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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
110
shares
|
$8,364
0.0% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
102
shares
|
$7,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
102
shares
|
$7,756
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
100
shares
|
$7,604
0.0% of portfolio
|
Q4 2024
Reduced 77.83%
|
|
|
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%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
100
shares
|
$7,604
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
100
shares
|
$7,604
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
95
shares
|
$7,223
0.0% of portfolio
|
Q3 2023
Reduced 73.09%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
95
shares
|
$7,223
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
94
shares
|
$7,147
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
93
shares
|
$7,071
0.0% of portfolio
|
Q1 2025
Reduced 21.85%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
91
shares
|
$6,919
0.0% of portfolio
|
Q1 2023
Reduced 35.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
91
shares
|
$6,919
0.04% of portfolio
|
Q1 2025
Reduced 88.92%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
90
shares
|
$6,843
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
88
shares
|
$6,691
0.0% of portfolio
|
Q1 2025
Added 158.82%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
86
shares
|
$6,539
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
85
shares
|
$6,463
0.0% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
85
shares
|
$6,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q3 2023
Reduced 30.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
80
shares
|
$6,083
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
78
shares
|
$5,931
0.0% of portfolio
|
Q3 2024
Reduced 62.68%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
76
shares
|
$5,779
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
74
shares
|
$5,626
0.0% of portfolio
|
Q2 2022
New holding
|