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 |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
8,222
shares
|
$625,200
0.1% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,189
shares
|
$622,691
0.02% of portfolio
|
Q1 2025
Added 35.07%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
8,168
shares
|
$621,094
0.22% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
8,147
shares
|
$619,497
0.01% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
8,106
shares
|
$616,380
0.11% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
8,104
shares
|
$616,228
0.02% of portfolio
|
Q1 2025
Added 15.06%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,074
shares
|
$613,946
0.01% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
8,065
shares
|
$613,262
0.03% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
8,059
shares
|
$612,806
0.06% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
8,053
shares
|
$612,350
0.31% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
8,018
shares
|
$609,688
0.27% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
May 09, 2025 Q1 2025 |
8,000
shares
|
$608,320
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,959
shares
|
$605,202
0.27% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,925
shares
|
$602,617
0.01% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
7,906
shares
|
$601,172
0.12% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
7,897
shares
|
$600,487
0.02% of portfolio
|
Q1 2025
Reduced 76.76%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
7,891
shares
|
$600,031
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,874
shares
|
$598,738
0.08% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
7,810
shares
|
$593,872
0.32% of portfolio
|
Q1 2025
Added 10.17%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
7,784
shares
|
$591,895
0.52% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
7,741
shares
|
$588,625
0.02% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
7,739
shares
|
$588,473
0.48% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
7,703
shares
|
$585,736
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
7,682
shares
|
$584,139
0.04% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
7,651
shares
|
$581,782
0.23% of portfolio
|
Q1 2025
Added 32.37%
|