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 |
|---|---|---|---|---|---|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
6,330
shares
|
$481,333
0.23% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
6,316
shares
|
$480,268
0.01% of portfolio
|
Q1 2025
Added 17.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
6,309
shares
|
$479,736
0.01% of portfolio
|
Q1 2025
Added 34.61%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,282
shares
|
$477,683
0.07% of portfolio
|
Q2 2023
Added 5.54%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
6,268
shares
|
$476,618
0.13% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
6,243
shares
|
$474,717
0.55% of portfolio
|
Q1 2025
Reduced 49.12%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
6,219
shares
|
$472,892
0.03% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
6,120
shares
|
$465,364
0.08% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,119
shares
|
$465,288
0.2% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
6,090
shares
|
$463,083
0.04% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
6,000
shares
|
$456,240
0.05% of portfolio
|
Q1 2025
Reduced 26.89%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
5,972
shares
|
$454,110
0.01% of portfolio
|
Q1 2025
Added 140.52%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
5,971
shares
|
$454,034
0.47% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
5,912
shares
|
$449,548
0.4% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
5,882
shares
|
$447,267
0.33% of portfolio
|
Q4 2018
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
5,860
shares
|
$445,594
0.27% of portfolio
|
Q1 2025
Added 28.65%
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
5,813
shares
|
$442,020
0.01% of portfolio
|
Q4 2022
Reduced 3.89%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
5,784
shares
|
$439,815
0.05% of portfolio
|
Q1 2025
Added 36.03%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
5,717
shares
|
$434,720
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
5,703
shares
|
$433,656
0.02% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,676
shares
|
$431,603
0.07% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,675
shares
|
$431,527
0.26% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
5,660
shares
|
$430,386
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
5,653
shares
|
$429,854
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,614
shares
|
$426,888
0.11% of portfolio
|
Q1 2025
Reduced 6.62%
|