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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
ADL
626
Asset Dedication LLC
California
$57K -$2.04K -34 -4%
S
627
SignatureFD
Georgia
$51K -$66K -1,097 -57%
TFS
628
TrustCore Financial Services
Tennessee
$49K +$120 +2 +0.3%
HGWM
629
Harvest Group Wealth Management
Massachusetts
$47K +$36.8K +612 +411%
AA
630
Advisory Alpha
Michigan
$46.7K +$46.2K +768 New
IF
631
Ironwood Financial
Arizona
$45K
IFAM
632
Institutional & Family Asset Management
Colorado
$38K
TWA
633
TCI Wealth Advisors
Arizona
$38K +$34.8K +579 +1,608%
CB
634
Community Bank
New York
$37K
PCTC
635
Perkins Coie Trust Company
Washington
$37K
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$36K +$28.2K +469 +375%
IBOK
637
Independence Bank of Kentucky
Kentucky
$32K +$31.4K +522 New
AIP
638
Ameritas Investment Partners
Nebraska
$31K
FMTCOCP
639
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$31K
BWP
640
Baldwin Wealth Partners
Massachusetts
$30K
FGAM
641
Financial Gravity Asset Management
Texas
$29K -$22.5K -375 -45%
SSB
642
Sandy Spring Bank
Maryland
$23K -$18K -300 -44%
SBL
643
Sargent Bickham Lagudis
Colorado
$23K
MSFP
644
Mark Sheptoff Financial Planning
Connecticut
$21K
MFT
645
Moisand Fitzgerald Tamayo
Florida
$21K
ST
646
Smithfield Trust
Pennsylvania
$21K
CBT
647
Capital Bank & Trust
California
$20K +$19.8K +330 New
PCFFS
648
Pacific Center for Financial Services
California
$19K
RIA
649
RPG Investment Advisory
California
$19K
First Manhattan
650
First Manhattan
New York
$19K +$19.1K +318 New

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.