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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
CPG
976
Cornerstone Planning Group
New Jersey
$41.9K +$12.8K +185 +47%
FFA
977
Farther Finance Advisors
California
$41.8K +$554 +8 +1%
DCM
978
Davis Capital Management
Florida
$40.7K +$39.1K +565 New
FFA
979
Frazier Financial Advisors
Ohio
$40.3K +$38.8K +560 New
VNA
980
Valley National Advisers
Pennsylvania
$40K
AT
981
Avalon Trust
New Mexico
$38.9K +$24K +347 +180%
FFA
982
Founders Financial Alliance
North Carolina
$38.2K -$17.5K -253 -32%
MTIC
983
Missouri Trust & Investment Company
Missouri
$37.8K
RMC
984
Resources Management Corp
Connecticut
$37K +$693 +10 +2%
AIA
985
Armor Investment Advisors
North Carolina
$37K
RFA
986
Resurgent Financial Advisors
Georgia
$35.3K +$2.29K +33 +7%
AIP
987
Ameritas Investment Partners
Nebraska
$35.2K -$623 -9 -2%
TVWM
988
Tower View Wealth Management
Wisconsin
$35K +$24.5K +354 +272%
DFA
989
DHJJ Financial Advisors
Illinois
$33.3K
FMII
990
Farmers & Merchants Investments Inc
Nebraska
$32.7K
RP
991
Rice Partnership
Hawaii
$32.1K
HBW
992
Hazlett, Burt & Watson
West Virginia
$32K
PCFFS
993
Pacific Center for Financial Services
California
$31.6K
DSC
994
Duncker Streett & Co
Missouri
$30.8K +$8.87K +128 +43%
IWP
995
IAG Wealth Partners
Wisconsin
$30.8K +$29.6K +427 New
PWMG
996
Prestige Wealth Management Group
New Jersey
$30.7K -$10M -144,367 -100%
MWM
997
Mascoma Wealth Management
New Hampshire
$29.9K
APC
998
Aspire Private Capital
North Carolina
$29.6K -$1.25K -18 -4%
FCMT
999
Founders Capital Management (Texas)
Texas
$29.5K +$13.9K +201 +97%
CCMI
1000
Creative Capital Management Investments
California
$29.2K

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.