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 |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
127,848
shares
|
$9.72 Million
3.53% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
126,507
shares
|
$9.62 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
May 13, 2025 Q1 2025 |
123,477
shares
|
$9.39 Million
1.03% of portfolio
|
Q1 2025
Added 58.58%
|
|
|
Valence8 Us LP
Cambridge, MA |
May 12, 2025 Q1 2025 |
122,671
shares
|
$9.33 Million
4.7% of portfolio
|
Q1 2025
Reduced 26.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
121,579
shares
|
$9.24 Million
0.06% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
120,266
shares
|
$9.15 Million
0.28% of portfolio
|
Q1 2025
Added 654.35%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
118,125
shares
|
$8.98 Million
2.91% of portfolio
|
Q1 2025
Added 31.88%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
117,716
shares
|
$8.95 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
116,463
shares
|
$8.86 Million
0.14% of portfolio
|
Q2 2023
Reduced 1.44%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
116,220
shares
|
$8.84 Million
1.56% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
115,689
shares
|
$8.8 Million
0.28% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
113,666
shares
|
$8.64 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
113,452
shares
|
$8.63 Million
2.46% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
113,295
shares
|
$8.61 Million
0.92% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
111,173
shares
|
$8.45 Million
1.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
108,249
shares
|
$8.23 Million
2.85% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
106,100
shares
|
$8.07 Million
0.35% of portfolio
|
Q1 2025
Reduced 48.72%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
103,674
shares
|
$7.88 Million
1.11% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
102,689
shares
|
$7.81 Million
0.03% of portfolio
|
Q1 2025
Added 74.38%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
102,193
shares
|
$7.77 Million
0.67% of portfolio
|
Q1 2025
Reduced 13.5%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
101,481
shares
|
$7.72 Million
0.44% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
100,451
shares
|
$7.64 Million
3.72% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
100,044
shares
|
$7.61 Million
0.79% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
99,157
shares
|
$7.54 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
98,164
shares
|
$7.46 Million
0.62% of portfolio
|
Q1 2025
Added 844.7%
|