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 1,397 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,199
shares
|
$851,571
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
11,184
shares
|
$850,431
0.04% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,182
shares
|
$850,279
0.12% of portfolio
|
Q1 2025
Reduced 37.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
11,162
shares
|
$848,758
0.41% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
11,155
shares
|
$848,226
0.05% of portfolio
|
Q2 2025
Added 107.73%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,155
shares
|
$848,226
0.17% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
11,154
shares
|
$848,150
0.59% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
11,153
shares
|
$848,074
0.61% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
11,143
shares
|
$847,313
0.12% of portfolio
|
Q2 2025
Reduced 63.35%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
11,100
shares
|
$844,044
0.41% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
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 |
Jul 09, 2025 Q2 2025 |
11,002
shares
|
$836,592
0.09% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
10,950
shares
|
$832,638
0.07% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
10,936
shares
|
$831,573
0.22% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,935
shares
|
$831,497
0.21% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
10,877
shares
|
$827,087
0.08% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
10,867
shares
|
$826,326
0.05% of portfolio
|
Q2 2025
Reduced 81.05%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
10,835
shares
|
$823,893
0.21% of portfolio
|
Q2 2025
Added 26.96%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
10,736
shares
|
$816,365
0.15% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,721
shares
|
$815,224
0.07% of portfolio
|
Q2 2025
Reduced 63.23%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
10,665
shares
|
$810,966
0.31% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
10,660
shares
|
$810,586
0.25% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
10,659
shares
|
$810,510
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
10,658
shares
|
$810,434
0.03% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
10,610
shares
|
$806,784
0.0% of portfolio
|
Q2 2025
Added 27.51%
|