We are live on ! Find out more
XLP icon

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
BAMG
626
Brand Asset Management Group
Missouri
$176K
LWS
627
Lucia Wealth Services
California
$176K
HCM
628
Highlander Capital Management
New Jersey
$165K +$875 +15 +0.5%
SNT
629
Security National Trust
West Virginia
$162K
ATC
630
Adirondack Trust Company
New York
$155K
Deutsche Bank
631
Deutsche Bank
Germany
$153K -$8.35K -143 -5%
RFA
632
Reilly Financial Advisors
California
$149K
CAL
633
Capital Advisors Ltd
Ohio
$147K +$75.1K +1,286 +105%
1W
634
1776 Wealth
Georgia
$136K -$160K -2,740 -54%
BFC
635
Bedel Financial Consulting
Indiana
$135K
BW
636
Bison Wealth
Georgia
$134K -$4.2K -72 -3%
C
637
Cerebellum
California
$129K +$132K +2,262 New
BEI
638
Benjamin Edwards Inc
Missouri
$125K +$4.55K +78 +4%
RIM
639
Rockbridge Investment Management
New York
$123K +$123K +2,100 New
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$122K +$121K +2,068 +17,233%
AIM
641
Anchor Investment Management
South Carolina
$120K
FRA
642
Front Row Advisors
California
$120K
OIA
643
Optimum Investment Advisors
Illinois
$117K +$4.32K +74 +4%
CT
644
Caldwell Trust
Florida
$114K -$134K -2,300 -54%
BWM
645
BerganKDV Wealth Management
Minnesota
$113K +$112K +1,919 New
PCIA
646
Prime Capital Investment Advisors
Kansas
$110K -$1.67M -28,649 -94%
RG
647
Retirement Group
California
$110K +$110K +1,880 New
EW
648
Element Wealth
Mississippi
$107K -$107K -1,832 -50%
EDRH
649
Edmond de Rothschild Holding
Switzerland
$106K +$21K +360 +25%
FNBOSM
650
First National Bank of South Miami
Florida
$102K

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.