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 |
|---|---|---|---|---|---|
|
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%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
3,984
shares
|
$302,943
0.21% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
3,982
shares
|
$302,791
0.06% of portfolio
|
Q1 2024
Reduced 4.78%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,979
shares
|
$302,563
0.0% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
3,971
shares
|
$301,954
0.02% of portfolio
|
Q3 2025
Reduced 58.19%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
3,951
shares
|
$300,434
0.01% of portfolio
|
Q3 2025
Reduced 48.06%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
3,942
shares
|
$299,749
0.03% of portfolio
|
Q4 2025
Added 0.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
3,932
shares
|
$298,989
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,907
shares
|
$297,088
0.11% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,893
shares
|
$296,023
0.02% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,892
shares
|
$295,947
0.05% of portfolio
|
Q3 2025
Reduced 90.07%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Nov 05, 2025 Q3 2025 |
3,882
shares
|
$295,187
0.22% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jan 23, 2026 Q4 2025 |
3,866
shares
|
$293,970
0.21% of portfolio
|
Q4 2025
Reduced 10.32%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jan 21, 2026 Q4 2025 |
3,851
shares
|
$292,830
0.2% of portfolio
|
Q4 2025
Reduced 3.17%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 16, 2026 Q4 2025 |
3,840
shares
|
$291,993
0.02% of portfolio
|
Q4 2025
Reduced 34.12%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,830
shares
|
$291,233
0.05% of portfolio
|
Q3 2025
Reduced 22.04%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
3,829
shares
|
$291,157
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
3,826
shares
|
$290,929
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ht Partners LLC
|
Jan 21, 2026 Q4 2025 |
3,824
shares
|
$290,776
0.09% of portfolio
|
Q1 2019
New holding
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
3,800
shares
|
$288,952
0.08% of portfolio
|
Q4 2025
Reduced 5.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
3,784
shares
|
$287,735
0.02% of portfolio
|
Q3 2025
Added 26.47%
|
|
|
Qcm Cayman, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,765
shares
|
$286,290
8.28% of portfolio
|
Q3 2024
New holding
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,760
shares
|
$285,910
0.01% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
3,755
shares
|
$285,530
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,747
shares
|
$284,921
0.04% of portfolio
|
Q2 2024
Reduced 2.85%
|
|