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 1,393 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,306
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 99.87%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24,296
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Added 31.69%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
24,290
shares
|
$1.85 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
24,248
shares
|
$1.84 Million
0.04% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
24,193
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
24,051
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 35.29%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
24,026
shares
|
$1.83 Million
0.8% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
23,845
shares
|
$1.81 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
23,824
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Added 119.54%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
23,794
shares
|
$1.81 Million
1.22% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
23,726
shares
|
$1.8 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
23,607
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
23,585
shares
|
$1.79 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
23,379
shares
|
$1.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
23,370
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.68%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
23,282
shares
|
$1.77 Million
2.51% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
23,250
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,930
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
22,800
shares
|
$1.73 Million
1.47% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,771
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,666
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
22,661
shares
|
$1.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
22,641
shares
|
$1.72 Million
1.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
22,610
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,591
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.7%
|