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State Street Consumer Staples Select Sector SPDR ETF

330 hedge funds and large institutions have $5.29B invested in State Street Consumer Staples Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

155% more funds holding in top 10

Funds holding in top 10: 1128 (+17)

48% more capital invested

Capital invested by funds: $3.56B → $5.29B (+$1.73B)

16% more funds holding

Funds holding: 284330 (+46)

6.96% more ownership

Funds ownership: 67.05%74% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

36% less call options, than puts

Call options by funds: $318M | Put options by funds: $494M

Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
9.58%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.81%
New
79
Increased
111
Reduced
105
Closed
29
Calls
$318M
Puts
$494M
Net Calls
-$176M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
X
51
Xponance
Pennsylvania
$10.7M +$10.4M +246,297 New
AI
52
Atria Investments
North Carolina
$10.7M +$9.5M +225,264 +978%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$10.5M -$965K -22,890 -9%
BCM
54
Bluefin Capital Management
New York
$10.5M +$8.43M +199,922 +460%
AFS
55
Aft Forsyth & Sober
Florida
$10.1M
HP
56
HT Partners
Connecticut
$10M +$9.83M +233,133 New
CHA
57
Cedar Hill Associates
Illinois
$9.83M +$498K +11,800 +5%
NG
58
NatWest Group
United Kingdom
$9.35M +$2.53M +60,000 +38%
ONB
59
Old National Bancorp
Indiana
$9.31M -$116K -2,754 -1%
BHWM
60
Bar Harbor Wealth Management
New Hampshire
$8.95M -$178K -4,221 -2%
AIG
61
American International Group
New York
$8.7M +$3.21M +76,049 +60%
AWA
62
ARS Wealth Advisors
Florida
$8.65M +$8.48M +201,153 New
SPL
63
Smart Portfolios LLC
Washington
$8.26M +$8.1M +192,060 New
DCC
64
Dow Chemical Company
Michigan
$8.25M
Jane Street
65
Jane Street
New York
$7.64M +$7.49M +177,690 New
RJA
66
Raymond James & Associates
Florida
$7.32M +$295K +6,995 +4%
MFBTD
67
MB Financial Bank - Trust Department
Illinois
$7.29M +$247K +5,865 +4%
SWM
68
Strategic Wealth Management
Washington
$7.09M +$6.96M +165,084 New
ST
69
Spinnaker Trust
Maine
$6.99M +$60.6K +1,436 +0.9%
AWE
70
Avidian Wealth Enterprises
Texas
$6.69M +$6.66M +157,974 New
Natixis Advisors
71
Natixis Advisors
Massachusetts
$6.09M -$841K -19,951 -12%
WI
72
WrapManager Inc
California
$6.08M +$5.53M +131,164 +1,267%
BAAM
73
Baker Avenue Asset Management
California
$6.04M +$999K +23,687 +20%
LMIM
74
Lockheed Martin Investment Management
Maryland
$5.76M -$15.9M -377,600 -74%
CM
75
Churchill Management
California
$5.52M +$453K +10,736 +9%

XLP Hedge Fund Activity: Q4 2013 in Review

330 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2013, worth a combined $5.29B — up 48% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new XLP positions and 29 closed out — a net gain of 50 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Euclid Advisors, opening a new position worth an estimated $388M. The largest seller was Credit Suisse, cutting an estimated $76.8M.

  • 330 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2013, up from 284 in Q3 2013.
  • Funds reported $5.29B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2013, up 48% quarter-over-quarter.
  • 79 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2013 and 29 closed out, a net change of +50 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2013 was Euclid Advisors, an estimated $388M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2013 was Credit Suisse, an estimated $76.8M sold.

Based on aggregated 13F filings for Q4 2013.