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State Street Consumer Staples Select Sector SPDR ETF

541 hedge funds and large institutions have $7.27B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

17% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 172

12% more capital invested

Capital invested by funds: $6.49B → $7.27B (+$774M)

5% more funds holding

Funds holding: 516541 (+25)

0.65% less ownership

Funds ownership: 77.61%76.96% (-0.65%)

32% less call options, than puts

Call options by funds: $279M | Put options by funds: $408M

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
12.37%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.75%
New
80
Increased
201
Reduced
172
Closed
52
Calls
$279M
Puts
$408M
Net Calls
-$129M
Net Calls Change
-$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
B
351
Bailard
California
$389K +$4.51K +84 +1%
AWM
352
AE Wealth Management
Kansas
$387K +$127K +2,358 +49%
CB
353
Chemical Bank
Michigan
$385K +$136K +2,530 +55%
Wolverine Trading
354
Wolverine Trading
Illinois
$380K -$910K -16,951 -71%
AI
355
Atria Investments
North Carolina
$378K -$645K -12,016 -63%
CCT
356
Chemung Canal Trust
New York
$376K -$593K -11,049 -61%
MA
357
MUFG Americas
New York
$364K -$51.8K -966 -13%
SBH
358
Segall Bryant & Hamill
Illinois
$364K -$14.7K -274 -4%
IWA
359
Intercontinental Wealth Advisors
Texas
$359K
RFC
360
Regions Financial Corp
Alabama
$358K +$39.7K +739 +13%
CP
361
Camelot Portfolios
Ohio
$353K +$11K +205 +3%
FHA
362
First Horizon Advisors
Tennessee
$349K -$59K -1,100 -15%
OC
363
Oppenheimer & Co
New York
$346K -$888K -16,545 -72%
GHAM
364
Gilman Hill Asset Management
Connecticut
$345K
Bank of Nova Scotia
365
Bank of Nova Scotia
Ontario, Canada
$341K
IGGA
366
Iron Gate Global Advisors
Utah
$340K +$262K +4,874 +406%
ECM
367
Exchange Capital Management
Michigan
$329K -$942K -17,559 -74%
SFP
368
Shepherd Financial Partners
Massachusetts
$329K
SPI
369
Santori & Peters Inc
Pennsylvania
$323K +$65.2K +1,215 +25%
JGC
370
J. Goldman & Co
New York
$322K -$12.5M -232,021 -97%
BRWM
371
B. Riley Wealth Management
Tennessee
$321K +$320K +5,954 New
WF
372
Welch & Forbes
Massachusetts
$320K
CGH
373
Crossmark Global Holdings
Texas
$314K -$5.79K -108 -2%
CWA
374
Clarus Wealth Advisors
Arizona
$314K +$284K +5,299 +1,015%
KFGK
375
Keystone Financial Group (Kentucky)
Kentucky
$312K +$11.1K +206 +4%

XLP Hedge Fund Activity: Q3 2018 in Review

541 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2018, worth a combined $7.27B — up 12% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLP positions and 52 closed out — a net gain of 28 holders — while 201 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $233M. The largest seller was Citigroup, cutting an estimated $88.4M.

  • 541 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2018, up from 516 in Q2 2018.
  • Funds reported $7.27B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2018 and 52 closed out, a net change of +28 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2018 was Morgan Stanley, an estimated $233M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2018 was Citigroup, an estimated $88.4M sold.

Based on aggregated 13F filings for Q3 2018.