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 1,317 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $12.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
788
shares
|
$59,919
0.03% of portfolio
|
Q1 2024
Reduced 43.23%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
784
shares
|
$59,615
0.05% of portfolio
|
Q3 2023
Reduced 54.1%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
783
shares
|
$59,539
0.03% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
778
shares
|
$59,159
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
764
shares
|
$58,094
0.0% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
758
shares
|
$57,638
0.01% of portfolio
|
Q1 2023
Reduced 4.53%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
715
shares
|
$54,368
0.01% of portfolio
|
Q3 2022
Added 2760.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
715
shares
|
$54,368
0.02% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
694
shares
|
$52,771
0.02% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
675
shares
|
$51,327
0.04% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
671
shares
|
$51,022
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
665
shares
|
$50,566
0.02% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
644
shares
|
$48,969
0.01% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
641
shares
|
$48,741
0.02% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
628
shares
|
$47,753
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
620
shares
|
$47,144
0.0% of portfolio
|
Q3 2024
Added 1671.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
615
shares
|
$46,764
0.02% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$44,711
0.0% of portfolio
|
Q3 2024
Reduced 98.05%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
583
shares
|
$44,331
0.0% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
582
shares
|
$44,255
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
573
shares
|
$43,570
0.02% of portfolio
|
Q1 2024
Added 11.7%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
566
shares
|
$43,038
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
565
shares
|
$42,962
0.04% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
559
shares
|
$42,506
0.03% of portfolio
|
Q4 2024
Added 191.15%
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
548
shares
|
$41,669
0.03% of portfolio
|
Q1 2024
New holding
|