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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
413
shares
|
$31,404
0.01% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
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.
|
Apr 28, 2025 Q1 2025 |
387
shares
|
$29,427
0.01% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
386
shares
|
$29,351
0.0% of portfolio
|
Q1 2025
Reduced 46.91%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
366
shares
|
$27,830
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
363
shares
|
$27,602
0.0% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
359
shares
|
$27,298
0.0% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
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
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
330
shares
|
$25,093
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
324
shares
|
$24,636
0.01% of portfolio
|
Q4 2020
Reduced 43.55%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
317
shares
|
$24,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
305
shares
|
$23,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
300
shares
|
$22,812
0.0% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
297
shares
|
$22,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
285
shares
|
$21,671
0.01% of portfolio
|
Q2 2023
Reduced 83.89%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
283
shares
|
$21,519
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
282
shares
|
$21,443
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
275
shares
|
$20,911
0.02% of portfolio
|
Q2 2023
Reduced 8.33%
|