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 1,395 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $13.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
7,267
shares
|
$552,582
0.16% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
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%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
7,174
shares
|
$545,510
0.04% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,170
shares
|
$545,206
0.04% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
7,149
shares
|
$543,609
0.18% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,135
shares
|
$542,545
0.02% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,124
shares
|
$541,708
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
7,081
shares
|
$538,439
0.17% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
7,078
shares
|
$538,211
0.02% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
7,054
shares
|
$536,386
0.08% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
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%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,964
shares
|
$529,542
0.01% of portfolio
|
Q3 2025
Added 128.85%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Aug 12, 2025 Q2 2025 |
6,946
shares
|
$528,173
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
6,933
shares
|
$527,185
0.01% of portfolio
|
Q3 2025
Reduced 16.55%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
6,923
shares
|
$526,424
0.23% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,852
shares
|
$521,026
0.02% of portfolio
|
Q3 2025
Reduced 7.88%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
6,794
shares
|
$516,615
0.24% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
6,792
shares
|
$516,463
0.01% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
6,768
shares
|
$514,638
0.3% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
6,728
shares
|
$511,597
0.1% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
6,725
shares
|
$511,369
0.04% of portfolio
|
Q2 2025
Added 72.08%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,685
shares
|
$508,327
0.0% of portfolio
|
Q1 2023
Reduced 87.68%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
6,650
shares
|
$505,666
0.06% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
6,641
shares
|
$504,981
0.19% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,616
shares
|
$503,080
0.12% of portfolio
|
Q2 2023
Added 1.01%
|