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 |
|---|---|---|---|---|---|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
64,215
shares
|
$4.88 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
63,842
shares
|
$4.85 Million
2.83% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
63,825
shares
|
$4.85 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
63,646
shares
|
$4.84 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
63,640
shares
|
$4.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 46.64%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,635
shares
|
$4.84 Million
0.77% of portfolio
|
Q1 2025
Added 129.55%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
63,140
shares
|
$4.8 Million
0.15% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
62,593
shares
|
$4.76 Million
3.54% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
62,386
shares
|
$4.74 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
61,298
shares
|
$4.66 Million
0.01% of portfolio
|
Q1 2025
Added 224.64%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
60,923
shares
|
$4.63 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
60,791
shares
|
$4.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
59,978
shares
|
$4.56 Million
0.06% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
59,841
shares
|
$4.55 Million
1.34% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Srb Corp
Boston, MA |
May 13, 2025 Q1 2025 |
59,584
shares
|
$4.53 Million
0.3% of portfolio
|
Q1 2025
Added 126.86%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
59,498
shares
|
$4.52 Million
1.04% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
59,117
shares
|
$4.5 Million
0.37% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
57,543
shares
|
$4.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.06%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
57,533
shares
|
$4.37 Million
0.23% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
57,335
shares
|
$4.36 Million
0.29% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
56,930
shares
|
$4.33 Million
1.67% of portfolio
|
Q1 2025
Added 143.01%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
56,877
shares
|
$4.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,859
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
56,644
shares
|
$4.31 Million
1.93% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
56,623
shares
|
$4.31 Million
0.1% of portfolio
|
Q1 2025
Added 5.64%
|