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 1,358 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 |
|---|---|---|---|---|---|
|
Amarillo National Bank
|
Jan 30, 2025 Q4 2024 |
67,550
shares
|
$5.14 Million
0.97% 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
|
Jan 28, 2025 Q4 2024 |
66,557
shares
|
$5.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
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
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
66,452
shares
|
$5.05 Million
0.01% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
65,666
shares
|
$4.99 Million
0.07% of portfolio
|
Q4 2024
Reduced 29.75%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
65,569
shares
|
$4.99 Million
3.46% of portfolio
|
Q4 2024
Added 1426.99%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
65,392
shares
|
$4.97 Million
0.78% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
64,821
shares
|
$4.93 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
64,323
shares
|
$4.89 Million
2.56% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Iii Capital Management
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
64,300
shares
|
$4.89 Million
1.43% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
64,268
shares
|
$4.89 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
63,897
shares
|
$4.86 Million
0.01% of portfolio
|
Q4 2024
Added 14.0%
|
|
|
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%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
63,438
shares
|
$4.82 Million
1.54% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
62,843
shares
|
$4.78 Million
0.15% of portfolio
|
Q4 2024
Added 26.9%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
62,500
shares
|
$4.75 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
62,376
shares
|
$4.74 Million
0.0% of portfolio
|
Q4 2024
Added 46.72%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
62,258
shares
|
$4.73 Million
0.49% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
62,102
shares
|
$4.72 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
60,915
shares
|
$4.63 Million
1.3% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
60,209
shares
|
$4.58 Million
0.3% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
60,156
shares
|
$4.57 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
60,044
shares
|
$4.57 Million
1.25% of portfolio
|
Q4 2024
Added 0.82%
|