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 1,395 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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,764
shares
|
$134,134
0.04% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1,758
shares
|
$133,678
0.03% of portfolio
|
Q3 2025
Added 11.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,733
shares
|
$131,777
0.04% of portfolio
|
Q2 2025
Reduced 72.91%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,727
shares
|
$131,321
0.01% of portfolio
|
Q2 2025
Reduced 34.68%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,723
shares
|
$131,016
0.0% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
1,706
shares
|
$129,724
0.05% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
1,705
shares
|
$129,648
0.02% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,705
shares
|
$129,648
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,659
shares
|
$126,150
0.02% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,628
shares
|
$123,793
0.01% of portfolio
|
Q4 2022
Reduced 1.27%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
1,622
shares
|
$123,336
0.04% of portfolio
|
Q3 2025
Reduced 42.73%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
1,616
shares
|
$122,880
0.02% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,494
shares
|
$113,603
0.01% of portfolio
|
Q2 2024
Added 14.4%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
1,480
shares
|
$112,539
0.02% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
1,425
shares
|
$108,357
0.03% of portfolio
|
Q4 2023
Added 18.75%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,419
shares
|
$107,900
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
1,407
shares
|
$106,988
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,404
shares
|
$106,760
0.03% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,388
shares
|
$105,543
0.08% of portfolio
|
Q1 2022
Reduced 8.68%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,375
shares
|
$104,555
0.02% of portfolio
|
Q1 2025
Reduced 13.52%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,345
shares
|
$102,273
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
1,307
shares
|
$99,384
0.04% of portfolio
|
Q2 2025
Added 1207.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
1,291
shares
|
$98,167
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,287
shares
|
$97,863
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
1,275
shares
|
$96,951
0.06% of portfolio
|
Q4 2021
Reduced 35.77%
|