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 1,398 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $13.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
85
shares
|
$6,463
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
85
shares
|
$6,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 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 |
Jul 18, 2025 Q2 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
80
shares
|
$6,083
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
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
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
73
shares
|
$5,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
58
shares
|
$4,410
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
57
shares
|
$4,334
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
55
shares
|
$4,182
0.0% of portfolio
|
Q1 2025
Reduced 68.39%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
53
shares
|
$4,030
0.0% of portfolio
|
Q4 2022
Reduced 49.52%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
52
shares
|
$3,954
0.0% of portfolio
|
Q4 2024
Reduced 54.39%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
51
shares
|
$3,878
0.0% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
51
shares
|
$3,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
50
shares
|
$3,802
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
48
shares
|
$3,649
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
41
shares
|
$3,117
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
40
shares
|
$3,041
0.0% of portfolio
|
Q4 2023
New holding
|