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 1,398 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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,190
shares
|
$90,487
0.01% of portfolio
|
Q2 2024
Added 8.58%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,133
shares
|
$86,153
0.04% of portfolio
|
Q2 2025
Added 174.33%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,117
shares
|
$84,936
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,069
shares
|
$81,286
0.03% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,058
shares
|
$80,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,058
shares
|
$80,450
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,054
shares
|
$80,146
0.01% of portfolio
|
Q4 2024
Added 1033.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,035
shares
|
$78,701
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
1,013
shares
|
$77,028
0.0% of portfolio
|
Q1 2025
Reduced 72.53%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,003
shares
|
$76,268
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
975
shares
|
$74,139
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
971
shares
|
$73,834
0.01% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
945
shares
|
$71,857
0.04% of portfolio
|
Q1 2025
Reduced 74.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
937
shares
|
$71,249
0.01% of portfolio
|
Q1 2025
Added 103.7%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
919
shares
|
$69,880
0.02% of portfolio
|
Q2 2023
Added 4.31%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
913
shares
|
$69,424
0.0% of portfolio
|
Q1 2025
Reduced 59.26%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
900
shares
|
$68,436
0.03% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
893
shares
|
$67,903
0.01% of portfolio
|
Q1 2025
Added 88.79%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
892
shares
|
$67,827
0.01% of portfolio
|
Q1 2025
Reduced 43.62%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
891
shares
|
$67,751
0.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
887
shares
|
$67,447
0.23% of portfolio
|
Q1 2025
Reduced 97.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
885
shares
|
$67,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
884
shares
|
$67,219
0.02% of portfolio
|
Q1 2025
Added 211.27%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
876
shares
|
$66,611
0.0% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
866
shares
|
$65,850
0.03% of portfolio
|
Q1 2025
Reduced 97.94%
|