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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
AI
251
Atria Investments
North Carolina
$2.06M +$133K +2,548 +7%
William Blair & Company
252
William Blair & Company
Illinois
$2.04M -$87.7K -1,682 -4%
FNT
253
First National Trust
Pennsylvania
$2.02M +$280K +5,368 +16%
MBT
254
Montecito Bank & Trust
California
$2M +$447K +8,568 +28%
GT
255
Glenmede Trust
Pennsylvania
$1.97M
BCM
256
Boltwood Capital Management
California
$1.94M -$65.9K -1,264 -3%
FHC
257
First Heartland Consultants
Missouri
$1.93M +$30.2K +580 +2%
Capital Fund Management (CFM)
258
Capital Fund Management (CFM)
France
$1.89M +$1.95M +37,370 New
IA
259
IndexIQ Advisors
New York
$1.89M -$2.16M -41,450 -53%
NB
260
NBT Bank
New York
$1.87M -$33.4K -640 -2%
SB
261
Simmons Bank
Arkansas
$1.86M +$242K +4,644 +14%
SS
262
Simplicity Solutions
Minnesota
$1.86M +$1.43M +27,366 +295%
PFO
263
Pathstone Family Office
New Jersey
$1.84M +$1.9M +36,428 New
MBTD
264
Mechanics Bank - Trust Department
California
$1.84M +$48.7K +934 +3%
ECM
265
Exchange Capital Management
Michigan
$1.84M -$675K -12,938 -26%
WP
266
WealthShield Partners
North Carolina
$1.81M +$1.86M +35,728 New
MAS
267
Madden Advisory Services
Florida
$1.81M -$18.2K -350 -1%
FFSOTS
268
Fiduciary Financial Services of The Southwest
Texas
$1.81M -$12.5K -240 -0.7%
FNBOH
269
First National Bank of Hutchinson
Kansas
$1.76M -$3.34K -64 -0.2%
ISL
270
Ingalls & Snyder LLC
New York
$1.74M +$10.5K +202 +0.6%
HPWM
271
Highland Private Wealth Management
Washington
$1.72M +$1.77M +34,016 New
PAG
272
Private Advisory Group
Washington
$1.72M +$1.77M +34,016 New
CAPTRUST Financial Advisors
273
CAPTRUST Financial Advisors
North Carolina
$1.72M +$335K +6,424 +23%
MAM
274
Marquette Asset Management
Minnesota
$1.66M
CWA
275
Clarus Wealth Advisors
Arizona
$1.6M +$44.7K +858 +3%

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.