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State Street Consumer Staples Select Sector SPDR ETF

769 hedge funds and large institutions have $8.07B invested in State Street Consumer Staples Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 247 increasing their positions, 298 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 92

2% more funds holding

Funds holding: 755769 (+14)

2% less capital invested

Capital invested by funds: $8.26B → $8.07B (-$192M)

3.4% less ownership

Funds ownership: 63.83%60.44% (-3.4%)

17% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 298

22% less funds holding in top 10

Funds holding in top 10: 5543 (-12)

38% less call options, than puts

Call options by funds: $380M | Put options by funds: $616M

Holders
769
Holders Change
+14
Holders Change %
+1.85%
% of All Funds
15.77%
Holding in Top 10
43
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-21.82%
% of All Funds
0.88%
New
112
Increased
247
Reduced
298
Closed
92
Calls
$380M
Puts
$616M
Net Calls
-$236M
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
126
Wilbanks Smith & Thomas Asset Management
Virginia
$5.75M +$5.72M +98,061 New
AI
127
Atria Investments
North Carolina
$5.62M -$2.95M -50,505 -35%
Mariner
128
Mariner
Kansas
$5.57M +$3.59M +61,569 +184%
FAAS
129
First Allied Advisory Services
California
$5.54M +$2.56M +43,944 +87%
PFO
130
Pathstone Family Office
New Jersey
$5.46M +$18.7K +320 +0.3%
V
131
Veritable
Delaware
$5.43M -$1.21M -20,689 -18%
MUAMU
132
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.39M +$5.37M +92,000 New
ACM
133
Ashford Capital Management
Delaware
$5.37M -$141K -2,412 -3%
Prudential Financial
134
Prudential Financial
New Jersey
$5.33M +$4.85M +83,128 +1,075%
FIB
135
First Interstate Bank
Montana
$5.32M +$97.7K +1,674 +2%
ECM
136
ExodusPoint Capital Management
New York
$5.31M +$5.29M +90,567 New
BWM
137
Biltmore Wealth Management
Arizona
$5.15M -$2.51M -43,052 -31%
BRWA
138
B. Riley Wealth Advisors
Florida
$5.02M +$1.94M +33,173 +63%
TAM
139
Trust Asset Management
Texas
$5.01M +$4.16M +71,341 +505%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$4.96M +$202K +3,454 +4%
Twin Tree Management
141
Twin Tree Management
Texas
$4.89M +$3.57M +61,086 +273%
JWCA
142
J.W. Cole Advisors
Florida
$4.88M +$4.61M +79,001 +1,854%
SPC
143
Sigma Planning Corp
Michigan
$4.88M +$550K +9,415 +13%
JSAM
144
J. Safra Asset Management
New York
$4.87M +$4.88M +83,630 New
AA
145
Advisory Alpha
Michigan
$4.86M +$1.15M +19,633 +35%
VAS
146
Vestmark Advisory Solutions
Massachusetts
$4.82M +$1.17M +20,067 +32%
ATI
147
Act Two Investors
California
$4.79M +$4.77M +81,766 New
HCMNY
148
Howard Capital Management (New York)
New York
$4.72M +$107K +1,826 +2%
AIP
149
Almanack Investment Partners
Pennsylvania
$4.71M +$4.69M +80,317 New
DAS
150
Dynamic Advisor Solutions
Arizona
$4.64M +$4.62M +79,140 New

XLP Hedge Fund Activity: Q2 2020 in Review

769 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q2 2020, worth a combined $8.07B — down 2.3% from $8.26B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLP positions and 92 closed out — a net gain of 20 holders — while 247 added to existing stakes and 298 trimmed.

The largest buyer was Nippon Life Insurance, adding an estimated $468M. The largest seller was Bank of America, cutting an estimated $501M.

  • 769 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q2 2020, up from 755 in Q1 2020.
  • Funds reported $8.07B of State Street Consumer Staples Select Sector SPDR ETF stock for Q2 2020, down 2.3% quarter-over-quarter.
  • 112 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q2 2020 and 92 closed out, a net change of +20 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q2 2020 was Nippon Life Insurance, an estimated $468M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $501M sold.

Based on aggregated 13F filings for Q2 2020.