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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,696
shares
|
$281,043
0.07% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,694
shares
|
$280,891
0.01% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
3,688
shares
|
$280,435
0.01% of portfolio
|
Q4 2024
Added 264.07%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
3,677
shares
|
$279,599
0.09% of portfolio
|
Q3 2023
Reduced 5.81%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
3,668
shares
|
$278,914
0.08% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,655
shares
|
$277,926
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
3,612
shares
|
$274,656
0.14% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,598
shares
|
$273,591
0.0% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,590
shares
|
$272,983
0.42% of portfolio
|
Q3 2022
Added 5.84%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
3,590
shares
|
$272,983
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,587
shares
|
$272,755
0.06% of portfolio
|
Q3 2023
Added 19.29%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,580
shares
|
$272,223
0.05% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,558
shares
|
$270,550
0.06% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
3,531
shares
|
$268,497
0.03% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,530
shares
|
$268,421
0.03% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
3,507
shares
|
$266,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
3,505
shares
|
$266,520
0.0% of portfolio
|
Q4 2024
Added 29.96%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
3,503
shares
|
$266,368
0.1% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,480
shares
|
$264,619
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
3,475
shares
|
$264,239
0.14% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
3,468
shares
|
$263,706
0.18% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
3,437
shares
|
$261,349
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
3,426
shares
|
$260,513
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,413
shares
|
$259,524
0.12% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
3,386
shares
|
$257,471
0.12% of portfolio
|
Q4 2024
Added 0.77%
|