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State Street Consumer Staples Select Sector SPDR ETF

693 hedge funds and large institutions have $10.4B invested in State Street Consumer Staples Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 266 increasing their positions, 229 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 56

38% more funds holding in top 10

Funds holding in top 10: 4258 (+16)

16% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 229

11% more capital invested

Capital invested by funds: $9.41B → $10.4B (+$1B)

3% more funds holding

Funds holding: 671693 (+22)

3.98% less ownership

Funds ownership: 78.51%74.54% (-4%)

31% less call options, than puts

Call options by funds: $566M | Put options by funds: $825M

Holders
693
Holders Change
+22
Holders Change %
+3.28%
% of All Funds
15.2%
Holding in Top 10
58
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+38.1%
% of All Funds
1.27%
New
85
Increased
266
Reduced
229
Closed
56
Calls
$566M
Puts
$825M
Net Calls
-$259M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
AGM
351
Alpine Global Management
New York
$969K +$949K +15,781 New
SFG
352
StrategIQ Financial Group
Indiana
$968K -$22.9K -381 -2%
William Blair & Company
353
William Blair & Company
Illinois
$961K -$25.6K -426 -3%
CWP
354
Capital Wealth Planning
Florida
$954K +$569K +9,463 +156%
CWA
355
Clarus Wealth Advisors
Arizona
$948K +$7.64K +127 +0.8%
RJT
356
Raymond James Trust
Florida
$940K +$23.5K +391 +3%
TAM
357
Trust Asset Management
Texas
$926K +$906K +15,069 New
GI
358
GAMCO Investors
Connecticut
$921K
NF
359
Nikulski Financial
Iowa
$921K
FNT
360
First National Trust
Pennsylvania
$920K -$184K -3,065 -17%
BCM
361
Boltwood Capital Management
California
$918K -$41.2K -685 -4%
MFW
362
Meristem Family Wealth
Minnesota
$917K
BCM
363
BlueCrest Capital Management
Jersey
$915K +$896K +14,895 New
DADC
364
D.A. Davidson & Co
Montana
$902K -$26K -432 -3%
BHB
365
Bank Hapoalim BM
Israel
$895K +$610K +10,147 +226%
AWA
366
ARS Wealth Advisors
Florida
$891K -$31.3K -521 -3%
SCM
367
Symons Capital Management
Pennsylvania
$891K +$467K +7,768 +115%
DWT
368
Dorsey & Whitney Trust
South Dakota
$886K +$576K +9,577 +198%
M&T Bank
369
M&T Bank
New York
$884K -$38.5K -640 -4%
FEM
370
Fulcrum Equity Management
Texas
$884K +$169K +2,817 +24%
SS
371
Simplicity Solutions
Minnesota
$879K -$248K -4,123 -22%
CIA
372
Choate Investment Advisors
Massachusetts
$874K +$271K +4,500 +46%
OLA
373
Oliver Luxxe Assets
New Jersey
$864K -$14.1K -235 -2%
BMM
374
Berkshire Money Management
Massachusetts
$848K
RFO
375
RiverGlades Family Offices
Florida
$846K -$14.1K -235 -2%

XLP Hedge Fund Activity: Q3 2019 in Review

693 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2019, worth a combined $10.4B — up 11% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XLP positions and 56 closed out — a net gain of 29 holders — while 266 added to existing stakes and 229 trimmed.

The largest buyer was Bessemer Group, adding an estimated $241M. The largest seller was Barclays, cutting an estimated $201M.

  • 693 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2019, up from 671 in Q2 2019.
  • Funds reported $10.4B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 85 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2019 and 56 closed out, a net change of +29 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2019 was Bessemer Group, an estimated $241M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2019 was Barclays, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2019.