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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
3,847
shares
|
$292,525
0.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,826
shares
|
$290,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ht Partners LLC
|
Oct 23, 2025 Q3 2025 |
3,824
shares
|
$290,776
0.09% of portfolio
|
Q1 2019
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,824
shares
|
$290,776
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
3,821
shares
|
$290,548
0.06% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,810
shares
|
$289,712
0.0% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,800
shares
|
$288,952
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,793
shares
|
$288,419
0.0% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
3,790
shares
|
$288,191
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
3,790
shares
|
$288,191
0.21% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
3,786
shares
|
$287,887
0.02% of portfolio
|
Q2 2025
Reduced 65.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,784
shares
|
$287,735
0.02% of portfolio
|
Q3 2025
Added 26.47%
|
|
|
Qcm Cayman, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,765
shares
|
$286,290
8.28% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
3,754
shares
|
$285,454
0.16% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,747
shares
|
$284,921
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
3,732
shares
|
$283,781
0.1% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,729
shares
|
$283,553
0.0% of portfolio
|
Q3 2023
Reduced 8.15%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
3,724
shares
|
$283,172
0.01% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
3,720
shares
|
$282,868
0.18% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,695
shares
|
$280,967
0.02% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,684
shares
|
$280,131
0.22% of portfolio
|
Q2 2025
Reduced 33.69%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
3,675
shares
|
$279,447
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
3,656
shares
|
$278,002
0.13% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,648
shares
|
$277,393
0.01% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,634
shares
|
$276,329
0.03% of portfolio
|
Q3 2025
Added 2.28%
|