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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
11,767
shares
|
$894,762
0.08% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
11,712
shares
|
$890,580
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
11,693
shares
|
$889,135
0.09% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
11,618
shares
|
$883,432
0.27% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
11,590
shares
|
$881,303
0.02% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
11,341
shares
|
$862,369
0.03% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
11,309
shares
|
$859,936
0.16% of portfolio
|
Q3 2024
Reduced 36.19%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,303
shares
|
$859,480
0.03% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
11,294
shares
|
$858,795
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
11,292
shares
|
$858,643
0.09% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
11,229
shares
|
$853,853
0.29% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
11,105
shares
|
$844,424
0.12% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
11,089
shares
|
$843,207
0.01% of portfolio
|
Q3 2024
Added 14.85%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,075
shares
|
$842,143
0.2% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
11,049
shares
|
$840,165
0.18% of portfolio
|
Q3 2020
Added 0.18%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
11,015
shares
|
$837,580
0.03% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
10,944
shares
|
$832,181
0.07% of portfolio
|
Q3 2024
Added 62.83%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
10,939
shares
|
$831,801
0.42% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
10,908
shares
|
$829,444
0.31% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
10,813
shares
|
$822,220
0.47% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
10,758
shares
|
$818,038
0.34% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
10,673
shares
|
$811,574
0.38% of portfolio
|
Q3 2024
Reduced 52.8%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
10,659
shares
|
$810,510
0.73% of portfolio
|
Q4 2023
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
10,655
shares
|
$810,206
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
10,551
shares
|
$802,298
0.65% of portfolio
|
Q3 2024
Reduced 14.79%
|