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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
18,471
shares
|
$1.4 Million
0.19% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
18,262
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Added 95.44%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
18,063
shares
|
$1.37 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
17,984
shares
|
$1.37 Million
0.13% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,899
shares
|
$1.36 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
17,831
shares
|
$1.36 Million
0.8% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
17,816
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
17,814
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
17,792
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2024
Added 271.29%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
17,778
shares
|
$1.35 Million
1.13% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
17,713
shares
|
$1.35 Million
0.38% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
17,507
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
17,454
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,409
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
17,377
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
17,315
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
17,278
shares
|
$1.31 Million
0.76% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
17,162
shares
|
$1.3 Million
0.86% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
17,127
shares
|
$1.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,072
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Greenland Capital Management LP
New York, NY |
Nov 13, 2024 Q3 2024 |
17,060
shares
|
$1.3 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
16,976
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
16,958
shares
|
$1.29 Million
0.33% of portfolio
|
Q3 2024
Added 58.62%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
16,950
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
16,924
shares
|
$1.29 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.83%
|