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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
FCM
676
Firestone Capital Management
Florida
$43K
IF
677
Ironwood Financial
Arizona
$43K
SCA
678
Stonebridge Capital Advisors
Minnesota
$43K +$3.97K +68 +10%
CIA
679
Cascade Investment Advisors
Oregon
$41K
SIC
680
Salem Investment Counselors
North Carolina
$41K
CWC
681
Carolinas Wealth Consulting
North Carolina
$41K +$2.74K +47 +7%
HGWM
682
Harvest Group Wealth Management
Massachusetts
$40K -$4.2K -72 -9%
BAM
683
Bellevue Asset Management
Washington
$40K
FWP
684
FAS Wealth Partners
Kansas
$40K
MSFP
685
Mark Sheptoff Financial Planning
Connecticut
$38K
AA
686
Ancora Advisors
Ohio
$37K +$5.49K +94 +17%
DCM
687
Davis Capital Management
Florida
$36K
PMFA
688
Plante Moran Financial Advisors
Michigan
$36K
ADL
689
Asset Dedication LLC
California
$36K +$16.3K +279 +81%
FA
690
Faithward Advisors
Pennsylvania
$35K
PCTC
691
Perkins Coie Trust Company
Washington
$35K
FPB
692
First PREMIER Bank
South Dakota
$35K +$35K +600 New
FCB
693
First Command Bank
Texas
$34K +$33.4K +572 New
FCFS
694
First Command Financial Services
Texas
$34K +$33.4K +572 New
IA
695
Independence Advisors
Pennsylvania
$33K -$11.6K -198 -26%
MDCM
696
Morgan Dempsey Capital Management
Wisconsin
$32K +$31.8K +545 New
VNA
697
Valley National Advisers
Pennsylvania
$32K +$31.8K +545 New
VCM
698
Vigilant Capital Management
Maine
$31K -$17.5K -300 -36%
BA
699
Ballast Advisors
Minnesota
$31K
IWP
700
IAG Wealth Partners
Wisconsin
$31K +$30.6K +525 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.