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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
439
shares
|
$33,381
0.01% of portfolio
|
Q4 2020
Added 23.66%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
429
shares
|
$32,621
0.0% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
428
shares
|
$32,545
0.01% of portfolio
|
Q4 2023
Added 42.67%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
421
shares
|
$32,012
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
419
shares
|
$31,860
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
418
shares
|
$31,784
0.01% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
415
shares
|
$31,556
0.01% of portfolio
|
Q1 2023
Reduced 30.83%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
404
shares
|
$30,720
0.02% of portfolio
|
Q2 2021
Reduced 18.22%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
400
shares
|
$30,416
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
395
shares
|
$30,035
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
394
shares
|
$29,959
0.01% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
392
shares
|
$29,807
0.01% of portfolio
|
Q2 2023
Added 8.29%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
390
shares
|
$29,655
0.0% of portfolio
|
Q1 2022
Reduced 69.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
390
shares
|
$29,655
0.0% of portfolio
|
Q4 2021
Reduced 69.24%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
390
shares
|
$29,655
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
386
shares
|
$29,351
0.0% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
369
shares
|
$28,058
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
366
shares
|
$27,830
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
359
shares
|
$27,298
0.0% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
354
shares
|
$26,918
0.0% of portfolio
|
Q2 2025
Reduced 51.04%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
350
shares
|
$26,614
0.0% of portfolio
|
Q1 2020
Reduced 94.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
348
shares
|
$26,461
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
346
shares
|
$26,309
0.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
334
shares
|
$25,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
330
shares
|
$25,093
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|