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 |
|---|---|---|---|---|---|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,853
shares
|
$216,942
0.09% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,840
shares
|
$215,953
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
2,827
shares
|
$214,965
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
2,819
shares
|
$214,356
0.06% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
2,799
shares
|
$212,835
0.01% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
2,795
shares
|
$212,531
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
2,786
shares
|
$211,847
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
2,764
shares
|
$210,174
0.13% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,734
shares
|
$207,893
0.12% of portfolio
|
Q1 2024
Reduced 33.51%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
2,702
shares
|
$205,460
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
2,699
shares
|
$205,231
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
2,697
shares
|
$205,079
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,691
shares
|
$204,623
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,655
shares
|
$201,886
0.0% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,652
shares
|
$201,658
0.03% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,640
shares
|
$200,745
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,632
shares
|
$200,137
0.03% of portfolio
|
Q3 2024
Reduced 75.26%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,630
shares
|
$199,985
0.07% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,630
shares
|
$199,985
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
2,627
shares
|
$199,757
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
2,606
shares
|
$198,160
0.17% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,585
shares
|
$196,563
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
2,578
shares
|
$196,031
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,562
shares
|
$194,814
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
2,556
shares
|
$194,358
0.02% of portfolio
|
Q3 2024
New holding
|