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 |
|---|---|---|---|---|---|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
10,599
shares
|
$805,947
0.29% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
10,547
shares
|
$801,993
1.16% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
10,544
shares
|
$801,765
1.1% of portfolio
|
Q2 2025
Added 48.09%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
10,485
shares
|
$797,279
0.19% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,476
shares
|
$796,595
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,450
shares
|
$794,618
0.02% of portfolio
|
Q2 2025
Added 20.03%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
10,429
shares
|
$793,021
0.3% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,417
shares
|
$792,108
0.01% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
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%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
10,357
shares
|
$787,546
0.05% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,327
shares
|
$785,265
0.29% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
10,327
shares
|
$785,265
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
10,299
shares
|
$783,135
0.34% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,288
shares
|
$782,299
0.04% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
10,209
shares
|
$776,292
0.07% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
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%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,114
shares
|
$769,068
0.1% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
10,112
shares
|
$768,916
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
10,098
shares
|
$767,851
0.01% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
10,011
shares
|
$761,236
0.33% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$760,400
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
9,962
shares
|
$757,510
0.07% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
9,939
shares
|
$755,761
0.04% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
9,898
shares
|
$752,643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,775
shares
|
$743,291
0.11% of portfolio
|
Q3 2024
Added 21.62%
|