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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
SWP
701
Strategic Wealth Partners
Ohio
$370K -$153K -2,206 -30%
B
702
Bailard
California
$369K +$17.7K +255 +5%
CFCI
703
Comprehensive Financial Consultants Institutional
Indiana
$369K -$1.8K -26 -0.5%
PWM
704
Purus Wealth Management
California
$369K +$1.73K +25 +0.5%
KTM
705
Keeler Thomas Management
Utah
$366K -$170K -2,456 -33%
LWM
706
Lyell Wealth Management
California
$366K -$63.9K -922 -15%
DS
707
DRW Securities
Illinois
$365K -$800K -11,551 -70%
FEM
708
Fulcrum Equity Management
Texas
$365K -$89.6K -1,293 -20%
OLA
709
Oliver Luxxe Assets
New Jersey
$364K -$16.7K -241 -5%
CPRC
710
Consolidated Portfolio Review Corp
New York
$360K -$225K -3,244 -39%
SW
711
SteelPeak Wealth
California
$355K +$10.4K +150 +3%
IAN
712
Integrated Advisors Network
Texas
$355K -$844K -12,182 -71%
BCV
713
Banque Cantonale Vaudoise
Switzerland
$353K -$220K -3,171 -39%
CC
714
Cypress Capital
Tennessee
$353K +$9.14K +132 +3%
CAI
715
Capital Advisors Inc
Oklahoma
$352K -$49.2K -710 -13%
TPI
716
Trust Point Inc
Wisconsin
$351K +$338K +4,877 New
SL
717
SWMG LLC
Texas
$350K -$186K -2,691 -36%
AP
718
Appleton Partners
Massachusetts
$348K -$104K -1,502 -24%
CW
719
Channel Wealth
California
$348K -$73.8K -1,065 -18%
CIA
720
Choate Investment Advisors
Massachusetts
$345K
CBC
721
Coombe, Bender & Co
New York
$345K +$17.8K +257 +6%
SRC
722
Shufro Rose & Co
New York
$343K
SCA
723
Snowden Capital Advisors
New York
$340K
CW
724
Connectus Wealth
Ohio
$339K -$22.7K -328 -7%
BJL
725
Brighton Jones LLC
Washington
$337K +$28.8K +416 +10%

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.