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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
BA
301
Bristlecone Advisors
Washington
$1.36M
PWAC
302
Private Wealth Advisors (California)
California
$1.35M -$6.72K -114 -0.5%
Cetera Investment Advisers
303
Cetera Investment Advisers
Illinois
$1.31M -$162K -2,752 -12%
CRC
304
Curi RMB Capital
Illinois
$1.31M +$18.3K +310 +2%
DLHL
305
Donald L. Hagan LLC
Florida
$1.31M +$318K +5,390 +36%
PT
306
Plimoth Trust
Massachusetts
$1.31M +$251K +4,262 +26%
AWE
307
Avidian Wealth Enterprises
Texas
$1.29M +$1.2M +20,284 New
DAS
308
Dynamic Advisor Solutions
Arizona
$1.28M -$138K -2,344 -10%
RCP
309
Rothschild Capital Partners
New York
$1.28M -$843K -14,304 -42%
NM
310
NWI Management
New York
$1.28M +$1.18M +20,000 New
SJIM
311
St. Johns Investment Management
Florida
$1.27M +$86.9K +1,474 +8%
Barclays
312
Barclays
United Kingdom
$1.26M -$4.55M -77,140 -80%
FHA
313
First Horizon Advisors
Tennessee
$1.26M -$39.9K -676 -3%
LWM
314
Loveless Wealth Management
Montana
$1.26M +$92.6K +1,570 +9%
VDI
315
Vaughan David Investments
Illinois
$1.26M
VC
316
Veracity Capital
Georgia
$1.25M +$880K +14,920 +322%
HAS
317
HBW Advisory Services
California
$1.23M +$1.14M +19,318 New
CWA
318
Clarus Wealth Advisors
Arizona
$1.22M +$308K +5,226 +39%
AFM
319
Abbot Financial Management
Massachusetts
$1.22M
BAM
320
Belpointe Asset Management
Nevada
$1.22M +$355K +6,018 +46%
RFO
321
RiverGlades Family Offices
Florida
$1.21M +$33K +560 +3%
MIH
322
Meitav Investment House
Israel
$1.2M +$137K +2,330 +14%
CFGS
323
Concourse Financial Group Securities
Alabama
$1.18M -$51.5K -874 -5%
MBT
324
Montecito Bank & Trust
California
$1.18M -$106K -1,794 -9%
FUBT
325
First United Bank & Trust
Maryland
$1.17M -$159K -2,690 -13%

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.