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State Street Consumer Staples Select Sector SPDR ETF

495 hedge funds and large institutions have $7.42B invested in State Street Consumer Staples Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 165 increasing their positions, 187 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

2% more funds holding

Funds holding: 485495 (+10)

9% less capital invested

Capital invested by funds: $8.17B → $7.42B (-$748M)

12% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 187

16.15% less ownership

Funds ownership: 101.66%85.51% (-16%)

57% less call options, than puts

Call options by funds: $290M | Put options by funds: $677M

Holders
495
Holders Change
+10
Holders Change %
+2.06%
% of All Funds
12.32%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.82%
New
71
Increased
165
Reduced
187
Closed
55
Calls
$290M
Puts
$677M
Net Calls
-$387M
Net Calls Change
+$520M
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
151
Madison Investment Holdings
Wisconsin
$2.7M +$2.66M +49,465 New
ACS
152
Archford Capital Strategies
Illinois
$2.69M -$493K -9,166 -16%
PP
153
Paloma Partners
Connecticut
$2.65M +$1.95M +36,254 +294%
FAM
154
Foothills Asset Management
Arizona
$2.57M -$317K -5,894 -11%
NR
155
Newfound Research
Massachusetts
$2.5M +$2.46M +45,749 New
LA
156
Leonetti & Associates
Illinois
$2.5M +$54.7K +1,017 +2%
IAA
157
Independent Advisor Alliance
North Carolina
$2.44M +$2.4M +44,709 New
PAI
158
Pittenger & Anderson Inc
Nebraska
$2.42M -$24.7K -460 -1%
HighTower Advisors
159
HighTower Advisors
Illinois
$2.39M -$1.06M -19,678 -31%
FAAS
160
First Allied Advisory Services
California
$2.39M -$102K -1,901 -4%
Bank of Montreal
161
Bank of Montreal
Ontario, Canada
$2.39M -$87.2K -1,622 -4%
PWS
162
Peloton Wealth Strategists
Indiana
$2.36M +$1.94M +36,105 +505%
AWA
163
ARS Wealth Advisors
Florida
$2.35M -$185K -3,439 -7%
ADEF
164
Adams Diversified Equity Fund
Maryland
$2.32M +$2.29M +42,515 New
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$2.25M +$112K +2,086 +5%
XGI
166
XL Group Investments
Bermuda
$2.24M +$218K +4,055 +11%
WA
167
WP Advisors
California
$2.23M +$112K +2,079 +5%
BAC
168
Boys Arnold & Co
North Carolina
$2.2M -$80.6K -1,500 -4%
BPM
169
Bowling Portfolio Management
Ohio
$2.18M -$30.4K -565 -1%
WCM
170
Weatherstone Capital Management
Colorado
$2.16M +$1.48M +27,561 +228%
TFA
171
Transamerica Financial Advisors
Florida
$2.16M -$52.1K -970 -2%
HCP
172
Holt Capital Partners
Texas
$2.16M -$10.7K -200 -0.5%
Fidelity International
173
Fidelity International
Bermuda
$2.16M -$179K -3,330 -8%
RSA
174
Robertson Stephens Advisors
California
$2.15M -$688K -12,802 -24%
IUHSA
175
Itau Unibanco Holding S.A.
Brazil
$2.11M -$183K -3,400 -8%

XLP Hedge Fund Activity: Q1 2017 in Review

495 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q1 2017, worth a combined $7.42B — down 9.2% from $8.17B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLP positions and 55 closed out — a net gain of 16 holders — while 165 added to existing stakes and 187 trimmed.

The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $241M. The largest seller was Goldman Sachs, cutting an estimated $609M.

  • 495 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q1 2017, up from 485 in Q4 2016.
  • Funds reported $7.42B of State Street Consumer Staples Select Sector SPDR ETF stock for Q1 2017, down 9.2% quarter-over-quarter.
  • 71 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q1 2017 and 55 closed out, a net change of +16 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q1 2017 was Provida Pension Fund Administrator, an estimated $241M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q1 2017 was Goldman Sachs, an estimated $609M sold.

Based on aggregated 13F filings for Q1 2017.