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State Street Consumer Staples Select Sector SPDR ETF

1,089 hedge funds and large institutions have $13.2B invested in State Street Consumer Staples Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 356 increasing their positions, 452 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less call options, than puts

Call options by funds: $691M | Put options by funds: $728M

2% less funds holding

Funds holding: 1,1151,089 (-26)

6% less capital invested

Capital invested by funds: $14.1B → $13.2B (-$913M)

8.49% less ownership

Funds ownership: 92.23%83.74% (-8.5%)

12% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 114

21% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 452

22% less funds holding in top 10

Funds holding in top 10: 3729 (-8)

Holders
1,089
Holders Change
-26
Holders Change %
-2.33%
% of All Funds
15.69%
Holding in Top 10
29
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-21.62%
% of All Funds
0.42%
New
100
Increased
356
Reduced
452
Closed
114
Calls
$691M
Puts
$728M
Net Calls
-$37.3M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
101
Maven Securities
Jersey
$12.2M +$2.04M +27,610 +21%
TF
102
Trek Financial
Arizona
$12.1M -$819K -11,075 -7%
GAG
103
GM Advisory Group
New York
$12M +$11.6M +157,396 New
Creative Planning
104
Creative Planning
Kansas
$11.6M -$91.2K -1,233 -0.8%
FIA
105
Foundations Investment Advisors
Arizona
$11.5M +$1.7M +23,005 +18%
GB
106
Gunma Bank
Japan
$11.5M +$4.44M +60,000 +67%
PWAC
107
Private Wealth Advisors (California)
California
$11.3M -$460K -6,215 -4%
KAS
108
Kestra Advisory Services
Texas
$11.2M +$1.34M +18,173 +14%
JWCA
109
J.W. Cole Advisors
Florida
$10.5M -$713K -9,648 -7%
RCP
110
Rothschild Capital Partners
New York
$10.5M -$85.4K -1,155 -0.8%
EC
111
Estate Counselors
Wisconsin
$10.3M -$109K -1,470 -1%
SG Americas Securities
112
SG Americas Securities
New York
$10.2M +$1.97M +26,667 +25%
PCWA
113
Pacific Capital Wealth Advisors
California
$10.1M -$348K -4,702 -3%
CIC
114
Concord Investment Counsel
California
$10M +$9.72M +131,407 New
MCM
115
Makena Capital Management
California
$10M -$960K -12,978 -9%
PAS
116
Park Avenue Securities
New York
$10M -$536K -7,249 -5%
KF
117
Krilogy Financial
Missouri
$9.85M +$1.08M +14,617 +13%
CWG
118
Cornerstone Wealth Group
North Carolina
$9.84M -$3.29M -44,534 -26%
NCM
119
Novare Capital Management
North Carolina
$9.78M +$522K +7,062 +6%
SMFG
120
Sumitomo Mitsui Financial Group
Japan
$9.62M -$20.8M -281,129 -69%
BCI
121
Brinker Capital Investments
Pennsylvania
$9.58M -$153K -2,070 -2%
OPS
122
Orion Portfolio Solutions
Nebraska
$9.58M -$153K -2,070 -2%
CFC
123
Client First Capital
California
$9.56M +$2.99M +40,390 +48%
EWA
124
Evolution Wealth Advisors
Florida
$9.4M +$8.5K +115 +0.1%
Corient Private Wealth
125
Corient Private Wealth
Florida
$9.39M -$3.29M -44,434 -27%

XLP Hedge Fund Activity: Q1 2024 in Review

1,089 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2024, worth a combined $13.2B — down 6.5% from $14.1B a quarter earlier.

Sellers outnumbered buyers: 114 funds closed out of XLP and 100 opened new positions — a net loss of 14 holders — while 452 trimmed existing stakes and 356 added.

The largest buyer was Barclays, adding an estimated $728M. The largest seller was Morgan Stanley, cutting an estimated $864M.

  • 1,089 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2024, down from 1,115 in Q4 2023.
  • Funds reported $13.2B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 100 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2024 and 114 closed out, a net change of -14 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2024 was Barclays, an estimated $728M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $864M sold.

Based on aggregated 13F filings for Q1 2024.