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 1,385 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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
36,252
shares
|
$2.76 Million
0.23% of portfolio
|
Q3 2022
Added 10.6%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
36,161
shares
|
$2.75 Million
0.24% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
35,929
shares
|
$2.73 Million
0.07% of portfolio
|
Q1 2025
Added 53.69%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
35,666
shares
|
$2.71 Million
0.01% of portfolio
|
Q1 2025
Added 16.81%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
35,622
shares
|
$2.71 Million
0.34% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
35,100
shares
|
$2.67 Million
2.55% of portfolio
|
Q4 2022
Added 7.12%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
35,090
shares
|
$2.67 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
35,035
shares
|
$2.66 Million
1.6% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
34,609
shares
|
$2.63 Million
1.03% of portfolio
|
Q1 2025
Added 512.98%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
34,469
shares
|
$2.62 Million
0.66% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
34,227
shares
|
$2.6 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
34,180
shares
|
$2.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
33,878
shares
|
$2.58 Million
0.8% of portfolio
|
Q1 2025
Added 37.56%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
33,748
shares
|
$2.57 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
33,598
shares
|
$2.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
33,490
shares
|
$2.55 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
33,471
shares
|
$2.55 Million
0.53% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
33,471
shares
|
$2.55 Million
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
33,339
shares
|
$2.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
33,010
shares
|
$2.51 Million
0.25% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
32,931
shares
|
$2.5 Million
0.79% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
32,683
shares
|
$2.49 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
32,635
shares
|
$2.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
32,625
shares
|
$2.48 Million
0.96% of portfolio
|
Q4 2023
Reduced 24.64%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
32,512
shares
|
$2.47 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.08%
|