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 |
|---|---|---|---|---|---|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
21,580
shares
|
$1.64 Million
1.09% of portfolio
|
Q1 2025
Added 16.3%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
21,341
shares
|
$1.62 Million
0.7% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
21,301
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
21,294
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
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
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,247
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
21,197
shares
|
$1.61 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
21,149
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
21,099
shares
|
$1.6 Million
0.43% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
21,095
shares
|
$1.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
20,840
shares
|
$1.58 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
20,698
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
20,523
shares
|
$1.56 Million
1.59% of portfolio
|
Q1 2025
Reduced 15.54%
|
|
|
Moulton Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
20,482
shares
|
$1.56 Million
1.19% of portfolio
|
Q1 2025
Reduced 37.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
20,404
shares
|
$1.55 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20,400
shares
|
$1.55 Million
0.35% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
20,372
shares
|
$1.55 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Apr 10, 2025 Q1 2025 |
20,354
shares
|
$1.55 Million
0.55% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
20,318
shares
|
$1.54 Million
1.66% of portfolio
|
Q4 2023
Reduced 4.08%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
20,246
shares
|
$1.54 Million
1.19% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
20,229
shares
|
$1.54 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
20,210
shares
|
$1.54 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
20,159
shares
|
$1.53 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
20,106
shares
|
$1.53 Million
0.19% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
20,097
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 59.44%
|