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 1,380 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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,501
shares
|
$5.06 Million
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Systelligence, LLC
|
Nov 13, 2025 Q3 2025 |
66,349
shares
|
$5.05 Million
1.14% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
66,272
shares
|
$5.04 Million
0.67% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
65,127
shares
|
$4.95 Million
0.22% of portfolio
|
Q3 2025
Reduced 76.84%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
64,017
shares
|
$4.87 Million
2.8% of portfolio
|
Q4 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
63,872
shares
|
$4.86 Million
0.7% of portfolio
|
Q4 2025
Reduced 1.35%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
63,209
shares
|
$4.81 Million
2.27% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
63,100
shares
|
$4.8 Million
0.58% of portfolio
|
Q3 2025
Added 14.63%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
62,933
shares
|
$4.79 Million
4.7% of portfolio
|
Q4 2025
Added 10.75%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
62,757
shares
|
$4.77 Million
1.47% of portfolio
|
Q2 2025
Reduced 88.61%
|
|
|
Fca Corp
Houston, TX |
Nov 14, 2025 Q3 2025 |
62,755
shares
|
$4.77 Million
1.39% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
62,152
shares
|
$4.73 Million
0.13% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
62,078
shares
|
$4.72 Million
0.27% of portfolio
|
Q3 2025
Added 249.34%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
60,423
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2025
Added 63.17%
|
|
|
Srb Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
59,584
shares
|
$4.53 Million
0.26% of portfolio
|
Q1 2025
Added 126.86%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
59,427
shares
|
$4.52 Million
0.06% of portfolio
|
Q4 2025
Added 140.41%
|
|
|
Compass Wealth Management, Llc/Ga
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
58,287
shares
|
$4.43 Million
2.02% of portfolio
|
Q3 2025
Added 7.72%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
58,236
shares
|
$4.43 Million
0.37% of portfolio
|
Q3 2025
Added 16.05%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
57,681
shares
|
$4.39 Million
0.01% of portfolio
|
Q4 2025
Reduced 2.24%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
56,877
shares
|
$4.32 Million
0.69% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
56,859
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
56,745
shares
|
$4.31 Million
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
56,644
shares
|
$4.31 Million
1.93% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
56,570
shares
|
$4.3 Million
1.25% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
56,176
shares
|
$4.27 Million
1.4% of portfolio
|
Q3 2025
Reduced 57.25%
|
|