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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
SWA
401
Sutton Wealth Advisors
Florida
$708K +$2.89K +48 +0.4%
KCM
402
Kanawha Capital Management
Virginia
$705K -$902 -15 -0.1%
DBIA
403
Dumont & Blake Investment Advisors
New Jersey
$705K +$33.2K +552 +5%
LWANC
404
Laurel Wealth Advisors (North Carolina)
North Carolina
$703K +$5.83K +97 +0.9%
WWM
405
Western Wealth Management
Colorado
$693K -$15.2M -252,841 -96%
BSB
406
Bangor Savings Bank
Maine
$693K +$679K +11,290 New
BOTW
407
Bank of the West
California
$690K -$57.1K -949 -8%
OAM
408
Oppenheimer Asset Management
New York
$688K +$351K +5,846 +109%
AG
409
Appleton Group
Wisconsin
$684K +$2.1K +35 +0.3%
HNB
410
Huntington National Bank
Ohio
$675K -$45.7K -760 -6%
OCM
411
Orleans Capital Management
Louisiana
$674K -$30.1K -500 -4%
NB
412
NBT Bank
New York
$672K -$180 -3 -0%
RSWM
413
Robertson Stephens Wealth Management
California
$670K +$186K +3,086 +39%
KPCM
414
Kings Point Capital Management
New York
$658K +$51.6K +858 +9%
CGA
415
Crescent Grove Advisors
Illinois
$650K +$102K +1,689 +19%
MC
416
Mathes Company
New York
$634K -$12K -200 -2%
PG
417
Proffitt & Goodson
Tennessee
$621K -$214K -3,555 -26%
FC
418
Ferris Capital
Massachusetts
$617K
LNC
419
Lincoln National Corp
Pennsylvania
$615K +$11.2K +187 +2%
FFS
420
Founders Financial Securities
Maryland
$614K +$6.67K +111 +1%
AWE
421
Avidian Wealth Enterprises
Texas
$611K -$1.09M -18,172 -65%
AIM
422
Acropolis Investment Management
Missouri
$603K
KCM
423
Kingdon Capital Management
New York
$602K
BO
424
BRR OpCo
Ohio
$598K +$84.8K +1,411 +17%
AF
425
Arrow Financial
New York
$591K -$1.26K -21 -0.2%

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.