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 |
|---|---|---|---|---|---|
|
Lewis Capital Management, LLC
|
Nov 08, 2023 Q3 2023 |
10,547
shares
|
$801,993
1.16% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
10,474
shares
|
$796,442
0.03% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,453
shares
|
$794,846
0.05% of portfolio
|
Q3 2024
Added 26.03%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
10,446
shares
|
$794,313
0.1% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
10,434
shares
|
$793,401
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
10,410
shares
|
$791,576
0.0% of portfolio
|
Q3 2024
Reduced 98.97%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
10,397
shares
|
$790,587
0.11% of portfolio
|
Q3 2024
Added 257.41%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
10,371
shares
|
$788,610
0.35% of portfolio
|
Q3 2023
Reduced 1.41%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,327
shares
|
$785,265
0.29% of portfolio
|
Q2 2022
Added 13.3%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
10,275
shares
|
$781,311
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,184
shares
|
$774,391
0.05% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
10,180
shares
|
$774,087
0.52% of portfolio
|
Q1 2023
Reduced 3.05%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
10,114
shares
|
$769,068
0.1% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
10,104
shares
|
$768,308
0.2% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$760,400
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
9,981
shares
|
$758,955
0.0% of portfolio
|
Q3 2024
Added 205.32%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
9,919
shares
|
$754,240
0.13% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
9,895
shares
|
$752,415
0.03% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
9,889
shares
|
$751,959
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ferguson Shapiro LLC
|
Oct 09, 2024 Q3 2024 |
9,853
shares
|
$749,222
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,775
shares
|
$743,291
0.11% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,756
shares
|
$741,846
0.25% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
9,655
shares
|
$734,166
0.03% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
9,571
shares
|
$727,778
0.36% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,570
shares
|
$727,702
0.05% of portfolio
|
Q2 2024
Added 4.18%
|