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 |
|---|---|---|---|---|---|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
65,988
shares
|
$5.02 Million
0.74% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
64,744
shares
|
$4.92 Million
0.72% of portfolio
|
Q3 2025
Added 68.09%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
64,234
shares
|
$4.88 Million
2.67% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
64,191
shares
|
$4.88 Million
2.5% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
63,485
shares
|
$4.83 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
63,475
shares
|
$4.83 Million
0.36% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
63,125
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Econ Financial Services Corp
|
Oct 21, 2025 Q3 2025 |
63,027
shares
|
$4.79 Million
2.58% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
61,718
shares
|
$4.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
60,923
shares
|
$4.63 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
60,696
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
60,423
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2025
Added 63.17%
|
|
|
Srb Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
59,584
shares
|
$4.53 Million
0.27% of portfolio
|
Q1 2025
Added 126.86%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
59,001
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
58,690
shares
|
$4.46 Million
0.36% of portfolio
|
Q2 2025
Added 67.26%
|
|
|
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
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
56,837
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
American National Bank Of Texas
Richardson, TX |
Oct 01, 2025 Q3 2025 |
56,823
shares
|
$4.32 Million
4.19% of portfolio
|
Q3 2025
New holding
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
56,680
shares
|
$4.31 Million
2.83% of portfolio
|
Q2 2025
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%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
55,844
shares
|
$4.25 Million
3.24% of portfolio
|
Q3 2022
Added 309.92%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
55,048
shares
|
$4.19 Million
0.63% of portfolio
|
Q2 2025
Added 1045.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
54,523
shares
|
$4.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 39.44%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
54,493
shares
|
$4.14 Million
1.12% of portfolio
|
Q2 2025
Reduced 8.94%
|