We are live on ! Find out more
XLP icon

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
NFSG
551
Newbridge Financial Services Group
Florida
$772K +$55.2K +754 +8%
KCFA
552
Key Client Fiduciary Advisors
New Jersey
$771K +$211K +2,890 +39%
AWM
553
Activest Wealth Management
Florida
$769K -$12.8M -175,373 -94%
AWM
554
Aries Wealth Management
Maine
$765K +$92.2K +1,261 +14%
SLFPAM
555
St. Louis Financial Planners Asset Management
Missouri
$763K +$747K +10,215 New
BAAM
556
Baker Avenue Asset Management
California
$761K -$2.73M -37,261 -79%
TCM
557
True Capital Management
California
$761K -$23.4K -320 -3%
LNC
558
Lincoln National Corp
Pennsylvania
$759K +$86.4K +1,181 +13%
AIP
559
ARS Investment Partners
New York
$757K -$21.1K -289 -3%
RBC
560
Roble Belko & Company
Pennsylvania
$755K
PMG
561
ProVise Management Group
Florida
$754K -$956K -13,074 -56%
ZIMP
562
Zimmermann Investment Management & Planning
Pennsylvania
$754K -$210K -2,868 -22%
USCWA
563
U.S. Capital Wealth Advisors
Texas
$752K -$1.5M -20,536 -67%
SDAM
564
Shulman DeMeo Asset Management
New York
$749K -$99.7K -1,363 -12%
EWM
565
Endurance Wealth Management
Rhode Island
$748K +$10.3K +141 +1%
GI
566
GAMCO Investors
Connecticut
$747K
TFS
567
Thoroughbred Financial Services
Tennessee
$746K
FPGK
568
Financial Partners Group (Kansas)
Kansas
$742K -$57.9K -792 -7%
HW
569
Hancock Whitney
Mississippi
$742K
SW
570
SteelPeak Wealth
California
$742K -$908K -12,413 -56%
PT
571
Plimoth Trust
Massachusetts
$738K -$24.4K -333 -3%
PWP
572
Phillips Wealth Planners
Mississippi
$737K +$3.37K +46 +0.5%
PA
573
Pinnacle Associates
New York
$727K +$45.6K +624 +7%
ORC
574
O'Rourke & Company
Massachusetts
$726K +$10.1K +138 +1%
IAIM
575
International Assets Investment Management
Florida
$719K -$28.3K -387 -4%

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.