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 1,384 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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
4,716
shares
|
$358,604
0.12% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
4,716
shares
|
$358,604
0.05% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
4,669
shares
|
$355,030
0.02% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
4,663
shares
|
$354,574
0.01% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
4,650
shares
|
$353,586
0.1% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
4,640
shares
|
$352,825
0.09% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
4,614
shares
|
$350,848
0.27% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
4,589
shares
|
$348,947
0.06% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,580
shares
|
$348,263
0.01% of portfolio
|
Q3 2024
Reduced 20.87%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
4,575
shares
|
$347,883
0.01% of portfolio
|
Q1 2025
Reduced 12.05%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
4,574
shares
|
$347,806
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
4,562
shares
|
$346,894
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
4,552
shares
|
$346,134
0.02% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
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%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
4,550
shares
|
$345,982
0.27% of portfolio
|
Q1 2025
Reduced 24.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
4,541
shares
|
$345,297
0.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
4,534
shares
|
$344,765
0.04% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
4,529
shares
|
$344,385
0.01% of portfolio
|
Q1 2025
Reduced 20.25%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
4,512
shares
|
$343,092
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
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
|
May 13, 2025 Q1 2025 |
4,500
shares
|
$342,180
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
4,486
shares
|
$341,115
0.06% of portfolio
|
Q1 2025
Reduced 56.53%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
4,461
shares
|
$339,214
0.04% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
4,418
shares
|
$335,944
0.0% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,417
shares
|
$335,868
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|