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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
MMA
801
Miracle Mile Advisors
California
$258K +$4.85K +70 +2%
HA
802
Heartland Advisors
Wisconsin
$258K +$248K +3,583 New
FPCP
803
Fort Point Capital Partners
California
$256K -$30K -433 -11%
FHC
804
First Heartland Consultants
Missouri
$256K -$79.8K -1,152 -31%
MFIM
805
Mesirow Financial Investment Management
Illinois
$252K +$243K +3,505 New
SFC
806
Strategic Financial Concepts
Texas
$251K -$195K -2,815 -45%
CDH
807
Charles D. Hyman
$251K
IWA
808
Icon Wealth Advisors
Texas
$251K +$241K +3,479 New
SFP
809
Strategic Financial Partners
Oregon
$251K -$8.04K -116 -3%
NS
810
NBC Securities
Alabama
$250K +$102K +1,474 +73%
QWM
811
Quadcap Wealth Management
Texas
$250K +$240K +3,469 New
APP
812
Avantax Planning Partners
Iowa
$250K -$11.3K -163 -4%
NL
813
NWAM LLC
Washington
$248K -$219K -3,160 -48%
WF
814
Warner Financial
Maryland
$247K +$2.91K +42 +1%
MPCL
815
My Personal CFO LLC
Washington
$245K -$2.7K -39 -1%
CWM
816
Cornerstone Wealth Management
Missouri
$244K +$1.59K +23 +0.7%
CFB
817
Cullen/Frost Bankers
Texas
$243K -$136K -1,962 -37%
LWL
818
Leo Wealth LLC
Texas
$243K +$223K +3,226 New
GIM
819
Goelzer Investment Management
Indiana
$242K -$485 -7 -0.2%
FFA
820
First Foundation Advisors
California
$242K +$232K +3,355 New
RPCONE
821
Retirement Planning Company of New England
Rhode Island
$241K +$6.44K +93 +3%
LFG
822
Larson Financial Group
Missouri
$240K -$9.49K -137 -4%
OSAM
823
O'Shaughnessy Asset Management
Connecticut
$239K -$114K -1,647 -33%
BCG
824
Breakwater Capital Group
New Jersey
$239K -$20.8K -300 -8%
DWT
825
Dorsey & Whitney Trust
South Dakota
$238K +$229K +3,302 New

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.