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 1,393 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 |
|---|---|---|---|---|---|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
51
shares
|
$3,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
41
shares
|
$3,117
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
40
shares
|
$3,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$2,965
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q2 2025
Reduced 60.23%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
33
shares
|
$2,509
0.0% of portfolio
|
Q2 2023
Reduced 87.69%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
Added 3000.0%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
29
shares
|
$2,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
26
shares
|
$1,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,520
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
19
shares
|
$1,444
0.0% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
12
shares
|
$912
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
12
shares
|
$912
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
11
shares
|
$836
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q3 2025
New holding
|