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 |
|---|---|---|---|---|---|
|
Srb Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
26,265
shares
|
$2 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
26,187
shares
|
$1.99 Million
0.07% of portfolio
|
Q4 2024
Added 31.85%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
26,068
shares
|
$1.98 Million
0.19% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
25,939
shares
|
$1.97 Million
0.63% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
25,833
shares
|
$1.96 Million
1.07% of portfolio
|
Q4 2024
Reduced 10.08%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
25,734
shares
|
$1.96 Million
0.31% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
25,605
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
25,571
shares
|
$1.94 Million
0.75% of portfolio
|
Q4 2024
Added 41.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
25,568
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.77%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
25,537
shares
|
$1.94 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
25,425
shares
|
$1.93 Million
0.6% of portfolio
|
Q3 2024
Reduced 36.48%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
25,392
shares
|
$1.93 Million
1.23% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
25,320
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.73%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
25,182
shares
|
$1.91 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
25,071
shares
|
$1.91 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
25,023
shares
|
$1.9 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
24,627
shares
|
$1.87 Million
0.75% of portfolio
|
Q4 2024
Added 21.64%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
24,369
shares
|
$1.85 Million
0.68% of portfolio
|
Q3 2023
Reduced 12.4%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
24,299
shares
|
$1.85 Million
1.76% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
24,172
shares
|
$1.84 Million
2.81% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
24,126
shares
|
$1.83 Million
0.1% of portfolio
|
Q4 2024
Added 42.61%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
24,009
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2024
Added 119.38%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
24,002
shares
|
$1.83 Million
0.1% of portfolio
|
Q4 2024
Added 23.36%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
23,919
shares
|
$1.82 Million
0.46% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,866
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.19%
|