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 |
|---|---|---|---|---|---|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
66,557
shares
|
$5.06 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
66,540
shares
|
$5.06 Million
3.35% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,501
shares
|
$5.06 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
66,447
shares
|
$5.05 Million
1.69% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
65,988
shares
|
$5.02 Million
0.74% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Innealta Capital, LLC
Austin, TX |
Aug 06, 2025 Q2 2025 |
64,234
shares
|
$4.88 Million
2.67% of portfolio
|
Q2 2025
Reduced 17.32%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
64,191
shares
|
$4.88 Million
2.5% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
63,640
shares
|
$4.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 46.64%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
63,485
shares
|
$4.83 Million
1.13% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
63,475
shares
|
$4.83 Million
0.36% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
63,125
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
62,950
shares
|
$4.79 Million
1.12% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
62,862
shares
|
$4.78 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
61,718
shares
|
$4.69 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
60,923
shares
|
$4.63 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
60,696
shares
|
$4.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Srb Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
59,584
shares
|
$4.53 Million
0.27% of portfolio
|
Q1 2025
Added 126.86%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
58,690
shares
|
$4.46 Million
0.36% of portfolio
|
Q2 2025
Added 67.26%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
56,877
shares
|
$4.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,859
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
56,837
shares
|
$4.32 Million
0.0% of portfolio
|
Q2 2025
Added 22.59%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
56,680
shares
|
$4.31 Million
2.83% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
56,644
shares
|
$4.31 Million
1.93% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
55,844
shares
|
$4.25 Million
3.24% of portfolio
|
Q3 2022
Added 309.92%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
55,048
shares
|
$4.19 Million
0.63% of portfolio
|
Q2 2025
Added 1045.16%
|