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 175 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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
942
shares
|
$71,629
0.0% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
940
shares
|
$71,477
0.03% of portfolio
|
Q4 2023
Reduced 67.98%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
919
shares
|
$69,880
0.02% of portfolio
|
Q2 2023
Added 4.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
907
shares
|
$68,968
0.05% of portfolio
|
Q4 2024
Reduced 95.82%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
900
shares
|
$68,436
0.03% of portfolio
|
Q4 2024
Reduced 52.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
885
shares
|
$67,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
870
shares
|
$66,154
0.05% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
859
shares
|
$65,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
851
shares
|
$64,710
0.04% of portfolio
|
Q2 2020
Reduced 12.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
830
shares
|
$63,113
0.0% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
830
shares
|
$63,113
0.0% of portfolio
|
Q4 2024
Reduced 25.02%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
821
shares
|
$62,428
0.18% of portfolio
|
Q4 2024
Added 889.16%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
816
shares
|
$62,048
0.0% of portfolio
|
Q3 2024
Reduced 54.31%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
809
shares
|
$61,516
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
803
shares
|
$61,060
0.01% of portfolio
|
Q4 2022
Added 3.08%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
795
shares
|
$60,451
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
784
shares
|
$59,615
0.05% of portfolio
|
Q3 2023
Reduced 54.1%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
783
shares
|
$59,539
0.03% of portfolio
|
Q4 2023
Reduced 2.73%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
778
shares
|
$59,159
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
758
shares
|
$57,638
0.01% of portfolio
|
Q1 2023
Reduced 4.53%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
727
shares
|
$55,281
0.01% of portfolio
|
Q4 2024
Reduced 33.97%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
718
shares
|
$54,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
715
shares
|
$54,368
0.01% of portfolio
|
Q3 2022
Added 2760.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
715
shares
|
$54,368
0.02% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
705
shares
|
$53,608
0.03% of portfolio
|
Q4 2024
New holding
|