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 1,312 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
145
shares
|
$11,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
143
shares
|
$10,873
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
142
shares
|
$10,797
0.0% of portfolio
|
Q1 2024
Added 264.1%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
140
shares
|
$10,645
0.01% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
132
shares
|
$10,037
0.0% of portfolio
|
Q3 2024
Reduced 19.51%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
130
shares
|
$9,885
0.0% of portfolio
|
Q2 2022
Reduced 69.41%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
125
shares
|
$9,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
125
shares
|
$9,505
0.0% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
125
shares
|
$9,505
0.0% of portfolio
|
Q2 2023
Reduced 13.79%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
120
shares
|
$9,124
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
119
shares
|
$9,048
0.0% of portfolio
|
Q4 2022
Reduced 78.28%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
118
shares
|
$8,972
0.01% of portfolio
|
Q1 2024
Added 0.85%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
117
shares
|
$8,896
0.0% of portfolio
|
Q1 2021
Reduced 66.57%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
117
shares
|
$8,896
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
114
shares
|
$8,668
0.0% of portfolio
|
Q2 2022
Reduced 85.09%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
108
shares
|
$8,212
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
102
shares
|
$7,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
100
shares
|
$7,604
0.0% of portfolio
|
Q2 2022
Reduced 23.66%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
95
shares
|
$7,223
0.0% of portfolio
|
Q3 2023
Reduced 73.09%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
94
shares
|
$7,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
93
shares
|
$7,071
0.0% of portfolio
|
Q3 2023
Reduced 91.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
93
shares
|
$7,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$6,919
0.0% of portfolio
|
Q1 2023
Reduced 35.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
86
shares
|
$6,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
86
shares
|
$6,539
0.0% of portfolio
|
Q3 2024
New holding
|