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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
KC
376
Kingfisher Capital
North Carolina
$309K +$55.9K +1,041 +22%
NFG
377
Nations Financial Group
Iowa
$307K +$71.4K +1,330 +30%
SIM
378
Sterling Investment Management
Arizona
$305K +$107 +2 +0%
MSAM
379
Moloney Securities Asset Management
Missouri
$304K +$2.9K +54 +1%
WI
380
WrapManager Inc
California
$303K +$301K +5,612 New
BA
381
Boston Advisors
Massachusetts
$303K +$302K +5,621 New
FA
382
FDx Advisors
Illinois
$303K +$302K +5,622 New
WEC
383
Winslow Evans & Crocker
Massachusetts
$302K +$289K +5,380 +2,690%
Mariner
384
Mariner
Kansas
$294K +$15.3K +286 +6%
GKWIM
385
Gerber Kawasaki Wealth & Investment Management
California
$294K +$293K +5,460 New
SJIM
386
St. Johns Investment Management
Florida
$292K +$16.5K +308 +6%
JIC
387
Joel Isaacson & Co
New York
$291K +$12.2K +227 +4%
SFA
388
Sequoia Financial Advisors
Ohio
$289K +$287K +5,350 New
IIA
389
IPG Investment Advisors
California
$286K
MC
390
Moors & Cabot
Massachusetts
$281K +$280K +5,212 New
KWM
391
Kingsview Wealth Management
Oregon
$280K -$8.05K -150 -3%
BHB
392
Bank Hapoalim BM
Israel
$279K -$20K -372 -7%
RIM
393
Rampart Investment Management
Connecticut
$275K +$274K +5,097 New
NWP
394
Northstar Wealth Partners
Connecticut
$274K
SCA
395
Snowden Capital Advisors
New York
$274K +$31.9K +595 +13%
PCM
396
Parsons Capital Management
Rhode Island
$272K -$1.07K -20 -0.4%
DCM
397
Donaldson Capital Management
Indiana
$268K -$32.3K -602 -11%
TAM
398
Tocqueville Asset Management
New York
$264K +$263K +4,900 New
GP
399
Girard Partners
Pennsylvania
$256K +$256K +4,765 New
Chevy Chase Trust
400
Chevy Chase Trust
Maryland
$255K

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.