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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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
|
Jul 10, 2025 Q2 2025 |
275
shares
|
$20,911
0.02% of portfolio
|
Q2 2023
Reduced 8.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
274
shares
|
$20,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
274
shares
|
$20,834
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
269
shares
|
$20,454
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
246
shares
|
$18,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
246
shares
|
$18,705
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
238
shares
|
$18,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$17,641
0.0% of portfolio
|
Q4 2022
Reduced 45.15%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
228
shares
|
$17,337
0.0% of portfolio
|
Q1 2025
Reduced 91.4%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
227
shares
|
$17,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
223
shares
|
$16,956
0.0% of portfolio
|
Q1 2021
Reduced 25.67%
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
216
shares
|
$16,424
0.01% of portfolio
|
Q4 2024
Added 81.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
206
shares
|
$15,664
0.0% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Friedenthal Financial
|
Apr 21, 2025 Q1 2025 |
202
shares
|
$15,360
0.01% of portfolio
|
Q1 2025
Reduced 63.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
201
shares
|
$15,284
0.0% of portfolio
|
Q1 2025
Added 101.0%
|