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 1,398 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
16,028
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,010
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
15,980
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
15,933
shares
|
$1.21 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
15,874
shares
|
$1.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
15,860
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
15,841
shares
|
$1.2 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
15,803
shares
|
$1.2 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15,801
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
15,790
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
15,714
shares
|
$1.19 Million
0.07% of portfolio
|
Q2 2025
Reduced 44.24%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
15,708
shares
|
$1.19 Million
0.34% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
15,655
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
15,644
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,622
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,545
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 47.57%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
15,471
shares
|
$1.18 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
15,463
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
15,413
shares
|
$1.17 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
15,404
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
15,361
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
15,153
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 209.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
15,131
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
15,103
shares
|
$1.15 Million
1.03% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
15,098
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 50.71%
|