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 1,358 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
3,426
shares
|
$260,513
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,413
shares
|
$259,524
0.12% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
3,386
shares
|
$257,471
0.12% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,375
shares
|
$256,635
0.02% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,374
shares
|
$256,558
0.37% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$253,669
0.09% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,323
shares
|
$252,680
0.03% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
3,300
shares
|
$250,932
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
3,297
shares
|
$250,703
0.02% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,290
shares
|
$250,171
0.06% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
3,290
shares
|
$250,171
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,282
shares
|
$249,563
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
3,261
shares
|
$247,966
0.01% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
3,244
shares
|
$246,673
0.14% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
3,235
shares
|
$245,989
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
3,232
shares
|
$245,761
0.02% of portfolio
|
Q2 2022
Added 12.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,230
shares
|
$245,609
0.0% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,226
shares
|
$245,305
0.03% of portfolio
|
Q4 2024
Reduced 63.05%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,223
shares
|
$245,076
0.09% of portfolio
|
Q4 2024
Reduced 49.85%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
3,217
shares
|
$244,620
0.09% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
3,215
shares
|
$244,468
0.12% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,185
shares
|
$242,187
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,181
shares
|
$241,883
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
3,171
shares
|
$241,122
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
3,169
shares
|
$240,970
0.16% of portfolio
|
Q2 2024
Reduced 8.14%
|