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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
2,702
shares
|
$205,460
0.01% of portfolio
|
Q1 2025
Reduced 18.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,690
shares
|
$204,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
2,683
shares
|
$204,015
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,679
shares
|
$203,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,644
shares
|
$201,049
0.01% of portfolio
|
Q1 2025
Added 408.46%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
2,640
shares
|
$200,745
0.07% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,636
shares
|
$200,441
0.03% of portfolio
|
Q4 2024
Reduced 32.89%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,630
shares
|
$199,985
0.07% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
2,628
shares
|
$199,833
0.03% of portfolio
|
Q1 2025
Reduced 98.27%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
2,599
shares
|
$197,627
0.03% of portfolio
|
Q1 2025
Reduced 99.33%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,578
shares
|
$196,031
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
2,572
shares
|
$195,574
0.05% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,571
shares
|
$195,498
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
2,570
shares
|
$195,422
0.03% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,568
shares
|
$195,270
0.03% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,561
shares
|
$194,738
0.01% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
2,552
shares
|
$194,054
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
2,550
shares
|
$193,902
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
2,546
shares
|
$193,597
0.11% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,539
shares
|
$193,065
0.02% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
2,535
shares
|
$192,761
0.03% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
2,516
shares
|
$191,316
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
2,514
shares
|
$191,164
0.02% of portfolio
|
Q1 2025
Added 7.71%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2,510
shares
|
$190,860
0.01% of portfolio
|
Q1 2025
Reduced 18.08%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
2,502
shares
|
$190,252
0.04% of portfolio
|
Q1 2025
New holding
|