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 |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,655
shares
|
$353,966
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
4,641
shares
|
$352,901
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
4,592
shares
|
$349,175
0.17% of portfolio
|
Q3 2025
Added 80.29%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,582
shares
|
$348,415
0.01% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
4,575
shares
|
$347,883
0.07% of portfolio
|
Q3 2025
Reduced 54.76%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
4,574
shares
|
$347,806
0.08% of portfolio
|
Q3 2025
Reduced 11.87%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
4,573
shares
|
$347,730
0.24% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
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%
|
|
|
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
|
Aug 06, 2025 Q2 2025 |
4,500
shares
|
$342,180
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 08, 2025 Q3 2025 |
4,493
shares
|
$341,647
0.35% of portfolio
|
Q3 2025
Reduced 15.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,431
shares
|
$336,933
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,417
shares
|
$335,868
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,417
shares
|
$335,868
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
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
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
4,332
shares
|
$329,405
0.23% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
4,311
shares
|
$327,808
0.26% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
4,307
shares
|
$327,504
0.2% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
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
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,285
shares
|
$325,831
0.14% of portfolio
|
Q2 2025
Reduced 37.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,278
shares
|
$325,299
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,264
shares
|
$324,234
0.01% of portfolio
|
Q3 2025
Reduced 96.66%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,240
shares
|
$322,409
0.47% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
4,236
shares
|
$322,105
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
4,232
shares
|
$321,801
0.01% of portfolio
|
Q2 2025
Added 57.97%
|