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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
3,404
shares
|
$258,840
0.13% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,378
shares
|
$256,863
0.02% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,374
shares
|
$256,558
0.37% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
3,353
shares
|
$254,962
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
3,349
shares
|
$254,657
0.01% of portfolio
|
Q1 2025
Reduced 17.25%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$253,669
0.09% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,323
shares
|
$252,680
0.03% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
3,318
shares
|
$252,300
0.05% of portfolio
|
Q1 2025
Reduced 63.53%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
3,309
shares
|
$251,616
0.14% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
3,300
shares
|
$250,932
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
3,299
shares
|
$250,855
0.05% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,290
shares
|
$250,171
0.06% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,282
shares
|
$249,563
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
3,263
shares
|
$248,118
0.09% of portfolio
|
Q1 2025
Added 28.16%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
3,263
shares
|
$248,118
0.0% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
3,254
shares
|
$247,434
0.06% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
3,252
shares
|
$247,282
0.21% of portfolio
|
Q1 2025
Added 56.27%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,236
shares
|
$246,065
0.07% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
3,232
shares
|
$245,761
0.02% of portfolio
|
Q2 2022
Added 12.14%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,230
shares
|
$245,609
0.06% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
3,201
shares
|
$243,404
0.05% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
3,199
shares
|
$243,251
0.12% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,193
shares
|
$242,795
0.01% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
3,192
shares
|
$242,719
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,188
shares
|
$242,415
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|