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State Street Consumer Staples Select Sector SPDR ETF

1,066 hedge funds and large institutions have $14.5B invested in State Street Consumer Staples Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.82% less ownership

Funds ownership: 86.68%83.86% (-2.8%)

4% less funds holding

Funds holding: 1,1131,066 (-47)

7% less capital invested

Capital invested by funds: $15.6B → $14.5B (-$1.1B)

17% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 132

17% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 441

27% less call options, than puts

Call options by funds: $488M | Put options by funds: $668M

30% less funds holding in top 10

Funds holding in top 10: 7351 (-22)

Holders
1,066
Holders Change
-47
Holders Change %
-4.22%
% of All Funds
16.99%
Holding in Top 10
51
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-30.14%
% of All Funds
0.81%
New
109
Increased
364
Reduced
441
Closed
132
Calls
$488M
Puts
$668M
Net Calls
-$180M
Net Calls Change
+$765M
Name Holding Trade Value Shares
Change
Change in
Stake
H
526
HoyleCohen
California
$899K +$15K +205 +2%
GLA
527
Good Life Advisors
Pennsylvania
$893K -$939K -12,841 -52%
GCA
528
Gradient Capital Advisors
California
$892K -$15.3K -209 -2%
SFG
529
Sowa Financial Group
Rhode Island
$889K +$23.1K +316 +3%
CGFA
530
Colton Groome Financial Advisors
North Carolina
$882K +$101K +1,385 +13%
MWM
531
Mission Wealth Management
California
$879K +$861K +11,767 New
KCM
532
Kaye Capital Management
California
$878K -$42.8K -585 -5%
JGIA
533
Jackson Grant Investment Advisers
Connecticut
$878K +$2.49K +34 +0.3%
EP
534
Edgestream Partners
New Jersey
$869K -$12.9M -176,974 -94%
NFP
535
Narus Financial Partners
Utah
$862K -$12.1K -166 -1%
TA
536
Tiedemann Advisors
New York
$844K
LMKC
537
L.M. Kohn & Company
Ohio
$840K -$587K -8,018 -42%
RWA
538
Roberts Wealth Advisors
California
$838K +$2.12K +29 +0.3%
Credit Agricole
539
Credit Agricole
France
$832K -$158K -2,158 -16%
WIM
540
Westside Investment Management
California
$828K +$14.8K +203 +2%
DLHL
541
Donald L. Hagan LLC
Florida
$814K -$58.9K -805 -7%
GAB
542
German American Bancorp
Indiana
$814K -$156K -2,139 -16%
Chevy Chase Trust
543
Chevy Chase Trust
Maryland
$803K -$1.35M -18,496 -63%
LCM
544
Lewis Capital Management
California
$802K -$110K -1,498 -12%
SFM
545
Signet Financial Management
New Jersey
$798K -$165K -2,255 -17%
IAN
546
Integrated Advisors Network
Texas
$790K -$1.65M -22,596 -68%
SWA
547
Sutton Wealth Advisors
Florida
$786K -$35.1K -480 -4%
RIA
548
Regal Investment Advisors
Michigan
$786K +$369K +5,044 +92%
SFG
549
Summit Financial Group
West Virginia
$784K +$11.7K +160 +2%
NSIM
550
North Star Investment Management
Illinois
$777K +$1.02K +14 +0.1%

XLP Hedge Fund Activity: Q1 2023 in Review

1,066 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2023, worth a combined $14.5B — down 7% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of XLP and 109 opened new positions — a net loss of 23 holders — while 441 trimmed existing stakes and 364 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $343M. The largest seller was Citigroup, cutting an estimated $430M.

  • 1,066 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2023, down from 1,113 in Q4 2022.
  • Funds reported $14.5B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2023, down 7% quarter-over-quarter.
  • 109 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2023 and 132 closed out, a net change of -23 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $343M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2023 was Citigroup, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2023.