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 1,397 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 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 |
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
2,785
shares
|
$211,771
0.01% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,754
shares
|
$209,414
0.16% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,704
shares
|
$205,612
0.01% of portfolio
|
Q2 2025
Reduced 80.79%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,703
shares
|
$205,536
0.03% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,689
shares
|
$204,471
0.05% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
2,669
shares
|
$202,950
0.03% of portfolio
|
Q2 2025
Reduced 38.15%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,643
shares
|
$200,973
0.0% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,633
shares
|
$200,213
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
2,630
shares
|
$199,985
0.07% of portfolio
|
Q1 2024
Reduced 35.62%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
2,621
shares
|
$199,300
0.03% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
2,606
shares
|
$198,160
0.02% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
2,575
shares
|
$195,803
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,572
shares
|
$195,574
0.01% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$195,574
0.03% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,572
shares
|
$195,574
0.05% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,570
shares
|
$195,422
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
2,568
shares
|
$195,270
0.01% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
2,563
shares
|
$194,890
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,561
shares
|
$194,738
0.01% of portfolio
|
Q1 2025
Reduced 21.47%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Aug 08, 2025 Q2 2025 |
2,560
shares
|
$194,662
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
2,550
shares
|
$193,902
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
2,547
shares
|
$193,673
0.09% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
2,546
shares
|
$193,597
0.09% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,546
shares
|
$193,597
0.02% of portfolio
|
Q2 2025
Reduced 10.51%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,535
shares
|
$192,761
0.03% of portfolio
|
Q1 2025
Reduced 1.93%
|