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 |
|---|---|---|---|---|---|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
8,960
shares
|
$681,318
0.06% of portfolio
|
Q1 2025
Reduced 20.12%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
8,799
shares
|
$669,075
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
8,778
shares
|
$667,479
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
8,774
shares
|
$667,174
0.01% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
8,756
shares
|
$665,806
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
8,752
shares
|
$665,502
0.04% of portfolio
|
Q1 2025
Added 25.71%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
8,746
shares
|
$665,045
0.78% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,740
shares
|
$664,589
0.05% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,723
shares
|
$663,296
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,706
shares
|
$662,004
0.02% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
8,674
shares
|
$659,570
0.04% of portfolio
|
Q1 2025
Reduced 53.45%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,673
shares
|
$659,494
0.02% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,652
shares
|
$657,898
0.03% of portfolio
|
Q1 2025
Reduced 5.82%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
8,585
shares
|
$652,803
0.38% of portfolio
|
Q1 2025
Reduced 82.46%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,568
shares
|
$651,510
0.02% of portfolio
|
Q1 2025
Reduced 10.03%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,562
shares
|
$651,054
0.04% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
8,542
shares
|
$649,533
0.75% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
8,534
shares
|
$648,925
0.19% of portfolio
|
Q1 2025
Added 24.08%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Apr 21, 2025 Q1 2025 |
8,508
shares
|
$646,948
0.13% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8,398
shares
|
$638,583
0.14% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
8,380
shares
|
$637,215
0.58% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
8,352
shares
|
$635,086
0.05% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,348
shares
|
$634,781
0.3% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,321
shares
|
$632,728
0.0% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
8,237
shares
|
$626,341
0.7% of portfolio
|
Q1 2025
Reduced 4.93%
|