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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
IFB
351
iAB Financial Bank
Indiana
$383K +$373K +8,710 New
GIM
352
Goelzer Investment Management
Indiana
$374K -$13.8K -322 -4%
MFBTD
353
MB Financial Bank - Trust Department
Illinois
$372K -$1.2K -28 -0.3%
UR
354
USCA RIA
Texas
$369K -$4.45K -104 -1%
UCFA
355
United Capital Financial Advisors
Texas
$366K -$9.34K -218 -3%
Verition Fund Management
356
Verition Fund Management
Connecticut
$365K +$356K +8,310 New
SCM
357
SOL Capital Management
Maryland
$362K -$23.6K -550 -6%
SA
358
Strategic Advisors
New York
$356K +$21.2K +494 +6%
Koshinski Asset Management
359
Koshinski Asset Management
Illinois
$356K +$69.8K +1,630 +25%
ASN
360
Advisory Services Network
Georgia
$355K +$346K +8,082 New
AFP
361
Ausdal Financial Partners
Iowa
$354K -$4.8K -112 -1%
KIG
362
Kessler Investment Group
Indiana
$353K -$9.42K -220 -3%
HCM
363
Hollencrest Capital Management
California
$346K -$53.7K -1,254 -14%
HCIA
364
Hochman Cole Investment Advisors
Illinois
$341K -$15K -350 -4%
DSAM
365
Dock Street Asset Management
Florida
$341K +$15.6K +364 +5%
RCA
366
Rowland Carmichael Advisors
Arizona
$339K -$206K -4,806 -38%
SLF
367
Sun Life Financial
Ontario, Canada
$336K +$186K +4,344 +8%
PFO
368
Pathstone Family Office
New Jersey
$336K
MCM
369
Manchester Capital Management
Vermont
$334K
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$333K -$8.74K -204 -3%
IWMPD
371
Integrated Wealth Management (Palm Desert)
California
$330K +$17.3K +404 +6%
AWA
372
ARS Wealth Advisors
Florida
$327K +$318K +7,430 New
Franklin Resources
373
Franklin Resources
California
$326K
Cetera Investment Advisers
374
Cetera Investment Advisers
Illinois
$325K +$20.3K +474 +7%
CG
375
Caprock Group
Idaho
$315K

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.