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State Street Consumer Staples Select Sector SPDR ETF

769 hedge funds and large institutions have $8.07B invested in State Street Consumer Staples Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 247 increasing their positions, 298 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 92

2% more funds holding

Funds holding: 755769 (+14)

2% less capital invested

Capital invested by funds: $8.26B → $8.07B (-$192M)

3.4% less ownership

Funds ownership: 63.83%60.44% (-3.4%)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 298

22% less funds holding in top 10

Funds holding in top 10: 5543 (-12)

38% less call options, than puts

Call options by funds: $380M | Put options by funds: $616M

Holders
769
Holders Change
+14
Holders Change %
+1.85%
% of All Funds
15.77%
Holding in Top 10
43
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-21.82%
% of All Funds
0.88%
New
112
Increased
247
Reduced
298
Closed
92
Calls
$380M
Puts
$616M
Net Calls
-$236M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
76
Grimes & Company
Massachusetts
$11.7M +$11.7M +199,769 New
OPS
77
Orion Portfolio Solutions
Nebraska
$11.6M +$5.05M +86,557 +78%
EWA
78
Evolution Wealth Advisors
Florida
$11.6M +$193K +3,309 +2%
UCFA
79
United Capital Financial Advisors
Texas
$11.5M -$1.14M -19,447 -9%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$11.4M -$117M -2,005,300 -91%
Citigroup
81
Citigroup
New York
$11.4M -$2.06M -35,342 -15%
LNB
82
Ledyard National Bank
$11.3M +$1.2M +20,560 +12%
Voloridge Investment Management
83
Voloridge Investment Management
Florida
$10.7M -$7.56M -129,450 -41%
RCP
84
Rothschild Capital Partners
New York
$10.6M +$315K +5,390 +3%
UAS
85
United Asset Strategies
New York
$10.5M -$483K -8,267 -4%
Marshall Wace
86
Marshall Wace
United Kingdom
$10.4M +$10.1M +172,534 +3,804%
PWAG
87
Polaris Wealth Advisory Group
California
$10.3M -$236K -4,052 -2%
BHWM
88
Bar Harbor Wealth Management
New Hampshire
$10.3M -$365K -6,256 -3%
Parallax Volatility Advisers
89
Parallax Volatility Advisers
California
$10.3M -$15.9M -271,722 -61%
GI
90
Glovista Investments
New Jersey
$9.83M +$9.19M +157,375 +1,564%
FMC
91
First Merchants Corp
Indiana
$9.66M +$1.05M +17,919 +12%
CWM
92
Chicago Wealth Management
Illinois
$9.46M +$851K +14,586 +10%
SL
93
Salomon & Ludwin
Virginia
$9.12M -$187K -3,198 -2%
Northern Trust
94
Northern Trust
Illinois
$9.08M +$465K +7,971 +5%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$8.94M -$7.87M -134,869 -47%
OC
96
Oakworth Capital
Alabama
$8.89M +$68.5K +1,174 +0.8%
ACM
97
Anfield Capital Management
California
$8.83M +$3.5M +60,016 +69%
PWAC
98
Private Wealth Advisors (California)
California
$8.66M +$309K +5,296 +4%
NCM
99
Novare Capital Management
North Carolina
$8.62M -$466K -7,982 -5%
NEIRG
100
New England Investment & Retirement Group
Massachusetts
$8.35M -$23.6K -404 -0.3%

XLP Hedge Fund Activity: Q2 2020 in Review

769 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q2 2020, worth a combined $8.07B — down 2.3% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLP positions and 92 closed out — a net gain of 20 holders — while 247 added to existing stakes and 298 trimmed.

The largest buyer was Nippon Life Insurance, adding an estimated $468M. The largest seller was Bank of America, cutting an estimated $501M.

  • 769 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q2 2020, up from 755 in Q1 2020.
  • Funds reported $8.07B of State Street Consumer Staples Select Sector SPDR ETF stock for Q2 2020, down 2.3% quarter-over-quarter.
  • 112 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q2 2020 and 92 closed out, a net change of +20 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q2 2020 was Nippon Life Insurance, an estimated $468M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $501M sold.

Based on aggregated 13F filings for Q2 2020.