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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
6,007
shares
|
$456,772
0.01% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
5,987
shares
|
$455,251
0.12% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
5,971
shares
|
$454,034
0.43% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
5,883
shares
|
$447,343
0.03% of portfolio
|
Q3 2025
Reduced 19.04%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
5,882
shares
|
$447,267
0.29% of portfolio
|
Q4 2018
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
5,881
shares
|
$447,191
0.16% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,832
shares
|
$443,465
0.17% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
5,829
shares
|
$443,237
0.03% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
5,813
shares
|
$442,020
0.0% of portfolio
|
Q4 2022
Reduced 3.89%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
5,800
shares
|
$441,032
0.07% of portfolio
|
Q2 2025
Reduced 39.65%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
5,784
shares
|
$439,815
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
5,773
shares
|
$438,978
0.05% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
5,757
shares
|
$437,762
0.3% of portfolio
|
Q2 2025
Reduced 31.3%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
5,744
shares
|
$436,773
0.04% of portfolio
|
Q2 2025
Added 38.34%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,734
shares
|
$436,013
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,721
shares
|
$435,024
0.01% of portfolio
|
Q3 2025
Added 44.8%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,713
shares
|
$434,416
0.1% of portfolio
|
Q2 2025
Added 2231.84%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
5,703
shares
|
$433,656
0.01% of portfolio
|
Q1 2025
Reduced 13.76%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
5,655
shares
|
$430,006
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
5,633
shares
|
$428,333
0.15% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
5,584
shares
|
$424,607
0.3% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
5,575
shares
|
$423,923
0.23% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
5,548
shares
|
$421,869
0.09% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
5,520
shares
|
$419,740
0.13% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
5,491
shares
|
$417,535
0.01% of portfolio
|
Q2 2025
Added 1.42%
|