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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
3,368
shares
|
$256,102
0.02% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
3,356
shares
|
$255,190
0.01% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
3,353
shares
|
$254,962
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
3,345
shares
|
$254,353
0.13% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$253,669
0.09% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
3,330
shares
|
$253,213
0.15% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
3,327
shares
|
$252,985
0.03% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,323
shares
|
$252,680
0.03% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,313
shares
|
$251,920
0.01% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,309
shares
|
$251,616
0.02% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
3,303
shares
|
$251,160
0.01% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
3,302
shares
|
$251,084
0.21% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
3,301
shares
|
$251,008
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
3,300
shares
|
$250,932
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 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
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,263
shares
|
$248,118
0.06% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
3,254
shares
|
$247,434
0.06% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
3,249
shares
|
$247,053
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
3,245
shares
|
$246,749
0.07% of portfolio
|
Q3 2025
Added 8.38%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
3,241
shares
|
$246,445
0.04% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
3,240
shares
|
$246,369
0.14% of portfolio
|
Q2 2025
Reduced 44.71%
|
|
|
Guyasuta Investment Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,232
shares
|
$245,761
0.02% of portfolio
|
Q3 2025
Reduced 15.66%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,228
shares
|
$245,457
0.04% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,219
shares
|
$244,772
0.01% of portfolio
|
Q3 2025
Reduced 3.01%
|