The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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XLP

State Street Consumer Staples Select Sector SPDR ETFPartly aligned
Close 86.92 (2026-10-15)28 days +4.1%1Y +9.7%28 d mentions 4

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
1
Neutral
1
No stance
0
Bearish
0
Accounts BullNeuBearNone
@bespokeinvestViews ›0300
@OptionsHawkViews ›1000

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Catalyst
  • @OptionsHawk: @OptionsHawk reports 3000 June $92 calls bought on Staples $XLP at $3.40 amid flight to safety, and notes $KDP as a recent add with a write-up and Q1 catalyst.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bullish First call
Catalyst · Medium term · @OptionsHawk reports 3000 June $92 calls bought on Staples $XLP at $3.40 amid flight to safety, and notes $KDP as a recent add with a write-up and Q1 catalyst.
2026-10-15 22:01 HKT Original post ↗
Neutral First call
Basis not tagged · Big rotation today: Health Care $XLV and Consumer Staples $XLP both rose over 2.2% while the S&P 500 dropped 1.1% and Tech $XLK nearly 3%.
2026-10-15 04:30 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 4 posts · Bull 1 / Bear 0
    @OptionsHawk: @OptionsHawk reports 3000 June $92 calls bought on Staples $XLP at $3.40 amid flight to safety, and notes $KDP as a recent add with a write-up and Q1 catalyst. (Bullish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

XLP Bullish2026-10-15 22:01 HKTOriginal post ↗

@OptionsHawk reports 3000 June $92 calls bought on Staples $XLP at $3.40 amid flight to safety, and notes $KDP as a recent add with a write-up and Q1 catalyst.

See original

Staples $XLP 3000 June $92 calls bought $3.40 with this flight to safety move this week KDP a recent add for me w/ the write-up and Q1 catlayst

Reasoning: Catalyst · Medium term Specific

XLP Neutral2026-10-15 04:30 HKTOriginal post ↗

Big rotation today: Health Care $XLV and Consumer Staples $XLP both rose over 2.2% while the S&P 500 dropped 1.1% and Tech $XLK nearly 3%.

See original

Big rotation today. Health Care $XLV and Consumer Staples $XLP both rose 2.2%+ today versus a 1.1% drop for the S&P 500 and a nearly 3% drop for the Tech sector $XLK.

Reasoning: Not tagged by analyst Specific

XLP Neutral2026-10-14 00:29 HKTOriginal post ↗

Consumer Staples sector has traded higher for 7 straight days, taking it from oversold to overbought in short order. $XLP

See original

Consumer Staples sector has traded higher for 7 straight days, taking it from oversold to overbought in short order. $XLP

Image 1 ↗

Reasoning: Technicals

XLP Neutral2026-10-13 05:35 HKTOriginal post ↗

@bespokeinvest notes Consumer Staples $XLP is now up 5% since 10/1 after trading pretty much straight down in September.

See original

Consumer Staples $XLP is now up 5% since 10/1 after trading pretty much straight down in September.

Image 1 ↗

Reasoning: Technicals Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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