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 1,393 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 |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
2,618
shares
|
$199,072
0.02% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
West Tower Group, LLC
Richmond, VA |
Oct 16, 2025 Q3 2025 |
2,600
shares
|
$197,704
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
2,575
shares
|
$195,803
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,572
shares
|
$195,574
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$195,574
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,572
shares
|
$195,574
0.05% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,570
shares
|
$195,422
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
2,568
shares
|
$195,270
0.01% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
2,563
shares
|
$194,890
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
2,563
shares
|
$194,890
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,561
shares
|
$194,738
0.01% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,560
shares
|
$194,662
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,550
shares
|
$193,902
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,546
shares
|
$193,597
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,535
shares
|
$192,761
0.03% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
2,516
shares
|
$191,316
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
2,515
shares
|
$191,240
0.03% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
2,492
shares
|
$189,491
0.0% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,489
shares
|
$189,263
0.01% of portfolio
|
Q2 2025
Reduced 21.13%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
2,487
shares
|
$189,111
0.03% of portfolio
|
Q1 2025
Added 118.73%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
2,471
shares
|
$187,894
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,450
shares
|
$186,298
0.07% of portfolio
|
Q1 2024
Added 8.65%
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
2,403
shares
|
$182,724
0.07% of portfolio
|
Q3 2025
Reduced 70.34%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
2,400
shares
|
$182,496
0.01% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,366
shares
|
$179,910
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|