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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,817
shares
|
$366,284
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
4,816
shares
|
$366,208
0.02% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
4,812
shares
|
$365,904
0.22% of portfolio
|
Q1 2024
Added 0.59%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,794
shares
|
$364,535
0.04% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Quantessence Capital LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,785
shares
|
$363,851
0.11% of portfolio
|
Q2 2025
Reduced 57.49%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
4,731
shares
|
$359,745
0.01% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
4,719
shares
|
$358,832
0.03% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
4,716
shares
|
$358,604
0.05% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,693
shares
|
$356,855
0.01% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
4,675
shares
|
$355,487
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,655
shares
|
$353,966
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
4,641
shares
|
$352,901
0.02% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,582
shares
|
$348,415
0.01% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
4,573
shares
|
$347,730
0.24% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
4,563
shares
|
$346,970
0.04% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
4,551
shares
|
$346,058
0.0% of portfolio
|
Q3 2022
Added 71.48%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,546
shares
|
$345,677
0.12% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,501
shares
|
$342,256
0.0% of portfolio
|
Q3 2022
Added 2.65%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,500
shares
|
$342,180
0.0% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,431
shares
|
$336,933
0.04% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,417
shares
|
$335,868
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
4,417
shares
|
$335,868
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
4,372
shares
|
$332,446
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
4,357
shares
|
$331,306
0.02% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
4,307
shares
|
$327,504
0.2% of portfolio
|
Q1 2025
Reduced 1.06%
|