77.2
|
241
$18.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$71.5 - $77.2
|
154
$11.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.83% |
$71.5 - $77.2
|
122
$9.28K
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.79% |
$71.5 - $77.2
|
128
$9.73K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 0.63% |
$71.5 - $77.2
|
160
$12.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1- 0.02% |
$71.5 - $77.2
|
4.99K
$379K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2- 0.06% |
$143 - $154
|
3.54K
$269K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-3- 21.43% |
$215 - $232
|
11
$836
|
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-5- 0.09% |
$358 - $386
|
5.81K
$442K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-7- 0.23% |
$501 - $540
|
3.02K
$230K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-9- 0.09% |
$644 - $695
|
10.4K
$790K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-10- 6.67% |
$715 - $772
|
140
$10.6K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-15- 0.26% |
$1.07K - $1.16K
|
5.68K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15- 0.4% |
$1.07K - $1.16K
|
3.76K
$286K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 0.08% |
$1.22K - $1.31K
|
22.4K
$1.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-18- 0.12% |
$1.29K - $1.39K
|
15K
$1.14M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 1.71% |
$1.43K - $1.54K
|
1.15K
$87.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-20- 0.18% |
$1.43K - $1.54K
|
11K
$840K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-21- 1.27% |
$1.5K - $1.62K
|
1.63K
$124K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-21- 0.07% |
$1.5K - $1.62K
|
30.9K
$2.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-22- 3.18% |
$1.57K - $1.7K
|
669
$50.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-23- 0.28% |
$1.65K - $1.78K
|
8.28K
$630K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-24- 0.22% |
$1.72K - $1.85K
|
11K
$836K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-25- 1.06% |
$1.79K - $1.93K
|
2.33K
$177K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 4.55% |
$1.79K - $1.93K
|
525
$39.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-28- 0.14% |
$2K - $2.16K
|
20.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-31- 0.68% |
$2.22K - $2.39K
|
4.54K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-31- 0.35% |
$2.22K - $2.39K
|
8.72K
$663K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-34- 5.43% |
$2.43K - $2.62K
|
592
$45K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-35- 0.25% |
$2.5K - $2.7K
|
14.2K
$1.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-36- 0.63% |
$2.58K - $2.78K
|
5.72K
$435K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-38- 0.02% |
$2.72K - $2.93K
|
165K
$12.6M
|
|
|
Feb 10, 2023
Q4 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-39- 0.71% |
$2.79K - $3.01K
|
5.45K
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-40- 0.21% |
$2.86K - $3.09K
|
19.1K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.68% |
$2.86K - $3.09K
|
5.88K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-43- 2.95% |
$3.08K - $3.32K
|
1.42K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-44- 0.22% |
$3.15K - $3.4K
|
19.9K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.03% |
$3.29K - $3.55K
|
178K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-52- 49.52% |
$3.72K - $4.01K
|
53
$4.03K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-54- 27.69% |
$3.86K - $4.17K
|
141
$10.7K
|