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 |
|---|---|---|---|---|---|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
300
shares
|
$22,812
0.0% of portfolio
|
Q4 2024
Added 27.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
295
shares
|
$22,431
0.0% of portfolio
|
Q3 2025
Reduced 97.28%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
295
shares
|
$22,431
0.0% of portfolio
|
Q4 2025
Added 217.2%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
286
shares
|
$21,747
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Canton Hathaway, LLC
|
Jan 21, 2026 Q4 2025 |
285
shares
|
$21,671
0.0% of portfolio
|
Q4 2025
Reduced 99.36%
|
|
|
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%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
283
shares
|
$21,519
0.01% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
276
shares
|
$20,987
0.0% of portfolio
|
Q4 2025
Reduced 75.05%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
274
shares
|
$20,834
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
269
shares
|
$20,454
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
264
shares
|
$20,074
0.0% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
259
shares
|
$19,694
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
257
shares
|
$19,542
0.01% of portfolio
|
Q2 2025
Added 27.23%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
239
shares
|
$18,173
0.01% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
234
shares
|
$17,793
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
232
shares
|
$17,641
0.0% of portfolio
|
Q4 2022
Reduced 45.15%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
232
shares
|
$17,641
0.0% of portfolio
|
Q3 2025
Reduced 51.36%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
232
shares
|
$17,641
0.0% of portfolio
|
Q2 2025
Reduced 21.89%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
232
shares
|
$17,641
0.01% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
229
shares
|
$17,413
0.0% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
225
shares
|
$17,109
0.0% of portfolio
|
Q3 2025
Reduced 98.94%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
223
shares
|
$16,956
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
223
shares
|
$16,956
0.0% of portfolio
|
Q1 2021
Reduced 25.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
222
shares
|
$16,880
0.0% of portfolio
|
Q3 2025
Added 47.02%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jan 21, 2026 Q4 2025 |
218
shares
|
$16,576
0.01% of portfolio
|
Q4 2025
Added 0.46%
|
|