XLP

SS Consumer Staples Sel Sect
UnclassifiedUSCUSIP 81369Y308◍ Confluence graph
Tracked 13F Holders
1110
-195 QoQ
13F Value (tracked)
$13.6B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)28 adding · 14 trimming
Insider net (180d)$0

Who owns XLP?

1110 tracked 13F filers

1110 tracked 13F filers disclose a position in XLP as of the latest SEC 13F filings, a combined $13.6B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BANK OF AMERICA CORP /DE/
$2.0B
24.7M
+5.4%
Added · +1.3M sh
Q1 2026
2MORGAN STANLEY
$846.4M
10.3M
+22%
Added · +1.9M sh
Q1 2026
3JPMORGAN CHASE & CO
$790.5M
9.7M
+10%
Added · +883K sh
Q1 2026
4GOLDMAN SACHS GROUP INC
$720.0M
8.8M
−23%
Reduced · −2.6M sh
Q1 2026
5UBS Group AG
$466.3M
5.7M
+5.6%
Added · +303K sh
Q1 2026
6SUSQUEHANNA INTERNATIONAL GROUP, LLP
$446.7M
5.4M
+139%
Added · +3.2M sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$441.8M
5.4M
−0.5%
Reduced · −28K sh
Q1 2026
8WELLS FARGO & COMPANY/MN
$424.7M
5.2M
+0.3%
Added · +16K sh
Q1 2026
9CITIGROUP INC
$413.7M
5.0M
−78%
Reduced · −17.6M sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$408.4M
5.0M
−0.3%
Reduced · −13K sh
Q1 2026
11LPL Financial LLC
$356.2M
4.3M
+7.0%
Added · +283K sh
Q1 2026
12BARCLAYS PLC
$281.6M
3.4M
−61%
Reduced · −5.3M sh
Q1 2026
13MILLENNIUM MANAGEMENT LLC
$264.5M
3.2M
14×
Added · +3.0M sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$257.5M
3.2M
−6.6%
Reduced · −227K sh
Q1 2026
15TRUIST FINANCIAL CORP
$249.4M
3.0M
+1.2%
Added · +36K sh
Q1 2026
16CIBC WORLD MARKET INC.
$234.5M
2.9M
+169%
Added · +1.8M sh
Q1 2026
17ROYAL BANK OF CANADA
$215.3M
2.6M
+49%
Added · +867K sh
Q1 2026
18HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
$167.7M
2.0M
−59%
Reduced · −2.9M sh
Q1 2026
19NATIXIS
$166.1M
2.0M
+95%
Added · +988K sh
Q1 2026
20BNP PARIBAS FINANCIAL MARKETS
$147.3M
1.8M
−82%
Reduced · −8.3M sh
Q1 2026
21CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
$146.6M
1.8M
−50%
Reduced · −1.8M sh
Q1 2026
22MENORA MIVTACHIM HOLDINGS LTD.
$148.2M
1.8M
−56%
Reduced · −2.2M sh
Q2 2026
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$103.2M
1.3M
−22%
Reduced · −364K sh
Q1 2026
24NISSAY ASSET MANAGEMENT CORP /JAPAN
$100.2M
1.2M
−23%
Reduced · −357K sh
Q1 2026
25Rokos Capital Management LLP
$91.4M
1.1M
+156%
Added · +679K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XLP being bought or sold by institutions?

Last quarter, 4 funds opened a new position in XLP and 24 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
24
funds
Reduced
14
funds
Exited
0
funds

Funds that own XLP also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT678 funds$126.1B
APPLE INCAAPL677 funds$142.4B
NVIDIA CORPNVDA675 funds$169.7B
AMAZON.COM INCAMZN672 funds$99.5B
ALPHABET INC-CL AGOOGL667 funds$81.7B
SS SPDR S&P 500 ETF TRUST-USSPY656 funds$40.8B
ALPHABET INC-CL CGOOG648 funds$56.7B
META PLATFORMS INC-CLASS AMETA639 funds$50.9B
JPMORGAN CHASE & COJPM637 funds$40.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B623 funds$23.0B
JOHNSON & JOHNSONJNJ620 funds$24.6B
WALMART INCWMT613 funds$25.6B

Ranked by how many of XLP's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

891 funds+119 since Q3 2024
05431086Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $2.4B · 2 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XLP

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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  "https://arkolith.com/api/v1/stocks/XLP/capital-change-brief"
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Use Arkolith's capital_change_brief for XLP.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for XLP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.