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State Street Consumer Staples Select Sector SPDR ETF

541 hedge funds and large institutions have $7.27B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

17% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 172

12% more capital invested

Capital invested by funds: $6.49B → $7.27B (+$774M)

5% more funds holding

Funds holding: 516541 (+25)

0.65% less ownership

Funds ownership: 77.61%76.96% (-0.65%)

32% less call options, than puts

Call options by funds: $279M | Put options by funds: $408M

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
12.37%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.75%
New
80
Increased
201
Reduced
172
Closed
52
Calls
$279M
Puts
$408M
Net Calls
-$129M
Net Calls Change
-$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
451
Squar Milner Financial Services
California
$97K -$7.57K -141 -7%
AF
452
Advisornet Financial
Minnesota
$97K +$3.27K +61 +3%
MFBTD
453
MB Financial Bank - Trust Department
Illinois
$92K
PCM
454
Princeton Capital Management
New Jersey
$91K
APP
455
Avantax Planning Partners
Iowa
$91K +$90.9K +1,694 New
BBPWM
456
Blue Bell Private Wealth Management
Pennsylvania
$88K
MFW
457
Mosaic Family Wealth
Missouri
$81K -$248K -4,615 -76%
1IA
458
1834 Investment Advisors
Wisconsin
$80K +$35.4K +660 +81%
CCM
459
Cribstone Capital Management
Maine
$79K
RCAG
460
Rehmann Capital Advisory Group
Michigan
$78.7K +$39.9K +743 +104%
RWA
461
River Wealth Advisors
Pennsylvania
$77K +$15.8K +295 +26%
Bessemer Group
462
Bessemer Group
New Jersey
$76K -$6.76K -126 -8%
SWM
463
SeaCrest Wealth Management
New York
$75K
FPS
464
Fieldpoint Private Securities
Connecticut
$71K
ADL
465
Asset Dedication LLC
California
$70K
WCM
466
Whitener Capital Management
North Carolina
$70K +$69.8K +1,300 New
WTB
467
Washington Trust Bank
Washington
$66K -$684K -12,749 -91%
SSB
468
Sandy Spring Bank
Maryland
$63K -$6.71K -125 -10%
ZB
469
Zions Bancorporation
Utah
$60K +$59.4K +1,107 New
RMC
470
Resources Management Corp
Connecticut
$57K +$57.4K +1,070 New
BG
471
Bollard Group
Massachusetts
$54K +$376 +7 +0.7%
GWA
472
Guidant Wealth Advisors
Illinois
$53K
BRC
473
Bell Rock Capital
Delaware
$47K -$28K -522 -37%
KPCM
474
Kings Point Capital Management
New York
$45K -$1.13K -21 -2%
EDRH
475
Edmond de Rothschild Holding
Switzerland
$45K

XLP Hedge Fund Activity: Q3 2018 in Review

541 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2018, worth a combined $7.27B — up 12% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLP positions and 52 closed out — a net gain of 28 holders — while 201 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $233M. The largest seller was Citigroup, cutting an estimated $88.4M.

  • 541 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2018, up from 516 in Q2 2018.
  • Funds reported $7.27B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2018 and 52 closed out, a net change of +28 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2018 was Morgan Stanley, an estimated $233M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2018 was Citigroup, an estimated $88.4M sold.

Based on aggregated 13F filings for Q3 2018.