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State Street Consumer Staples Select Sector SPDR ETF

1,115 hedge funds and large institutions have $14.1B invested in State Street Consumer Staples Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 340 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,0401,115 (+75)

5.73% more ownership

Funds ownership: 86.51%92.23% (+5.7%)

0% more capital invested

Capital invested by funds: $14.1B → $14.1B (+$16.3M)

2% less call options, than puts

Call options by funds: $981M | Put options by funds: $1B

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 443

Holders
1,115
Holders Change
+75
Holders Change %
+7.21%
% of All Funds
16.26%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
0.54%
New
193
Increased
340
Reduced
443
Closed
101
Calls
$981M
Puts
$1B
Net Calls
-$24.3M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
376
Navis Wealth Advisors
New York
$1.58M +$9.56K +138 +0.6%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$1.58M +$847K +12,224 +126%
VDI
378
Vaughan David Investments
Illinois
$1.56M +$1.5M +21,716 New
SCA
379
Sage Capital Advisors
South Dakota
$1.56M +$81.9K +1,182 +6%
FMTCOCP
380
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.56M -$75.2K -1,085 -5%
PP
381
Prudential plc
United Kingdom
$1.56M -$472K -6,815 -24%
SC
382
Scotia Capital
Ontario, Canada
$1.55M +$261K +3,765 +21%
CRI
383
Colonial River Investments
Virginia
$1.54M -$61.9K -893 -4%
BCA
384
Bray Capital Advisors
Florida
$1.53M -$76.1K -1,099 -5%
CWM
385
Chesapeake Wealth Management
Virginia
$1.52M -$38.3K -553 -3%
OSNBOA
386
Old Second National Bank of Aurora
Illinois
$1.52M +$26.7K +385 +2%
Capstone Investment Advisors
387
Capstone Investment Advisors
New York
$1.51M -$1.12M -16,227 -44%
BPA
388
Beacon Pointe Advisors
California
$1.51M +$360K +5,198 +33%
FGA
389
Fortis Group Advisors
New Jersey
$1.49M +$2.08K +30 +0.2%
MBTD
390
Mechanics Bank - Trust Department
California
$1.48M -$42.9K -619 -3%
IF
391
Intrua Financial
Texas
$1.48M -$2.67M -38,560 -65%
BCM
392
Brookstone Capital Management
Illinois
$1.47M -$279K -4,026 -16%
BOM
393
Bank of Marin
California
$1.47M -$18.1K -262 -1%
SFP
394
Shepherd Financial Partners
Massachusetts
$1.47M +$1.41M +20,352 New
WCG
395
Wall Capital Group
Arizona
$1.46M -$59.9K -865 -4%
MAG
396
M3 Advisory Group
Massachusetts
$1.46M +$1.4M +20,208 New
ZIG
397
Zullo Investment Group
Pennsylvania
$1.44M +$10.7K +154 +0.8%
Focus Partners Wealth
398
Focus Partners Wealth
Massachusetts
$1.44M +$1.39M +19,997 New
RIA
399
Realta Investment Advisors
Delaware
$1.42M +$247K +3,566 +22%
Wealthfront Advisers
400
Wealthfront Advisers
California
$1.42M +$411K +5,930 +43%

XLP Hedge Fund Activity: Q4 2023 in Review

1,115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2023, worth a combined $14.1B — up 0.12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new XLP positions and 101 closed out — a net gain of 92 holders — while 340 added to existing stakes and 443 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $644M. The largest seller was Barclays, cutting an estimated $515M.

  • 1,115 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2023, up from 1,040 in Q3 2023.
  • Funds reported $14.1B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2023, up 0.12% quarter-over-quarter.
  • 193 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2023 and 101 closed out, a net change of +92 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $644M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2023 was Barclays, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2023.