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 1,398 institutions that hold shares in the stock, with a total of 176 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
24,369
shares
|
$1.85 Million
0.68% of portfolio
|
Q3 2023
Reduced 12.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
24,363
shares
|
$1.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,306
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 99.87%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
24,193
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
24,115
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
24,026
shares
|
$1.83 Million
0.8% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Sage Capital Advisors,Llc
|
Jul 03, 2025 Q2 2025 |
23,925
shares
|
$1.82 Million
0.46% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
23,824
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Added 119.54%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
23,683
shares
|
$1.8 Million
0.49% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
23,607
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
23,585
shares
|
$1.79 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
23,379
shares
|
$1.78 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
23,370
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 97.68%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
23,282
shares
|
$1.77 Million
2.51% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
23,250
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
Added 17.94%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,994
shares
|
$1.75 Million
0.02% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,930
shares
|
$1.74 Million
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jul 23, 2025 Q2 2025 |
22,923
shares
|
$1.74 Million
0.5% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
22,800
shares
|
$1.73 Million
1.47% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
22,771
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,666
shares
|
$1.72 Million
0.05% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
22,661
shares
|
$1.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
22,641
shares
|
$1.72 Million
1.48% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
22,591
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
22,454
shares
|
$1.71 Million
0.15% of portfolio
|
Q2 2025
Added 112.73%
|