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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
4,185
shares
|
$318,227
0.21% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,175
shares
|
$317,467
0.03% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
4,170
shares
|
$317,086
0.15% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,149
shares
|
$315,489
0.01% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
4,132
shares
|
$314,197
0.07% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
4,053
shares
|
$308,190
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
4,030
shares
|
$306,441
0.17% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,015
shares
|
$305,300
0.09% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,005
shares
|
$304,540
0.02% of portfolio
|
Q2 2025
Added 84.14%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$304,160
0.18% 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
|
Oct 07, 2025 Q3 2025 |
3,982
shares
|
$302,791
0.06% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,979
shares
|
$302,563
0.06% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
3,977
shares
|
$302,411
0.21% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,928
shares
|
$298,685
0.24% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
3,910
shares
|
$297,316
0.03% of portfolio
|
Q3 2025
Reduced 14.31%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,907
shares
|
$297,088
0.11% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
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%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,893
shares
|
$296,023
0.02% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
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%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
3,889
shares
|
$295,719
0.0% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
3,878
shares
|
$294,883
0.0% of portfolio
|
Q2 2025
Reduced 12.22%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
3,853
shares
|
$292,982
0.08% of portfolio
|
Q2 2025
New holding
|