We are live on ! Find out more
XLY icon

State Street Consumer Discretionary Select Sector SPDR ETF

511 hedge funds and large institutions have $8.15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $7.41B → $8.15B (+$741M)

1% more funds holding

Funds holding: 506511 (+5)

1.82% less ownership

Funds ownership: 137.21%135.4% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

14% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 198

64% less call options, than puts

Call options by funds: $350M | Put options by funds: $966M

Holders
511
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
12.72%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.9%
New
72
Increased
170
Reduced
198
Closed
62
Calls
$350M
Puts
$966M
Net Calls
-$616M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
326
BOK Financial
Oklahoma
$483K -$2.74K -64 -0.6%
I
327
IberiaBank
Louisiana
$480K -$115K -2,674 -20%
VFA
328
Virtus Fund Advisers
Connecticut
$477K -$25.7K -600 -5%
WTC
329
WhitTier Trust Company
Nevada
$473K -$86.5K -2,020 -16%
DADC
330
D.A. Davidson & Co
Montana
$457K -$666K -15,550 -60%
AG
331
Appleton Group
Wisconsin
$453K +$190K +4,434 +75%
TNB
332
Thomasville National Bank
Georgia
$446K +$434K +10,144 New
VAM
333
Verity Asset Management
North Carolina
$443K +$431K +10,066 New
FMBTD
334
First Midwest Bank Trust Division
Illinois
$438K -$64.2K -1,500 -13%
SBIA
335
Sheaff Brock Investment Advisors
Indiana
$432K +$45.2K +1,056 +12%
DIA
336
Denver Investment Advisors
Colorado
$430K -$3.34K -78 -0.8%
FA
337
FDx Advisors
Illinois
$425K -$574K -13,406 -58%
GT
338
Greenleaf Trust
Michigan
$418K
CCM
339
Consolidated Capital Management
California
$418K +$407K +9,500 New
FHA
340
Flagship Harbor Advisors
Massachusetts
$416K +$2.23K +52 +0.5%
RFC
341
Regions Financial Corp
Alabama
$415K +$9.51K +222 +2%
KWM
342
Kingsview Wealth Management
Oregon
$411K +$400K +9,346 New
DAS
343
Dynamic Advisor Solutions
Arizona
$407K -$73K -1,704 -16%
AI
344
Atria Investments
North Carolina
$404K +$393K +9,176 New
FEG
345
Financial Enhancement Group
Indiana
$403K -$422K -9,846 -52%
CLOS
346
Compagnie Lombard Odier SCmA
Switzerland
$402K -$182K -4,250 -32%
CL
347
Choreo LLC
Illinois
$397K +$386K +9,018 New
SFSIG
348
San Francisco Sentry Investment Group
California
$391K +$17.1K +400 +5%
B
349
Bailard
California
$385K
FA
350
FMA Advisory
Pennsylvania
$384K +$374K +8,738 New

XLY Hedge Fund Activity: Q1 2017 in Review

511 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2017, worth a combined $8.15B — up 10% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 62 closed out — a net gain of 10 holders — while 170 added to existing stakes and 198 trimmed.

The largest buyer was Barclays, adding an estimated $1.04B. The largest seller was Bank of America, cutting an estimated $294M.

  • 511 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2017, up from 506 in Q4 2016.
  • Funds reported $8.15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2017 and 62 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $1.04B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2017.