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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
8,831
shares
|
$671,509
0.6% of portfolio
|
Q2 2025
Added 76.73%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
8,808
shares
|
$669,760
0.13% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,799
shares
|
$669,075
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,780
shares
|
$667,631
0.03% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
8,707
shares
|
$662,080
0.09% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,608
shares
|
$654,552
0.01% of portfolio
|
Q2 2025
Reduced 21.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
8,535
shares
|
$649,001
0.06% of portfolio
|
Q2 2025
Reduced 61.57%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,516
shares
|
$647,556
0.63% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Bricktown Capital, LLC
Detroit, MI |
Jul 25, 2025 Q2 2025 |
8,508
shares
|
$646,948
0.12% of portfolio
|
Q3 2024
Reduced 65.48%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$646,340
0.22% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
8,499
shares
|
$646,263
0.04% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,482
shares
|
$644,971
0.02% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
8,459
shares
|
$643,222
0.02% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,434
shares
|
$641,321
0.01% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
8,425
shares
|
$640,637
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,367
shares
|
$636,226
0.5% of portfolio
|
Q2 2025
Added 28.23%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
8,352
shares
|
$635,086
0.05% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
8,310
shares
|
$631,892
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,308
shares
|
$631,740
0.01% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
8,255
shares
|
$627,710
0.01% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,252
shares
|
$627,482
0.03% of portfolio
|
Q2 2025
Added 7.42%
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
8,199
shares
|
$623,451
0.2% of portfolio
|
Q2 2025
New holding
|