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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,303
shares
|
$327,200
0.06% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,295
shares
|
$326,591
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,285
shares
|
$325,831
0.14% of portfolio
|
Q2 2025
Reduced 37.59%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,240
shares
|
$322,409
0.47% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
4,236
shares
|
$322,105
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
4,232
shares
|
$321,801
0.01% of portfolio
|
Q2 2025
Added 57.97%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
4,205
shares
|
$319,748
0.21% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,187
shares
|
$318,379
0.2% of portfolio
|
Q2 2024
Reduced 66.63%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
4,185
shares
|
$318,227
0.21% of portfolio
|
Q2 2025
Reduced 9.3%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,179
shares
|
$317,771
0.0% of portfolio
|
Q2 2025
Added 207.28%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
4,171
shares
|
$317,162
0.13% of portfolio
|
Q2 2025
Reduced 43.23%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,149
shares
|
$315,489
0.01% of portfolio
|
Q1 2025
Reduced 84.41%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
4,132
shares
|
$314,197
0.07% of portfolio
|
Q4 2023
Reduced 5.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
4,060
shares
|
$308,722
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,053
shares
|
$308,190
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
4,030
shares
|
$306,441
0.17% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
4,005
shares
|
$304,540
0.02% of portfolio
|
Q2 2025
Added 84.14%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$304,160
0.18% of portfolio
|
Q1 2024
Added 490.84%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
4,000
shares
|
$304,160
0.29% of portfolio
|
Q2 2025
Reduced 53.41%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,996
shares
|
$303,855
0.06% of portfolio
|
Q2 2025
Reduced 90.67%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
3,982
shares
|
$302,791
0.06% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,979
shares
|
$302,563
0.06% of portfolio
|
Q2 2025
Added 15.13%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
3,977
shares
|
$302,411
0.23% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,951
shares
|
$300,434
0.01% of portfolio
|
Q2 2025
Reduced 37.38%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
3,928
shares
|
$298,685
0.24% of portfolio
|
Q2 2025
Reduced 3.2%
|