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State Street Consumer Staples Select Sector SPDR ETF

654 hedge funds and large institutions have $7.39B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 220 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 51

52% more funds holding in top 10

Funds holding in top 10: 3350 (+17)

21% more funds holding

Funds holding: 541654 (+113)

21% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 182

2% more capital invested

Capital invested by funds: $7.27B → $7.39B (+$118M)

0.93% less ownership

Funds ownership: 76.96%76.03% (-0.93%)

17% less call options, than puts

Call options by funds: $464M | Put options by funds: $558M

Holders
654
Holders Change
+113
Holders Change %
+20.89%
% of All Funds
14.57%
Holding in Top 10
50
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+51.52%
% of All Funds
1.11%
New
169
Increased
220
Reduced
182
Closed
51
Calls
$464M
Puts
$558M
Net Calls
-$94.1M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
MMG
376
Monetary Management Group
Missouri
$625K +$8.14K +150 +1%
VFA
377
Voya Financial Advisors
Connecticut
$622K +$462K +8,513 +225%
HPC
378
Hobart Private Capital
North Carolina
$621K +$663K +12,226 New
NB
379
NBT Bank
New York
$608K -$29K -535 -4%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$592K +$107K +1,966 +20%
ISL
381
Ingalls & Snyder LLC
New York
$591K -$240K -4,431 -28%
CAM
382
Concorde Asset Management
Michigan
$590K +$629K +11,595 New
SWA
383
Sutton Wealth Advisors
Florida
$588K -$116K -2,137 -16%
RJT
384
Raymond James Trust
Florida
$578K +$72.5K +1,337 +13%
SS
385
Simplicity Solutions
Minnesota
$577K +$617K +11,363 New
PFA
386
Pettinga Financial Advisors
Indiana
$576K +$616K +11,350 New
HCM
387
Hilton Capital Management
New York
$574K +$614K +11,310 New
LFAS
388
Level Four Advisory Services
Texas
$564K +$3.15K +58 +0.5%
DBIA
389
Dumont & Blake Investment Advisors
New Jersey
$559K +$597K +11,000 New
KCM
390
Kanawha Capital Management
Virginia
$557K +$109K +2,000 +22%
WS
391
Wedbush Securities
California
$551K -$24K -443 -4%
CIA
392
Choate Investment Advisors
Massachusetts
$534K +$571K +10,520 New
AWM
393
AE Wealth Management
Kansas
$529K +$176K +3,236 +45%
FFS
394
Founders Financial Securities
Maryland
$523K
LNC
395
Lincoln National Corp
Pennsylvania
$522K +$5.21K +96 +0.9%
CGH
396
Crossmark Global Holdings
Texas
$517K +$236K +4,342 +74%
PGFC
397
Peapack-Gladstone Financial Corp
New Jersey
$517K +$552K +10,183 New
DWM
398
Dakota Wealth Management
Florida
$512K
FC
399
Ferris Capital
Massachusetts
$510K
PI
400
Parkside Investments
Illinois
$507K +$326K +6,000 +150%

XLP Hedge Fund Activity: Q4 2018 in Review

654 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2018, worth a combined $7.39B — up 1.6% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 169 funds opened new XLP positions and 51 closed out — a net gain of 118 holders — while 220 added to existing stakes and 182 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $213M. The largest seller was Bank of America, cutting an estimated $376M.

  • 654 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2018, up from 541 in Q3 2018.
  • Funds reported $7.39B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2018, up 1.6% quarter-over-quarter.
  • 169 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2018 and 51 closed out, a net change of +118 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2018 was Prudential plc, an estimated $213M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2018 was Bank of America, an estimated $376M sold.

Based on aggregated 13F filings for Q4 2018.