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 1,314 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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
23,334
shares
|
$1.77 Million
0.52% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
23,290
shares
|
$1.77 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
23,282
shares
|
$1.77 Million
2.51% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
22,863
shares
|
$1.74 Million
1.77% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
22,575
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
22,571
shares
|
$1.72 Million
1.38% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
22,525
shares
|
$1.71 Million
1.31% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
22,398
shares
|
$1.7 Million
0.28% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
22,270
shares
|
$1.69 Million
1.86% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
22,105
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Sage Capital Advisors,Llc
|
Oct 08, 2024 Q3 2024 |
22,020
shares
|
$1.67 Million
0.45% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
21,815
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
21,805
shares
|
$1.66 Million
1.44% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
21,804
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
21,701
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
21,476
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
21,417
shares
|
$1.63 Million
0.68% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
21,411
shares
|
$1.63 Million
0.2% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
21,391
shares
|
$1.63 Million
0.07% of portfolio
|
Q3 2024
Reduced 27.15%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
21,387
shares
|
$1.63 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,262
shares
|
$1.62 Million
2.32% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,247
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
21,223
shares
|
$1.61 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
21,003
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 12.14%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
20,994
shares
|
$1.6 Million
0.41% of portfolio
|
Q3 2024
Added 0.0%
|