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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,013
shares
|
$761,388
0.05% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,003
shares
|
$760,628
0.01% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
10,003
shares
|
$760,628
0.19% of portfolio
|
Q3 2025
Reduced 29.2%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
9,992
shares
|
$759,791
0.24% of portfolio
|
Q3 2025
Reduced 16.59%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,930
shares
|
$755,077
0.03% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
9,920
shares
|
$754,316
0.02% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
9,898
shares
|
$752,643
0.64% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
9,876
shares
|
$750,971
0.01% of portfolio
|
Q3 2025
Reduced 74.03%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,775
shares
|
$743,291
0.11% of portfolio
|
Q3 2024
Added 21.62%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
9,738
shares
|
$740,477
0.13% of portfolio
|
Q3 2025
Added 10.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
9,709
shares
|
$738,272
0.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
9,683
shares
|
$736,295
0.08% of portfolio
|
Q4 2025
Added 3.46%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
9,675
shares
|
$735,687
0.05% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
9,672
shares
|
$735,458
0.03% of portfolio
|
Q3 2025
Reduced 63.98%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
9,569
shares
|
$727,626
0.08% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
9,503
shares
|
$722,608
0.06% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
9,500
shares
|
$722,380
0.31% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
9,419
shares
|
$716,220
0.16% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
9,336
shares
|
$709,909
0.17% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
9,336
shares
|
$709,909
0.15% of portfolio
|
Q3 2025
Reduced 27.51%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,217
shares
|
$700,860
0.01% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
9,155
shares
|
$696,146
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,098
shares
|
$691,811
0.05% of portfolio
|
Q2 2025
Added 21.16%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Oct 08, 2025 Q3 2025 |
9,059
shares
|
$688,846
0.14% of portfolio
|
Q3 2025
Reduced 46.61%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
9,050
shares
|
$688,162
0.25% of portfolio
|
Q2 2023
Reduced 11.49%
|
|