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 1,386 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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,114
shares
|
$769,068
0.1% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
10,114
shares
|
$769,068
0.2% of portfolio
|
Q1 2025
Reduced 63.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
10,039
shares
|
$763,365
0.03% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
10,000
shares
|
$760,400
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
9,872
shares
|
$750,666
0.59% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
9,804
shares
|
$745,496
0.68% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
9,801
shares
|
$745,268
0.36% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,775
shares
|
$743,291
0.11% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
9,610
shares
|
$730,744
0.15% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,503
shares
|
$722,608
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,485
shares
|
$721,239
0.05% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
9,456
shares
|
$719,034
0.3% of portfolio
|
Q1 2025
Added 65.0%
|
|
|
Brendel Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,376
shares
|
$712,951
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
9,347
shares
|
$710,745
0.04% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
May 12, 2025 Q1 2025 |
9,320
shares
|
$708,692
0.1% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
9,315
shares
|
$708,312
0.24% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
9,263
shares
|
$704,358
0.04% of portfolio
|
Q1 2025
Added 54.0%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
9,151
shares
|
$695,842
0.0% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
9,135
shares
|
$694,625
0.19% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
9,113
shares
|
$692,952
0.02% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
9,050
shares
|
$688,162
0.3% of portfolio
|
Q2 2023
Reduced 11.49%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
9,044
shares
|
$687,705
0.06% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
9,036
shares
|
$687,097
0.12% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
9,035
shares
|
$687,021
0.02% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
8,969
shares
|
$682,002
0.77% of portfolio
|
Q1 2025
New holding
|