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State Street Consumer Staples Select Sector SPDR ETF

863 hedge funds and large institutions have $9.94B invested in State Street Consumer Staples Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 153 funds opening new positions, 284 increasing their positions, 302 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 67

9% more funds holding

Funds holding: 791863 (+72)

8% more capital invested

Capital invested by funds: $9.17B → $9.94B (+$769M)

6.17% more ownership

Funds ownership: 67.08%73.25% (+6.2%)

6% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 302

14% less funds holding in top 10

Funds holding in top 10: 4438 (-6)

73% less call options, than puts

Call options by funds: $257M | Put options by funds: $941M

Holders
863
Holders Change
+72
Holders Change %
+9.1%
% of All Funds
15.27%
Holding in Top 10
38
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.64%
% of All Funds
0.67%
New
153
Increased
284
Reduced
302
Closed
67
Calls
$257M
Puts
$941M
Net Calls
-$684M
Net Calls Change
-$337M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Apexium Financial
Texas
$951K +$6.21K +94 +0.7%
CB
402
Commerce Bank
Missouri
$950K +$10.6K +160 +1%
ACM
403
Allred Capital Management
Texas
$944K -$12.4K -188 -1%
FFS
404
Founders Financial Securities
Maryland
$942K +$156K +2,356 +20%
ARG
405
Advisory Resource Group
Oklahoma
$932K +$2.05K +31 +0.2%
CM
406
Caption Management
Oklahoma
$930K +$912K +13,800 New
SFG
407
Sowa Financial Group
Rhode Island
$921K +$53.4K +808 +6%
DLHL
408
Donald L. Hagan LLC
Florida
$919K +$196K +2,961 +28%
PT
409
Plimoth Trust
Massachusetts
$916K +$22.4K +339 +3%
BCM
410
Boltwood Capital Management
California
$913K -$79K -1,196 -8%
SWA
411
SFMG Wealth Advisors
Texas
$908K -$579K -8,758 -39%
AWA
412
Arkadios Wealth Advisors
Georgia
$908K +$408K +6,171 +84%
RFO
413
RiverGlades Family Offices
Florida
$900K -$6.28K -95 -0.7%
FNT
414
First National Trust
Pennsylvania
$892K -$22.8K -345 -3%
BAM
415
Bruderman Asset Management
New York
$886K -$154K -2,323 -15%
CGA
416
Crescent Grove Advisors
Illinois
$878K
WCM
417
Windham Capital Management
Massachusetts
$877K
VMPIC
418
Varma Mutual Pension Insurance Co
Finland
$876K
KCM
419
Kanawha Capital Management
Virginia
$874K +$35.7K +540 +4%
RCG
420
Rock Creek Group
District of Columbia
$870K -$557K -8,422 -40%
AIC
421
Ameritas Investment Company
Nebraska
$865K +$847K +12,823 New
NA
422
NewEdge Advisors
Louisiana
$856K -$482K -7,298 -37%
JSMC
423
Jess S. Morgan & Co
California
$856K +$90.2K +1,365 +12%
AWM
424
Avitas Wealth Management
California
$855K -$5.42K -82 -0.6%
FI
425
FormulaFolio Investments
Michigan
$855K +$582K +8,800 +227%

XLP Hedge Fund Activity: Q4 2020 in Review

863 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2020, worth a combined $9.94B — up 8.4% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new XLP positions and 67 closed out — a net gain of 86 holders — while 284 added to existing stakes and 302 trimmed.

The largest buyer was Barclays, adding an estimated $542M. The largest seller was Altshuler Shaham, cutting an estimated $474M.

  • 863 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2020, up from 791 in Q3 2020.
  • Funds reported $9.94B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2020, up 8.4% quarter-over-quarter.
  • 153 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2020 and 67 closed out, a net change of +86 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2020 was Barclays, an estimated $542M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2020 was Altshuler Shaham, an estimated $474M sold.

Based on aggregated 13F filings for Q4 2020.