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 1,385 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 |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
3,720
shares
|
$282,868
0.18% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
3,696
shares
|
$281,043
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
3,691
shares
|
$280,663
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
3,680
shares
|
$279,827
0.05% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
3,677
shares
|
$279,599
0.09% of portfolio
|
Q3 2023
Reduced 5.81%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
3,668
shares
|
$278,914
0.03% of portfolio
|
Q1 2025
Reduced 37.9%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
3,652
shares
|
$277,698
0.16% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,621
shares
|
$275,340
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
3,619
shares
|
$275,188
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
3,593
shares
|
$273,211
0.29% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,590
shares
|
$272,983
0.42% of portfolio
|
Q3 2022
Added 5.84%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,587
shares
|
$272,755
0.06% of portfolio
|
Q3 2023
Added 19.29%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
3,530
shares
|
$268,421
0.03% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,526
shares
|
$268,117
0.0% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,512
shares
|
$267,052
0.06% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
3,488
shares
|
$265,227
0.14% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,480
shares
|
$264,619
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
3,474
shares
|
$264,162
0.01% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,456
shares
|
$262,794
0.06% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
3,452
shares
|
$262,490
0.08% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
3,442
shares
|
$261,729
0.08% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,426
shares
|
$260,513
0.03% of portfolio
|
Q1 2025
Added 17.25%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
3,413
shares
|
$259,524
0.12% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
3,409
shares
|
$259,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
3,407
shares
|
$259,068
0.06% of portfolio
|
Q1 2025
Reduced 4.24%
|