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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
3,451
shares
|
$262,414
0.1% of portfolio
|
Q4 2025
Added 0.7%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
3,449
shares
|
$262,261
0.0% of portfolio
|
Q3 2025
Added 405.72%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
3,441
shares
|
$261,653
0.01% of portfolio
|
Q3 2025
Reduced 24.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
3,441
shares
|
$261,653
0.02% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
3,439
shares
|
$261,501
0.02% of portfolio
|
Q4 2025
Reduced 6.93%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,433
shares
|
$261,045
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
3,425
shares
|
$260,437
0.18% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
3,424
shares
|
$260,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 21, 2026 Q4 2025 |
3,413
shares
|
$259,524
0.09% of portfolio
|
Q2 2024
Reduced 8.77%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
3,401
shares
|
$258,612
0.02% of portfolio
|
Q4 2025
Reduced 17.29%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,399
shares
|
$258,459
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,393
shares
|
$258,003
0.01% of portfolio
|
Q3 2025
Added 632.83%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
3,390
shares
|
$257,775
0.04% of portfolio
|
Q3 2025
Reduced 92.83%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
3,374
shares
|
$256,558
0.37% of portfolio
|
Q3 2022
Reduced 2.88%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,359
shares
|
$255,418
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
3,336
shares
|
$253,669
0.09% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
3,327
shares
|
$252,985
0.03% of portfolio
|
Q3 2025
Reduced 9.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,323
shares
|
$252,680
0.03% of portfolio
|
Q3 2023
Added 9.2%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,313
shares
|
$251,920
0.01% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Harvey Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
3,300
shares
|
$250,932
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,290
shares
|
$250,171
0.06% of portfolio
|
Q3 2024
Added 25.1%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
3,288
shares
|
$250,019
0.08% of portfolio
|
Q3 2025
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
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
3,263
shares
|
$248,118
0.06% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,259
shares
|
$247,814
0.0% of portfolio
|
Q4 2025
New holding
|
|