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State Street Consumer Staples Select Sector SPDR ETF

1,089 hedge funds and large institutions have $13.2B invested in State Street Consumer Staples Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 356 increasing their positions, 452 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $691M | Put options by funds: $728M

2% less funds holding

Funds holding: 1,1151,089 (-26)

6% less capital invested

Capital invested by funds: $14.1B → $13.2B (-$913M)

8.49% less ownership

Funds ownership: 92.23%83.74% (-8.5%)

12% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 114

21% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 452

22% less funds holding in top 10

Funds holding in top 10: 3729 (-8)

Holders
1,089
Holders Change
-26
Holders Change %
-2.33%
% of All Funds
15.69%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.42%
New
100
Increased
356
Reduced
452
Closed
114
Calls
$691M
Puts
$728M
Net Calls
-$37.3M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
551
Encompass More Asset Management
California
$782K +$270K +3,648 +55%
KF
552
KKM Financial
Illinois
$777K +$7.99K +108 +1%
NCM
553
Narwhal Capital Management
Georgia
$776K -$37K -500 -5%
PT
554
Plimoth Trust
Massachusetts
$773K -$21.4K -290 -3%
RBC
555
Roble Belko & Company
Pennsylvania
$772K
JCM
556
Jacobi Capital Management
Pennsylvania
$768K -$653K -8,824 -47%
MA
557
Montag & Associates
Georgia
$767K -$361K -4,878 -33%
RWA
558
Roberts Wealth Advisors
California
$765K +$10.3K +139 +1%
GI
559
GAMCO Investors
Connecticut
$764K
KFGK
560
Keystone Financial Group (Kentucky)
Kentucky
$754K -$72.4K -979 -9%
BF
561
BOK Financial
Oklahoma
$751K -$53.2K -720 -7%
LNC
562
Lincoln National Corp
Pennsylvania
$745K -$417K -5,639 -37%
WAM
563
Worth Asset Management
Texas
$724K +$701K +9,483 New
IC
564
IEQ Capital
California
$724K -$14.9K -201 -2%
HSBC Holdings
565
HSBC Holdings
United Kingdom
$721K +$38.4K +519 +6%
WS
566
Wedbush Securities
California
$719K -$146K -1,972 -17%
CAG
567
Crestwood Advisors Group
Massachusetts
$718K -$8.5K -115 -1%
PA
568
Parallel Advisors
California
$714K -$281K -3,804 -29%
EAM
569
Evanson Asset Management
California
$712K
IAG
570
Investment Advisory Group
Massachusetts
$704K +$8.36K +113 +1%
AWE
571
Avidian Wealth Enterprises
Texas
$703K -$8.06K -109 -1%
WT
572
Whittier Trust
California
$702K +$33.6K +455 +5%
TFS
573
Thoroughbred Financial Services
Tennessee
$701K -$28.4K -384 -4%
PS
574
Principal Securities
Iowa
$701K +$17.8K +241 +3%
PTC
575
Private Trust Company
Ohio
$694K +$206K +2,791 +44%

XLP Hedge Fund Activity: Q1 2024 in Review

1,089 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2024, worth a combined $13.2B — down 6.5% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of XLP and 100 opened new positions — a net loss of 14 holders — while 452 trimmed existing stakes and 356 added.

The largest buyer was Barclays, adding an estimated $728M. The largest seller was Morgan Stanley, cutting an estimated $864M.

  • 1,089 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2024, down from 1,115 in Q4 2023.
  • Funds reported $13.2B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 100 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2024 and 114 closed out, a net change of -14 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2024 was Barclays, an estimated $728M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $864M sold.

Based on aggregated 13F filings for Q1 2024.