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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
11,039
shares
|
$839,405
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
10,981
shares
|
$834,995
0.22% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,931
shares
|
$831,193
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
10,851
shares
|
$825,110
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
10,807
shares
|
$821,764
0.03% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
10,770
shares
|
$818,950
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
10,696
shares
|
$813,323
0.33% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
10,659
shares
|
$810,510
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,642
shares
|
$809,217
0.09% of portfolio
|
Q4 2024
Added 51.27%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
10,630
shares
|
$808,305
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,560
shares
|
$802,982
0.08% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,557
shares
|
$802,754
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
10,547
shares
|
$801,993
1.16% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
10,543
shares
|
$801,689
0.24% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
10,500
shares
|
$798,420
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,463
shares
|
$795,606
0.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
10,448
shares
|
$794,465
0.0% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
10,431
shares
|
$793,173
0.05% of portfolio
|
Q4 2024
Added 138.86%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
10,391
shares
|
$790,131
0.06% of portfolio
|
Q4 2024
Reduced 85.34%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,371
shares
|
$788,610
0.35% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
10,357
shares
|
$787,546
0.31% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,327
shares
|
$785,265
0.29% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
10,320
shares
|
$784,732
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
10,270
shares
|
$780,930
0.02% of portfolio
|
Q4 2024
Added 10.03%
|