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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
86
shares
|
$6,539
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
84
shares
|
$6,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
84
shares
|
$6,387
0.0% of portfolio
|
Q3 2023
Reduced 30.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
84
shares
|
$6,387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
83
shares
|
$6,311
0.01% of portfolio
|
Q3 2024
Added 9.21%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
80
shares
|
$6,083
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
78
shares
|
$5,931
0.0% of portfolio
|
Q3 2024
Reduced 62.68%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
74
shares
|
$5,626
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
69
shares
|
$5,246
0.0% of portfolio
|
Q3 2024
Reduced 15.85%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
65
shares
|
$4,942
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
62
shares
|
$4,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
62
shares
|
$4,714
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
60
shares
|
$4,562
0.0% of portfolio
|
Q2 2024
Reduced 46.9%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
53
shares
|
$4,030
0.0% of portfolio
|
Q4 2022
Reduced 49.52%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
51
shares
|
$3,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
50
shares
|
$3,802
0.0% of portfolio
|
Q1 2024
Added 2.04%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
50
shares
|
$3,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
48
shares
|
$3,649
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
46
shares
|
$3,497
0.0% of portfolio
|
Q2 2023
Added 57895.65%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
41
shares
|
$3,117
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
41
shares
|
$3,117
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
40
shares
|
$3,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
35
shares
|
$2,661
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
35
shares
|
$2,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
33
shares
|
$2,509
0.0% of portfolio
|
Q2 2023
Reduced 87.69%
|