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 1,356 institutions that hold shares in the stock, with a total of 174 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 |
|---|---|---|---|---|---|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
12,234
shares
|
$930,273
0.1% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
12,202
shares
|
$927,840
0.5% of portfolio
|
Q4 2024
Reduced 38.91%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
12,152
shares
|
$924,038
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
12,081
shares
|
$918,639
0.34% of portfolio
|
Q4 2024
Added 253.87%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
12,045
shares
|
$915,901
0.16% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
11,926
shares
|
$906,853
0.05% of portfolio
|
Q4 2024
Added 29.63%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,888
shares
|
$903,963
0.12% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,883
shares
|
$903,583
0.03% of portfolio
|
Q4 2024
Added 212.88%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
11,818
shares
|
$898,640
0.14% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
11,627
shares
|
$884,117
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
11,559
shares
|
$878,946
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
11,534
shares
|
$877,045
0.25% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
11,531
shares
|
$876,817
0.08% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,527
shares
|
$876,513
0.05% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
11,364
shares
|
$864,118
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
11,327
shares
|
$861,305
0.43% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,303
shares
|
$859,480
0.03% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
11,217
shares
|
$852,940
0.08% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,195
shares
|
$851,267
0.28% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,169
shares
|
$849,290
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
11,158
shares
|
$848,454
0.24% of portfolio
|
Q4 2024
Added 95.93%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,121
shares
|
$845,640
0.17% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
11,120
shares
|
$845,564
0.01% of portfolio
|
Q4 2024
Added 16.34%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
11,098
shares
|
$843,891
0.06% of portfolio
|
Q4 2024
Reduced 15.35%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
11,063
shares
|
$841,230
0.39% of portfolio
|
Q4 2024
Added 29.39%
|