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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
9,570
shares
|
$727,702
0.05% of portfolio
|
Q2 2024
Added 4.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
9,558
shares
|
$726,790
0.01% of portfolio
|
Q3 2024
Reduced 44.32%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
9,535
shares
|
$725,041
0.36% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
9,535
shares
|
$725,041
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,476
shares
|
$720,555
0.02% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
9,467
shares
|
$719,870
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
9,410
shares
|
$715,536
0.0% of portfolio
|
Q3 2024
Reduced 98.62%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,407
shares
|
$715,308
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,407
shares
|
$715,308
0.02% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
9,356
shares
|
$711,430
0.07% of portfolio
|
Q3 2024
Added 60.76%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
9,334
shares
|
$709,757
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
9,050
shares
|
$688,162
0.26% of portfolio
|
Q2 2023
Reduced 11.49%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,037
shares
|
$687,173
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
9,010
shares
|
$685,120
0.06% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
8,985
shares
|
$683,219
0.18% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
8,961
shares
|
$681,394
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
8,911
shares
|
$677,592
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,894
shares
|
$676,299
0.01% of portfolio
|
Q3 2024
Added 101.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,782
shares
|
$667,783
0.03% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,777
shares
|
$667,403
0.09% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,774
shares
|
$667,174
0.01% of portfolio
|
Q1 2024
Reduced 6.15%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2024 Q3 2024 |
8,772
shares
|
$667,022
0.01% of portfolio
|
Q3 2024
Added 16.34%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
8,743
shares
|
$664,817
0.06% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,731
shares
|
$663,905
0.1% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
8,719
shares
|
$662,992
0.01% of portfolio
|
Q3 2024
Added 0.01%
|