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 |
|---|---|---|---|---|---|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
6,288
shares
|
$478,139
0.16% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
6,283
shares
|
$477,759
0.03% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
6,282
shares
|
$477,683
0.07% of portfolio
|
Q2 2023
Added 5.54%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
6,274
shares
|
$477,074
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,248
shares
|
$475,097
0.02% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
6,234
shares
|
$474,033
0.25% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,186
shares
|
$470,383
0.01% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
6,139
shares
|
$466,809
0.05% of portfolio
|
Q2 2024
Reduced 90.64%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
6,112
shares
|
$464,756
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
6,025
shares
|
$458,141
0.06% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,002
shares
|
$456,392
0.0% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
5,973
shares
|
$454,186
0.21% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
5,963
shares
|
$453,426
0.05% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,955
shares
|
$452,818
0.13% of portfolio
|
Q3 2024
Reduced 16.89%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
5,951
shares
|
$452,514
0.02% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
5,922
shares
|
$450,308
0.03% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
5,917
shares
|
$449,928
0.03% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
5,882
shares
|
$447,267
0.36% of portfolio
|
Q4 2018
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
5,870
shares
|
$446,354
0.22% of portfolio
|
Q1 2024
Reduced 6.29%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
5,837
shares
|
$443,845
0.16% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
5,813
shares
|
$442,020
0.01% of portfolio
|
Q4 2022
Reduced 3.89%
|
|
|
Constitution Capital LLC
Shelton, CT |
Oct 11, 2024 Q3 2024 |
5,795
shares
|
$440,651
0.24% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,794
shares
|
$440,575
0.05% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,768
shares
|
$438,598
0.03% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
5,725
shares
|
$435,329
0.26% of portfolio
|
Q3 2024
Reduced 1.72%
|