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State Street Consumer Staples Select Sector SPDR ETF

528 hedge funds and large institutions have $8.11B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 179 increasing their positions, 217 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.87% more ownership

Funds ownership: 88.58%97.45% (+8.9%)

5% less capital invested

Capital invested by funds: $8.5B → $8.11B (-$387M)

5% less funds holding

Funds holding: 556528 (-28)

18% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 217

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 87

52% less call options, than puts

Call options by funds: $305M | Put options by funds: $629M

Holders
528
Holders Change
-28
Holders Change %
-5.04%
% of All Funds
12.1%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.57%
New
64
Increased
179
Reduced
217
Closed
87
Calls
$305M
Puts
$629M
Net Calls
-$324M
Net Calls Change
-$9.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$493K +$516K +9,370 New
TNB
302
Thomasville National Bank
Georgia
$493K
EAM
303
Evanson Asset Management
California
$491K
M&T Bank
304
M&T Bank
New York
$487K -$107K -1,944 -17%
AF
305
Advisornet Financial
Minnesota
$481K +$437K +7,935 +664%
CGA
306
Crescent Grove Advisors
Illinois
$475K +$26.2K +476 +6%
RJT
307
Raymond James Trust
Florida
$474K +$7.99K +145 +2%
KCM
308
Kanawha Capital Management
Virginia
$472K
UFF
309
USA Financial Formulas
Michigan
$462K +$282K +5,120 +140%
P
310
PhaseCapital
New York
$447K +$66.1K +1,200 +16%
RCM
311
RNC Capital Management
California
$443K +$15.7K +285 +4%
GWM
312
Geneos Wealth Management
Colorado
$441K -$102K -1,846 -18%
GEM
313
Global Endowment Management
North Carolina
$421K
KA
314
Kovack Advisors
Florida
$416K -$95K -1,725 -18%
CWM
315
Cranbrook Wealth Management
Michigan
$413K
FA
316
FMA Advisory
Pennsylvania
$413K +$331 +6 +0.1%
MA
317
MUFG Americas
New York
$406K -$201K -3,653 -32%
JCM
318
Jacobi Capital Management
Pennsylvania
$399K +$275 +5 +0.1%
CG
319
Colony Group
Massachusetts
$386K -$102K -1,848 -20%
RPG
320
Risk Paradigm Group
Texas
$386K -$459K -8,329 -53%
CA
321
Cornerstone Advisory
Maryland
$380K
SFP
322
Shepherd Financial Partners
Massachusetts
$378K -$21.1K -383 -5%
B
323
Bailard
California
$376K +$1.05K +19 +0.3%
TFF
324
The Family Firm
Maryland
$376K +$61K +1,107 +18%
DIA
325
Denver Investment Advisors
Colorado
$370K +$1.93K +35 +0.5%

XLP Hedge Fund Activity: Q1 2018 in Review

528 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2018, worth a combined $8.11B — down 4.6% from $8.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of XLP and 64 opened new positions — a net loss of 23 holders — while 217 trimmed existing stakes and 179 added.

The largest buyer was Citigroup, adding an estimated $333M. The largest seller was Barclays, cutting an estimated $486M.

  • 528 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2018, down from 556 in Q4 2017.
  • Funds reported $8.11B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2018, down 4.6% quarter-over-quarter.
  • 64 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2018 and 87 closed out, a net change of -23 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $333M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $486M sold.

Based on aggregated 13F filings for Q1 2018.