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State Street Consumer Discretionary Select Sector SPDR ETF

403 hedge funds and large institutions have $7.1B invested in State Street Consumer Discretionary Select Sector SPDR ETF 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

303% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 29

121% more call options, than puts

Call options by funds: $729M | Put options by funds: $330M

78% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 89

61% more funds holding in top 10

Funds holding in top 10: 2845 (+17)

26% more funds holding

Funds holding: 319403 (+84)

21% more capital invested

Capital invested by funds: $5.87B → $7.1B (+$1.23B)

0.41% less ownership

Funds ownership: 175.43%175.01% (-0.41%)

Holders
403
Holders Change
+84
Holders Change %
+26.33%
% of All Funds
10.75%
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
Change in
Stake
SFWA
351
Summit Financial Wealth Advisors
Louisiana
$173K +$165K +4,800 New
FANJ
352
Financial Architects (New Jersey)
New Jersey
$168K +$20.9K +610 +15%
M
353
MOTCO
Texas
$127K -$54K -1,574 -31%
LWM
354
LBA Wealth Management
Florida
$126K +$53.1K +1,550 +79%
BRWM
355
B. Riley Wealth Management
Tennessee
$106K +$46.4K +1,354 +84%
NFG
356
Next Financial Group
Texas
$102K +$13.8K +402 +17%
IPC
357
Independent Portfolio Consultants
Florida
$89K +$33.6K +980 +66%
BPBT
358
Boston Private Bank & Trust
Massachusetts
$88K
RIA
359
Regal Investment Advisors
Michigan
$74K +$3.15K +92 +5%
HRIA
360
Haberer Registered Investment Advisor
Ohio
$72K
IC
361
Intersect Capital
California
$63K +$60K +1,750 New
WEC
362
Winslow Evans & Crocker
Massachusetts
$60.6K -$941K -27,444 -94%
PG
363
Patten Group
Tennessee
$48K +$45.9K +1,340 New
WRM
364
Westport Resources Management
Connecticut
$47K +$69 +2 +0.2%
PMFA
365
Plante Moran Financial Advisors
Michigan
$47K +$2.61K +76 +6%
MAM
366
Meeder Asset Management
Ohio
$46K +$17.6K +514 +67%
CCMW
367
Cypress Capital Management (Wyoming)
Wyoming
$44.4K +$42.2K +1,230 New
GGPS
368
Gary Goldberg Planning Services
New York
$43K +$6.86K +200 +20%
TCOV
369
Trust Company of Vermont
Vermont
$42K +$5.49K +160 +16%
KPCM
370
Kings Point Capital Management
New York
$40K
CTB
371
Country Trust Bank
Illinois
$39.2K +$31.1K +906 +503%
KT
372
Kanaly Trust
Texas
$38K
Parallax Volatility Advisers
373
Parallax Volatility Advisers
California
$37K -$413K -12,048 -92%
ATC
374
Adirondack Trust Company
New York
$36K
MFBTD
375
MB Financial Bank - Trust Department
Illinois
$33K -$498K -14,520 -94%

XLY Hedge Fund Activity: Q4 2014 in Review

403 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2014, worth a combined $7.1B — up 21% from $5.87B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new XLY positions and 29 closed out — a net gain of 88 holders — while 158 added to existing stakes and 89 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $156M. The largest seller was Ameriprise, cutting an estimated $380M.

  • 403 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2014, up from 319 in Q3 2014.
  • Funds reported $7.1B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2014, up 21% quarter-over-quarter.
  • 117 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2014 and 29 closed out, a net change of +88 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2014 was Ameriprise, an estimated $380M sold.

Based on aggregated 13F filings for Q4 2014.