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 1,402 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
179,367
shares
|
$13.6 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
178,793
shares
|
$13.6 Million
0.13% of portfolio
|
Q2 2025
Added 46.76%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
177,445
shares
|
$13.5 Million
0.03% of portfolio
|
Q2 2025
Added 628.34%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
175,921
shares
|
$13.4 Million
5.45% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
172,753
shares
|
$13.1 Million
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
172,377
shares
|
$13.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
170,270
shares
|
$12.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
168,692
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Added 193.16%
|
|
|
Passaic Partners LLC
|
Aug 08, 2025 Q2 2025 |
167,315
shares
|
$12.7 Million
1.55% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
165,683
shares
|
$12.6 Million
0.37% of portfolio
|
Q2 2025
Added 19.11%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
165,351
shares
|
$12.6 Million
0.83% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
163,713
shares
|
$12.4 Million
0.79% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
157,993
shares
|
$12 Million
0.26% of portfolio
|
Q2 2025
Added 36.57%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
157,194
shares
|
$12 Million
2.57% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
152,462
shares
|
$11.6 Million
0.06% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
149,388
shares
|
$11.4 Million
0.55% of portfolio
|
Q3 2022
Added 2342.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
146,137
shares
|
$11.1 Million
0.23% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Makena Capital Management LLC
Menlo Park, CA |
Aug 13, 2025 Q2 2025 |
144,483
shares
|
$11 Million
1.16% of portfolio
|
Q2 2025
Added 17.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
144,224
shares
|
$11 Million
0.06% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
143,230
shares
|
$10.9 Million
1.44% of portfolio
|
N/A
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
141,442
shares
|
$10.8 Million
0.12% of portfolio
|
Q2 2025
Added 11.81%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
138,144
shares
|
$10.5 Million
5.98% of portfolio
|
Q2 2025
Reduced 47.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
135,598
shares
|
$10.3 Million
4.24% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
133,053
shares
|
$10.1 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
132,202
shares
|
$10.1 Million
4.28% of portfolio
|
Q2 2025
Added 31.61%
|