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 |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
32,849
shares
|
$2.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
32,707
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Added 581.4%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
32,644
shares
|
$2.48 Million
0.23% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
32,625
shares
|
$2.48 Million
0.91% of portfolio
|
Q4 2023
Reduced 24.64%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
32,352
shares
|
$2.46 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
32,330
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2024
Added 52.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
32,198
shares
|
$2.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Iii Capital Management
Boca Raton, FL |
Nov 14, 2024 Q3 2024 |
32,150
shares
|
$2.44 Million
0.83% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
32,139
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
31,774
shares
|
$2.42 Million
0.24% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
31,407
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
31,349
shares
|
$2.38 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
31,255
shares
|
$2.38 Million
0.36% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
31,184
shares
|
$2.37 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
30,937
shares
|
$2.35 Million
3.82% of portfolio
|
Q3 2022
Reduced 57.3%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
30,918
shares
|
$2.35 Million
0.19% of portfolio
|
Q3 2024
Added 453.69%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
30,817
shares
|
$2.34 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
30,770
shares
|
$2.34 Million
0.2% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
30,493
shares
|
$2.32 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
30,401
shares
|
$2.31 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
30,356
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
30,171
shares
|
$2.29 Million
0.06% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
30,018
shares
|
$2.28 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
30,018
shares
|
$2.28 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,926
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.61%
|