Institutional Ownership Consumer Staples Sector Spdr (XLP)
This table provides information about the institutional ownership of Consumer Staples Sector Spdr (XLP). We have compiled data on the 1,315 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,832
shares
|
$4.4 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
57,268
shares
|
$4.35 Million
0.14% of portfolio
|
Q3 2024
Added 51.6%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
57,013
shares
|
$4.34 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
56,877
shares
|
$4.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,859
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
56,806
shares
|
$4.32 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
56,614
shares
|
$4.3 Million
2.96% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
56,003
shares
|
$4.26 Million
1.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
55,844
shares
|
$4.25 Million
3.24% of portfolio
|
Q3 2022
Added 309.92%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
55,839
shares
|
$4.25 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
55,728
shares
|
$4.24 Million
0.19% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
55,535
shares
|
$4.22 Million
3.11% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
55,210
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 34.15%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
55,204
shares
|
$4.2 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
55,151
shares
|
$4.19 Million
0.24% of portfolio
|
Q3 2024
Added 52.58%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
55,125
shares
|
$4.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
54,225
shares
|
$4.12 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
54,076
shares
|
$4.11 Million
1.55% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
53,769
shares
|
$4.09 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
53,688
shares
|
$4.08 Million
0.26% of portfolio
|
Q3 2024
Reduced 19.92%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
53,229
shares
|
$4.05 Million
0.33% of portfolio
|
Q3 2024
Added 64.43%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
52,158
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
51,455
shares
|
$3.91 Million
0.63% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
51,269
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 63.84%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
51,257
shares
|
$3.9 Million
0.41% of portfolio
|
Q3 2023
Reduced 2.55%
|