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 |
|---|---|---|---|---|---|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$253,669
0.09% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,323
shares
|
$252,680
0.03% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
3,300
shares
|
$250,932
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,290
shares
|
$250,171
0.06% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,282
shares
|
$249,563
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,277
shares
|
$249,183
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,249
shares
|
$247,053
0.13% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
3,232
shares
|
$245,761
0.02% of portfolio
|
Q2 2022
Added 12.14%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
3,232
shares
|
$245,761
0.03% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
3,225
shares
|
$245,229
0.0% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,219
shares
|
$244,772
0.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
3,215
shares
|
$244,468
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
3,206
shares
|
$243,784
0.12% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,181
shares
|
$241,883
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
3,181
shares
|
$241,883
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
3,170
shares
|
$241,046
0.07% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
3,169
shares
|
$240,970
0.14% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,166
shares
|
$240,742
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
3,165
shares
|
$240,666
0.11% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,128
shares
|
$237,853
0.05% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
3,123
shares
|
$237,472
0.02% of portfolio
|
Q4 2023
Reduced 8.76%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
3,113
shares
|
$236,712
0.12% of portfolio
|
Q4 2023
Reduced 18.49%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
3,098
shares
|
$235,571
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,093
shares
|
$235,191
0.03% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
3,083
shares
|
$234,431
0.13% of portfolio
|
Q3 2024
Added 1.21%
|