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 1,360 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
49,915
shares
|
$3.8 Million
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
49,640
shares
|
$3.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
49,543
shares
|
$3.77 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
49,189
shares
|
$3.74 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
49,148
shares
|
$3.74 Million
3.0% of portfolio
|
Q4 2024
Added 16.6%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
48,937
shares
|
$3.72 Million
2.01% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
48,721
shares
|
$3.7 Million
0.42% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
48,342
shares
|
$3.68 Million
0.13% of portfolio
|
Q4 2024
Added 179.19%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
48,171
shares
|
$3.66 Million
2.28% of portfolio
|
Q2 2022
Added 0.95%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
48,169
shares
|
$3.66 Million
0.43% of portfolio
|
Q4 2024
Added 126.97%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
47,907
shares
|
$3.64 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,743
shares
|
$3.63 Million
0.01% of portfolio
|
Q4 2024
Added 22.18%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
47,651
shares
|
$3.62 Million
0.05% of portfolio
|
Q4 2024
Added 99.39%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
47,067
shares
|
$3.58 Million
2.08% of portfolio
|
Q2 2023
Added 14.46%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
46,701
shares
|
$3.55 Million
1.36% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
46,667
shares
|
$3.55 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
46,549
shares
|
$3.54 Million
0.14% of portfolio
|
Q4 2024
Added 1217.18%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
46,474
shares
|
$3.53 Million
1.26% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
46,464
shares
|
$3.53 Million
0.57% of portfolio
|
Q4 2024
Reduced 9.7%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,077
shares
|
$3.5 Million
0.26% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
45,861
shares
|
$3.49 Million
4.49% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
45,556
shares
|
$3.46 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
45,221
shares
|
$3.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
45,119
shares
|
$3.43 Million
0.42% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
44,616
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2023
Reduced 1.15%
|