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State Street Consumer Staples Select Sector SPDR ETF

541 hedge funds and large institutions have $7.27B invested in State Street Consumer Staples Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

43% more funds holding in top 10

Funds holding in top 10: 2333 (+10)

17% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 172

12% more capital invested

Capital invested by funds: $6.49B → $7.27B (+$774M)

5% more funds holding

Funds holding: 516541 (+25)

0.65% less ownership

Funds ownership: 77.61%76.96% (-0.65%)

32% less call options, than puts

Call options by funds: $279M | Put options by funds: $408M

Holders
541
Holders Change
+25
Holders Change %
+4.84%
% of All Funds
12.37%
Holding in Top 10
33
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+43.48%
% of All Funds
0.75%
New
80
Increased
201
Reduced
172
Closed
52
Calls
$279M
Puts
$408M
Net Calls
-$129M
Net Calls Change
-$63.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
BlueCrest Capital Management
Jersey
$2.06M -$9.21M -171,712 -82%
WB
177
WesBanco Bank
West Virginia
$2.06M +$1.65M +30,787 +418%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$2.03M -$680K -12,668 -25%
PD
179
Planning Directions
Pennsylvania
$2.02M +$13.4K +250 +0.7%
KF
180
Krilogy Financial
Missouri
$1.96M -$201K -3,741 -9%
CWM
181
Cornerstone Wealth Management
Missouri
$1.95M +$3.74M +69,710 +201%
CAN
182
Cetera Advisor Networks
California
$1.9M -$193K -3,592 -9%
PP
183
Paloma Partners
Connecticut
$1.89M -$26.6M -495,267 -93%
PAMU
184
Pictet Asset Management (UK)
United Kingdom
$1.89M
HCP
185
Holt Capital Partners
Texas
$1.87M -$169K -3,150 -8%
Creative Planning
186
Creative Planning
Kansas
$1.87M +$26.4K +492 +1%
JIC
187
Johnson Investment Counsel
Ohio
$1.86M +$599K +11,165 +48%
PAS
188
Park Avenue Securities
New York
$1.83M -$32.4K -604 -2%
WP
189
WealthSource Partners
California
$1.83M +$1.82M +33,963 New
WA
190
Winfield Associates
Ohio
$1.82M -$85.9K -1,600 -5%
11A
191
10-15 Associates
New York
$1.78M -$441K -8,220 -20%
ACS
192
Archford Capital Strategies
Illinois
$1.77M -$429K -7,993 -20%
APA
193
American Portfolios Advisors
New York
$1.76M -$21.3K -396 -1%
CCM
194
Canal Capital Management
Virginia
$1.69M +$171K +3,185 +11%
NCM
195
Nelson Capital Management
California
$1.68M +$29.9K +557 +2%
BFM
196
Boothbay Fund Management
New York
$1.68M +$1.67M +31,208 New
Renaissance Technologies
197
Renaissance Technologies
New York
$1.63M +$1.62M +30,200 New
VFA
198
Valeo Financial Advisors
Indiana
$1.6M -$112K -2,088 -7%
CIBC Private Wealth Group
199
CIBC Private Wealth Group
Georgia
$1.59M +$10.5K +196 +0.7%
KeyBank National Association
200
KeyBank National Association
Ohio
$1.57M -$37.7K -702 -2%

XLP Hedge Fund Activity: Q3 2018 in Review

541 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Staples Select Sector SPDR ETF (XLP) for Q3 2018, worth a combined $7.27B — up 12% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLP positions and 52 closed out — a net gain of 28 holders — while 201 added to existing stakes and 172 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $233M. The largest seller was Citigroup, cutting an estimated $88.4M.

  • 541 institutional investors held State Street Consumer Staples Select Sector SPDR ETF (XLP) as of Q3 2018, up from 516 in Q2 2018.
  • Funds reported $7.27B of State Street Consumer Staples Select Sector SPDR ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Staples Select Sector SPDR ETF positions in Q3 2018 and 52 closed out, a net change of +28 holders.
  • The largest State Street Consumer Staples Select Sector SPDR ETF buyer in Q3 2018 was Morgan Stanley, an estimated $233M added.
  • The largest State Street Consumer Staples Select Sector SPDR ETF seller in Q3 2018 was Citigroup, an estimated $88.4M sold.

Based on aggregated 13F filings for Q3 2018.