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 |
|---|---|---|---|---|---|
|
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 |
Jul 08, 2025 Q2 2025 |
2,546
shares
|
$193,597
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,546
shares
|
$193,597
0.02% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
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
|
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 |
May 13, 2025 Q1 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%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 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
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,499
shares
|
$190,023
0.04% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
2,487
shares
|
$189,111
0.03% of portfolio
|
Q1 2025
Added 118.73%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
2,484
shares
|
$188,883
0.05% of portfolio
|
Q1 2025
Reduced 77.74%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 15, 2025 Q1 2025 |
2,484
shares
|
$188,883
0.64% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,481
shares
|
$188,655
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,472
shares
|
$187,970
0.03% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
2,471
shares
|
$187,894
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Paragon Capital Management Inc
Provo, UT |
Apr 24, 2025 Q1 2025 |
2,466
shares
|
$187,514
0.16% of portfolio
|
Q1 2025
Reduced 38.4%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,450
shares
|
$186,298
0.07% of portfolio
|
Q1 2024
Added 8.65%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
2,366
shares
|
$179,910
0.02% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,312
shares
|
$175,804
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
2,305
shares
|
$175,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,278
shares
|
$173,219
0.06% of portfolio
|
Q3 2024
Added 7.0%
|