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 1,399 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 |
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
348
shares
|
$26,461
0.01% of portfolio
|
Q4 2021
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
347
shares
|
$26,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
346
shares
|
$26,309
0.0% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
334
shares
|
$25,397
0.01% of portfolio
|
Q2 2025
New holding
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
330
shares
|
$25,093
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
324
shares
|
$24,636
0.01% of portfolio
|
Q4 2020
Reduced 43.55%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
324
shares
|
$24,636
0.0% of portfolio
|
Q2 2025
Reduced 85.94%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
317
shares
|
$24,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
305
shares
|
$23,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
297
shares
|
$22,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
285
shares
|
$21,671
0.01% of portfolio
|
Q2 2023
Reduced 83.89%
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
284
shares
|
$21,595
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
283
shares
|
$21,519
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
280
shares
|
$21,291
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
275
shares
|
$20,911
0.02% of portfolio
|
Q2 2023
Reduced 8.33%
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
274
shares
|
$20,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
274
shares
|
$20,834
0.01% of portfolio
|
Q2 2023
New holding
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
269
shares
|
$20,454
0.03% of portfolio
|
Q1 2025
New holding
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
260
shares
|
$19,770
0.0% of portfolio
|
Q2 2025
Reduced 84.53%
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
257
shares
|
$19,542
0.01% of portfolio
|
Q2 2025
Added 27.23%
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
238
shares
|
$18,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
238
shares
|
$18,097
0.01% of portfolio
|
Q2 2025
Reduced 58.75%
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
235
shares
|
$17,869
0.0% of portfolio
|
Q2 2025
New holding
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
234
shares
|
$17,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$17,641
0.0% of portfolio
|
Q4 2022
Reduced 45.15%
|