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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
Victory Capital Management
501
Victory Capital Management
Texas
$20K
MFT
502
Moisand Fitzgerald Tamayo
Florida
$19K
SFG
503
SevenBridge Financial Group
Pennsylvania
$19K
ST
504
Smithfield Trust
Pennsylvania
$19K
VCM
505
Vigilant Capital Management
Maine
$19K
PCG
506
Private Capital Group
Connecticut
$19K +$4.4K +82 +29%
CLOS
507
Compagnie Lombard Odier SCmA
Switzerland
$19K +$19.3K +360 New
WAS
508
WESPAC Advisors SoCal
California
$18K +$18.8K +350 New
AIL
509
AGF Investments LLC
Ontario, Canada
$17K
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$4.45K +83 +34%
MSFP
511
Mark Sheptoff Financial Planning
Connecticut
$16K
YWP
512
YorkBridge Wealth Partners
New York
$16K
CFG
513
Citizens Financial Group
Rhode Island
$16K +$16.1K +300 New
HR
514
Howe & Rusling
New York
$15K
HCM
515
Highlander Capital Management
New Jersey
$14K
JWA
516
JFS Wealth Advisors
Pennsylvania
$14K +$13.6K +253 New
AWMS
517
Advocacy Wealth Management Services
Georgia
$11K
DAM
518
Delta Asset Management
Tennessee
$10K
MWPCG
519
Measured Wealth Private Client Group
New Hampshire
$10K +$10.2K +190 New
TC
520
Trust Company
Kansas
$9K -$14.9K -277 -61%
GI
521
Gradient Investments
Minnesota
$9K +$4.72K +88 +303%
TL
522
TrueWealth LLC
Georgia
$8K
SIS
523
Sound Income Strategies
Florida
$8K +$1.23K +23 +18%
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$7K
PCFFS
525
Pacific Center for Financial Services
California
$7K

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.