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State Street Consumer Staples Select Sector SPDR ETF

769 hedge funds and large institutions have $8.07B invested in State Street Consumer Staples Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 247 increasing their positions, 298 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 92

2% more funds holding

Funds holding: 755769 (+14)

2% less capital invested

Capital invested by funds: $8.26B → $8.07B (-$192M)

3.4% less ownership

Funds ownership: 63.83%60.44% (-3.4%)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 298

22% less funds holding in top 10

Funds holding in top 10: 5543 (-12)

38% less call options, than puts

Call options by funds: $380M | Put options by funds: $616M

Holders
769
Holders Change
+14
Holders Change %
+1.85%
% of All Funds
15.77%
Holding in Top 10
43
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-21.82%
% of All Funds
0.88%
New
112
Increased
247
Reduced
298
Closed
92
Calls
$380M
Puts
$616M
Net Calls
-$236M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
576
Weaver Consulting Group
California
$255K -$4.2K -72 -2%
LWIC
577
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K
AIM
578
Allen Investment Management
New York
$253K
SFM
579
Stack Financial Management
Montana
$251K +$13K +222 +5%
HI
580
Hudock Inc
Pennsylvania
$250K +$243K +4,155 +3,677%
LA
581
Lynch & Associates
Indiana
$248K
TC
582
Telemus Capital
Michigan
$248K +$240K +4,119 New
IFG
583
Independent Financial Group
California
$248K -$3.38K -58 -1%
TPW
584
TL Private Wealth
Texas
$246K +$1.46K +25 +0.6%
KP
585
Keel Point
Alabama
$242K -$133K -2,273 -36%
MWA
586
Meridian Wealth Advisors
Texas
$242K -$71.3K -1,221 -23%
HWA
587
HCR Wealth Advisors
California
$242K -$23.3K -400 -9%
AAMA
588
Advanced Asset Management Advisors
Ohio
$242K +$110K +1,884 +84%
FNT
589
First Nebraska Trust
Nebraska
$240K
LS
590
Leelyn Smith
Illinois
$240K -$49.5K -848 -17%
PCM
591
Parsons Capital Management
Rhode Island
$239K
TPWA
592
TRUE Private Wealth Advisors
Oregon
$237K -$11.3K -193 -5%
DCM
593
Donaldson Capital Management
Indiana
$235K +$2.86K +49 +1%
NB
594
Northwest Bancshares
Pennsylvania
$235K +$234K +4,005 New
SCCM
595
Schafer Cullen Capital Management
New York
$231K -$6.6M -113,144 -97%
BIM
596
Baldwin Investment Management
Pennsylvania
$229K
EWM
597
Evercore Wealth Management
New York
$229K
ECM
598
Exchange Capital Management
Michigan
$229K
Franklin Resources
599
Franklin Resources
California
$229K +$215K +3,689 New
HPWM
600
Highland Private Wealth Management
Washington
$228K +$227K +3,892 New

XLP Hedge Fund Activity: Q2 2020 in Review

769 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q2 2020, worth a combined $8.07B — down 2.3% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLP positions and 92 closed out — a net gain of 20 holders — while 247 added to existing stakes and 298 trimmed.

The largest buyer was Nippon Life Insurance, adding an estimated $468M. The largest seller was Bank of America, cutting an estimated $501M.

  • 769 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q2 2020, up from 755 in Q1 2020.
  • Funds reported $8.07B of State Street Consumer Staples Select Sector SPDR ETF stock for Q2 2020, down 2.3% quarter-over-quarter.
  • 112 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q2 2020 and 92 closed out, a net change of +20 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q2 2020 was Nippon Life Insurance, an estimated $468M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $501M sold.

Based on aggregated 13F filings for Q2 2020.