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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
HWP
926
Highline Wealth Partners
California
$86.5K -$115K -1,655 -58%
CICI
927
Capital Investment Counsel Inc
North Carolina
$86.4K +$83.1K +1,200 New
SC
928
Solstein Capital
California
$86.3K -$42.6K -615 -34%
BAM
929
Byrne Asset Management
New Jersey
$86K -$1.59K -23 -2%
TSWM
930
Tyler-Stone Wealth Management
Ohio
$82.6K +$139 +2 +0.2%
VWM
931
Valley Wealth Managers
New Jersey
$82.5K
HGERS
932
Householder Group Estate & Retirement Specialist
Arizona
$81K +$346 +5 +0.4%
UOTTAIMCU
933
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$79.4K +$23.9K +345 +46%
BG
934
Bollard Group
Massachusetts
$79K +$277 +4 +0.4%
NRG
935
Nemes Rush Group
Michigan
$78.6K +$65.6K +947 +658%
AIC
936
Archer Investment Corporation
Indiana
$78.1K +$69 +1 +0.1%
CA
937
Clearstead Advisors
Ohio
$76.8K +$15.1K +218 +26%
TPCW
938
TD Private Client Wealth
New York
$76.8K +$346 +5 +0.5%
S
939
Syntrinsic
Colorado
$76.2K
HIA
940
Harbor Investment Advisory
Maryland
$74.3K +$1.73K +25 +2%
HPC
941
HM Payson & Co
Maine
$72K -$7.55K -109 -10%
CFGS
942
Concourse Financial Group Securities
Alabama
$70.6K -$4.6M -66,471 -99%
ACA
943
Aptus Capital Advisors
Alabama
$68.4K -$3.26K -47 -5%
GFPC
944
Global Financial Private Client
Florida
$67.7K -$138K -1,996 -68%
MPWT
945
MassMutual Private Wealth & Trust
Connecticut
$67.3K -$76.3K -1,102 -54%
T
946
Tidemark
California
$66.3K +$63.7K +920 New
MCA
947
Maryland Capital Advisors
Maryland
$64.8K
BC
948
Bartlett & Co
Ohio
$64K +$61.3K +885 New
BCWM
949
Bartlett & Co Wealth Management
Ohio
$63.6K +$61.3K +885 New
WPA
950
West Paces Advisors
Georgia
$61.2K -$10.4K -150 -15%

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.