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State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
276
Altshuler Shaham
Israel
$1.63M -$525K -8,902 -26%
VWM
277
Venturi Wealth Management
Texas
$1.6M +$347K +5,884 +31%
6M
278
6 Meridian
Kansas
$1.6M -$120K -2,034 -8%
NFG
279
Next Financial Group
Texas
$1.58M +$1.1M +18,696 +306%
PC
280
Premise Capital
Illinois
$1.58M +$1.46M +24,750 New
GM
281
GeoWealth Management
Illinois
$1.57M +$1.45M +24,640 New
VFA
282
Valeo Financial Advisors
Indiana
$1.57M +$15.8K +268 +1%
BCFS
283
Butensky & Cohen Financial Security
Florida
$1.54M +$108K +1,832 +8%
AW
284
ACG Wealth
Georgia
$1.53M -$1.9M -32,244 -57%
NA
285
Navellier & Associates
Nevada
$1.52M +$1.41M +23,854 New
COI
286
Connable Office Inc
Michigan
$1.52M +$1.4M +23,792 New
IOOF
287
Independent Order of Foresters
Ontario, Canada
$1.52M +$1.4M +23,780 New
BUB
288
BBVA USA Bancshares
Texas
$1.51M +$1.39M +23,608 New
Squarepoint
289
Squarepoint
New York
$1.5M -$470K -7,972 -25%
MYIA
290
Mount Yale Investment Advisors
Colorado
$1.5M +$102K +1,722 +8%
JIC
291
Johnson Investment Counsel
Ohio
$1.48M +$564K +9,564 +71%
GCMG
292
Gyroscope Capital Management Group
Florida
$1.48M +$75.7K +1,284 +6%
BOM
293
Bank of Marin
California
$1.47M +$4.72K +80 +0.3%
CCMD
294
Cypress Capital Management (Delaware)
Delaware
$1.45M +$38K +644 +3%
CWM
295
Chesapeake Wealth Management
Virginia
$1.43M -$207K -3,514 -14%
TNB
296
TCF National Bank
South Dakota
$1.43M -$203K -3,436 -13%
MAFM
297
Mid Atlantic Financial Management
Pennsylvania
$1.4M -$350K -5,930 -21%
SAM
298
Secure Asset Management
Michigan
$1.4M +$1.29M +21,844 New
RFC
299
Regions Financial Corp
Alabama
$1.38M -$113K -1,920 -8%
BFA
300
Beaumont Financial Advisors
Massachusetts
$1.38M +$1.27M +21,564 New

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.