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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
TFA
276
Transamerica Financial Advisors
Florida
$1.57M -$241K -4,620 -13%
WVP
277
Worth Venture Partners
New Jersey
$1.56M -$34.6K -664 -2%
ZIG
278
Zurich Insurance Group
Switzerland
$1.54M +$70.5K +1,352 +5%
CWM
279
Chesapeake Wealth Management
Virginia
$1.53M +$1.57M +30,144 New
NC
280
NewSquare Capital
Pennsylvania
$1.52M +$64.2K +1,232 +4%
TCM
281
Telos Capital Management
California
$1.5M -$31.4K -602 -2%
MCP
282
Mirador Capital Partners
California
$1.48M +$39.3K +754 +3%
Capstone Investment Advisors
283
Capstone Investment Advisors
New York
$1.46M -$2.21M -42,356 -59%
APA
284
American Portfolios Advisors
New York
$1.46M +$161K +3,088 +12%
BSB
285
Bangor Savings Bank
Maine
$1.45M -$61.7K -1,184 -4%
LCM
286
Lee Capital Management
New York
$1.44M
WCM
287
Windsor Capital Management
Arizona
$1.39M -$325K -6,232 -19%
CCM
288
Cribstone Capital Management
Maine
$1.37M +$1.41M +27,054 New
GCMG
289
Gyroscope Capital Management Group
Florida
$1.37M +$235K +4,504 +20%
MYIA
290
Mount Yale Investment Advisors
Colorado
$1.36M +$1.4M +26,914 New
JIC
291
Johnson Investment Counsel
Ohio
$1.33M +$56.3K +1,080 +4%
AF
292
Arrow Financial
New York
$1.32M -$10.7K -206 -0.8%
CB
293
Chemical Bank
Michigan
$1.29M +$117K +2,236 +10%
CGH
294
Crossmark Global Holdings
Texas
$1.28M -$33.8K -648 -3%
M&T Bank
295
M&T Bank
New York
$1.27M -$652K -12,500 -33%
TCOO
296
Trust Company of Oklahoma
Oklahoma
$1.25M +$206K +3,952 +19%
OC
297
Oakworth Capital
Alabama
$1.25M
RFO
298
RiverGlades Family Offices
Florida
$1.25M -$44K -844 -3%
ASN
299
Advisory Services Network
Georgia
$1.24M +$12.2K +234 +1%
FCFC
300
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$686K +13,160 +120%

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.