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 1,385 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
77,681
shares
|
$5.91 Million
3.94% of portfolio
|
Q1 2025
Added 135.9%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
77,367
shares
|
$5.88 Million
1.87% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 23, 2025 Q1 2025 |
77,021
shares
|
$5.86 Million
0.21% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
May 14, 2025 Q1 2025 |
75,918
shares
|
$5.77 Million
0.08% of portfolio
|
Q3 2024
Reduced 73.07%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
74,793
shares
|
$5.69 Million
0.02% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
74,108
shares
|
$5.64 Million
5.31% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
72,888
shares
|
$5.54 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
72,488
shares
|
$5.51 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
72,338
shares
|
$5.5 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Brave Asset Management Inc
|
Apr 10, 2025 Q1 2025 |
71,256
shares
|
$5.42 Million
1.7% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
71,166
shares
|
$5.41 Million
2.38% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
70,913
shares
|
$5.39 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
68,470
shares
|
$5.21 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
68,317
shares
|
$5.19 Million
3.27% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
67,754
shares
|
$5.15 Million
0.5% of portfolio
|
Q4 2022
Added 0.58%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
67,667
shares
|
$5.15 Million
0.22% of portfolio
|
Q1 2025
Added 238.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
67,556
shares
|
$5.14 Million
0.17% of portfolio
|
Q1 2025
Added 5.12%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
67,550
shares
|
$5.14 Million
1.0% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
66,937
shares
|
$5.09 Million
0.13% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
66,732
shares
|
$5.07 Million
0.1% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
66,540
shares
|
$5.06 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,501
shares
|
$5.06 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
65,131
shares
|
$4.95 Million
1.22% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
64,987
shares
|
$4.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
64,893
shares
|
$4.93 Million
0.48% of portfolio
|
Q1 2025
Added 4.23%
|