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 |
|---|---|---|---|---|---|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,473
shares
|
$568,246
0.02% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jul 23, 2025 Q2 2025 |
7,466
shares
|
$567,714
0.19% of portfolio
|
Q2 2025
Reduced 39.55%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
7,453
shares
|
$566,726
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
7,439
shares
|
$565,661
0.23% of portfolio
|
Q2 2025
Added 1427.52%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
7,438
shares
|
$565,585
0.02% of portfolio
|
Q2 2025
Added 31.41%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,431
shares
|
$565,053
0.05% of portfolio
|
Q2 2025
Reduced 17.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
7,426
shares
|
$564,673
0.04% of portfolio
|
Q2 2025
Added 19.41%
|
|
|
Managed Asset Portfolios, LLC
Rochester, MI |
Aug 11, 2025 Q2 2025 |
7,411
shares
|
$563,532
0.08% of portfolio
|
Q2 2025
Reduced 20.48%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
7,398
shares
|
$562,543
0.04% of portfolio
|
Q2 2025
Added 168.34%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,386
shares
|
$561,631
0.05% of portfolio
|
Q2 2025
Reduced 33.04%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
7,355
shares
|
$559,274
0.17% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,345
shares
|
$558,513
0.26% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
7,323
shares
|
$556,840
0.18% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
7,321
shares
|
$556,688
0.02% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
7,300
shares
|
$555,092
1.16% of portfolio
|
Q1 2023
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
7,267
shares
|
$552,582
0.04% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
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%
|
|
|
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%
|