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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,719
shares
|
$282,792
0.09% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
3,706
shares
|
$281,804
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
3,677
shares
|
$279,599
0.09% of portfolio
|
Q3 2023
Reduced 5.81%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
3,658
shares
|
$278,154
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
3,657
shares
|
$278,078
0.1% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,641
shares
|
$276,861
0.0% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
3,595
shares
|
$273,363
0.04% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,590
shares
|
$272,983
0.42% of portfolio
|
Q3 2022
Added 5.84%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,587
shares
|
$272,755
0.06% of portfolio
|
Q3 2023
Added 19.29%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
3,584
shares
|
$272,527
0.07% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
3,580
shares
|
$272,223
0.15% of portfolio
|
Q3 2024
Reduced 43.3%
|
|
|
Fifth Lane Capital, LP
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,566
shares
|
$271,158
0.73% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,534
shares
|
$268,725
0.01% of portfolio
|
Q3 2024
Reduced 92.38%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,480
shares
|
$264,619
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,464
shares
|
$263,402
0.02% of portfolio
|
Q3 2024
Reduced 20.79%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
3,457
shares
|
$262,870
0.15% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
3,447
shares
|
$262,109
0.01% of portfolio
|
Q3 2024
Reduced 28.05%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
3,446
shares
|
$262,033
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
3,442
shares
|
$261,729
0.02% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
3,422
shares
|
$260,208
0.03% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
3,414
shares
|
$259,600
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
3,413
shares
|
$259,524
0.13% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,374
shares
|
$256,558
0.37% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
3,373
shares
|
$256,482
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
3,360
shares
|
$255,494
0.12% of portfolio
|
Q3 2024
Added 0.51%
|