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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,197
shares
|
$775,379
0.21% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,180
shares
|
$774,087
0.52% of portfolio
|
Q1 2023
Reduced 3.05%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
10,137
shares
|
$770,817
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,114
shares
|
$769,068
0.1% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
10,109
shares
|
$768,688
0.2% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
10,076
shares
|
$766,179
0.33% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
10,068
shares
|
$765,570
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$760,400
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
9,919
shares
|
$754,240
0.12% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,863
shares
|
$749,982
0.04% of portfolio
|
Q4 2024
Reduced 87.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,858
shares
|
$749,602
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Feb 07, 2025 Q4 2024 |
9,817
shares
|
$746,484
0.12% of portfolio
|
Q4 2024
Reduced 77.01%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,775
shares
|
$743,291
0.11% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
9,571
shares
|
$727,778
0.34% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
9,570
shares
|
$727,702
0.05% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
9,541
shares
|
$725,497
0.64% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
9,523
shares
|
$724,128
0.02% of portfolio
|
Q4 2024
Reduced 79.07%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
9,515
shares
|
$723,520
0.55% of portfolio
|
Q4 2024
Added 17.34%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,503
shares
|
$722,608
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
9,494
shares
|
$721,923
0.01% of portfolio
|
Q4 2024
Added 8.23%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
9,479
shares
|
$720,783
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
9,475
shares
|
$720,479
0.01% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
9,474
shares
|
$720,402
0.31% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,453
shares
|
$718,806
0.05% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
9,390
shares
|
$714,015
0.02% of portfolio
|
Q4 2024
Reduced 48.58%
|