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 1,346 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
439
shares
|
$33,381
0.01% of portfolio
|
Q2 2024
Reduced 33.59%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
439
shares
|
$33,381
0.02% of portfolio
|
Q2 2024
Added 46.33%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
439
shares
|
$33,381
0.01% of portfolio
|
Q4 2020
Added 23.66%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
434
shares
|
$33,001
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
428
shares
|
$32,545
0.01% of portfolio
|
Q4 2023
Added 42.67%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
419
shares
|
$31,860
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
418
shares
|
$31,784
0.02% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
415
shares
|
$31,556
0.01% of portfolio
|
Q1 2023
Reduced 30.83%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
404
shares
|
$30,720
0.02% of portfolio
|
Q2 2021
Reduced 18.22%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
404
shares
|
$30,720
0.01% of portfolio
|
Q4 2024
Reduced 64.78%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
397
shares
|
$30,187
0.01% of portfolio
|
Q2 2024
Reduced 10.99%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
396
shares
|
$30,111
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
395
shares
|
$30,035
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
394
shares
|
$29,959
0.01% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
392
shares
|
$29,807
0.01% of portfolio
|
Q2 2023
Added 8.29%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
390
shares
|
$29,655
0.0% of portfolio
|
Q1 2022
Reduced 69.24%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
390
shares
|
$29,655
0.0% of portfolio
|
Q4 2021
Reduced 69.24%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
385
shares
|
$29,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
382
shares
|
$29,047
0.01% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
372
shares
|
$28,286
0.0% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
366
shares
|
$27,830
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
359
shares
|
$27,298
0.0% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
350
shares
|
$26,614
0.0% of portfolio
|
Q1 2020
Reduced 94.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
348
shares
|
$26,461
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
337
shares
|
$25,625
0.0% of portfolio
|
Q3 2024
New holding
|