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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
WTC
351
WhitTier Trust Company
Nevada
$459K -$22.4K -500 -5%
VAM
352
Verity Asset Management
North Carolina
$456K +$4.84K +108 +1%
CG
353
Caprock Group
Idaho
$455K +$134K +2,988 +42%
FHA
354
Flagship Harbor Advisors
Massachusetts
$451K +$24.1K +538 +6%
DIA
355
Denver Investment Advisors
Colorado
$438K
UB
356
UMB Bank
Missouri
$436K +$435K +9,718 New
CCM
357
Consolidated Capital Management
California
$432K +$6.18K +138 +1%
JG
358
Jefferies Group
New York
$428K -$432K -9,646 -50%
GT
359
Greenleaf Trust
Michigan
$426K
RPG
360
Risk Paradigm Group
Texas
$425K -$266K -5,930 -38%
JCM
361
Jacobi Capital Management
Pennsylvania
$423K +$341K +7,610 +409%
TH
362
Timber Hill
Connecticut
$417K -$2.28M -50,900 -85%
LSA
363
L & S Advisors
California
$417K +$159K +3,540 +61%
AWA
364
ARS Wealth Advisors
Florida
$416K +$82.7K +1,846 +25%
Jones Financial Companies
365
Jones Financial Companies
Missouri
$410K +$410K +9,158 New
CAM
366
Concorde Asset Management
Michigan
$408K +$407K +9,096 New
SFSIG
367
San Francisco Sentry Investment Group
California
$407K +$7.61K +170 +2%
SCM
368
SOL Capital Management
Maryland
$403K +$34K +760 +9%
PCM
369
Peak Capital Management
Colorado
$398K +$398K +8,888 New
RFC
370
Regions Financial Corp
Alabama
$393K -$29.6K -662 -7%
KIG
371
Kessler Investment Group
Indiana
$392K +$32.6K +728 +9%
IC
372
InterOcean Capital
Illinois
$390K +$87K +1,942 +29%
B
373
Bailard
California
$387K -$5.64K -126 -1%
MFBTD
374
MB Financial Bank - Trust Department
Illinois
$379K
BFM
375
Boothbay Fund Management
New York
$376K +$375K +8,380 New

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.