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 1,402 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,454
shares
|
$947,002
0.04% of portfolio
|
Q2 2025
Reduced 13.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
12,238
shares
|
$930,577
0.02% of portfolio
|
Q2 2025
Added 54.42%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
12,213
shares
|
$928,676
0.01% of portfolio
|
Q2 2025
Reduced 27.67%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
12,159
shares
|
$924,570
0.01% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12,126
shares
|
$922,061
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
12,085
shares
|
$918,943
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
12,000
shares
|
$912,480
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
11,941
shares
|
$907,993
0.2% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
11,735
shares
|
$892,329
0.12% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
11,704
shares
|
$889,972
0.23% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
11,684
shares
|
$888,451
0.4% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
11,619
shares
|
$883,508
0.02% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
11,562
shares
|
$879,174
0.26% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
11,527
shares
|
$876,513
0.05% of portfolio
|
Q4 2024
Reduced 16.59%
|
|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
11,475
shares
|
$872,559
0.21% of portfolio
|
Q2 2025
Reduced 59.2%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11,410
shares
|
$867,616
0.08% of portfolio
|
Q1 2025
Added 3580.65%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,409
shares
|
$867,540
0.32% of portfolio
|
Q4 2024
Added 30.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,360
shares
|
$863,814
0.02% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
11,303
shares
|
$859,480
0.03% of portfolio
|
Q2 2022
Reduced 2.88%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
11,302
shares
|
$859,404
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
11,273
shares
|
$857,198
0.24% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
11,257
shares
|
$855,982
0.28% of portfolio
|
Q2 2025
Added 191.86%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
11,199
shares
|
$851,571
0.26% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
11,184
shares
|
$850,431
0.04% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,182
shares
|
$850,279
0.12% of portfolio
|
Q1 2025
Reduced 37.53%
|