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Security record · archived quarter

XLP

State Street Consumer Staples Select Sector SPDR ETF · Financial Services · Asset Management

86.52 -1.1% mkt cap $13.92B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
9Tracked holders
-2Δ holders
6.31MShares held
$515.26MReported value
+1New positions
−3Exits
Stable Conviction score 51/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -18.2% · share flow +30.0% · net new positions -20.0%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 95 -1 102.40M $8.52B +7 −8
Q1 2026 97 +2 127.55M $10.45B +8 −6
Q4 2025 94 0 156.07M $12.12B +1 −1
Q3 2025 15 -2 55.01M $4.31B −2
Q2 2025 14 +3 7.80M $631.84M +3
Q1 2025 9 -2 6.31M $515.26M +1 −3
Q4 2024 11 +1 4.11M $323.13M +1
Q3 2024 9 +1 2.98M $247.43M +1
Q2 2024 8 2.42M $185.03M
Holder count
Who holds it · Q1 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Millennium Management 2.30M +173.4% $187.59M 0.2% ▲ Add 4 SEC ↗
2 Citadel Advisors 1.57M +45.1% $127.90M 0.1% ▲ Add 4 SEC ↗
3 Citadel Advisors 1.57M +45.1% $127.90M 0.1% ▲ Add 4 SEC ↗
4 Fisher Asset Management 1.37M -8.9% $112.07M 0.0% ▼ Trim 4 SEC ↗
5 Wellington Management 700.16K +14090.6% $57.18M 0.0% ▲ Add 3 SEC ↗
6 Marshall Wace 213.40K +221.1% $17.43M 0.0% ▲ Add 4 SEC ↗
7 Marshall Wace 213.40K +221.1% $17.43M 0.0% ▲ Add 4 SEC ↗
8 GAMCO Investors 82.00K +90.7% $6.70M 0.1% ▲ Add 4 SEC ↗
9 State Street Global Advisors (passive) 51.68K -50.0% $4.22M 0.0% ▼ Trim 2 SEC ↗
10 AQR Capital Management 17.78K +4.6% $1.45M 0.0% ▲ Add 4 SEC ↗
11 Gotham Asset Management 8.80K New $718,614 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Gotham Asset Management $718,614 0.0%

Exited

D. E. Shaw & Co. $19.89M was 0.0%
Renaissance Technologies $10.86M was 0.0%
Point72 Asset Management $4.59M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,239 holders, 170.13M shares, $13.49B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2025 · Methodology · Get this via the API