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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
12,792
shares
|
$972,703
0.2% of portfolio
|
Q4 2025
Added 19.45%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
12,664
shares
|
$962,970
0.27% of portfolio
|
Q4 2025
Added 7.79%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
12,635
shares
|
$960,765
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
12,624
shares
|
$959,928
0.05% of portfolio
|
Q3 2025
Reduced 18.02%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
12,616
shares
|
$959,320
0.32% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,576
shares
|
$956,279
0.04% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
12,554
shares
|
$954,606
0.09% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
12,407
shares
|
$943,428
0.62% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
12,405
shares
|
$943,276
0.03% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
12,281
shares
|
$933,847
0.01% of portfolio
|
Q3 2025
Added 31.35%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
12,250
shares
|
$931,490
0.01% of portfolio
|
Q3 2025
Reduced 39.05%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
12,233
shares
|
$930,197
0.09% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
12,226
shares
|
$929,665
0.18% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 14, 2026 Q4 2025 |
12,225
shares
|
$929,589
0.21% of portfolio
|
Q4 2025
Added 14.73%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
12,224
shares
|
$929,512
0.32% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
12,223
shares
|
$929,436
0.41% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
12,161
shares
|
$924,722
0.04% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
12,161
shares
|
$924,722
0.02% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
12,145
shares
|
$923,505
0.08% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Dara Capital Us, Inc.
Miami, FL |
Jan 23, 2026 Q4 2025 |
12,130
shares
|
$922,365
0.83% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,051
shares
|
$916,358
0.01% of portfolio
|
Q3 2025
Reduced 29.81%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 21, 2026 Q4 2025 |
11,979
shares
|
$910,883
0.34% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
11,905
shares
|
$905,256
0.58% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
11,888
shares
|
$903,963
0.03% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
11,662
shares
|
$886,778
0.1% of portfolio
|
Q3 2025
Reduced 0.62%
|
|