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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 %
PMG
1101
ProVise Management Group
Florida
– -$754K -10,096 Closed
ZIMP
1102
Zimmermann Investment Management & Planning
Pennsylvania
– -$754K -10,090 Closed
FPGK
1103
Financial Partners Group (Kansas)
Kansas
– -$742K -9,938 Closed
GP
1104
Girard Partners
Pennsylvania
– -$608K -8,140 Closed
NWMG
1105
National Wealth Management Group
Ohio
– -$568K -7,368 Closed
PWM
1106
PRW Wealth Management
Massachusetts
– -$543K -7,008 Closed
BCM
1107
Barometer Capital Management
Ontario, Canada
– -$486K -6,500 Closed
ASFA
1108
All Season Financial Advisors
Colorado
– -$480K -6,423 Closed
MSAGDF
1109
Moneda SA Administradora General de Fondos
Chile
– -$465K -6,226 Closed
LSA
1110
L & S Advisors
California
– -$462K -6,187 Closed
RA
1111
RFG Advisory
Alabama
– -$429K -5,743 Closed
CCM
1112
Coldstream Capital Management
Washington
– -$428K -5,723 Closed
CPCM
1113
Cardinal Point Capital Management
Ontario, Canada
– -$392K -5,243 Closed
WCA
1114
Westover Capital Advisors
Delaware
– -$351K -4,700 Closed
Brown Advisory
1115
Brown Advisory
Maryland
– -$348K -4,660 Closed
KW
1116
KWB Wealth
California
– -$313K -4,201 Closed
LWM
1117
Liberty Wealth Management
California
– -$303K -4,147 Closed
TFA
1118
Trinity Financial Advisors
Ohio
– -$309K -4,137 Closed
APW
1119
Aurora Private Wealth
New Jersey
– -$303K -4,057 Closed
JIR
1120
James Investment Research
Ohio
– -$302K -4,038 Closed
JCM
1121
J2 Capital Management
Michigan
– -$279K -3,739 Closed
CPP
1122
Capasso Planning Partners
South Carolina
– -$275K -3,685 Closed
FFG
1123
Frisch Financial Group
New York
– -$275K -3,676 Closed
ZIM
1124
Zacks Investment Management
Illinois
– -$273K -3,652 Closed
ACI
1125
Alpha Cubed Investments
California
– -$269K -3,594 Closed
43 44
45
46 47