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 1,315 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
3,083
shares
|
$234,431
0.13% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
3,075
shares
|
$233,823
0.03% of portfolio
|
Q4 2023
Reduced 8.89%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
3,070
shares
|
$233,442
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
3,064
shares
|
$232,986
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
3,062
shares
|
$232,834
0.12% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,053
shares
|
$232,150
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
3,049
shares
|
$231,845
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
3,048
shares
|
$231,769
0.01% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,038
shares
|
$231,009
0.06% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
3,035
shares
|
$230,781
0.2% of portfolio
|
Q2 2024
Reduced 20.76%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,024
shares
|
$229,944
0.13% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
3,005
shares
|
$228,500
0.09% of portfolio
|
Q1 2024
Added 0.27%
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,000
shares
|
$228,120
0.09% of portfolio
|
Q2 2018
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$228,120
0.17% of portfolio
|
Q1 2021
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
2,999
shares
|
$228,043
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,958
shares
|
$224,926
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
2,954
shares
|
$224,622
0.02% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
2,951
shares
|
$224,394
0.02% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,947
shares
|
$224,089
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
2,942
shares
|
$223,709
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
2,931
shares
|
$222,873
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
2,926
shares
|
$222,493
0.04% of portfolio
|
Q2 2024
Reduced 11.23%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
2,916
shares
|
$221,732
0.07% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,899
shares
|
$220,439
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,884
shares
|
$219,299
0.04% of portfolio
|
Q3 2024
Reduced 4.88%
|