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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
VL
1001
Vima LLC
Michigan
$28.8K +$27.7K +400 New
KFI
1002
Key Financial Inc
Pennsylvania
$28.2K
FCAS
1003
First Command Advisory Services
Texas
$28.1K
CWC
1004
Carolinas Wealth Consulting
North Carolina
$27.8K +$208 +3 +0.8%
PPC
1005
Park Place Capital
Alabama
$27.7K
SPWM
1006
Spartan Planning & Wealth Management
North Carolina
$27.4K +$26.4K +381 New
WIA
1007
Wetzel Investment Advisors
Indiana
$26K +$25.4K +366 New
BFO
1008
Biltmore Family Office
North Carolina
$25.2K
OA
1009
Operose Advisors
Wisconsin
$25.1K
PP
1010
PFS Partners
New Jersey
$24.5K +$69 +1 +0.3%
LA
1011
LM Advisors
California
$24.1K +$23.1K +334 New
PFM
1012
Phillips Financial Management
Indiana
$23.8K
RIM
1013
Rockbridge Investment Management
New York
$23.7K +$22.8K +329 New
BAM
1014
Bellevue Asset Management
Washington
$23.3K
AW
1015
Avion Wealth
Texas
$23K +$69 +1 +0.3%
LC
1016
Lindbrook Capital
California
$22.3K
MSFP
1017
Mark Sheptoff Financial Planning
Connecticut
$21.6K
ADL
1018
Asset Dedication LLC
California
$20K
PSB
1019
Piscataqua Savings Bank
New Hampshire
$19.8K
NCM
1020
Northwest Capital Management
Oregon
$19.7K
SFCL
1021
Strengthening Families & Communities LLC
Massachusetts
$19.7K +$139 +2 +0.7%
DI
1022
DAGCO Inc
Ohio
$19.6K +$18.8K +272 New
DWS
1023
Dynamic Wealth Strategies
California
$19.6K +$18.8K +272 New
TAM
1024
Tucker Asset Management
Colorado
$19.1K +$346 +5 +2%
SC
1025
Sawyer & Company
Massachusetts
$19K

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.