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State Street Consumer Staples Select Sector SPDR ETF

791 hedge funds and large institutions have $9.17B invested in State Street Consumer Staples Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 277 increasing their positions, 299 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 54

14% more capital invested

Capital invested by funds: $8.07B → $9.17B (+$1.1B)

6.64% more ownership

Funds ownership: 60.44%67.08% (+6.6%)

3% more funds holding

Funds holding: 769791 (+22)

2% more funds holding in top 10

Funds holding in top 10: 4344 (+1)

7% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 299

48% less call options, than puts

Call options by funds: $371M | Put options by funds: $717M

Holders
791
Holders Change
+22
Holders Change %
+2.86%
% of All Funds
15.96%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.89%
New
86
Increased
277
Reduced
299
Closed
54
Calls
$371M
Puts
$717M
Net Calls
-$347M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
401
Windham Capital Management
Massachusetts
$833K
HPC
402
Hobart Private Capital
North Carolina
$829K +$817K +12,934 New
OCM
403
Orser Capital Management
Texas
$828K -$83.9K -1,328 -9%
SFG
404
Sowa Financial Group
Rhode Island
$823K -$41.7K -660 -5%
AWM
405
Avitas Wealth Management
California
$818K +$23.9K +379 +3%
GI
406
Glovista Investments
New Jersey
$817K -$9.77M -154,696 -92%
GCA
407
Gradient Capital Advisors
California
$815K -$5.24K -83 -0.6%
SDAM
408
Shulman DeMeo Asset Management
New York
$803K +$76.4K +1,210 +11%
KCM
409
Kanawha Capital Management
Virginia
$796K +$8.46K +134 +1%
AWA
410
ARS Wealth Advisors
Florida
$776K -$38.8K -615 -5%
TCM
411
Telos Capital Management
California
$767K -$32.1K -508 -4%
SA
412
Strategic Advisors
New York
$762K +$51.3K +813 +7%
LWM
413
Lyell Wealth Management
California
$755K +$113K +1,793 +18%
BWM
414
BCS Wealth Management
Tennessee
$754K
CIBC World Market
415
CIBC World Market
Ontario, Canada
$754K +$364K +5,761 +96%
NFG
416
Nations Financial Group
Iowa
$753K +$301K +4,762 +68%
FFS
417
Founders Financial Securities
Maryland
$744K +$733K +11,603 New
WEC
418
Winslow Evans & Crocker
Massachusetts
$743K -$23.6K -373 -3%
KFGK
419
Keystone Financial Group (Kentucky)
Kentucky
$740K +$87.8K +1,391 +14%
SWA
420
Sutton Wealth Advisors
Florida
$730K -$1.64K -26 -0.2%
WA
421
Winfield Associates
Ohio
$729K -$210K -3,325 -23%
JSMC
422
Jess S. Morgan & Co
California
$726K +$27.2K +430 +4%
DC
423
Davenport & Co
Virginia
$725K +$14.3K +227 +2%
PPA
424
Parametric Portfolio Associates
Washington
$716K -$85.7K -1,357 -11%
GWM
425
Geneos Wealth Management
Colorado
$715K -$1.7M -26,951 -70%

XLP Hedge Fund Activity: Q3 2020 in Review

791 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2020, worth a combined $9.17B — up 14% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new XLP positions and 54 closed out — a net gain of 32 holders — while 277 added to existing stakes and 299 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $460M. The largest seller was Prudential plc, exiting entirely with an estimated $196M sold.

  • 791 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2020, up from 769 in Q2 2020.
  • Funds reported $9.17B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 86 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2020 and 54 closed out, a net change of +32 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2020 was Altshuler Shaham, an estimated $460M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2020 was Prudential plc, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2020.