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 |
|---|---|---|---|---|---|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
2,550
shares
|
$193,902
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
2,532
shares
|
$192,533
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,516
shares
|
$191,316
0.01% of portfolio
|
Q3 2024
Reduced 19.26%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,491
shares
|
$189,415
0.01% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
2,483
shares
|
$188,807
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
2,468
shares
|
$187,666
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,466
shares
|
$187,514
0.0% of portfolio
|
Q2 2024
Added 25.18%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,461
shares
|
$187,134
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
2,453
shares
|
$186,526
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,450
shares
|
$186,298
0.07% of portfolio
|
Q1 2024
Added 8.65%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
2,440
shares
|
$185,537
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
2,424
shares
|
$184,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,423
shares
|
$184,244
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
2,421
shares
|
$184,092
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
2,407
shares
|
$183,028
0.04% of portfolio
|
Q3 2024
Added 27.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
2,340
shares
|
$177,933
0.02% of portfolio
|
Q2 2024
Added 240.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,312
shares
|
$175,804
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
2,309
shares
|
$175,576
0.03% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,287
shares
|
$173,903
0.03% of portfolio
|
Q3 2024
Reduced 13.86%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,286
shares
|
$173,827
0.0% of portfolio
|
Q3 2024
Reduced 30.85%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,278
shares
|
$173,219
0.06% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,275
shares
|
$172,991
0.05% of portfolio
|
Q1 2021
Reduced 34.06%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
2,267
shares
|
$172,382
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,207
shares
|
$167,820
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
2,172
shares
|
$165,158
0.06% of portfolio
|
Q4 2023
Reduced 0.22%
|