XLP Consumer Staples Select Sector SPDR
Consumer Staples Select Sector SPDR (XLP) Institutional Ownership
What the institutions did with XLP last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeOwnership map
Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 525.3K | 4.4% |
| KCM INVESTMENT ADVISORS LLC | 409.8K | 3.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 386.9K | 3.3% |
| MIRAE ASSET SECURITIES (USA) INC. | 350.0K | 2.9% |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 312.7K | 2.6% |
| Krilogy Financial LLC | 258.4K | 2.2% |
| Biltmore Wealth Management, LLC | 209.8K | 1.8% |
| TRUIST FINANCIAL CORP | 206.0K | 1.7% |
| ARMSTRONG ADVISORY GROUP, INC | 200.9K | 1.7% |
| Galvin, Gaustad & Stein, LLC | 197.8K | 1.7% |
| Concurrent Investment Advisors, LLC | 179.1K | 1.5% |
| BAR HARBOR WEALTH MANAGEMENT | 166.2K | 1.4% |
| Praxis Capital Management LLC | 154.2K | 1.3% |
| Arta Finance Wealth Management LLC | 136.5K | 1.1% |
| PARK AVENUE SECURITIES LLC | 133.4K | 1.1% |
| KWMG, LLC | 128.9K | 1.1% |
| Trilogy Capital Inc. | 118.0K | 1.0% |
| Annex Advisory Services, LLC | 117.0K | 1.0% |
| Salomon & Ludwin, LLC | 114.8K | 1.0% |
| LifePlan Financial, LLC | 114.2K | 1.0% |
| United Asset Strategies, Inc. | 107.7K | 0.9% |
| Corecam Pte. Ltd. | 107.1K | 0.9% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100.0K | 0.8% |
| Retirement Planning Group, LLC | 99.3K | 0.8% |
| Avior Wealth Management, LLC | 95.1K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WealthCare Asset Management, LLC | Sold Out | 150.0K | 0 | -150.0K |
| Praxis Capital Management LLC | Increased | 6.7K | 154.2K | +147.5K |
| Trilogy Capital Inc. | Reduced | 240.4K | 118.0K | -122.5K |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | Sold Out | 116.0K | 0 | -116.0K |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 96.1K | 3 | -96.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 8.0K | 100.0K | +92.0K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | Reduced | 404.1K | 312.7K | -91.3K |
| TRUIST FINANCIAL CORP | Reduced | 291.7K | 206.0K | -85.7K |
| Concurrent Investment Advisors, LLC | Increased | 109.6K | 179.1K | +69.5K |
| Ayalon Insurance Comp Ltd. | Increased | 12.3K | 81.3K | +69.0K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 319.3K | 386.9K | +67.6K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | New | 0 | 61.1K | +61.1K |
| Yelin Lapidot Holdings Management Ltd. | New | 0 | 50.0K | +50.0K |
| Independence Wealth Advisors, LLC | Increased | 19.8K | 65.4K | +45.5K |
| Madison Park Capital Advisors, LLC | Increased | 25.9K | 64.1K | +38.2K |
| Curat Global, LLC | Reduced | 53.4K | 16.0K | -37.4K |
| Gerber Kawasaki Wealth & Investment Management | Increased | 489.2K | 525.3K | +36.2K |
| Econ Financial Services Corp | Reduced | 36.1K | 2.5K | -33.6K |
| CFC Planning Co LLC | Sold Out | 32.1K | 0 | -32.1K |
| Portman Square Capital LLP | New | 0 | 30.0K | +30.0K |
| Annex Advisory Services, LLC | Reduced | 145.3K | 117.0K | -28.3K |
| SteelPeak Wealth, LLC | Increased | 53.2K | 80.3K | +27.1K |
| ALTFEST L J & CO INC | Increased | 34.5K | 61.2K | +26.7K |
| AXXCESS WEALTH MANAGEMENT, LLC | Reduced | 51.3K | 25.2K | -26.1K |
| Robertson Stephens Wealth Management, LLC | Reduced | 32.2K | 7.1K | -25.1K |
| Krilogy Financial LLC | Increased | 233.3K | 258.4K | +25.0K |
| Trek Financial, LLC | Reduced | 116.0K | 92.8K | -23.2K |
| Intrua Financial, LLC | Increased | 18.7K | 40.5K | +21.8K |
| Premier Path Wealth Partners, LLC | Reduced | 50.2K | 29.3K | -21.0K |
| Crew Capital Management, Ltd | Reduced | 28.0K | 7.5K | -20.6K |
| Brookstone Capital Management | Reduced | 92.4K | 73.1K | -19.3K |
| JSF Financial, LLC | New | 0 | 19.1K | +19.1K |
| Fluent Financial, LLC | New | 0 | 18.5K | +18.5K |
| MILESTONE ASSET MANAGEMENT, LLC | Increased | 4.4K | 22.8K | +18.3K |
| Pilgrim Partners Asia Pte Ltd | New | 0 | 18.3K | +18.3K |
| OPPENHEIMER & CO INC | Reduced | 29.0K | 12.1K | -16.9K |
| Arta Finance Wealth Management LLC | Reduced | 152.9K | 136.5K | -16.4K |
| Vanguard Capital Wealth Advisors | Reduced | 19.3K | 3.6K | -15.7K |
| Blue Capital, Inc. | Sold Out | 15.1K | 0 | -15.1K |
| Symmetry Partners, LLC | Sold Out | 15.0K | 0 | -15.0K |
| Miller Global Investments, LLC | New | 0 | 14.7K | +14.7K |
| NEW WAVE WEALTH ADVISORS LLC | Reduced | 26.6K | 12.0K | -14.6K |
| KCM INVESTMENT ADVISORS LLC | Reduced | 424.3K | 409.8K | -14.5K |
| MEITAV INVESTMENT HOUSE LTD | Reduced | 32.8K | 18.5K | -14.2K |
| Kellett Wealth Advisors, LLC | New | 0 | 14.2K | +14.2K |
| Archford Capital Strategies, LLC | Sold Out | 13.7K | 0 | -13.7K |
| PRAIRIE ADVISORY, LLC | Increased | 25.2K | 38.0K | +12.7K |
| Signal Advisors Wealth, LLC | Reduced | 27.6K | 15.2K | -12.4K |
| Silphium Asset Management Ltd | New | 0 | 11.7K | +11.7K |
| AdvisorNet Financial, Inc | Increased | 4.8K | 16.4K | +11.6K |
| Foguth Wealth Management, LLC. | Increased | 49.6K | 61.0K | +11.3K |
| Simplicity Wealth,LLC | Reduced | 26.2K | 16.3K | -9.9K |
| Retirement Planning Group, LLC | Reduced | 108.7K | 99.3K | -9.4K |
| Verdence Capital Advisors LLC | Increased | 19.8K | 28.9K | +9.1K |
| OLD NATIONAL BANCORP /IN/ | Reduced | 65.4K | 56.7K | -8.8K |
| WestEnd Advisors, LLC | Reduced | 26.7K | 18.2K | -8.5K |
| Biltmore Wealth Management, LLC | Increased | 201.4K | 209.8K | +8.4K |
| KWMG, LLC | Increased | 120.6K | 128.9K | +8.3K |
| FIFTH THIRD SECURITIES, INC. | Reduced | 79.9K | 72.0K | -7.9K |
| WESPAC Advisors, LLC | New | 0 | 7.5K | +7.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.