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 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
528
shares
|
$40,149
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
522
shares
|
$39,692
0.0% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
514
shares
|
$39,084
0.0% of portfolio
|
Q1 2025
Reduced 68.72%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
511
shares
|
$38,856
0.01% of portfolio
|
Q1 2025
Reduced 23.16%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
510
shares
|
$38,780
0.01% of portfolio
|
Q4 2023
Added 608.33%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
509
shares
|
$38,704
0.02% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
508
shares
|
$38,628
0.03% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
507
shares
|
$38,552
0.0% of portfolio
|
Q1 2025
Reduced 46.74%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
500
shares
|
$38,020
0.0% of portfolio
|
Q4 2024
Reduced 64.29%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
500
shares
|
$38,020
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
487
shares
|
$37,031
0.02% of portfolio
|
Q1 2025
Reduced 72.39%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
480
shares
|
$36,499
0.0% of portfolio
|
Q1 2025
Reduced 23.57%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
480
shares
|
$36,499
0.01% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
476
shares
|
$36,195
0.0% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
460
shares
|
$34,978
0.02% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
458
shares
|
$34,826
0.01% of portfolio
|
Q1 2025
Added 15.37%
|