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 1,385 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 |
|---|---|---|---|---|---|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
163,175
shares
|
$12.4 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
158,537
shares
|
$12.1 Million
0.4% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
157,419
shares
|
$12 Million
0.86% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
155,771
shares
|
$11.8 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
152,533
shares
|
$11.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 78.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
151,828
shares
|
$11.5 Million
0.12% of portfolio
|
Q1 2025
Added 21.51%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
149,388
shares
|
$11.4 Million
0.55% of portfolio
|
Q3 2022
Added 2342.98%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
148,642
shares
|
$11.3 Million
2.47% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
147,659
shares
|
$11.2 Million
2.33% of portfolio
|
Q1 2025
Added 2277.38%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
145,835
shares
|
$11.1 Million
0.06% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
145,543
shares
|
$11.1 Million
0.29% of portfolio
|
Q1 2025
Added 35.34%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
143,230
shares
|
$10.9 Million
1.44% of portfolio
|
N/A
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
139,100
shares
|
$10.6 Million
0.35% of portfolio
|
Q1 2025
Added 14.83%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
136,164
shares
|
$10.4 Million
4.59% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
136,156
shares
|
$10.4 Million
0.42% of portfolio
|
Q1 2025
Added 161.17%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
136,027
shares
|
$10.3 Million
0.2% of portfolio
|
Q1 2025
Added 126.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
135,916
shares
|
$10.3 Million
0.09% of portfolio
|
Q1 2025
Added 62.13%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
133,279
shares
|
$10.1 Million
1.74% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
131,407
shares
|
$9.99 Million
3.62% of portfolio
|
Q1 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
129,433
shares
|
$9.84 Million
0.55% of portfolio
|
Q1 2025
Reduced 60.11%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
129,219
shares
|
$9.83 Million
0.06% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Ayalon Insurance Comp Ltd.
|
Apr 21, 2025 Q1 2025 |
129,192
shares
|
$9.82 Million
3.41% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
126,507
shares
|
$9.62 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
May 13, 2025 Q1 2025 |
123,477
shares
|
$9.39 Million
1.03% of portfolio
|
Q1 2025
Added 58.58%
|
|
|
Valence8 Us LP
Cambridge, MA |
May 12, 2025 Q1 2025 |
122,671
shares
|
$9.33 Million
4.7% of portfolio
|
Q1 2025
Reduced 26.17%
|