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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
4,786
shares
|
$363,927
0.04% of portfolio
|
Q3 2024
Added 16.33%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
4,773
shares
|
$362,938
0.02% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,731
shares
|
$359,745
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,721
shares
|
$358,984
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
4,694
shares
|
$356,931
0.1% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
4,663
shares
|
$354,574
0.02% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,662
shares
|
$354,498
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
4,661
shares
|
$354,422
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
4,605
shares
|
$350,164
0.09% of portfolio
|
Q3 2024
Added 38.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,602
shares
|
$349,936
0.01% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,599
shares
|
$349,707
0.07% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,589
shares
|
$348,947
0.04% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,581
shares
|
$348,339
0.01% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,580
shares
|
$348,263
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
4,574
shares
|
$347,806
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,558
shares
|
$346,590
0.03% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,551
shares
|
$346,058
0.0% of portfolio
|
Q3 2024
Added 47.23%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,551
shares
|
$346,058
0.0% of portfolio
|
Q3 2022
Added 71.48%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
4,545
shares
|
$345,601
0.01% of portfolio
|
Q3 2024
Added 45.35%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
4,529
shares
|
$344,385
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
4,503
shares
|
$342,408
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,501
shares
|
$342,256
0.0% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,500
shares
|
$342,180
0.0% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,428
shares
|
$336,705
0.01% of portfolio
|
Q3 2024
Reduced 94.24%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
4,383
shares
|
$333,283
0.02% of portfolio
|
Q2 2024
New holding
|