We are live on ! Find out more
XLP icon

State Street Consumer Staples Select Sector SPDR ETF

330 hedge funds and large institutions have $5.29B invested in State Street Consumer Staples Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 111 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

155% more funds holding in top 10

Funds holding in top 10: 1128 (+17)

48% more capital invested

Capital invested by funds: $3.56B → $5.29B (+$1.73B)

16% more funds holding

Funds holding: 284330 (+46)

6.96% more ownership

Funds ownership: 67.05%74% (+7%)

6% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 105

36% less call options, than puts

Call options by funds: $318M | Put options by funds: $494M

Holders
330
Holders Change
+46
Holders Change %
+16.2%
% of All Funds
9.58%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.81%
New
79
Increased
111
Reduced
105
Closed
29
Calls
$318M
Puts
$494M
Net Calls
-$176M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
MSI Financial Services
Massachusetts
$2.1M -$734K -17,412 -26%
TFA
127
Toth Financial Advisory
Virginia
$2.06M +$75.6K +1,792 +4%
EC
128
Estate Counselors
Wisconsin
$2.03M +$818K +19,395 +70%
TH
129
Timber Hill
Connecticut
$2.02M +$1.59M +37,792 +415%
HCMNY
130
Howard Capital Management (New York)
New York
$1.91M -$239K -5,670 -11%
ACM
131
Argentus Capital Management
Texas
$1.89M -$24.9K -590 -1%
HT
132
HAP Trading
New York
$1.88M +$1.85M +43,800 New
N
133
Nuveen
North Carolina
$1.87M +$889K +21,080 +94%
QIM
134
Quantitative Investment Management
Virginia
$1.87M -$11.4M -269,800 -86%
V
135
Veritable
Delaware
$1.84M -$134K -3,172 -7%
FCI
136
Financial Counselors Inc
Kansas
$1.84M +$28.5K +676 +2%
KC
137
Kingfisher Capital
North Carolina
$1.84M -$67.3K -1,595 -4%
WCM
138
Windsor Capital Management
Arizona
$1.84M -$149K -3,523 -8%
FSA
139
Financial Sense Advisors
California
$1.74M +$95.3K +2,260 +6%
NA
140
Navellier & Associates
Nevada
$1.72M +$1.69M +39,993 New
ACM
141
Antonetti Capital Management
Florida
$1.69M +$679K +16,107 +69%
TT
142
Tower Trust
Indiana
$1.67M +$73K +1,730 +5%
BPCA
143
Bank Pictet & Cie (Asia)
Singapore
$1.65M +$1.62M +38,400 New
MBT
144
Monroe Bank & Trust
Michigan
$1.64M -$16.4K -388 -1%
FFS
145
Founders Financial Securities
Maryland
$1.64M +$1.61M +38,160 New
WEC
146
Winslow Evans & Crocker
Massachusetts
$1.62M +$1.59M +37,727 New
Millennium Management
147
Millennium Management
New York
$1.58M -$2.65M -62,892 -63%
TAM
148
Thornmark Asset Management
Ontario, Canada
$1.57M -$115K -2,730 -7%
FBNAT
149
FirstMerit Bank N.A. Trustee
Ohio
$1.52M +$173K +4,100 +13%
MFW
150
Meristem Family Wealth
Minnesota
$1.52M -$10.5K -248 -0.7%

XLP Hedge Fund Activity: Q4 2013 in Review

330 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q4 2013, worth a combined $5.29B — up 48% from $3.56B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new XLP positions and 29 closed out — a net gain of 50 holders — while 111 added to existing stakes and 105 trimmed.

The largest buyer was Euclid Advisors, opening a new position worth an estimated $388M. The largest seller was Credit Suisse, cutting an estimated $76.8M.

  • 330 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q4 2013, up from 284 in Q3 2013.
  • Funds reported $5.29B of State Street Consumer Staples Select Sector SPDR ETF stock for Q4 2013, up 48% quarter-over-quarter.
  • 79 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q4 2013 and 29 closed out, a net change of +50 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q4 2013 was Euclid Advisors, an estimated $388M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q4 2013 was Credit Suisse, an estimated $76.8M sold.

Based on aggregated 13F filings for Q4 2013.