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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
85
shares
|
$6,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q3 2023
Reduced 30.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
84
shares
|
$6,387
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
74
shares
|
$5,626
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
73
shares
|
$5,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
71
shares
|
$5,398
0.0% of portfolio
|
Q3 2025
Reduced 33.02%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
59
shares
|
$4,486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
57
shares
|
$4,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
52
shares
|
$3,954
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
52
shares
|
$3,954
0.0% of portfolio
|
Q4 2024
Reduced 54.39%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jan 20, 2026 Q4 2025 |
51
shares
|
$3,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
50
shares
|
$3,802
0.0% of portfolio
|
Q3 2025
Reduced 34.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
41
shares
|
$3,117
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
40
shares
|
$3,041
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
39
shares
|
$2,965
0.0% of portfolio
|
Q2 2025
Added 85.71%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q2 2025
Reduced 85.71%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
37
shares
|
$2,813
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q2 2025
Reduced 60.23%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
35
shares
|
$2,661
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
33
shares
|
$2,509
0.0% of portfolio
|
Q2 2023
Reduced 87.69%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
31
shares
|
$2,357
0.0% of portfolio
|
Q2 2025
Added 3000.0%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
30
shares
|
$2,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$2,205
0.0% of portfolio
|
Q3 2025
Reduced 87.66%
|
|