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 |
|---|---|---|---|---|---|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
22,800
shares
|
$1.73 Million
1.37% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
22,773
shares
|
$1.73 Million
1.35% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,771
shares
|
$1.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
22,610
shares
|
$1.72 Million
0.64% of portfolio
|
Q3 2025
Added 4.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
22,156
shares
|
$1.68 Million
0.3% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
22,135
shares
|
$1.68 Million
0.16% of portfolio
|
Q4 2025
Reduced 5.03%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
21,843
shares
|
$1.66 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Cabana LLC
Fayetteville, AR |
Oct 15, 2025 Q3 2025 |
21,792
shares
|
$1.66 Million
10.17% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
21,651
shares
|
$1.65 Million
0.65% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
21,578
shares
|
$1.64 Million
0.32% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Straightline Group LLC
Troy, MI |
Nov 06, 2025 Q3 2025 |
21,287
shares
|
$1.62 Million
0.97% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
21,262
shares
|
$1.62 Million
2.32% of portfolio
|
Q3 2022
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
21,247
shares
|
$1.62 Million
0.04% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
21,058
shares
|
$1.6 Million
0.35% of portfolio
|
Q3 2025
Added 63.04%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
20,897
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.63%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
20,608
shares
|
$1.57 Million
0.38% of portfolio
|
Q4 2025
Reduced 15.48%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
20,318
shares
|
$1.54 Million
1.66% of portfolio
|
Q4 2023
Reduced 4.08%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
20,229
shares
|
$1.54 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,130
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
20,086
shares
|
$1.53 Million
0.12% of portfolio
|
Q4 2025
Reduced 56.68%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2026 Q4 2025 |
20,063
shares
|
$1.53 Million
0.26% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
19,890
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 32.04%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
19,313
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
19,309
shares
|
$1.47 Million
0.09% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
19,271
shares
|
$1.47 Million
0.82% of portfolio
|
Q3 2025
Reduced 22.23%
|
|