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 |
|---|---|---|---|---|---|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
97,871
shares
|
$7.44 Million
0.66% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
97,860
shares
|
$7.44 Million
0.69% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
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%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
96,774
shares
|
$7.36 Million
1.53% of portfolio
|
Q1 2025
Added 232.4%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
96,424
shares
|
$7.33 Million
0.01% of portfolio
|
Q1 2025
Added 3094.96%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
95,340
shares
|
$7.25 Million
0.48% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
92,919
shares
|
$7.07 Million
4.07% of portfolio
|
Q1 2025
Added 937.27%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
92,850
shares
|
$7.06 Million
0.1% of portfolio
|
Q1 2025
Added 41.4%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
92,165
shares
|
$7.01 Million
0.03% of portfolio
|
Q1 2025
Added 165.03%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
91,019
shares
|
$6.92 Million
0.43% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
90,025
shares
|
$6.85 Million
0.24% of portfolio
|
Q1 2025
Added 223.75%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
89,584
shares
|
$6.81 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
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 Merchants Corp
|
Apr 24, 2025 Q1 2025 |
88,412
shares
|
$6.72 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
88,343
shares
|
$6.72 Million
0.0% of portfolio
|
Q1 2025
Added 40.58%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
87,899
shares
|
$6.68 Million
2.46% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
87,187
shares
|
$6.63 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
87,078
shares
|
$6.62 Million
0.72% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
83,473
shares
|
$6.35 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
82,000
shares
|
$6.24 Million
0.07% of portfolio
|
Q1 2025
Added 90.7%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
81,912
shares
|
$6.23 Million
0.08% of portfolio
|
Q1 2025
Added 103.7%
|
|
|
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%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
81,761
shares
|
$6.22 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
81,442
shares
|
$6.19 Million
2.06% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
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%
|