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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
SCP
301
Syntal Capital Partners
Texas
$1.19M -$225K -4,318 -16%
OIA
302
OneDigital Investment Advisors
Kansas
$1.19M -$93.3K -1,790 -7%
FUBT
303
First United Bank & Trust
Maryland
$1.19M +$81.2K +1,558 +7%
CCMD
304
Cypress Capital Management (Delaware)
Delaware
$1.16M -$84.9K -1,628 -7%
USGIU
305
U.S. Global Investors (USGI)
Texas
$1.13M +$521K +10,000 +81%
MCM
306
MV Capital Management
Maryland
$1.13M -$11.2K -214 -1%
CCM
307
Chilton Capital Management
Texas
$1.11M -$138K -2,654 -11%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$30.7K +588 +3%
DADC
309
D.A. Davidson & Co
Montana
$1.1M +$198K +3,796 +21%
LJAC
310
L.J. Altfest & Co
New York
$1.09M -$725K -13,912 -39%
KTM
311
Keeler Thomas Management
Utah
$1.06M -$104K -2,000 -7%
CPP
312
Crow Point Partners
Massachusetts
$1.05M +$1.08M +20,660 New
BRWA
313
B. Riley Wealth Advisors
Florida
$1.03M -$421K -8,076 -28%
PT
314
Plimoth Trust
Massachusetts
$1.03M -$71K -1,362 -6%
VDI
315
Vaughan David Investments
Illinois
$1.03M -$45.4K -870 -4%
BCA
316
Bray Capital Advisors
Florida
$1.02M +$72K +1,382 +7%
SFS
317
Sowell Financial Services
Arkansas
$1.02M +$313K +6,010 +44%
PSUF
318
People's United Financial
Connecticut
$1.02M +$138K +2,640 +15%
BA
319
Bristlecone Advisors
Washington
$1.01M
DBRC
320
D.B. Root & Company
Pennsylvania
$1.01M +$1.04M +19,902 New
PBT
321
Pictet Bank & Trust
Bahamas
$972K
MHS
322
M Holdings Securities
Oregon
$945K -$28.9K -554 -3%
CCT
323
Country Club Trust
Missouri
$944K -$115K -2,202 -11%
PWAP
324
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$937K +$417 +8 +0%
IWM
325
IHT Wealth Management
Illinois
$934K +$137K +2,632 +16%

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.