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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
KFA
576
Kays Financial Advisory
Georgia
$203K +$198K +3,301 New
ACA
577
Atlas Capital Advisors
Wyoming
$203K +$138K +2,303 +231%
SWM
578
Selective Wealth Management
Virginia
$202K +$198K +3,288 New
CHC
579
City Holding Co
West Virginia
$191K
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$188K -$28.6K -475 -13%
WTC
581
WhitTier Trust Company
Nevada
$185K -$4.15K -69 -2%
BAMG
582
Brand Asset Management Group
Missouri
$184K
LWS
583
Lucia Wealth Services
California
$172K +$168K +2,800 New
HCM
584
Highlander Capital Management
New Jersey
$171K +$661 +11 +0.4%
AIL
585
AGF Investments LLC
Ontario, Canada
$171K +$2.46K +41 +1%
PWMG
586
Prestige Wealth Management Group
New Jersey
$171K +$29.3K +488 +21%
BBHC
587
Brown Brothers Harriman & Co
New York
$167K +$163K +2,713 New
NIC
588
Northwest Investment Counselors
Oregon
$158K +$155K +2,571 New
RFA
589
Reilly Financial Advisors
California
$156K
SFSIG
590
San Francisco Sentry Investment Group
California
$153K +$18K +300 +14%
OIA
591
Optimum Investment Advisors
Illinois
$147K +$95.8K +1,594 +199%
CFA
592
Carroll Financial Associates
North Carolina
$143K +$7.58K +126 +6%
BFC
593
Bedel Financial Consulting
Indiana
$141K
HCM
594
Hilton Capital Management
New York
$136K -$339K -5,637 -72%
AIC
595
Ameritas Investment Company
Nebraska
$134K +$131K +2,179 New
PCM
596
Prelude Capital Management
New York
$134K +$131K +2,186 New
PW
597
Price Wealth
Texas
$129K +$126K +2,100 New
FRA
598
Front Row Advisors
California
$126K
AIM
599
Anchor Investment Management
South Carolina
$126K
1IA
600
1834 Investment Advisors
Wisconsin
$121K +$3.97K +66 +3%

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.