We are live on ! Find out more
XLP icon

State Street Consumer Staples Select Sector SPDR ETF

459 hedge funds and large institutions have $8.41B invested in State Street Consumer Staples Select Sector SPDR ETF in 2016 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 191 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.78% more ownership

Funds ownership: 86.28%93.06% (+6.8%)

0% less capital invested

Capital invested by funds: $8.45B → $8.41B (-$39.9M)

6% less funds holding

Funds holding: 487459 (-28)

23% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 191

31% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 54

34% less funds holding in top 10

Funds holding in top 10: 5939 (-20)

69% less call options, than puts

Call options by funds: $437M | Put options by funds: $1.41B

Holders
459
Holders Change
-28
Holders Change %
-5.75%
% of All Funds
12.25%
Holding in Top 10
39
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-33.9%
% of All Funds
1.04%
New
37
Increased
148
Reduced
191
Closed
54
Calls
$437M
Puts
$1.41B
Net Calls
-$968M
Net Calls Change
-$565M
Name Holding Trade Value Shares
Change
Change in
Stake
SMG
126
Spectrum Management Group
Indiana
$3.88M +$348K +6,390 +10%
NCM
127
Novare Capital Management
North Carolina
$3.88M +$304K +5,580 +8%
FAAS
128
First Allied Advisory Services
California
$3.85M -$90.8K -1,667 -2%
WCM
129
Weatherstone Capital Management
Colorado
$3.85M +$358K +6,580 +10%
DWM
130
Destination Wealth Management
California
$3.81M -$93.1K -1,709 -2%
ST
131
Sabal Trust
Florida
$3.79M -$233K -4,282 -6%
SIA
132
Spruce Investment Advisors
Connecticut
$3.6M -$738K -13,550 -17%
TFA
133
Toth Financial Advisory
Virginia
$3.6M +$25.8K +473 +0.7%
TH
134
Timber Hill
Connecticut
$3.55M -$4.87M -89,404 -57%
BCM
135
BlueCrest Capital Management
Jersey
$3.52M -$6.89M -126,525 -66%
LWAC
136
Laurel Wealth Advisors (California)
California
$3.52M +$722K +13,249 +25%
MCM
137
Murphy Capital Management
New Jersey
$3.5M +$23.8K +437 +0.7%
WA
138
WestEnd Advisors
North Carolina
$3.49M +$1.56M +28,693 +78%
UCFA
139
United Capital Financial Advisors
Texas
$3.46M -$320K -5,875 -8%
FC
140
FCA Corp
Texas
$3.43M -$396K -7,274 -10%
ABC
141
Associated Banc-Corp
Wisconsin
$3.35M -$30K -551 -0.9%
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.34M +$110K +2,018 +3%
JWS
143
Juncture Wealth Strategies
Arizona
$3.34M +$65.1K +1,196 +2%
WA
144
Winfield Associates
Ohio
$3.29M +$49K +900 +1%
CCM
145
Canal Capital Management
Virginia
$3.24M +$129K +2,368 +4%
NA
146
Navellier & Associates
Nevada
$3.16M +$3.23M +59,361 New
SI
147
Stephens Inc
Arkansas
$3.13M +$40.8K +750 +1%
ACS
148
Archford Capital Strategies
Illinois
$2.96M +$75.9K +1,394 +3%
SS
149
Simplicity Solutions
Minnesota
$2.94M +$1.47M +26,902 +95%
VIA
150
Virtus Investment Advisers
Connecticut
$2.92M -$277K -5,093 -8%

XLP Hedge Fund Activity: Q3 2016 in Review

459 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2016, worth a combined $8.41B — down 0.47% from $8.45B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of XLP and 37 opened new positions — a net loss of 17 holders — while 191 trimmed existing stakes and 148 added.

The largest buyer was Morgan Stanley, adding an estimated $623M. The largest seller was Clal Insurance, cutting an estimated $212M.

  • 459 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2016, down from 487 in Q2 2016.
  • Funds reported $8.41B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2016, down 0.47% quarter-over-quarter.
  • 37 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2016 and 54 closed out, a net change of -17 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2016 was Morgan Stanley, an estimated $623M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2016 was Clal Insurance, an estimated $212M sold.

Based on aggregated 13F filings for Q3 2016.