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 1,400 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
4,563
shares
|
$346,970
0.04% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
4,562
shares
|
$346,894
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,546
shares
|
$345,677
0.12% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
4,541
shares
|
$345,297
0.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
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%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 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
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
4,357
shares
|
$331,306
0.02% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
4,315
shares
|
$328,112
0.05% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
4,307
shares
|
$327,504
0.16% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,303
shares
|
$327,200
0.06% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
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
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,240
shares
|
$322,409
0.47% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
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%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
4,205
shares
|
$319,748
0.21% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
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%
|