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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,378
shares
|
$332,903
0.01% of portfolio
|
Q3 2024
Added 27.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,372
shares
|
$332,446
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
4,368
shares
|
$332,142
0.24% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,367
shares
|
$332,066
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,367
shares
|
$332,066
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
4,299
shares
|
$326,895
0.12% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,295
shares
|
$326,591
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
4,294
shares
|
$326,515
0.29% of portfolio
|
Q3 2024
Reduced 92.95%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
4,294
shares
|
$326,515
0.29% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
4,267
shares
|
$324,462
0.11% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
4,267
shares
|
$324,462
0.12% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
4,266
shares
|
$324,386
0.05% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
4,261
shares
|
$324,006
0.03% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,240
shares
|
$322,409
0.47% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
4,234
shares
|
$321,953
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
4,217
shares
|
$320,660
0.01% of portfolio
|
Q3 2024
Added 1147.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,187
shares
|
$318,379
0.2% of portfolio
|
Q2 2024
Reduced 66.63%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
4,186
shares
|
$318,303
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
4,152
shares
|
$315,718
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
4,132
shares
|
$314,197
0.08% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
4,106
shares
|
$312,220
0.06% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
4,042
shares
|
$307,353
0.01% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,017
shares
|
$305,452
0.04% of portfolio
|
Q3 2024
Reduced 67.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,012
shares
|
$305,072
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management Inc
Provo, UT |
Oct 16, 2024 Q3 2024 |
4,003
shares
|
$304,388
0.25% of portfolio
|
Q3 2024
Reduced 91.18%
|