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Consumers Staples Select Sector SPDR Fund
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Overview Fund Activity

1,074 hedge funds and large institutions have $14.1B invested in Consumers Staples Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 420 increasing their positions, 386 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,074
Holders Change
+11
Holders Change %
+1.03%
% of All Funds
16.94%
Holding in Top 10
50
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.96%
% of All Funds
0.79%
New
112
Increased
420
Reduced
386
Closed
94
Calls
$406M
Puts
$567M
Net Calls
-$160M
Net Calls Change
+$19.7M

Top Buyers

1
WA
WestEnd Advisors
North Carolina
+$226M
2
Morgan Stanley
Morgan Stanley
New York
+$199M
3
NAM
Nissay Asset Management
Japan
+$180M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$130M
5
Charles Schwab
Charles Schwab
California
+$84.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$393M
2
EWA
EP Wealth Advisors
California
-$212M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$158M
4
CI
Clal Insurance
Israel
-$147M
5
SGDR
SPX Gestao de Recursos
Brazil
-$139M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
776
Colony Group
Massachusetts
$301K +$3.26K +44 +1%
TPWA
777
TRUE Private Wealth Advisors
Oregon
$300K -$3.04K -41 -1%
AWA
778
Alta Wealth Advisors
Massachusetts
$300K +$11.6K +157 +4%
AUB
779
Atlantic Union Bankshares
Virginia
$300K -$4.45K -60 -1%
APS
780
American Planning Services
Florida
$297K -$42.4K -571 -12%
JFG
781
Jefferies Financial Group
New York
$297K -$415K -5,595 -58%
LFASL
782
Lugano Financial Advisors SA (LFA)
Switzerland
$297K +$297K +4,000 New
BFS
783
Bard Financial Services
Connecticut
$296K – – –
APP
784
Avantax Planning Partners
Iowa
$293K +$4.75K +64 +2%
FIBT
785
First International Bank & Trust
North Dakota
$290K – – –
HG
786
Herbst Group
Connecticut
$288K – – –
FHC
787
First Heartland Consultants
Missouri
$286K +$223 +3 +0.1%
BG
788
Benedetti & Gucer
Georgia
$285K -$3.34K -45 -1%
WCM
789
WealthBridge Capital Management
Ohio
$285K – – –
TFF
790
The Family Firm
Maryland
$285K +$2.08K +28 +0.7%
HP
791
HT Partners
Connecticut
$284K – – –
TA
792
TrueWealth Advisors
Alabama
$284K -$81.9K -1,104 -22%
IIA
793
IPG Investment Advisors
California
$281K -$1.94M -26,220 -87%
DWP
794
Destiny Wealth Partners
Florida
$281K – – –
SFP
795
Strategic Financial Partners
Oregon
$281K -$3.49K -47 -1%
TI
796
tru Independence
Oregon
$279K -$21.8K -294 -7%
JWBC
797
J.W. Burns & Co
New York
$275K +$17.1K +230 +7%
CWM
798
Collaborative Wealth Management
Florida
$273K -$10K -135 -4%
ATC
799
Argent Trust Co
Tennessee
$273K +$24.5K +330 +10%
WCM
800
Whitener Capital Management
North Carolina
$273K +$5.64K +76 +2%
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