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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
LWM
851
Laidlaw Wealth Management
New York
$220K -$294K -4,247 -58%
BAMG
852
Brand Asset Management Group
Missouri
$216K
TC
853
Tacita Capital
Ontario, Canada
$216K
CRI
854
Commonwealth Retirement Investments
Virginia
$216K +$208K +2,999 New
HCM
855
Highlander Capital Management
New Jersey
$216K +$623 +9 +0.3%
IW
856
Imprint Wealth
South Carolina
$215K -$1.52K -22 -0.7%
MWM
857
Maltin Wealth Management
New Jersey
$215K -$29.9K -431 -13%
SEP
858
Southland Equity Partners
Missouri
$214K
AP
859
Americana Partners
Texas
$214K +$206K +2,968 New
APWA
860
Atlas Private Wealth Advisors
New Jersey
$214K +$205K +2,966 New
MWM
861
Maripau Wealth Management
Indiana
$214K +$205K +2,965 New
EHC
862
Everett Harris & Co
California
$213K +$205K +2,955 New
Brown Advisory
863
Brown Advisory
Maryland
$212K +$204K +2,942 New
LC
864
LCNB Corp
Ohio
$211K +$203K +2,925 New
ODIJL
865
One Day In July LLC
Vermont
$211K -$3.19K -46 -2%
TA
866
TruWealth Advisors
Louisiana
$207K -$10.9K -158 -5%
OAM
867
Occidental Asset Management
California
$207K +$199K +2,869 New
KWS
868
Keystone Wealth Services
California
$206K +$198K +2,863 New
TCWA
869
Turtle Creek Wealth Advisors
Texas
$205K +$197K +2,850 New
CRWM
870
Castle Rock Wealth Management
California
$205K +$197K +2,851 New
HG
871
Herbst Group
Connecticut
$203K -$71.8K -1,037 -27%
Optiver Holding
872
Optiver Holding
Netherlands
$203K +$195K +2,819 New
ECM
873
Exchange Capital Management
Michigan
$202K -$19.5K -281 -9%
CFS
874
Commonwealth Financial Services
West Virginia
$202K +$195K +2,808 New
CPIG
875
Chicago Partners Investment Group
Illinois
$202K +$196K +2,825 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.