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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
SWP
526
Strategic Wealth Partners
Ohio
$7K
HI
527
Hudock Inc
Pennsylvania
$6K
LGWM
528
Litman Gregory Wealth Management
California
$5K
CHP
529
Cable Hill Partners
Oregon
$4K -$32.3K -601 -88%
FCMT
530
Founders Capital Management (Texas)
Texas
$4K +$54 +1 +1%
AF
531
Allworth Financial
California
$3K
ACM
532
Aviance Capital Management
Florida
$3K
LFG
533
LifePlan Financial Group
Ohio
$3K
TIM
534
Tortoise Investment Management
New York
$3K
WB
535
Webster Bank
Connecticut
$3K
NL
536
NVWM LLC
Pennsylvania
$2K
KJWM
537
Kiley Juergens Wealth Management
Washington
$2K +$2.58K +48 New
CF
538
Centaurus Financial
California
$1.12K -$1.3M -24,230 -100%
MRCM
539
M&R Capital Management
New Jersey
$1K
ML
540
McAdam LLC
Pennsylvania
$1K +$537 +10 New
AIIMS
541
Analyst IMS Investment Management Services
Israel
$514 +$6.92K +129 +1%
FRA
542
Front Row Advisors
California
$112
Calamos Advisors
543
Calamos Advisors
Illinois
-$45.3M -880,000 Closed
TEE
544
Tibra Equities Europe
United Kingdom
-$15.4M -298,720 Closed
WCG
545
Wall Capital Group
Arizona
-$9.15M -177,667 Closed
LSA
546
L & S Advisors
California
-$9.15M -177,647 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
547
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$7.47M -145,000 Closed
MA
548
MYDA Advisors
New York
-$7.21M -140,000 Closed
SFM
549
Soros Fund Management
New York
-$7.13M -138,310 Closed
Point72 Asset Management
550
Point72 Asset Management
Connecticut
-$6.18M -120,000 Closed

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.