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 1,358 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
9,369
shares
|
$712,418
0.03% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
9,278
shares
|
$705,499
0.24% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,217
shares
|
$700,860
0.05% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,187
shares
|
$698,579
0.03% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jan 22, 2025 Q4 2024 |
9,099
shares
|
$691,887
0.3% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
9,099
shares
|
$691,887
0.12% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
9,050
shares
|
$688,162
0.26% of portfolio
|
Q2 2023
Reduced 11.49%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
9,044
shares
|
$687,705
0.06% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
8,985
shares
|
$683,219
0.18% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
8,983
shares
|
$683,067
0.06% of portfolio
|
Q4 2024
Reduced 98.79%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
8,958
shares
|
$681,166
0.38% of portfolio
|
Q4 2024
Reduced 92.07%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
8,925
shares
|
$678,657
0.01% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
8,922
shares
|
$678,428
0.03% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
8,861
shares
|
$673,790
0.18% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
8,846
shares
|
$672,649
0.01% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,823
shares
|
$670,900
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
8,807
shares
|
$669,684
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
8,778
shares
|
$667,479
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8,747
shares
|
$665,121
0.03% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
8,720
shares
|
$663,068
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
8,713
shares
|
$662,536
0.09% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,706
shares
|
$662,004
0.02% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
8,664
shares
|
$658,810
0.66% of portfolio
|
Q4 2024
Added 17.41%
|