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 1,358 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $13.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
715
shares
|
$54,368
0.01% of portfolio
|
Q3 2022
Added 2760.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
715
shares
|
$54,368
0.02% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
705
shares
|
$53,608
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
703
shares
|
$53,456
0.02% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
694
shares
|
$52,771
0.02% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
671
shares
|
$51,022
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
665
shares
|
$50,566
0.02% of portfolio
|
Q4 2024
Reduced 43.16%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
661
shares
|
$50,262
0.0% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
641
shares
|
$48,741
0.02% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
628
shares
|
$47,753
0.0% of portfolio
|
Q4 2024
Reduced 20.81%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
615
shares
|
$46,764
0.02% of portfolio
|
Q2 2024
Added 2.5%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
583
shares
|
$44,331
0.0% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
582
shares
|
$44,255
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
576
shares
|
$43,799
0.04% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
573
shares
|
$43,570
0.02% of portfolio
|
Q1 2024
Added 11.7%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
566
shares
|
$43,038
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
565
shares
|
$42,962
0.02% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
565
shares
|
$42,962
0.04% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
559
shares
|
$42,506
0.03% of portfolio
|
Q4 2024
Added 191.15%
|
|
|
Palouse Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
548
shares
|
$41,669
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
533
shares
|
$40,529
0.0% of portfolio
|
Q1 2024
Added 101.13%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
532
shares
|
$40,453
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
527
shares
|
$40,073
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
520
shares
|
$39,540
0.0% of portfolio
|
Q4 2024
Added 52.94%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
510
shares
|
$38,780
0.01% of portfolio
|
Q4 2023
Added 608.33%
|