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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
PWSG
326
Pacific Wealth Strategies Group
California
$1.15M +$5.66K +96 +0.5%
LNC
327
Lincoln National Corp
Pennsylvania
$1.15M +$53.4K +906 +5%
TPWA
328
TRUE Private Wealth Advisors
Oregon
$1.14M +$545K +9,246 +107%
CG
329
Caprock Group
Idaho
$1.13M +$1.04M +17,704 New
BO
330
BRR OpCo
Ohio
$1.12M +$281K +4,760 +37%
AF
331
Arrow Financial
New York
$1.11M -$5.66K -96 -0.5%
FNT
332
First National Trust
Pennsylvania
$1.1M -$214K -3,622 -17%
FIM
333
Freedom Investment Management
Connecticut
$1.1M +$451K +7,646 +80%
OQC
334
Optimum Quantvest Corp
Connecticut
$1.1M -$387K -6,556 -28%
FAM
335
Fenimore Asset Management
New York
$1.09M -$25.4K -430 -2%
M&T Bank
336
M&T Bank
New York
$1.09M +$130K +2,212 +15%
CAL
337
Capital Advisors Ltd
Ohio
$1.09M
NFG
338
Nations Financial Group
Iowa
$1.09M +$42.7K +724 +4%
CCM
339
Consolidated Capital Management
California
$1.07M +$23.5K +398 +2%
IMOV
340
Investment Management of Virginia
Virginia
$1.07M +$103K +1,746 +12%
KA
341
Kovack Advisors
Florida
$1.06M -$90.1K -1,528 -8%
SC
342
Scotia Capital
Ontario, Canada
$1.06M -$68.3K -1,158 -7%
AGA
343
Accuvest Global Advisors
Utah
$1.05M -$36.7K -622 -4%
OL
344
Optas LLC
Texas
$1.05M -$424K -7,194 -31%
PAS
345
Park Avenue Securities
New York
$1.03M +$134K +2,280 +16%
PA
346
Parallel Advisors
California
$1.03M +$708 +12 +0.1%
FSA
347
Financial Sense Advisors
California
$1.03M -$280K -4,750 -23%
FPS
348
Fieldpoint Private Securities
Connecticut
$1.03M +$35.4K +600 +4%
American Century Companies
349
American Century Companies
Missouri
$1.03M +$948K +16,076 New
State Street
350
State Street
Massachusetts
$1.01M -$187K -3,180 -17%

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.