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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
JA
226
JVL Associates
Michigan
$2.57M -$87.5K -1,678 -3%
UR
227
USCA RIA
Texas
$2.56M +$1.48M +28,364 +128%
GIA
228
Granite Investment Advisors
New Hampshire
$2.56M +$101K +1,932 +4%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$2.52M -$282K -5,416 -10%
HR
230
Howe & Rusling
New York
$2.52M +$102K +1,964 +4%
FCAG
231
First Capital Advisors Group
New Jersey
$2.52M +$628K +12,046 +32%
AS
232
Altshuler Shaham
Israel
$2.52M +$2.6M +49,836 New
GLA
233
Great Lakes Advisors
Illinois
$2.48M -$86.9K -1,666 -3%
OC
234
Oppenheimer & Co
New York
$2.42M -$926K -17,762 -27%
BAC
235
Boys Arnold & Co
North Carolina
$2.4M -$44.3K -850 -2%
CB
236
Commerce Bank
Missouri
$2.38M -$135K -2,582 -5%
SWP
237
Stratos Wealth Partners
Ohio
$2.36M -$69.4K -1,332 -3%
NCM
238
Nelson Capital Management
California
$2.36M +$71.9K +1,380 +3%
6M
239
6 Meridian
Kansas
$2.29M -$304K -5,840 -11%
ST
240
Sabal Trust
Florida
$2.29M -$71.6K -1,374 -3%
PP
241
Prudential plc
United Kingdom
$2.27M -$219K -4,200 -9%
Bank of New York Mellon
242
Bank of New York Mellon
New York
$2.2M +$167K +3,196 +8%
AC
243
AFAM Capital
Texas
$2.19M -$1.81M -34,804 -45%
CAN
244
Cetera Advisor Networks
California
$2.17M -$92.2K -1,768 -4%
MIAN
245
Mariner Independent Advisor Network
Kansas
$2.15M +$2.21M +42,452 New
Wolverine Trading
246
Wolverine Trading
Illinois
$2.14M -$969K -18,594 -31%
Creative Planning
247
Creative Planning
Kansas
$2.12M -$44.6K -856 -2%
SWM
248
Segment Wealth Management
Texas
$2.12M -$32.3K -620 -1%
AIP
249
ARS Investment Partners
New York
$2.1M +$114K +2,178 +6%
CCT
250
Chemung Canal Trust
New York
$2.06M -$99.8K -1,914 -4%

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.