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 1,347 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
44,613
shares
|
$3.39 Million
1.74% of portfolio
|
Q4 2024
Added 1356.99%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
44,546
shares
|
$3.39 Million
0.88% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
44,215
shares
|
$3.36 Million
0.05% of portfolio
|
Q4 2024
Added 1271.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
44,156
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Feb 05, 2025 Q4 2024 |
43,611
shares
|
$3.32 Million
0.6% of portfolio
|
Q3 2023
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
43,607
shares
|
$3.32 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
43,476
shares
|
$3.31 Million
0.25% of portfolio
|
Q3 2023
Reduced 0.53%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
43,272
shares
|
$3.29 Million
1.28% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
43,000
shares
|
$3.27 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
42,988
shares
|
$3.27 Million
1.31% of portfolio
|
Q2 2024
Reduced 25.55%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
42,757
shares
|
$3.25 Million
0.66% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
42,702
shares
|
$3.25 Million
0.16% of portfolio
|
Q4 2024
Added 874.26%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
41,986
shares
|
$3.19 Million
1.21% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
41,642
shares
|
$3.17 Million
0.24% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
41,461
shares
|
$3.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 13.31%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
41,392
shares
|
$3.15 Million
0.6% of portfolio
|
Q3 2022
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
40,508
shares
|
$3.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
40,212
shares
|
$3.06 Million
0.03% of portfolio
|
Q4 2024
Added 574357.12%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
39,969
shares
|
$3.04 Million
0.03% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
39,805
shares
|
$3.03 Million
0.13% of portfolio
|
Q4 2024
Added 30.54%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
39,636
shares
|
$3.01 Million
0.1% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
39,540
shares
|
$3.01 Million
2.59% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
39,457
shares
|
$3 Million
2.01% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
39,181
shares
|
$2.98 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
39,165
shares
|
$2.98 Million
0.29% of portfolio
|
Q4 2024
Added 5.24%
|