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 1,398 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
5,882
shares
|
$447,267
0.3% 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%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,744
shares
|
$436,773
0.04% of portfolio
|
Q2 2025
Added 38.34%
|
|
|
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%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
5,675
shares
|
$431,527
0.26% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
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%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
5,600
shares
|
$425,824
0.21% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
5,583
shares
|
$424,531
0.19% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,578
shares
|
$424,151
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
5,556
shares
|
$422,478
0.36% of portfolio
|
Q1 2025
Reduced 96.66%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
5,538
shares
|
$421,109
0.13% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,520
shares
|
$419,740
0.13% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,489
shares
|
$417,383
0.01% of portfolio
|
Q4 2023
Reduced 13.22%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
5,477
shares
|
$416,471
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,462
shares
|
$415,330
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
5,439
shares
|
$413,581
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
5,425
shares
|
$412,517
0.1% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
5,423
shares
|
$412,364
0.02% of portfolio
|
Q3 2023
Added 62.61%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
5,414
shares
|
$411,680
0.02% of portfolio
|
Q4 2024
Reduced 22.17%
|