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 |
---|---|---|---|---|---|
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%
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,228
shares
|
$245,457
0.04% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,216
shares
|
$244,544
0.0% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,188
shares
|
$242,415
0.03% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,181
shares
|
$241,883
0.03% of portfolio
|
Q2 2023
New holding
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
3,169
shares
|
$240,970
0.14% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,166
shares
|
$240,742
0.02% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,166
shares
|
$240,742
0.06% of portfolio
|
Q4 2022
New holding
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
3,149
shares
|
$239,449
0.09% of portfolio
|
Q2 2025
New holding
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
3,141
shares
|
$238,841
0.21% of portfolio
|
Q2 2025
New holding
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
3,134
shares
|
$238,309
0.01% of portfolio
|
Q2 2025
Added 6.78%
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
3,113
shares
|
$236,712
0.12% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
3,104
shares
|
$236,028
0.0% of portfolio
|
Q2 2025
Added 239.98%
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,091
shares
|
$235,039
0.01% of portfolio
|
Q2 2025
Added 11.27%
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
3,078
shares
|
$234,051
0.08% of portfolio
|
Q2 2025
Added 9.93%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,078
shares
|
$234,051
0.02% of portfolio
|
Q2 2025
New holding
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,066
shares
|
$233,138
0.0% of portfolio
|
Q2 2025
Reduced 73.48%
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
3,055
shares
|
$232,302
0.11% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
3,043
shares
|
$231,389
0.0% of portfolio
|
Q2 2025
Reduced 19.94%
|
|
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%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
3,025
shares
|
$230,021
0.0% of portfolio
|
Q2 2025
Reduced 35.13%
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,015
shares
|
$229,260
0.06% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
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.
|
Jul 09, 2025 Q2 2025 |
3,000
shares
|
$228,120
0.09% of portfolio
|
Q2 2018
New holding
|