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 1,354 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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,988
shares
|
$303,247
0.06% of portfolio
|
Q4 2024
Added 27.49%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
3,982
shares
|
$302,791
0.07% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
3,980
shares
|
$302,639
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
3,977
shares
|
$302,411
0.22% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,976
shares
|
$302,335
0.02% of portfolio
|
Q4 2024
Reduced 88.39%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
3,974
shares
|
$302,182
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,960
shares
|
$301,118
0.05% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,951
shares
|
$300,434
0.02% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,888
shares
|
$295,643
0.11% of portfolio
|
Q3 2023
Reduced 24.88%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
3,876
shares
|
$294,731
0.09% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,874
shares
|
$294,578
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,860
shares
|
$293,514
0.02% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Ht Partners LLC
|
Jan 23, 2025 Q4 2024 |
3,824
shares
|
$290,776
0.1% of portfolio
|
Q1 2019
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,824
shares
|
$290,776
0.01% of portfolio
|
Q4 2024
Reduced 12.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,823
shares
|
$290,700
0.03% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
3,793
shares
|
$288,419
0.08% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
3,787
shares
|
$287,963
0.03% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
3,771
shares
|
$286,746
0.06% of portfolio
|
Q4 2024
Added 30.08%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,766
shares
|
$286,366
0.01% of portfolio
|
Q4 2024
Reduced 86.7%
|
|
|
Qcm Cayman, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,765
shares
|
$286,290
8.28% of portfolio
|
Q3 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,747
shares
|
$284,921
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,745
shares
|
$284,769
0.01% of portfolio
|
Q4 2024
Reduced 91.66%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,729
shares
|
$283,553
0.01% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,729
shares
|
$283,553
0.0% of portfolio
|
Q3 2023
Reduced 8.15%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
3,720
shares
|
$282,868
0.18% of portfolio
|
Q4 2024
Added 21.41%
|