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 1,358 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
59,233
shares
|
$4.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 43.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
58,889
shares
|
$4.48 Million
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
58,400
shares
|
$4.44 Million
0.01% of portfolio
|
Q4 2024
Added 78.56%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
57,937
shares
|
$4.41 Million
1.07% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
57,875
shares
|
$4.4 Million
0.07% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
56,925
shares
|
$4.33 Million
0.35% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
56,877
shares
|
$4.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,859
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
56,644
shares
|
$4.31 Million
1.93% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
56,007
shares
|
$4.26 Million
0.05% of portfolio
|
Q4 2024
Added 107.15%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
55,844
shares
|
$4.25 Million
3.24% of portfolio
|
Q3 2022
Added 309.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
55,581
shares
|
$4.23 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
54,444
shares
|
$4.14 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Martin & CO Inc
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
53,794
shares
|
$4.09 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
53,599
shares
|
$4.08 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
53,581
shares
|
$4.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
53,461
shares
|
$4.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
52,133
shares
|
$3.96 Million
0.16% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
52,051
shares
|
$3.96 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
51,898
shares
|
$3.95 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.26%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
51,875
shares
|
$3.94 Million
0.37% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
51,844
shares
|
$3.94 Million
0.79% of portfolio
|
Q4 2024
Reduced 17.58%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
51,257
shares
|
$3.9 Million
0.41% of portfolio
|
Q3 2023
Reduced 2.55%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
49,958
shares
|
$3.8 Million
0.55% of portfolio
|
Q4 2024
Added 17.87%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
49,915
shares
|
$3.8 Million
0.17% of portfolio
|
Q4 2024
Added 0.07%
|