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 1,312 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $13.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
66,957
shares
|
$5.09 Million
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
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%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
66,517
shares
|
$5.06 Million
0.16% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
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
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
66,401
shares
|
$5.05 Million
2.99% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
65,203
shares
|
$4.96 Million
2.6% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
64,965
shares
|
$4.94 Million
0.64% of portfolio
|
Q3 2024
Reduced 44.88%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Nov 08, 2024 Q3 2024 |
64,860
shares
|
$4.93 Million
1.25% of portfolio
|
Q3 2024
Reduced 50.96%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Nov 12, 2024 Q3 2024 |
64,821
shares
|
$4.93 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
63,384
shares
|
$4.82 Million
0.16% of portfolio
|
Q2 2024
Added 1.31%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
62,900
shares
|
$4.78 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
62,830
shares
|
$4.78 Million
1.51% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
61,921
shares
|
$4.71 Million
0.24% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
61,913
shares
|
$4.71 Million
0.24% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
61,686
shares
|
$4.69 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
61,056
shares
|
$4.64 Million
0.8% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
60,744
shares
|
$4.62 Million
0.08% of portfolio
|
Q3 2024
Added 211.51%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
60,622
shares
|
$4.61 Million
1.4% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
60,562
shares
|
$4.61 Million
0.47% of portfolio
|
Q3 2024
Added 1081.93%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
60,478
shares
|
$4.6 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 18, 2024 Q3 2024 |
59,661
shares
|
$4.54 Million
2.87% of portfolio
|
Q3 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
59,556
shares
|
$4.53 Million
2.35% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
58,046
shares
|
$4.41 Million
0.02% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
58,000
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,832
shares
|
$4.4 Million
0.03% of portfolio
|
Q3 2024
New holding
|