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 |
|---|---|---|---|---|---|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
100,747
shares
|
$7.66 Million
3.8% of portfolio
|
Q3 2024
Reduced 8.4%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
99,959
shares
|
$7.6 Million
3.6% of portfolio
|
Q3 2024
Added 50.63%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
99,196
shares
|
$7.54 Million
0.49% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
97,677
shares
|
$7.43 Million
0.7% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
96,796
shares
|
$7.36 Million
0.75% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 04, 2024 Q3 2024 |
96,400
shares
|
$7.33 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
96,141
shares
|
$7.31 Million
0.27% of portfolio
|
Q3 2024
Added 168.26%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
95,437
shares
|
$7.26 Million
3.56% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
95,220
shares
|
$7.24 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
94,702
shares
|
$7.2 Million
6.75% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
94,317
shares
|
$7.17 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
93,474
shares
|
$7.11 Million
0.09% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
91,105
shares
|
$6.93 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
90,969
shares
|
$6.92 Million
1.4% of portfolio
|
Q3 2024
Added 3222.46%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
90,529
shares
|
$6.88 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
90,382
shares
|
$6.87 Million
0.47% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
89,400
shares
|
$6.8 Million
0.15% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
89,371
shares
|
$6.8 Million
0.54% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
88,868
shares
|
$6.76 Million
0.65% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
88,373
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2024
Added 9.15%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
86,513
shares
|
$6.58 Million
0.03% of portfolio
|
Q3 2024
Added 220.03%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
84,908
shares
|
$6.46 Million
0.68% of portfolio
|
Q3 2024
Added 7.64%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
84,329
shares
|
$6.41 Million
2.46% of portfolio
|
Q3 2024
Added 50.79%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
84,002
shares
|
$6.39 Million
0.0% of portfolio
|
Q3 2024
Added 344.95%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
81,882
shares
|
$6.23 Million
0.14% of portfolio
|
Q3 2024
Reduced 8.27%
|