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 1,400 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 |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 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
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
30
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
29
shares
|
$2,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
27
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
27
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
26
shares
|
$1,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
21
shares
|
$1,596
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
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
21
shares
|
$1,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
21
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
18
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
18
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
17
shares
|
$1,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
9
shares
|
$684
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
4
shares
|
$304
0.0% of portfolio
|
Q2 2025
Reduced 97.32%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$76
0.0% of portfolio
|
Q1 2023
Reduced 90.91%
|