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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
CG
576
Caprock Group
Idaho
$629K +$102K +1,478 +20%
VWA
577
Visionary Wealth Advisors
Illinois
$628K -$271K -3,914 -31%
WE
578
Wealth Effects
Massachusetts
$626K +$185K +2,673 +44%
MMG
579
Monetary Management Group
Missouri
$624K
AWM
580
Aries Wealth Management
Maine
$621K -$81.7K -1,180 -12%
PWM
581
Perigon Wealth Management
California
$616K +$109K +1,579 +23%
TNB
582
Thomasville National Bank
Georgia
$602K -$22.4K -324 -4%
NB
583
NBT Bank
New York
$596K -$6.44K -93 -1%
WTG
584
West Tower Group
Virginia
$592K +$535K +7,729 +1,574%
MCCA
585
Mill Creek Capital Advisors
Pennsylvania
$591K
AIM
586
Acropolis Investment Management
Missouri
$586K -$139 -2 -0%
MC
587
Moors & Cabot
Massachusetts
$585K +$74.5K +1,075 +15%
VA
588
Valmark Advisers
Ohio
$582K -$51.1K -737 -8%
GLA
589
Good Life Advisors
Pennsylvania
$580K -$474K -6,840 -46%
JWA
590
JFS Wealth Advisors
Pennsylvania
$578K +$118K +1,697 +27%
TFGT
591
TS Financial Group (TSFG)
Illinois
$576K -$10.7K -154 -2%
AIM
592
AMI Investment Management
Indiana
$566K -$5.33K -77 -1%
MA
593
MKT Advisors
California
$564K +$42.5K +614 +9%
HFS
594
Horizon Financial Services
North Carolina
$560K +$38.9K +561 +8%
AF
595
Allworth Financial
California
$559K -$29.4K -425 -5%
PI
596
PineBridge Investments
New York
$556K +$57.8K +834 +12%
BAM
597
Belpointe Asset Management
Nevada
$556K +$258K +3,720 +93%
CAL
598
Capital Advisors Ltd
Ohio
$549K -$70.5K -1,017 -12%
HW
599
Hancock Whitney
Mississippi
$548K -$143K -2,061 -21%
VVP
600
Venture Visionary Partners
Ohio
$546K -$12.7K -183 -2%

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.