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 |
|---|---|---|---|---|---|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
7,769
shares
|
$590,754
0.12% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
7,679
shares
|
$583,911
0.16% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
7,652
shares
|
$581,858
0.21% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
7,646
shares
|
$581,401
0.27% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
7,610
shares
|
$578,664
0.42% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,588
shares
|
$576,991
0.01% of portfolio
|
Q2 2024
Reduced 4.4%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
7,461
shares
|
$567,334
0.3% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,422
shares
|
$564,368
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
7,392
shares
|
$562,087
0.01% of portfolio
|
Q3 2024
Reduced 22.53%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
7,379
shares
|
$561,099
0.58% of portfolio
|
Q3 2024
Added 23.54%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,375
shares
|
$560,795
0.03% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
7,346
shares
|
$558,589
0.08% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,326
shares
|
$557,069
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,302
shares
|
$555,244
0.28% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
7,300
shares
|
$555,092
1.16% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
7,270
shares
|
$552,810
0.0% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
7,251
shares
|
$551,366
0.22% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
7,224
shares
|
$549,312
0.2% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
7,224
shares
|
$549,312
0.01% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
7,212
shares
|
$548,400
0.07% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,163
shares
|
$544,674
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,124
shares
|
$541,708
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
7,123
shares
|
$541,632
0.26% of portfolio
|
Q3 2024
Reduced 57.59%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
7,109
shares
|
$540,568
0.25% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
7,040
shares
|
$535,321
0.13% of portfolio
|
Q1 2024
Added 137.68%
|