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 1,358 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
|
Feb 11, 2025 Q4 2024 |
164,574
shares
|
$12.5 Million
2.74% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
159,585
shares
|
$12.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
158,106
shares
|
$12 Million
0.96% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
154,784
shares
|
$11.8 Million
0.86% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
152,291
shares
|
$11.6 Million
1.74% of portfolio
|
Q4 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
149,388
shares
|
$11.4 Million
0.55% of portfolio
|
Q3 2022
Added 2342.98%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
143,244
shares
|
$10.9 Million
4.36% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
143,230
shares
|
$10.9 Million
1.44% of portfolio
|
N/A
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
142,711
shares
|
$10.9 Million
0.71% of portfolio
|
Q4 2024
Added 910.77%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
141,272
shares
|
$10.7 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
139,330
shares
|
$10.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Fluent Financial, LLC
|
Mar 03, 2025 Q4 2024 |
138,342
shares
|
$10.5 Million
4.68% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
138,200
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
137,915
shares
|
$10.5 Million
0.13% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
137,527
shares
|
$10.5 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
136,144
shares
|
$10.4 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
134,224
shares
|
$10.2 Million
4.65% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
134,176
shares
|
$10.2 Million
2.28% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
133,517
shares
|
$10.2 Million
1.75% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
131,756
shares
|
$10 Million
0.11% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
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
|
|
|
Ayalon Insurance Comp Ltd.
|
Jan 14, 2025 Q4 2024 |
128,287
shares
|
$9.75 Million
3.11% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
127,057
shares
|
$9.66 Million
0.06% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
124,956
shares
|
$9.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 26.28%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
121,894
shares
|
$9.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|