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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
385
shares
|
$29,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
382
shares
|
$29,047
0.01% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
372
shares
|
$28,286
0.0% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
366
shares
|
$27,830
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
359
shares
|
$27,298
0.0% of portfolio
|
Q3 2024
Reduced 12.22%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
350
shares
|
$26,614
0.0% of portfolio
|
Q1 2020
Reduced 94.51%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
348
shares
|
$26,461
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
337
shares
|
$25,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
330
shares
|
$25,093
0.0% of portfolio
|
Q3 2024
Reduced 47.28%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
324
shares
|
$24,636
0.01% of portfolio
|
Q4 2020
Reduced 43.55%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
310
shares
|
$23,572
0.0% of portfolio
|
Q2 2023
Reduced 99.5%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
308
shares
|
$23,420
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
305
shares
|
$23,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
300
shares
|
$22,812
0.01% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
300
shares
|
$22,812
0.0% of portfolio
|
Q3 2024
Reduced 77.83%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
293
shares
|
$22,279
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
285
shares
|
$21,671
0.01% of portfolio
|
Q2 2023
Reduced 83.89%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
284
shares
|
$21,595
0.01% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
283
shares
|
$21,519
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
281
shares
|
$21,367
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
275
shares
|
$20,911
0.02% of portfolio
|
Q2 2023
Reduced 8.33%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
274
shares
|
$20,834
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
259
shares
|
$19,694
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
241
shares
|
$18,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
240
shares
|
$18,249
0.0% of portfolio
|
Q4 2024
Added 269.23%
|