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 1,385 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
4,396
shares
|
$334,271
0.05% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
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
|
|
|
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
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,245
shares
|
$322,789
0.01% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,240
shares
|
$322,409
0.47% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
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%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,166
shares
|
$316,782
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
4,165
shares
|
$316,706
0.08% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,152
shares
|
$315,718
0.05% of portfolio
|
Q1 2025
Reduced 33.05%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,149
shares
|
$315,489
0.01% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
4,132
shares
|
$314,197
0.08% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
4,130
shares
|
$314,045
0.19% of portfolio
|
Q1 2025
Reduced 32.6%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
4,091
shares
|
$311,079
0.13% of portfolio
|
Q1 2025
Added 335.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
4,079
shares
|
$310,167
0.04% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
4,067
shares
|
$309,254
0.03% of portfolio
|
Q1 2025
Added 52.95%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
4,058
shares
|
$308,570
0.29% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
4,053
shares
|
$308,190
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,037
shares
|
$306,973
0.0% of portfolio
|
Q1 2025
Added 48.36%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
4,000
shares
|
$304,160
0.21% of portfolio
|
Q1 2024
Added 490.84%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
3,982
shares
|
$302,791
0.07% of portfolio
|
Q1 2024
Reduced 4.78%
|