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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
3,612
shares
|
$274,656
0.04% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,610
shares
|
$274,504
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,597
shares
|
$273,515
0.03% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
3,594
shares
|
$273,287
0.07% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
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%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
3,586
shares
|
$272,679
0.0% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
3,580
shares
|
$272,223
0.05% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,574
shares
|
$271,766
0.05% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
3,551
shares
|
$270,018
0.05% of portfolio
|
Q3 2025
Reduced 28.54%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,532
shares
|
$268,573
0.03% of portfolio
|
Q2 2025
Reduced 9.87%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,530
shares
|
$268,421
0.03% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
3,528
shares
|
$268,269
0.01% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
3,508
shares
|
$266,748
0.11% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
3,495
shares
|
$265,759
0.04% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
3,487
shares
|
$265,151
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,480
shares
|
$264,619
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
3,449
shares
|
$262,261
0.0% of portfolio
|
Q3 2025
Added 405.72%
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
3,440
shares
|
$261,577
0.02% of portfolio
|
Q2 2025
Reduced 92.7%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,431
shares
|
$260,893
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
3,427
shares
|
$260,589
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,413
shares
|
$259,524
0.1% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
3,409
shares
|
$259,220
0.06% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
3,400
shares
|
$258,536
0.11% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,399
shares
|
$258,459
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|