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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
101,780
shares
|
$7.74 Million
0.74% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
99,157
shares
|
$7.54 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
98,783
shares
|
$7.51 Million
0.62% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
97,748
shares
|
$7.43 Million
0.09% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
96,903
shares
|
$7.37 Million
3.9% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
96,828
shares
|
$7.36 Million
6.5% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
96,459
shares
|
$7.33 Million
0.38% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
96,279
shares
|
$7.32 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
95,447
shares
|
$7.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.78%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
93,771
shares
|
$7.13 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
92,779
shares
|
$7.05 Million
1.41% of portfolio
|
Q2 2025
Reduced 37.58%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
90,733
shares
|
$6.9 Million
0.53% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
90,488
shares
|
$6.88 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
90,000
shares
|
$6.84 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
89,965
shares
|
$6.84 Million
0.49% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
89,535
shares
|
$6.81 Million
2.3% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
89,298
shares
|
$6.79 Million
0.95% of portfolio
|
Q2 2025
Added 1473.26%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
88,901
shares
|
$6.76 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
88,128
shares
|
$6.7 Million
0.03% of portfolio
|
Q2 2025
Added 1136.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
86,029
shares
|
$6.54 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
85,376
shares
|
$6.49 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
85,207
shares
|
$6.48 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
83,960
shares
|
$6.38 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
83,634
shares
|
$6.36 Million
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
83,249
shares
|
$6.33 Million
0.24% of portfolio
|
Q2 2025
Reduced 38.86%
|