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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
24,055
shares
|
$1.83 Million
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
23,965
shares
|
$1.82 Million
1.11% of portfolio
|
Q1 2025
Added 56.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
23,880
shares
|
$1.82 Million
0.05% of portfolio
|
Q1 2025
Added 28.36%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
23,831
shares
|
$1.81 Million
0.71% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
23,723
shares
|
$1.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
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%
|
|
|
Fluent Financial, LLC
|
Apr 10, 2025 Q1 2025 |
23,439
shares
|
$1.78 Million
0.86% of portfolio
|
Q1 2025
Reduced 83.06%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
23,282
shares
|
$1.77 Million
2.51% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
22,892
shares
|
$1.74 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
22,868
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
22,800
shares
|
$1.73 Million
1.6% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,771
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
22,698
shares
|
$1.73 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
22,519
shares
|
$1.71 Million
0.55% of portfolio
|
Q1 2025
Added 253.68%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
22,512
shares
|
$1.71 Million
1.72% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
22,303
shares
|
$1.7 Million
0.21% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
22,209
shares
|
$1.69 Million
0.12% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
22,179
shares
|
$1.69 Million
0.21% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
22,154
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.78%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
22,146
shares
|
$1.68 Million
0.8% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
21,896
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Jb Global.Com LLC
New York, NY |
Apr 09, 2025 Q1 2025 |
21,850
shares
|
$1.66 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
21,779
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
21,710
shares
|
$1.65 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
21,605
shares
|
$1.64 Million
0.2% of portfolio
|
Q1 2025
Added 0.05%
|