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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
98,143
shares
|
$7.46 Million
0.6% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
97,748
shares
|
$7.43 Million
0.09% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
96,903
shares
|
$7.37 Million
3.9% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
96,828
shares
|
$7.36 Million
6.5% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
96,459
shares
|
$7.33 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,447
shares
|
$7.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
93,771
shares
|
$7.13 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
90,488
shares
|
$6.88 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
90,000
shares
|
$6.84 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
89,965
shares
|
$6.84 Million
0.49% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
89,743
shares
|
$6.82 Million
0.25% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
89,298
shares
|
$6.79 Million
0.95% of portfolio
|
Q2 2025
Added 1473.26%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
88,901
shares
|
$6.76 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
88,128
shares
|
$6.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 96.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
86,029
shares
|
$6.54 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
85,376
shares
|
$6.49 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
84,570
shares
|
$6.43 Million
1.93% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
83,634
shares
|
$6.36 Million
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
83,249
shares
|
$6.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 38.86%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
82,500
shares
|
$6.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
82,000
shares
|
$6.24 Million
0.07% of portfolio
|
Q1 2025
Added 90.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
81,973
shares
|
$6.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 51.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
81,831
shares
|
$6.22 Million
0.01% of portfolio
|
Q2 2025
Added 34.61%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
81,262
shares
|
$6.18 Million
0.15% of portfolio
|
Q3 2022
Added 88.73%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
80,895
shares
|
$6.15 Million
2.21% of portfolio
|
Q3 2025
Reduced 9.65%
|