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 1,381 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
101,570
shares
|
$7.72 Million
0.89% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
100,960
shares
|
$7.68 Million
2.49% of portfolio
|
Q3 2025
Reduced 21.03%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
99,339
shares
|
$7.55 Million
6.17% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
98,562
shares
|
$7.49 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
98,190
shares
|
$7.47 Million
0.53% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
98,143
shares
|
$7.46 Million
0.6% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
97,447
shares
|
$7.41 Million
0.01% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
95,893
shares
|
$7.29 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
93,714
shares
|
$7.13 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
89,743
shares
|
$6.82 Million
0.25% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
88,875
shares
|
$6.76 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
87,172
shares
|
$6.63 Million
0.13% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
87,100
shares
|
$6.62 Million
0.44% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
87,023
shares
|
$6.62 Million
0.38% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
86,029
shares
|
$6.54 Million
0.16% of portfolio
|
Q2 2025
Reduced 24.31%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
85,079
shares
|
$6.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
84,570
shares
|
$6.43 Million
1.93% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
82,500
shares
|
$6.27 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
82,094
shares
|
$6.24 Million
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
81,720
shares
|
$6.21 Million
0.01% of portfolio
|
Q3 2025
Added 34.64%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
81,262
shares
|
$6.18 Million
0.15% of portfolio
|
Q3 2022
Added 88.73%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
80,895
shares
|
$6.15 Million
2.21% of portfolio
|
Q3 2025
Reduced 9.65%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
80,379
shares
|
$6.11 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
79,652
shares
|
$6.06 Million
0.09% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
78,976
shares
|
$6.01 Million
0.22% of portfolio
|
Q2 2020
Added 6.48%
|
|