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State Street Consumer Staples Select Sector SPDR ETF

1,066 hedge funds and large institutions have $14.5B invested in State Street Consumer Staples Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 364 increasing their positions, 441 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.82% less ownership

Funds ownership: 86.68%83.86% (-2.8%)

4% less funds holding

Funds holding: 1,1131,066 (-47)

7% less capital invested

Capital invested by funds: $15.6B → $14.5B (-$1.1B)

17% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 132

17% less repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 441

27% less call options, than puts

Call options by funds: $488M | Put options by funds: $668M

30% less funds holding in top 10

Funds holding in top 10: 7351 (-22)

Holders
1,066
Holders Change
-47
Holders Change %
-4.22%
% of All Funds
16.99%
Holding in Top 10
51
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-30.14%
% of All Funds
0.81%
New
109
Increased
364
Reduced
441
Closed
132
Calls
$488M
Puts
$668M
Net Calls
-$180M
Net Calls Change
+$765M
Name Holding Trade Value Shares
Change
Change in
Stake
KW
751
KWB Wealth
California
$313K
NCM
752
NCM Capital Management
New Jersey
$312K -$11K -150 -3%
TFA
753
Trinity Financial Advisors
Ohio
$309K -$60.2K -823 -17%
BJL
754
Brighton Jones LLC
Washington
$309K -$3.44K -47 -1%
MWA
755
Meridian Wealth Advisors
Texas
$308K
CCM
756
Crew Capital Management
Ohio
$308K +$301K +4,117 New
AUB
757
Atlantic Union Bankshares
Virginia
$306K -$9.22K -126 -3%
ICP
758
Interchange Capital Partners
Pennsylvania
$306K +$299K +4,083 New
TPWA
759
TRUE Private Wealth Advisors
Oregon
$306K +$3K +41 +1%
LWM
760
Liberty Wealth Management
California
$303K +$303K +4,147 New
APW
761
Aurora Private Wealth
New Jersey
$303K -$83.5K -1,142 -22%
TI
762
tru Independence
Oregon
$303K -$6.07K -83 -2%
JIR
763
James Investment Research
Ohio
$302K +$7.09K +97 +2%
CG
764
Colony Group
Massachusetts
$300K -$464K -6,350 -61%
BFA
765
Bragg Financial Advisors
North Carolina
$299K -$8.85K -121 -3%
PVI
766
Pine Valley Investments
New Jersey
$299K +$334K +4,568 New
BFS
767
Bard Financial Services
Connecticut
$298K
AGM
768
Alpine Global Management
New York
$298K +$292K +3,991 New
CT
769
Colonial Trust
South Carolina
$295K
VFA
770
Voya Financial Advisors
Connecticut
$294K +$290K +3,964 New
FIBT
771
First International Bank & Trust
North Dakota
$292K
BG
772
Benedetti & Gucer
Georgia
$291K -$68K -930 -19%
CWA
773
Clearview Wealth Advisors
Oregon
$291K -$1.76K -24 -0.6%
AWA
774
Alta Wealth Advisors
Massachusetts
$290K -$7.02K -96 -2%
APP
775
Avantax Planning Partners
Iowa
$290K

XLP Hedge Fund Activity: Q1 2023 in Review

1,066 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2023, worth a combined $14.5B — down 7% from $15.6B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of XLP and 109 opened new positions — a net loss of 23 holders — while 441 trimmed existing stakes and 364 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $343M. The largest seller was Citigroup, cutting an estimated $430M.

  • 1,066 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2023, down from 1,113 in Q4 2022.
  • Funds reported $14.5B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2023, down 7% quarter-over-quarter.
  • 109 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2023 and 132 closed out, a net change of -23 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2023 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $343M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2023 was Citigroup, an estimated $430M sold.

Based on aggregated 13F filings for Q1 2023.