We are live on ! Find out more
XLY icon

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
BCFS
326
Butensky & Cohen Financial Security
Florida
$932K -$13.8K -264 -1%
KA
327
Kovack Advisors
Florida
$898K +$139K +2,666 +18%
FHA
328
First Horizon Advisors
Tennessee
$890K +$18.2K +350 +2%
IFWM
329
Institute for Wealth Management
Colorado
$883K +$503K +9,644 +132%
CS
330
Cannell & Spears
New York
$881K
RCAG
331
Rehmann Capital Advisory Group
Michigan
$869K -$317K -6,084 -26%
SJIM
332
St. Johns Investment Management
Florida
$869K +$29.7K +570 +3%
SC
333
Scotia Capital
Ontario, Canada
$863K +$153K +2,944 +21%
VF
334
Virtu Financial
New York
$854K -$9.26M -177,530 -91%
LNC
335
Lincoln National Corp
Pennsylvania
$835K +$644K +12,344 +298%
GP
336
Girard Partners
Pennsylvania
$822K -$75.5K -1,448 -8%
SSWM
337
Smith Salley Wealth Management
North Carolina
$821K -$25.2K -484 -3%
AGA
338
Accuvest Global Advisors
Utah
$816K +$592K +11,364 +240%
I
339
IberiaBank
Louisiana
$815K
GEM
340
Global Endowment Management
North Carolina
$810K
CIC
341
Carnegie Investment Counsel
Ohio
$793K +$58.9K +1,130 +8%
WEC
342
Winslow Evans & Crocker
Massachusetts
$774K +$289K +5,544 +57%
BAM
343
Belpointe Asset Management
Nevada
$772K -$16.3K -312 -2%
PPA
344
Parametric Portfolio Associates
Washington
$760K +$35.6K +682 +5%
SCA
345
Snowden Capital Advisors
New York
$747K +$59.8K +1,148 +8%
BRF
346
B. Riley Financial
California
$729K +$180K +3,460 +32%
MA
347
MUFG Americas
New York
$710K -$207K -3,968 -22%
DCM
348
Donaldson Capital Management
Indiana
$705K -$39K -748 -5%
AIM
349
Advantage Investment Management
Iowa
$702K -$35.8K -686 -5%
IA
350
IFG Advisory
Georgia
$700K +$20.3K +390 +3%

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.