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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,729
shares
|
$283,553
0.0% of portfolio
|
Q3 2023
Reduced 8.15%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
3,724
shares
|
$283,172
0.01% of portfolio
|
Q2 2025
Reduced 18.69%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
3,720
shares
|
$282,868
0.18% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,711
shares
|
$282,184
0.02% of portfolio
|
Q3 2025
Added 20.57%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
3,704
shares
|
$281,652
0.15% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
3,690
shares
|
$280,587
0.01% of portfolio
|
Q4 2025
Reduced 9.63%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
3,684
shares
|
$280,131
0.22% of portfolio
|
Q2 2025
Reduced 33.69%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
3,675
shares
|
$279,447
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,660
shares
|
$278,306
0.02% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
3,656
shares
|
$278,002
0.13% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,634
shares
|
$276,329
0.03% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,615
shares
|
$274,884
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,612
shares
|
$274,656
0.04% of portfolio
|
Q3 2025
Reduced 16.06%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
3,610
shares
|
$274,504
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,590
shares
|
$272,983
0.42% of portfolio
|
Q3 2022
Added 5.84%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,587
shares
|
$272,755
0.06% of portfolio
|
Q3 2023
Added 19.29%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,580
shares
|
$272,223
0.04% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,579
shares
|
$272,147
0.02% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Nov 04, 2025 Q3 2025 |
3,530
shares
|
$268,421
0.03% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
3,529
shares
|
$268,345
0.01% of portfolio
|
Q3 2025
Reduced 9.28%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
3,508
shares
|
$266,748
0.11% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
3,495
shares
|
$265,759
0.04% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
3,483
shares
|
$264,847
0.04% of portfolio
|
Q4 2025
Added 3.35%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
3,482
shares
|
$264,771
0.02% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
3,480
shares
|
$264,619
0.01% of portfolio
|
Q3 2022
New holding
|
|