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 1,315 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,207
shares
|
$395,940
0.07% of portfolio
|
Q3 2024
Added 50.4%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,204
shares
|
$395,712
0.07% of portfolio
|
Q2 2024
Added 1682.19%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
5,181
shares
|
$393,963
0.64% of portfolio
|
Q2 2022
Reduced 3.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
5,160
shares
|
$392,366
0.0% of portfolio
|
Q3 2024
Reduced 26.4%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
5,145
shares
|
$391,225
0.03% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
5,076
shares
|
$385,979
0.0% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
5,040
shares
|
$383,241
0.06% of portfolio
|
Q2 2024
Added 9.95%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,036
shares
|
$382,937
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
5,035
shares
|
$382,861
0.03% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
5,000
shares
|
$380,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,966
shares
|
$377,614
0.06% of portfolio
|
Q3 2024
Added 33.85%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
4,947
shares
|
$376,169
0.03% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,923
shares
|
$374,344
0.01% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
4,901
shares
|
$372,672
0.1% of portfolio
|
Q3 2024
Reduced 32.02%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
4,892
shares
|
$371,987
0.02% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
4,890
shares
|
$371,835
0.03% of portfolio
|
Q3 2022
Added 0.62%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
4,884
shares
|
$371,379
0.01% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,877
shares
|
$370,847
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,874
shares
|
$370,618
0.01% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
4,872
shares
|
$370,466
0.13% of portfolio
|
Q3 2024
Reduced 98.37%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
4,858
shares
|
$369,402
0.15% of portfolio
|
Q3 2022
Reduced 8.04%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,844
shares
|
$368,337
0.11% of portfolio
|
Q3 2024
Reduced 18.66%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
4,832
shares
|
$367,425
0.01% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,816
shares
|
$366,208
0.02% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
4,812
shares
|
$365,904
0.22% of portfolio
|
Q1 2024
Added 0.59%
|