XLY icon

Consumer Discretionary Select Sector SPDR Fund

403 hedge funds and large institutions have $7.1B invested in Consumer Discretionary Select Sector SPDR Fund in 2014 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 158 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+84
Holders Change %
+26.33%
% of All Funds
10.76%
Holding in Top 10
45
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+60.71%
% of All Funds
1.2%
New
117
Increased
158
Reduced
89
Closed
29
Calls
$729M
Puts
$330M
Net Calls
+$399M
Net Calls Change
+$390M
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$173K +$173K +2,400 New
FANJ
352
Financial Architects (New Jersey)
New Jersey
$168K +$22K +305 +15%
M
353
MOTCO
Texas
$127K -$56.9K -787 -31%
LWM
354
LBA Wealth Management
Florida
$126K +$55.8K +775 +79%
BRWM
355
B. Riley Wealth Management
Tennessee
$106K +$48.5K +677 +84%
NFG
356
Next Financial Group
Texas
$102K +$14.5K +201 +17%
IPC
357
Independent Portfolio Consultants
Florida
$89K +$35.3K +490 +66%
BPBT
358
Boston Private Bank & Trust
Massachusetts
$88K
RIA
359
Regal Investment Advisors
Michigan
$74K +$3.3K +46 +5%
HRIA
360
Haberer Registered Investment Advisor
Ohio
$72K
IC
361
Intersect Capital
California
$63K +$63K +875 New
WEC
362
Winslow Evans & Crocker
Massachusetts
$60.6K -$990K -13,722 -94%
PG
363
Patten Group
Tennessee
$48K +$48K +670 New
WRM
364
Westport Resources Management
Connecticut
$47K +$73 +1 +0.2%
PMFA
365
Plante Moran Financial Advisors
Michigan
$47K +$2.74K +38 +6%
MAM
366
Meeder Asset Management
Ohio
$46K +$18.5K +257 +67%
CCMW
367
Cypress Capital Management (Wyoming)
Wyoming
$44.4K +$44.4K +615 New
GGPS
368
Gary Goldberg Planning Services
New York
$43K +$7.17K +100 +20%
TCOV
369
Trust Company of Vermont
Vermont
$42K +$5.79K +80 +16%
KPCM
370
Kings Point Capital Management
New York
$40K
CTB
371
Country Trust Bank
Illinois
$39.2K +$32.7K +453 +503%
KT
372
Kanaly Trust
Texas
$38K
Parallax Volatility Advisers
373
Parallax Volatility Advisers
California
$37K -$435K -6,024 -92%
ATC
374
Adirondack Trust Company
New York
$36K
MFBTD
375
MB Financial Bank - Trust Department
Illinois
$33K -$522K -7,260 -94%