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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
821
shares
|
$62,428
0.02% of portfolio
|
Q3 2024
Added 29.5%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
816
shares
|
$62,048
0.01% of portfolio
|
Q3 2024
Reduced 54.31%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
809
shares
|
$61,516
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
803
shares
|
$61,060
0.01% of portfolio
|
Q4 2022
Added 3.08%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
793
shares
|
$60,299
0.0% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
792
shares
|
$60,223
0.02% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
788
shares
|
$59,919
0.03% of portfolio
|
Q1 2024
Reduced 43.23%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
784
shares
|
$59,615
0.04% of portfolio
|
Q3 2023
Reduced 54.1%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
783
shares
|
$59,539
0.03% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
764
shares
|
$58,094
0.0% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
758
shares
|
$57,638
0.01% of portfolio
|
Q1 2023
Reduced 4.53%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
746
shares
|
$56,725
0.0% of portfolio
|
Q3 2024
Added 42.1%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
715
shares
|
$54,368
0.01% of portfolio
|
Q3 2022
Added 2760.0%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
694
shares
|
$52,771
0.02% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
675
shares
|
$51,327
0.04% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
671
shares
|
$51,022
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
644
shares
|
$48,969
0.01% of portfolio
|
Q3 2024
Reduced 35.86%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
620
shares
|
$47,144
0.0% of portfolio
|
Q3 2024
Added 1671.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
615
shares
|
$46,764
0.02% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
588
shares
|
$44,711
0.0% of portfolio
|
Q3 2024
Reduced 98.05%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
583
shares
|
$44,331
0.0% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
573
shares
|
$43,570
0.02% of portfolio
|
Q1 2024
Added 11.7%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
565
shares
|
$42,962
0.04% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
562
shares
|
$42,734
0.01% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Palouse Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
548
shares
|
$41,669
0.03% of portfolio
|
Q1 2024
New holding
|