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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
7,595
shares
|
$577,523
0.0% of portfolio
|
Q1 2025
Reduced 98.78%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,588
shares
|
$576,991
0.01% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
7,585
shares
|
$576,763
0.03% of portfolio
|
Q1 2025
Added 9.07%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
7,578
shares
|
$576,231
0.21% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,509
shares
|
$570,984
0.04% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
7,347
shares
|
$558,665
0.26% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
7,316
shares
|
$556,308
0.19% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
7,300
shares
|
$555,092
1.16% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
7,254
shares
|
$551,594
0.01% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,252
shares
|
$551,442
0.18% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
7,251
shares
|
$551,366
0.21% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
7,247
shares
|
$551,061
0.19% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
7,198
shares
|
$547,335
0.2% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,130
shares
|
$542,165
0.0% of portfolio
|
Q1 2025
Added 132.25%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,124
shares
|
$541,708
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,040
shares
|
$535,321
0.13% of portfolio
|
Q1 2024
Added 137.68%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
7,023
shares
|
$534,028
0.12% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
7,005
shares
|
$532,660
0.03% of portfolio
|
Q1 2025
Added 116.54%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,000
shares
|
$532,280
0.03% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
6,897
shares
|
$524,447
0.11% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,866
shares
|
$522,090
0.25% of portfolio
|
Q1 2025
Reduced 62.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
6,840
shares
|
$520,113
0.01% of portfolio
|
Q1 2025
Added 36.25%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
6,814
shares
|
$518,136
0.04% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
6,768
shares
|
$514,638
0.3% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
6,765
shares
|
$514,410
0.26% of portfolio
|
Q1 2025
Reduced 0.09%
|