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 1,358 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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
23,863
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
23,766
shares
|
$1.81 Million
0.03% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
23,743
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
23,523
shares
|
$1.79 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
23,427
shares
|
$1.78 Million
0.66% of portfolio
|
Q4 2024
Reduced 16.1%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
23,377
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 43.29%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
23,282
shares
|
$1.77 Million
2.51% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
23,263
shares
|
$1.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 45.75%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
22,936
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
Added 75.96%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
22,723
shares
|
$1.73 Million
1.28% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
22,577
shares
|
$1.72 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
22,424
shares
|
$1.71 Million
1.13% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
22,412
shares
|
$1.7 Million
1.9% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
22,337
shares
|
$1.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
22,320
shares
|
$1.7 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
22,248
shares
|
$1.69 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
22,193
shares
|
$1.69 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.84%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
21,986
shares
|
$1.67 Million
0.8% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
21,850
shares
|
$1.66 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
21,805
shares
|
$1.66 Million
1.36% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
21,594
shares
|
$1.64 Million
0.2% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
21,520
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
21,426
shares
|
$1.63 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,262
shares
|
$1.62 Million
2.32% of portfolio
|
Q3 2022
New holding
|