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 |
|---|---|---|---|---|---|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
19,664
shares
|
$1.5 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
19,650
shares
|
$1.49 Million
0.41% of portfolio
|
Q2 2025
Added 470.89%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
19,519
shares
|
$1.48 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
19,365
shares
|
$1.47 Million
0.12% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Iii Capital Management
Boca Raton, FL |
Aug 14, 2025 Q2 2025 |
19,300
shares
|
$1.47 Million
0.3% of portfolio
|
Q1 2025
Reduced 69.98%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
19,267
shares
|
$1.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 62.65%
|
|
|
Moulton Wealth Management, Inc
|
Oct 07, 2025 Q3 2025 |
19,211
shares
|
$1.46 Million
1.06% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
19,150
shares
|
$1.46 Million
0.2% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
18,814
shares
|
$1.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.21%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
18,714
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
18,652
shares
|
$1.42 Million
0.43% of portfolio
|
Q2 2025
Added 606.52%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
18,629
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
18,576
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
18,512
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
18,500
shares
|
$1.41 Million
0.79% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
18,399
shares
|
$1.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
18,361
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 44.33%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
18,345
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 70.22%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
18,336
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
18,243
shares
|
$1.39 Million
1.91% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
18,138
shares
|
$1.38 Million
1.57% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
18,053
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
18,002
shares
|
$1.37 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
17,918
shares
|
$1.36 Million
0.06% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
17,818
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Added 0.73%
|