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 1,402 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Jul 21, 2025 Q2 2025 |
3,413
shares
|
$259,524
0.11% 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%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,408
shares
|
$259,144
0.02% of portfolio
|
Q2 2025
Reduced 36.42%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
3,400
shares
|
$258,536
0.14% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,374
shares
|
$256,558
0.37% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,374
shares
|
$256,558
0.04% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
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
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$253,669
0.09% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
3,326
shares
|
$252,909
0.14% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,323
shares
|
$252,680
0.03% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
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
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
3,301
shares
|
$251,008
0.12% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
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
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
3,276
shares
|
$249,107
0.08% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
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
|