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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
RFM
651
Royal Fund Management
Florida
$19K +$19.2K +320 New
BRC
652
Bell Rock Capital
Delaware
$18K -$35.2K -586 -66%
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18K +$2.58K +43 +17%
BCM
654
Bourgeon Capital Management
Connecticut
$18K +$18K +299 New
PCG
655
Private Capital Group
Connecticut
$17K
SB
656
Strategic Blueprint
Georgia
$15K +$14.5K +241 New
AWMS
657
Advocacy Wealth Management Services
Georgia
$13K
CAGAS
658
Capital Advisory Group Advisory Services
Minnesota
$13K +$60 +1 +0.5%
GI
659
Gradient Investments
Minnesota
$12K -$32.1K -534 -73%
DAM
660
Delta Asset Management
Tennessee
$12K
SIAS
661
Shine Investment Advisory Services
Colorado
$12K +$11.3K +188 New
CAN
662
Claraphi Advisory Network
United States
$12K +$11.6K +193 New
SIM
663
Sonora Investment Management
Arizona
$11K +$10.8K +180 New
TC
664
Truvestments Capital
Florida
$10K
GTAM
665
Global Trust Asset Management
Florida
$10K +$9.38K +156 New
RWA
666
Ropes Wealth Advisors
Massachusetts
$10K +$9.92K +165 New
SIS
667
Sound Income Strategies
Florida
$9K
TL
668
TrueWealth LLC
Georgia
$9K
HR
669
Howe & Rusling
New York
$8K
MCM
670
McMillion Capital Management
North Carolina
$7K
PCM
671
Princeton Capital Management
New Jersey
$7K
GFPC
672
Global Financial Private Capital
Florida
$6K -$8.16M -135,751 -100%
HI
673
Hudock Inc
Pennsylvania
$6K
LWM
674
Liberty Wealth Management
California
$6K
SIC
675
Salem Investment Counselors
North Carolina
$6K

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.