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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
CIC
201
Carnegie Investment Counsel
Ohio
$607K -$8.44K -200 -1%
FIM
202
Fernwood Investment Management
Massachusetts
$606K +$595K +14,103 New
SI
203
Stephens Inc
Arkansas
$596K +$60.9K +1,444 +12%
BCM
204
Brookstone Capital Management
Illinois
$591K +$580K +13,747 New
GIM
205
Goelzer Investment Management
Indiana
$550K -$2.07K -49 -0.4%
GGPS
206
Gary Goldberg Planning Services
New York
$540K -$16.4K -390 -3%
MWR
207
McAdams Wright Ragen
Washington
$533K -$33.7K -800 -6%
RCAG
208
Rehmann Capital Advisory Group
Michigan
$529K +$35.1K +833 +7%
DG
209
Davidson & Garrard
Virginia
$524K +$10.7K +253 +2%
Creative Planning
210
Creative Planning
Kansas
$516K +$40.1K +950 +9%
AAS
211
Annex Advisory Services
Wisconsin
$503K -$694K -16,456 -58%
WA
212
WestEnd Advisors
North Carolina
$500K -$87.3K -2,071 -15%
PAS
213
Partnervest Advisory Services
California
$494K +$440K +10,439 +991%
BRWA
214
B. Riley Wealth Advisors
Florida
$489K +$116K +2,759 +32%
PAMG
215
Patton Albertson Miller Group
Tennessee
$472K -$49.3K -1,170 -10%
FBB
216
Fulton Breakefield Broenniman
Maryland
$467K -$18.8K -446 -4%
FA
217
FMA Advisory
Pennsylvania
$466K +$166K +3,929 +57%
KFS
218
KMS Financial Services
Washington
$441K +$144K +3,413 +50%
SCCM
219
Schafer Cullen Capital Management
New York
$438K +$430K +10,185 New
CCT
220
Country Club Trust
Missouri
$429K +$133K +3,146 +46%
FMBTD
221
First Midwest Bank Trust Division
Illinois
$424K +$416K +9,874 New
SB
222
Suntrust Banks
Georgia
$411K -$44K -1,043 -10%
FA
223
FDx Advisors
Illinois
$381K +$382K +9,060 New
Franklin Resources
224
Franklin Resources
California
$379K -$60.2K -1,428 -14%
CTC
225
Central Trust Company
Missouri
$378K -$29.9K -709 -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.