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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
NFG
451
Nations Financial Group
Iowa
$1.13M -$1.87M -27,029 -63%
LNC
452
Lincoln National Corp
Pennsylvania
$1.11M +$365K +5,276 +52%
ORAM
453
One River Asset Management
Connecticut
$1.1M -$2.79M -40,228 -73%
9WM
454
9258 Wealth Management
Ohio
$1.08M +$79.7K +1,151 +8%
MA
455
Montag & Associates
Georgia
$1.08M -$149K -2,149 -13%
VFG
456
V2 Financial group
Illinois
$1.07M -$15.1K -218 -1%
JHCP
457
Jackson Hole Capital Partners
Oklahoma
$1.07M +$52K +751 +5%
SA
458
SFI Advisors
New Jersey
$1.06M +$1.02M +14,759 New
TNAM
459
Terra Nova Asset Management
New York
$1.06M -$762 -11 -0.1%
OAM
460
Oppenheimer Asset Management
New York
$1.06M +$1.02M +14,700 New
LRWA
461
Long Run Wealth Advisors
New York
$1.05M +$88.6K +1,279 +10%
RFN
462
RDA Financial Network
Iowa
$1.05M -$33.9K -490 -3%
WCM
463
Windsor Capital Management
Arizona
$1.05M +$14.5K +209 +1%
BWM
464
Baystate Wealth Management
Massachusetts
$1.04M +$26K +376 +3%
OC
465
Oppenheimer & Co
New York
$1.04M -$1.94M -27,933 -66%
OCM
466
Orleans Capital Management
Louisiana
$1.04M -$410K -5,918 -29%
H
467
HoyleCohen
California
$1.04M +$82K +1,184 +9%
SAW
468
Signal Advisors Wealth
Michigan
$1.01M +$976K +14,091 New
DLHL
469
Donald L. Hagan LLC
Florida
$1.01M +$429K +6,200 +79%
CI
470
CX Institutional
Indiana
$1.01M +$27.8K +401 +3%
KCM
471
Kanawha Capital Management
Virginia
$1.01M +$1.73K +25 +0.2%
OCM
472
Objective Capital Management
Ohio
$1M +$12.3K +177 +1%
ST
473
Sentinel Trust
Texas
$997K -$24.4K -352 -2%
WPC
474
Wedmont Private Capital
Pennsylvania
$996K +$42.8K +618 +5%
CFG
475
Citizens Financial Group
Rhode Island
$990K -$29.9K -431 -3%

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.