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 1,381 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 |
|---|---|---|---|---|---|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
4,332
shares
|
$329,405
0.23% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
4,317
shares
|
$328,264
0.01% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
4,311
shares
|
$327,808
0.26% of portfolio
|
Q3 2025
Reduced 15.64%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
4,307
shares
|
$327,504
0.13% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
4,298
shares
|
$326,819
0.05% of portfolio
|
Q3 2025
Added 72.82%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
4,295
shares
|
$326,591
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,278
shares
|
$325,299
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 13, 2025 Q3 2025 |
4,270
shares
|
$324,690
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
4,264
shares
|
$324,234
0.01% of portfolio
|
Q3 2025
Reduced 96.66%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
4,241
shares
|
$322,485
0.05% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,240
shares
|
$322,409
0.47% of portfolio
|
Q3 2023
Added 0.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,187
shares
|
$318,379
0.2% of portfolio
|
Q2 2024
Reduced 66.63%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,175
shares
|
$317,467
0.03% of portfolio
|
Q3 2025
Reduced 12.91%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
4,173
shares
|
$317,314
0.12% of portfolio
|
Q3 2025
Reduced 66.6%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 24, 2025 Q3 2025 |
4,170
shares
|
$317,086
0.15% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
4,163
shares
|
$316,554
0.02% of portfolio
|
Q3 2025
Reduced 41.97%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
4,163
shares
|
$316,554
0.07% of portfolio
|
Q3 2025
Reduced 87.25%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
4,133
shares
|
$314,273
0.04% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
4,112
shares
|
$312,676
0.04% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
4,083
shares
|
$310,471
0.01% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
4,053
shares
|
$308,190
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
4,015
shares
|
$305,300
0.09% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
4,000
shares
|
$304,160
0.16% of portfolio
|
Q1 2024
Added 490.84%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$304,160
0.06% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
3,982
shares
|
$302,791
0.06% of portfolio
|
Q1 2024
Reduced 4.78%
|
|