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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
EWM
401
Edge Wealth Management
New York
$252K -$29.3K -546 -10%
RT
402
Rockland Trust
Massachusetts
$248K -$17.4K -325 -7%
PG
403
Patten Group
Tennessee
$240K -$13K -243 -5%
KIG
404
Kessler Investment Group
Indiana
$234K -$26.4K -492 -10%
LA
405
Lynch & Associates
Indiana
$232K
FHB
406
First Hawaiian Bank
Hawaii
$230K +$229K +4,262 New
OLA
407
Oliver Luxxe Assets
New Jersey
$230K +$232K +4,319 New
FNT
408
First Nebraska Trust
Nebraska
$229K
SFM
409
Signet Financial Management
New Jersey
$229K -$121K -2,261 -35%
CG
410
Caprock Group
Idaho
$228K -$9.44K -176 -4%
FAT
411
First American Trust
California
$228K +$227K +4,227 New
Prudential Financial
412
Prudential Financial
New Jersey
$217K -$220K -4,097 -50%
PI
413
Parkside Investments
Illinois
$215K +$215K +4,000 New
FHA
414
Flagship Harbor Advisors
Massachusetts
$213K -$8.53K -159 -4%
BIM
415
Baldwin Investment Management
Pennsylvania
$210K -$99.3K -1,850 -32%
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$208K -$6.98K -130 -3%
MIA
417
MainStreet Investment Advisors
Illinois
$208K -$6.98K -130 -3%
HP
418
HT Partners
Connecticut
$206K +$205K +3,824 New
CCMW
419
Cypress Capital Management (Wyoming)
Wyoming
$205K +$93.4K +1,740 +85%
ACM
420
AUA Capital Management
Pennsylvania
$204K
VFA
421
Voya Financial Advisors
Connecticut
$204K +$203K +3,784 New
SG
422
StoneX Group
New York
$202K +$201K +3,740 New
CAC
423
Certified Advisory Corp
Florida
$191K +$215 +4 +0.1%
SPL
424
Smart Portfolios LLC
Washington
$188K +$9.39K +175 +5%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$181K +$180K +3,358 New

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.