We are live on ! Find out more
XLP icon

State Street Consumer Staples Select Sector SPDR ETF

541 hedge funds and large institutions have $7.27B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

17% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 172

12% more capital invested

Capital invested by funds: $6.49B → $7.27B (+$774M)

5% more funds holding

Funds holding: 516541 (+25)

0.65% less ownership

Funds ownership: 77.61%76.96% (-0.65%)

32% less call options, than puts

Call options by funds: $279M | Put options by funds: $408M

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
12.37%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.75%
New
80
Increased
201
Reduced
172
Closed
52
Calls
$279M
Puts
$408M
Net Calls
-$129M
Net Calls Change
-$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
101
WealthTrust Fairport
Ohio
$6.59M -$167K -3,119 -2%
WIC
102
Water Island Capital
New York
$6.53M +$6.5M +121,140 New
FIB
103
First Interstate Bank
Montana
$6.29M +$55.4K +1,032 +0.9%
V
104
Veritable
Delaware
$6.27M -$243K -4,522 -4%
AIP
105
Almanack Investment Partners
Pennsylvania
$6.11M +$5.81M +108,251 New
CA
106
Cetera Advisors
Colorado
$6.07M +$809K +15,071 +15%
BPC
107
Banque Pictet & Cie
Switzerland
$5.92M +$600K +11,173 +11%
MCM
108
Murphy Capital Management
New Jersey
$5.91M +$122K +2,274 +2%
BAM
109
Brave Asset Management
New Jersey
$5.83M +$2.83M +52,688 +95%
TF
110
TIAA FSB
Florida
$5.7M +$1.31M +24,404 +30%
SF
111
Synovus Financial
Georgia
$5.4M +$166K +3,097 +3%
BWM
112
Biltmore Wealth Management
Arizona
$5.37M -$1.43M -26,663 -21%
MPM
113
Meritage Portfolio Management
Kansas
$5.35M -$45.1K -840 -0.8%
DCC
114
Dow Chemical Company
Michigan
$5.32M +$3.49M +65,126 +194%
Marshall Wace
115
Marshall Wace
United Kingdom
$5.02M +$5M +93,155 New
DWM
116
Destination Wealth Management
California
$4.85M +$128K +2,389 +3%
CTB
117
Country Trust Bank
Illinois
$4.83M +$10.4K +193 +0.2%
GLA
118
Great Lakes Advisors
Illinois
$4.76M +$64.3K +1,198 +1%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$4.74M +$671K +12,513 +17%
CC
120
Callan Capital
California
$4.68M -$294K -5,484 -6%
Parallax Volatility Advisers
121
Parallax Volatility Advisers
California
$4.59M -$1.73M -32,162 -27%
KHLMTHM
122
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.41M
HCMNY
123
Howard Capital Management (New York)
New York
$4.39M +$154K +2,867 +4%
QAM
124
Q3 Asset Management
Michigan
$4.38M +$4.35M +81,115 New
PAG
125
Private Advisor Group
New Jersey
$4.31M +$1.79M +33,268 +71%

XLP Hedge Fund Activity: Q3 2018 in Review

541 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2018, worth a combined $7.27B — up 12% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLP positions and 52 closed out — a net gain of 28 holders — while 201 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $233M. The largest seller was Citigroup, cutting an estimated $88.4M.

  • 541 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2018, up from 516 in Q2 2018.
  • Funds reported $7.27B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2018 and 52 closed out, a net change of +28 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2018 was Morgan Stanley, an estimated $233M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2018 was Citigroup, an estimated $88.4M sold.

Based on aggregated 13F filings for Q3 2018.