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 1,347 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
7,464
shares
|
$567,562
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
7,464
shares
|
$567,562
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,460
shares
|
$567,258
0.28% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
7,451
shares
|
$566,574
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
7,422
shares
|
$564,368
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
7,407
shares
|
$563,228
0.19% of portfolio
|
Q4 2024
Reduced 24.08%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
7,375
shares
|
$560,795
0.03% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
7,300
shares
|
$555,092
1.16% of portfolio
|
Q1 2023
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
7,274
shares
|
$553,114
0.01% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
7,251
shares
|
$551,366
0.21% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
7,241
shares
|
$550,605
0.2% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,198
shares
|
$547,335
0.02% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
7,190
shares
|
$546,727
0.04% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,138
shares
|
$542,773
0.02% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
7,124
shares
|
$541,708
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
7,124
shares
|
$541,708
0.01% of portfolio
|
Q4 2024
Reduced 99.65%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
7,089
shares
|
$539,047
0.28% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,067
shares
|
$537,374
0.0% of portfolio
|
Q4 2024
Reduced 13.34%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,043
shares
|
$535,549
0.02% of portfolio
|
Q4 2024
Added 54.96%
|
|
|
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%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
7,026
shares
|
$534,257
0.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
7,008
shares
|
$532,888
0.19% of portfolio
|
Q4 2024
Reduced 12.31%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
6,986
shares
|
$531,215
0.09% of portfolio
|
Q4 2024
Added 17.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
6,962
shares
|
$529,390
0.03% of portfolio
|
Q4 2024
Added 1.71%
|