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 |
|---|---|---|---|---|---|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
4,000
shares
|
$304,160
0.21% of portfolio
|
Q1 2024
Added 490.84%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,988
shares
|
$303,247
0.03% of portfolio
|
Q3 2024
Added 5.25%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
3,982
shares
|
$302,791
0.06% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 08, 2024 Q3 2024 |
3,963
shares
|
$301,346
0.23% of portfolio
|
Q3 2024
Added 46.07%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
3,960
shares
|
$301,118
0.05% of portfolio
|
Q3 2024
Reduced 16.21%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
3,928
shares
|
$298,685
0.04% of portfolio
|
Q3 2024
Reduced 14.89%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
3,911
shares
|
$297,392
0.01% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,900
shares
|
$296,556
0.0% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
3,897
shares
|
$296,327
0.05% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
3,894
shares
|
$296,099
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
3,888
shares
|
$295,643
0.13% of portfolio
|
Q3 2023
Reduced 24.88%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$292,754
0.15% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,837
shares
|
$291,765
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ht Partners LLC
|
Oct 23, 2024 Q3 2024 |
3,824
shares
|
$290,776
0.1% of portfolio
|
Q1 2019
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
3,822
shares
|
$290,624
0.21% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,810
shares
|
$289,712
0.05% of portfolio
|
Q3 2023
Reduced 7.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
3,798
shares
|
$288,799
0.01% of portfolio
|
Q3 2024
Reduced 73.43%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,779
shares
|
$287,355
0.01% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
3,769
shares
|
$286,594
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Qcm Cayman, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,765
shares
|
$286,290
8.28% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
3,762
shares
|
$286,062
0.03% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,747
shares
|
$284,921
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
3,747
shares
|
$284,921
0.09% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
3,729
shares
|
$283,553
0.01% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,729
shares
|
$283,553
0.0% of portfolio
|
Q3 2023
Reduced 8.15%
|