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 1,386 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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
25,060
shares
|
$1.91 Million
0.31% of portfolio
|
Q4 2025
Added 1.71%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
25,060
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.8%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
25,000
shares
|
$1.9 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
24,948
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.97%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
24,915
shares
|
$1.89 Million
0.97% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
24,745
shares
|
$1.88 Million
0.06% of portfolio
|
Q3 2025
Reduced 54.62%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Nov 10, 2025 Q3 2025 |
24,700
shares
|
$1.88 Million
0.94% of portfolio
|
Q3 2025
Reduced 48.22%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
24,681
shares
|
$1.88 Million
0.15% of portfolio
|
Q4 2025
Added 1.61%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
24,636
shares
|
$1.87 Million
0.07% of portfolio
|
Q4 2025
Added 34.18%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
24,628
shares
|
$1.87 Million
0.73% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
24,369
shares
|
$1.85 Million
0.68% of portfolio
|
Q3 2023
Reduced 12.4%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
24,357
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Sage Capital Advisors,Llc
|
Jan 06, 2026 Q4 2025 |
23,933
shares
|
$1.82 Million
0.42% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
23,794
shares
|
$1.81 Million
1.22% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
23,726
shares
|
$1.8 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
23,657
shares
|
$1.8 Million
1.55% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
23,585
shares
|
$1.79 Million
0.93% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
23,521
shares
|
$1.79 Million
0.29% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
23,441
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2025
Added 1.02%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
23,336
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
23,309
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Reduced 35.56%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
23,282
shares
|
$1.77 Million
2.51% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
23,149
shares
|
$1.76 Million
1.1% of portfolio
|
Q4 2025
Added 0.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
22,984
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2025
Added 2.41%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
22,929
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2025
Reduced -0.0%
|
|