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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
26,494
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
26,461
shares
|
$2.01 Million
0.05% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
26,297
shares
|
$2 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
26,295
shares
|
$2 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
26,209
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
26,192
shares
|
$1.99 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
26,038
shares
|
$1.98 Million
0.34% of portfolio
|
Q3 2024
Added 7.56%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
25,833
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2024
Reduced 67.33%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
25,529
shares
|
$1.94 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
25,425
shares
|
$1.93 Million
0.6% of portfolio
|
Q3 2024
Reduced 36.48%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
25,417
shares
|
$1.93 Million
1.39% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
25,189
shares
|
$1.92 Million
0.23% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
25,043
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.75%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
24,939
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
24,741
shares
|
$1.88 Million
1.23% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
24,691
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
24,393
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2024
Added 38.64%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
24,369
shares
|
$1.85 Million
0.68% of portfolio
|
Q3 2023
Reduced 12.4%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,349
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
23,965
shares
|
$1.82 Million
1.25% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
23,898
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
23,878
shares
|
$1.82 Million
0.95% of portfolio
|
Q3 2024
Reduced 67.96%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
23,866
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
23,857
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
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%
|