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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
15,712
shares
|
$1.19 Million
0.06% of portfolio
|
Q4 2024
Reduced 74.62%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
15,705
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
15,481
shares
|
$1.18 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
15,479
shares
|
$1.18 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Mar 18, 2025 Q4 2024 |
15,331
shares
|
$1.17 Million
1.2% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
15,208
shares
|
$1.16 Million
0.36% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
15,199
shares
|
$1.16 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
15,052
shares
|
$1.14 Million
0.92% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
15,045
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
14,917
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
14,875
shares
|
$1.13 Million
0.06% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
14,665
shares
|
$1.12 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
14,629
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
14,589
shares
|
$1.11 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
14,530
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2024
Added 30.84%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
14,485
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
14,453
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Lodge Hill Capital, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,400
shares
|
$1.09 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.02%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
14,341
shares
|
$1.09 Million
0.49% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
14,322
shares
|
$1.09 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
14,278
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
14,242
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
14,229
shares
|
$1.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
14,124
shares
|
$1.07 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
14,097
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.43%
|