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 |
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
51
shares
|
$3,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
41
shares
|
$3,117
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
40
shares
|
$3,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$2,965
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q2 2025
Reduced 60.23%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
33
shares
|
$2,509
0.0% of portfolio
|
Q2 2023
Reduced 87.69%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
Added 3000.0%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
29
shares
|
$2,205
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
27
shares
|
$2,053
0.0% of portfolio
|
Q4 2024
Reduced 68.6%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
26
shares
|
$1,977
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
21
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
21
shares
|
$1,596
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
18
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
Reduced 43.75%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
12
shares
|
$912
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
12
shares
|
$912
0.0% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q2 2025
Added 150.0%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
10
shares
|
$760
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|