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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
9,611
shares
|
$730,820
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,526
shares
|
$724,357
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,507
shares
|
$722,912
0.09% of portfolio
|
Q2 2025
Reduced 13.04%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,503
shares
|
$722,608
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
9,497
shares
|
$722,151
0.06% of portfolio
|
Q1 2025
Added 323.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
9,351
shares
|
$711,050
0.09% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,350
shares
|
$710,974
0.01% of portfolio
|
Q2 2025
Reduced 22.94%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
9,347
shares
|
$710,745
0.0% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,306
shares
|
$707,628
0.26% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,276
shares
|
$705,347
0.05% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
9,151
shares
|
$695,842
0.0% of portfolio
|
Q1 2025
Reduced 89.06%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
9,127
shares
|
$694,017
0.22% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,098
shares
|
$691,811
0.05% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,067
shares
|
$689,454
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
9,050
shares
|
$688,162
0.27% of portfolio
|
Q2 2023
Reduced 11.49%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
9,037
shares
|
$687,173
0.18% of portfolio
|
Q2 2025
Added 94.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
9,036
shares
|
$687,097
0.05% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
9,036
shares
|
$687,097
0.11% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
9,010
shares
|
$685,120
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
8,969
shares
|
$682,002
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
8,961
shares
|
$681,394
0.02% of portfolio
|
Q2 2025
Added 38.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
8,883
shares
|
$675,463
0.02% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
8,882
shares
|
$675,387
0.73% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
8,860
shares
|
$673,714
0.09% of portfolio
|
Q2 2025
Reduced 50.1%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
8,858
shares
|
$673,562
0.05% of portfolio
|
Q2 2025
Reduced 90.98%
|