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 |
|---|---|---|---|---|---|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
166,432
shares
|
$12.7 Million
1.6% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 12, 2024 Q3 2024 |
165,267
shares
|
$12.6 Million
5.69% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
165,000
shares
|
$12.5 Million
0.06% of portfolio
|
Q3 2024
Added 153.85%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
164,847
shares
|
$12.5 Million
3.51% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
160,202
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 68.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
155,174
shares
|
$11.8 Million
0.02% of portfolio
|
Q3 2024
Added 76.74%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
153,338
shares
|
$11.7 Million
2.53% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
152,988
shares
|
$11.6 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
152,476
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
149,388
shares
|
$11.4 Million
0.55% of portfolio
|
Q3 2022
Added 2342.98%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
148,167
shares
|
$11.3 Million
0.84% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
148,039
shares
|
$11.3 Million
3.83% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
143,230
shares
|
$10.9 Million
1.44% of portfolio
|
N/A
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
142,401
shares
|
$10.8 Million
0.46% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
140,473
shares
|
$10.7 Million
2.75% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
140,384
shares
|
$10.7 Million
4.17% of portfolio
|
Q3 2024
Reduced 28.83%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
139,707
shares
|
$10.6 Million
0.36% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
139,566
shares
|
$10.6 Million
0.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
137,973
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
135,489
shares
|
$10.3 Million
1.74% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
131,407
shares
|
$9.99 Million
3.62% of portfolio
|
Q1 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
130,687
shares
|
$9.94 Million
1.82% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
130,286
shares
|
$9.91 Million
0.07% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
129,903
shares
|
$9.88 Million
0.11% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
129,464
shares
|
$9.84 Million
4.79% of portfolio
|
Q3 2024
Added 1.31%
|