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 1,400 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,827
shares
|
$214,965
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,821
shares
|
$214,508
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
2,820
shares
|
$214,432
0.19% of portfolio
|
Q4 2024
Reduced 26.22%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
2,807
shares
|
$213,444
0.04% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
May 15, 2025 Q1 2025 |
2,805
shares
|
$213,292
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,804
shares
|
$213,216
0.12% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,803
shares
|
$213,140
0.01% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
2,792
shares
|
$212,303
0.09% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
2,786
shares
|
$211,847
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
2,785
shares
|
$211,771
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,778
shares
|
$211,239
0.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,704
shares
|
$205,612
0.01% of portfolio
|
Q2 2025
Reduced 80.79%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,703
shares
|
$205,536
0.03% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
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
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,644
shares
|
$201,049
0.01% of portfolio
|
Q1 2025
Added 408.46%
|
|
|
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%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
2,621
shares
|
$199,300
0.03% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,606
shares
|
$198,160
0.02% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
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
|
|
|
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%
|