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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
11,582
shares
|
$880,695
0.02% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
11,578
shares
|
$880,391
0.42% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
11,562
shares
|
$879,174
0.01% of portfolio
|
Q1 2025
Added 32.59%
|
|
|
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%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
11,433
shares
|
$869,365
0.17% of portfolio
|
Q1 2025
Reduced 18.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,410
shares
|
$867,616
0.08% of portfolio
|
Q1 2025
Added 3580.65%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
11,347
shares
|
$862,825
0.46% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,303
shares
|
$859,480
0.03% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
11,264
shares
|
$856,514
0.36% of portfolio
|
Q1 2025
Reduced 68.07%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,256
shares
|
$855,906
0.23% of portfolio
|
Q1 2025
Added 62.17%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,254
shares
|
$855,754
0.02% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
11,197
shares
|
$851,419
0.28% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
11,197
shares
|
$851,419
0.08% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,182
shares
|
$850,279
0.13% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
11,152
shares
|
$847,998
0.39% of portfolio
|
Q1 2025
Reduced 22.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
11,117
shares
|
$845,336
0.01% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
11,112
shares
|
$844,956
0.05% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
11,106
shares
|
$844,500
0.19% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,049
shares
|
$840,165
0.18% of portfolio
|
Q3 2020
Added 0.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
11,047
shares
|
$840,013
0.12% of portfolio
|
Q1 2025
Added 12.06%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,032
shares
|
$838,873
0.22% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
11,031
shares
|
$838,797
0.08% of portfolio
|
Q1 2025
Added 56.09%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
10,999
shares
|
$836,363
0.44% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
10,998
shares
|
$836,287
0.22% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
10,964
shares
|
$833,702
0.01% of portfolio
|
Q1 2025
New holding
|