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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
15,860
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2025
Added 49.03%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
15,809
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
15,798
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 108.14%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
15,790
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.9%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
15,761
shares
|
$1.2 Million
0.37% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
15,755
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 61.11%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
15,751
shares
|
$1.2 Million
0.14% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
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%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
15,622
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
15,565
shares
|
$1.18 Million
0.74% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
15,533
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Reduced 41.65%
|
|
|
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%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
15,252
shares
|
$1.16 Million
0.06% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
15,250
shares
|
$1.16 Million
0.41% of portfolio
|
Q1 2025
Added 40.54%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
15,249
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
15,208
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
15,043
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
15,000
shares
|
$1.14 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
14,970
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2025
Added 400.17%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
14,917
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
14,917
shares
|
$1.13 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
14,773
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
14,742
shares
|
$1.12 Million
0.33% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Apr 18, 2025 Q1 2025 |
14,643
shares
|
$1.11 Million
1.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,592
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.13%
|