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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 %
MA
976
MCF Advisors
Kentucky
$31.2K +$222 +3 +0.7%
MWM
977
Mascoma Wealth Management
New Hampshire
$31K – – –
CCMI
978
Creative Capital Management Investments
California
$30.1K +$30.1K +406 New
AWM
979
Avior Wealth Management
Nebraska
$30K – – –
CPG
980
Cornerstone Planning Group
New Jersey
$29.4K +$29.4K +397 New
KFI
981
Key Financial Inc
Pennsylvania
$29.1K +$2.23K +30 +8%
FCFS
982
First Command Financial Services
Texas
$28.9K – – –
FCB
983
First Command Bank
Texas
$28.9K – – –
PPC
984
Park Place Capital
Alabama
$28.6K – – –
CWC
985
Carolinas Wealth Consulting
North Carolina
$28.2K +$10.2K +138 +57%
NRC
986
New Republic Capital
North Carolina
$26.2K -$24.6K -331 -48%
BFO
987
Biltmore Family Office
North Carolina
$26K – – –
WFA
988
WestHill Financial Advisors
California
$25.8K – – –
OA
989
Operose Advisors
Wisconsin
$25.8K – – –
PP
990
PFS Partners
New Jersey
$25.1K +$10.2K +138 +69%
PFM
991
Phillips Financial Management
Indiana
$24.5K – – –
BAM
992
Bellevue Asset Management
Washington
$24K – – –
AW
993
Avion Wealth
Texas
$23K – – –
LC
994
Lindbrook Capital
California
$23K -$4.57M -61,587 -99%
DSC
995
Duncker Streett & Co
Missouri
$22.3K – – –
MSFP
996
Mark Sheptoff Financial Planning
Connecticut
$22.3K – – –
FA
997
Fiduciary Alliance
South Carolina
$22.3K +$22.3K +300 New
HCM
998
Hollencrest Capital Management
California
$22.3K +$22.3K +300 New
HS
999
Horan Securities
United States
$21.7K -$1.11K -15 -5%
FCAG
1000
First Capital Advisors Group
New Jersey
$21.1K -$110K -1,484 -84%
38 39
40
41 42