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 1,360 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 |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,508
shares
|
$342,788
0.13% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,501
shares
|
$342,256
0.0% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
Clear Street Markets LLC
|
Feb 12, 2025 Q4 2024 |
4,500
shares
|
$342,180
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,453
shares
|
$338,606
0.06% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
4,440
shares
|
$337,617
0.03% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,417
shares
|
$335,868
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
4,392
shares
|
$333,967
0.11% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
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
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
4,369
shares
|
$332,218
0.06% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
4,368
shares
|
$332,142
0.24% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
4,353
shares
|
$331,002
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,274
shares
|
$324,994
0.02% of portfolio
|
Q4 2024
Added 32.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
4,270
shares
|
$324,690
0.05% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
4,252
shares
|
$323,322
0.04% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
4,236
shares
|
$322,105
0.02% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
4,229
shares
|
$321,573
0.04% of portfolio
|
Q4 2024
Added 15.61%
|
|
|
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%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,149
shares
|
$315,489
0.02% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
4,144
shares
|
$315,109
0.12% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
4,132
shares
|
$314,197
0.08% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
4,106
shares
|
$312,220
0.06% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
4,053
shares
|
$308,190
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
4,047
shares
|
$307,733
0.01% of portfolio
|
Q4 2024
Added 0.12%
|