We are live on ! Find out more
XLP icon

State Street Consumer Staples Select Sector SPDR ETF

1,115 hedge funds and large institutions have $14.1B invested in State Street Consumer Staples Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 340 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,0401,115 (+75)

5.73% more ownership

Funds ownership: 86.51%92.23% (+5.7%)

0% more capital invested

Capital invested by funds: $14.1B → $14.1B (+$16.3M)

2% less call options, than puts

Call options by funds: $981M | Put options by funds: $1B

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 443

Holders
1,115
Holders Change
+75
Holders Change %
+7.21%
% of All Funds
16.26%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
0.54%
New
193
Increased
340
Reduced
443
Closed
101
Calls
$981M
Puts
$1B
Net Calls
-$24.3M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
Massachusetts Wealth Management
Massachusetts
$1.39M +$133K +1,925 +11%
Bank of New York Mellon
402
Bank of New York Mellon
New York
$1.38M -$8.49M -122,604 -86%
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$1.38M -$438K -6,321 -25%
JCM
404
Jacobi Capital Management
Pennsylvania
$1.36M -$122K -1,765 -9%
KWM
405
Keebeck Wealth Management
Illinois
$1.36M -$92.5K -1,336 -7%
EP
406
Edgestream Partners
New Jersey
$1.36M +$1.31M +18,855 New
HNW
407
High Note Wealth
Minnesota
$1.34M -$4.85K -70 -0.4%
HBT
408
Hills Bank & Trust
Iowa
$1.33M +$1.28M +18,425 New
CGFA
409
Colton Groome Financial Advisors
North Carolina
$1.33M +$684K +9,870 +116%
CW
410
Cooksen Wealth
Texas
$1.32M +$1.27M +18,389 New
CAL
411
Capital Analysts LLC
Pennsylvania
$1.32M -$257K -3,708 -17%
BWM
412
Birchcreek Wealth Management
Ohio
$1.31M +$226K +3,266 +22%
MFG
413
Midwest Financial Group
Kansas
$1.31M -$7.55K -109 -0.6%
CGA
414
Crescent Grove Advisors
Illinois
$1.31M -$196K -2,835 -14%
WCM
415
Weaver Capital Management
Georgia
$1.29M +$1.25M +17,974 New
GCP
416
GSA Capital Partners
United Kingdom
$1.29M -$139K -2,005 -10%
OIM
417
Orca Investment Management
Oregon
$1.28M
DLCIG
418
D.L. Carlson Investment Group
New Hampshire
$1.27M -$751K -10,848 -38%
CIP
419
Capital Insight Partners
Arizona
$1.27M -$7.97K -115 -0.6%
CGH
420
CMG Global Holdings
Texas
$1.26M -$14.8K -213 -1%
MSAM
421
Moloney Securities Asset Management
Missouri
$1.26M +$31.6K +456 +3%
DADC
422
D.A. Davidson & Co
Montana
$1.26M -$137K -1,980 -10%
MCM
423
MontVue Capital Management
Virginia
$1.26M +$1.21M +17,438 New
GVAG
424
Great Valley Advisor Group
Delaware
$1.25M -$373K -5,382 -24%
MWM
425
Meridian Wealth Management
Kentucky
$1.25M -$382K -5,513 -24%

XLP Hedge Fund Activity: Q4 2023 in Review

1,115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2023, worth a combined $14.1B — up 0.12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new XLP positions and 101 closed out — a net gain of 92 holders — while 340 added to existing stakes and 443 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $644M. The largest seller was Barclays, cutting an estimated $515M.

  • 1,115 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2023, up from 1,040 in Q3 2023.
  • Funds reported $14.1B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2023, up 0.12% quarter-over-quarter.
  • 193 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2023 and 101 closed out, a net change of +92 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $644M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2023 was Barclays, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2023.