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State Street Consumer Staples Select Sector SPDR ETF

693 hedge funds and large institutions have $10.4B invested in State Street Consumer Staples Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 266 increasing their positions, 229 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 56

38% more funds holding in top 10

Funds holding in top 10: 4258 (+16)

16% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 229

11% more capital invested

Capital invested by funds: $9.41B → $10.4B (+$1B)

3% more funds holding

Funds holding: 671693 (+22)

3.98% less ownership

Funds ownership: 78.51%74.54% (-4%)

31% less call options, than puts

Call options by funds: $566M | Put options by funds: $825M

Holders
693
Holders Change
+22
Holders Change %
+3.28%
% of All Funds
15.2%
Holding in Top 10
58
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+38.1%
% of All Funds
1.27%
New
85
Increased
266
Reduced
229
Closed
56
Calls
$566M
Puts
$825M
Net Calls
-$259M
Net Calls Change
+$256M
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
551
Orser Capital Management
Texas
$235K +$233K +3,868 New
SSG
552
Summit Securities Group
New York
$233K +$228K +3,800 New
ACM
553
AUA Capital Management
Pennsylvania
$232K
AFP
554
Ausdal Financial Partners
Iowa
$232K +$227K +3,775 New
MBT
555
Montecito Bank & Trust
California
$230K -$95.5K -1,588 -30%
CCM
556
Cribstone Capital Management
Maine
$230K -$2.71K -45 -1%
DY
557
Dowling & Yahnke
California
$230K
DCM
558
Donaldson Capital Management
Indiana
$229K +$120 +2 +0.1%
WA
559
Wealthstar Advisors
Texas
$228K +$225K +3,739 New
DBRC
560
D.B. Root & Company
Pennsylvania
$227K
EWM
561
Endurance Wealth Management
Rhode Island
$221K +$25.6K +425 +13%
VBFG
562
Vishria Bird Financial Group
Tennessee
$219K
MIA
563
MainStreet Investment Advisors
Illinois
$217K -$28.6K -475 -12%
JPLA
564
Joseph P. Lucia & Associates
New York
$217K
NWS
565
Newport Wealth Strategies
California
$215K
SG
566
StoneX Group
New York
$212K +$207K +3,446 New
GHA
567
GW Henssler & Associates
Georgia
$209K +$205K +3,404 New
GT
568
Glenview Trust
Kentucky
$208K +$204K +3,391 New
IP
569
Investment Partners
Ohio
$207K +$202K +3,365 New
WVP
570
Worth Venture Partners
New Jersey
$206K -$126K -2,103 -39%
SIMM
571
Stillwater Investment Management (Minnesota)
Minnesota
$206K +$202K +3,352 New
PWSG
572
Pacific Wealth Strategies Group
California
$205K +$201K +3,340 New
PA
573
PFG Advisors
Arizona
$204K +$202K +3,358 New
SAS
574
Stelac Advisory Services
New York
$203K
Comerica Bank
575
Comerica Bank
Texas
$203K +$198K +3,299 New

XLP Hedge Fund Activity: Q3 2019 in Review

693 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2019, worth a combined $10.4B — up 11% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XLP positions and 56 closed out — a net gain of 29 holders — while 266 added to existing stakes and 229 trimmed.

The largest buyer was Bessemer Group, adding an estimated $241M. The largest seller was Barclays, cutting an estimated $201M.

  • 693 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2019, up from 671 in Q2 2019.
  • Funds reported $10.4B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2019, up 11% quarter-over-quarter.
  • 85 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2019 and 56 closed out, a net change of +29 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2019 was Bessemer Group, an estimated $241M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2019 was Barclays, an estimated $201M sold.

Based on aggregated 13F filings for Q3 2019.