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State Street Consumer Staples Select Sector SPDR ETF

654 hedge funds and large institutions have $7.39B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 220 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 51

52% more funds holding in top 10

Funds holding in top 10: 3350 (+17)

21% more funds holding

Funds holding: 541654 (+113)

21% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 182

2% more capital invested

Capital invested by funds: $7.27B → $7.39B (+$118M)

0.93% less ownership

Funds ownership: 76.96%76.03% (-0.93%)

17% less call options, than puts

Call options by funds: $464M | Put options by funds: $558M

Holders
654
Holders Change
+113
Holders Change %
+20.89%
% of All Funds
14.57%
Holding in Top 10
50
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+51.52%
% of All Funds
1.11%
New
169
Increased
220
Reduced
182
Closed
51
Calls
$464M
Puts
$558M
Net Calls
-$94.1M
Net Calls Change
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
501
Meridian Wealth Advisors
Texas
$231K +$247K +4,550 New
PPA
502
Parametric Portfolio Associates
Washington
$228K -$768K -14,153 -76%
BPM
503
Bowling Portfolio Management
Ohio
$228K +$244K +4,498 New
FFG
504
Frisch Financial Group
New York
$224K +$240K +4,415 New
NWP
505
Northstar Wealth Partners
Connecticut
$223K -$38K -700 -14%
LWIC
506
Leith Wheeler Investment Counsel
British Columbia, Canada
$220K +$235K +4,335 New
LA
507
Lynch & Associates
Indiana
$218K
FHB
508
First Hawaiian Bank
Hawaii
$216K
FNT
509
First Nebraska Trust
Nebraska
$216K
KIG
510
Kessler Investment Group
Indiana
$213K -$7.05K -130 -3%
VLC
511
Van Leeuwen & Company
New Jersey
$211K +$226K +4,161 New
EWM
512
Edge Wealth Management
New York
$208K -$31.1K -574 -12%
CG
513
Caprock Group
Idaho
$207K -$7.6K -140 -3%
NCM
514
Niemann Capital Management
Nevada
$207K +$221K +4,072 New
GIM
515
Goelzer Investment Management
Indiana
$204K +$218K +4,020 New
SCM
516
Southport Capital Management
Tennessee
$201K +$37.3K +688 +21%
PG
517
Patten Group
Tennessee
$200K -$27.1K -499 -11%
VWM
518
Valley Wealth Managers
New Jersey
$200K +$213K +3,931 New
LC
519
Lavaca Capital
Texas
$197K +$211K +3,883 New
MIA
520
MainStreet Investment Advisors
Illinois
$194K -$2.71K -50 -1%
MPWT
521
MassMutual Private Wealth & Trust
Connecticut
$194K -$2.71K -50 -1%
RIM
522
Rampart Investment Management
Connecticut
$193K -$70.8K -1,305 -26%
ACM
523
AUA Capital Management
Pennsylvania
$192K
W
524
WealthOne
New York
$189K +$202K +3,729 New
FPS
525
Fieldpoint Private Securities
Connecticut
$182K +$122K +2,255 +170%