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 1,315 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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
35,983
shares
|
$2.74 Million
0.62% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
35,876
shares
|
$2.73 Million
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
35,721
shares
|
$2.72 Million
0.33% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
35,607
shares
|
$2.71 Million
1.71% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
35,596
shares
|
$2.71 Million
0.33% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
35,477
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
35,196
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
35,155
shares
|
$2.67 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
35,100
shares
|
$2.67 Million
2.55% of portfolio
|
Q4 2022
Added 7.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
34,806
shares
|
$2.65 Million
0.04% of portfolio
|
Q3 2024
Added 50.25%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
34,801
shares
|
$2.65 Million
1.11% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
34,715
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.35%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Nov 13, 2024 Q3 2024 |
34,694
shares
|
$2.64 Million
0.77% of portfolio
|
Q3 2024
Added 37.99%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
34,595
shares
|
$2.63 Million
1.05% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
34,557
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 24.74%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
34,456
shares
|
$2.62 Million
0.68% of portfolio
|
Q3 2024
Added 483.01%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
34,240
shares
|
$2.6 Million
0.18% of portfolio
|
Q3 2024
Added 728.25%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
34,235
shares
|
$2.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
33,573
shares
|
$2.55 Million
0.82% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
33,471
shares
|
$2.55 Million
0.53% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
33,471
shares
|
$2.55 Million
0.52% of portfolio
|
Q4 2022
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
33,389
shares
|
$2.54 Million
0.5% of portfolio
|
Q1 2023
Reduced 1.99%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
33,153
shares
|
$2.52 Million
0.14% of portfolio
|
Q3 2024
Added 46.31%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
33,074
shares
|
$2.51 Million
1.61% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
32,929
shares
|
$2.5 Million
1.83% of portfolio
|
Q3 2024
Reduced 7.52%
|