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State Street Consumer Staples Select Sector SPDR ETF

1,115 hedge funds and large institutions have $14.1B invested in State Street Consumer Staples Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 340 increasing their positions, 443 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 101

7% more funds holding

Funds holding: 1,0401,115 (+75)

5.73% more ownership

Funds ownership: 86.51%92.23% (+5.7%)

0% more capital invested

Capital invested by funds: $14.1B → $14.1B (+$16.3M)

2% less call options, than puts

Call options by funds: $981M | Put options by funds: $1B

14% less funds holding in top 10

Funds holding in top 10: 4337 (-6)

23% less repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 443

Holders
1,115
Holders Change
+75
Holders Change %
+7.21%
% of All Funds
16.26%
Holding in Top 10
37
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.95%
% of All Funds
0.54%
New
193
Increased
340
Reduced
443
Closed
101
Calls
$981M
Puts
$1B
Net Calls
-$24.3M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
551
GAMCO Investors
Connecticut
$720K
KCM
552
Kennicott Capital Management
California
$717K -$328K -4,728 -32%
MW
553
Marcum Wealth
Ohio
$715K -$246K -3,558 -26%
TFA
554
Transamerica Financial Advisors
Florida
$711K +$651K +9,394 +1,982%
IC
555
IEQ Capital
California
$697K -$1.12M -16,234 -63%
PWP
556
Phillips Wealth Planners
Mississippi
$695K -$133K -1,925 -17%
TFS
557
Thoroughbred Financial Services
Tennessee
$689K
KCFA
558
Key Client Fiduciary Advisors
New Jersey
$688K -$25.3K -365 -4%
CAG
559
Crestwood Advisors Group
Massachusetts
$686K +$14.1K +204 +2%
QT
560
Quantbot Technologies
New York
$686K +$660K +9,521 New
WAP
561
Wealthcare Advisory Partners
Pennsylvania
$683K -$340K -4,907 -34%
Bank of Nova Scotia
562
Bank of Nova Scotia
Ontario, Canada
$678K -$5.68M -82,030 -90%
FT
563
Fiduciary Trust
Massachusetts
$673K -$272K -3,933 -30%
EAM
564
Evanson Asset Management
California
$672K
AWE
565
Avidian Wealth Enterprises
Texas
$671K -$872K -12,584 -57%
GWM
566
Geneos Wealth Management
Colorado
$659K +$35.5K +512 +6%
IAG
567
Investment Advisory Group
Massachusetts
$656K +$4.99K +72 +0.8%
IAIM
568
International Assets Investment Management
Florida
$655K -$43.3K -625 -6%
MC
569
Mathes Company
New York
$652K
SW
570
Simplicity Wealth
New Jersey
$651K +$626K +9,041 New
PS
571
Principal Securities
Iowa
$644K +$619K +8,937 New
HSBC Holdings
572
HSBC Holdings
United Kingdom
$643K -$4.22M -60,973 -87%
PA
573
Pinnacle Associates
New York
$642K -$46.3K -669 -7%
CAG
574
Csenge Advisory Group
Florida
$636K -$160K -2,311 -21%
WT
575
Whittier Trust
California
$629K -$944K -13,622 -61%

XLP Hedge Fund Activity: Q4 2023 in Review

1,115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2023, worth a combined $14.1B — up 0.12% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new XLP positions and 101 closed out — a net gain of 92 holders — while 340 added to existing stakes and 443 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $644M. The largest seller was Barclays, cutting an estimated $515M.

  • 1,115 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2023, up from 1,040 in Q3 2023.
  • Funds reported $14.1B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2023, up 0.12% quarter-over-quarter.
  • 193 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2023 and 101 closed out, a net change of +92 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $644M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2023 was Barclays, an estimated $515M sold.

Based on aggregated 13F filings for Q4 2023.