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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
301
St. Johns Investment Management
Florida
$778K +$37.2K +830 +5%
FEG
302
Financial Enhancement Group
Indiana
$778K +$367K +8,188 +89%
DCM
303
Donaldson Capital Management
Indiana
$766K -$228K -5,084 -23%
ASN
304
Advisory Services Network
Georgia
$756K +$394K +8,790 +109%
NFG
305
Next Financial Group
Texas
$752K +$19.7K +440 +3%
PSUF
306
People's United Financial
Connecticut
$752K +$26.3K +588 +4%
BCFS
307
Butensky & Cohen Financial Security
Florida
$725K +$29K +648 +4%
GEM
308
Global Endowment Management
North Carolina
$717K
FHA
309
First Horizon Advisors
Tennessee
$716K +$172K +3,838 +32%
SFG
310
StrategIQ Financial Group
Indiana
$709K +$63.2K +1,412 +10%
VAM
311
Visionary Asset Management
Texas
$676K +$675K +15,080 New
CPA
312
Capital Planning Advisors
California
$655K -$111K -2,488 -15%
PA
313
Pinnacle Associates
New York
$640K -$224K -5,008 -26%
CA
314
Cornerstone Advisory
Maryland
$627K
SFS
315
Sowell Financial Services
Arkansas
$617K -$226K -5,040 -27%
WEC
316
Winslow Evans & Crocker
Massachusetts
$616K -$59.8K -1,336 -9%
TFF
317
The Family Firm
Maryland
$609K -$48.5K -1,084 -7%
GBT
318
Grove Bank & Trust
Florida
$607K -$212K -4,734 -26%
PA
319
Parallel Advisors
California
$601K -$2.6K -58 -0.4%
P
320
PhaseCapital
New York
$592K -$8.08M -180,400 -93%
BF
321
BOK Financial
Oklahoma
$588K +$96.9K +2,164 +20%
CIC
322
Carnegie Investment Counsel
Ohio
$586K
AG
323
Appleton Group
Wisconsin
$564K +$102K +2,268 +22%
FMC
324
First Merchants Corp
Indiana
$562K -$17K -380 -3%
GRP
325
Global Retirement Partners
California
$561K +$43.8K +978 +8%

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.