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 1,386 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
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 |
Apr 16, 2025 Q1 2025 |
778
shares
|
$59,159
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
758
shares
|
$57,638
0.01% of portfolio
|
Q1 2023
Reduced 4.53%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
758
shares
|
$57,638
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
728
shares
|
$55,357
0.01% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
723
shares
|
$54,976
0.01% of portfolio
|
Q1 2025
Added 49.38%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
720
shares
|
$54,748
0.05% of portfolio
|
Q1 2025
Added 27.66%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
715
shares
|
$54,368
0.01% of portfolio
|
Q3 2022
Added 2760.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
696
shares
|
$52,923
0.04% of portfolio
|
Q1 2025
Reduced 36.32%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
694
shares
|
$52,771
0.02% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
690
shares
|
$52,467
0.02% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
687
shares
|
$52,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
675
shares
|
$51,327
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
671
shares
|
$51,022
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
615
shares
|
$46,764
0.02% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
579
shares
|
$44,027
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
577
shares
|
$43,875
0.01% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
573
shares
|
$43,570
0.02% of portfolio
|
Q1 2024
Added 11.7%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
566
shares
|
$43,038
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
565
shares
|
$42,962
0.04% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
560
shares
|
$42,582
0.0% of portfolio
|
Q1 2025
Reduced 46.36%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
551
shares
|
$41,898
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
548
shares
|
$41,669
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
533
shares
|
$40,529
0.0% of portfolio
|
Q1 2024
Added 101.13%
|