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State Street Consumer Staples Select Sector SPDR ETF

1,066 hedge funds and large institutions have $14.5B invested in State Street Consumer Staples Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.82% less ownership

Funds ownership: 86.68%83.86% (-2.8%)

4% less funds holding

Funds holding: 1,1131,066 (-47)

7% less capital invested

Capital invested by funds: $15.6B → $14.5B (-$1.1B)

17% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 132

17% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 441

27% less call options, than puts

Call options by funds: $488M | Put options by funds: $668M

30% less funds holding in top 10

Funds holding in top 10: 7351 (-22)

Holders
1,066
Holders Change
-47
Holders Change %
-4.22%
% of All Funds
16.99%
Holding in Top 10
51
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-30.14%
% of All Funds
0.81%
New
109
Increased
364
Reduced
441
Closed
132
Calls
$488M
Puts
$668M
Net Calls
-$180M
Net Calls Change
+$765M
Name Holding Trade Value Shares
Change
Change in
Stake
NWA
401
Navis Wealth Advisors
New York
$1.61M +$6.22K +85 +0.4%
JIC
402
Johnson Investment Counsel
Ohio
$1.6M -$403K -5,509 -20%
QT
403
Quantbot Technologies
New York
$1.59M +$1.56M +21,311 New
AAM
404
Alphadyne Asset Management
New York
$1.59M -$486K -6,650 -24%
RHP
405
Royal Harbor Partners
Texas
$1.59M +$1.56M +21,266 New
TCM
406
Triumph Capital Management
Colorado
$1.58M +$1.55M +21,187 New
EWM
407
Evercore Wealth Management
New York
$1.58M +$87.8K +1,200 +6%
VF
408
Virtu Financial
New York
$1.58M +$1.55M +21,139 New
IFG
409
Independent Financial Group
California
$1.56M +$423K +5,788 +38%
William Blair & Company
410
William Blair & Company
Illinois
$1.54M +$2.41K +33 +0.2%
MBTD
411
Mechanics Bank - Trust Department
California
$1.53M +$21.4K +292 +1%
CWM
412
Chesapeake Wealth Management
Virginia
$1.53M -$17.4K -238 -1%
SCA
413
Sage Capital Advisors
South Dakota
$1.52M +$50K +683 +3%
TB
414
Treynor Bancshares
Iowa
$1.52M -$378K -5,167 -20%
KWM
415
Keebeck Wealth Management
Illinois
$1.51M
WT
416
Whittier Trust
California
$1.5M -$1.9K -26 -0.1%
MFG
417
Magnus Financial Group
New York
$1.5M -$208K -2,841 -12%
VWM
418
Venturi Wealth Management
Texas
$1.5M -$523K -7,155 -26%
SFS
419
Sowell Financial Services
Arkansas
$1.49M -$2.36M -32,219 -62%
ES
420
Eagle Strategies
New York
$1.49M -$2.15M -29,355 -60%
JCM
421
Jacobi Capital Management
Pennsylvania
$1.48M +$10.5K +143 +0.7%
CCA
422
Cadent Capital Advisors
Oklahoma
$1.48M -$36.8K -503 -2%
MIA
423
MMBG Investment Advisors
Florida
$1.47M +$29.3K +400 +2%
CGA
424
Crescent Grove Advisors
Illinois
$1.44M +$140K +1,910 +11%
NCM
425
Narwhal Capital Management
Georgia
$1.44M +$18.4K +252 +1%

XLP Hedge Fund Activity: Q1 2023 in Review

1,066 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2023, worth a combined $14.5B — down 7% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of XLP and 109 opened new positions — a net loss of 23 holders — while 441 trimmed existing stakes and 364 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $343M. The largest seller was Citigroup, cutting an estimated $430M.

  • 1,066 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2023, down from 1,113 in Q4 2022.
  • Funds reported $14.5B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2023, down 7% quarter-over-quarter.
  • 109 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2023 and 132 closed out, a net change of -23 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $343M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2023 was Citigroup, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2023.