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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,179
shares
|
$317,771
0.0% of portfolio
|
Q2 2025
Added 207.28%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,171
shares
|
$317,162
0.13% of portfolio
|
Q2 2025
Reduced 43.23%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,060
shares
|
$308,722
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$304,160
0.29% of portfolio
|
Q2 2025
Reduced 53.41%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
3,982
shares
|
$302,791
0.06% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
3,977
shares
|
$302,411
0.23% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,951
shares
|
$300,434
0.01% of portfolio
|
Q2 2025
Reduced 37.38%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
3,950
shares
|
$300,358
0.01% of portfolio
|
Q1 2025
Reduced 96.64%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
3,924
shares
|
$298,380
0.02% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
3,918
shares
|
$297,924
0.05% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,898
shares
|
$296,403
0.03% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
3,890
shares
|
$295,795
0.02% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
3,869
shares
|
$294,198
0.18% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,838
shares
|
$291,841
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
3,832
shares
|
$291,385
0.02% of portfolio
|
Q2 2025
Added 18.56%
|