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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
351
Hobart Private Capital
North Carolina
$694K +$204K +3,920 +40%
AWM
352
AE Wealth Management
Kansas
$690K -$264K -5,066 -27%
AG
353
Appleton Group
Wisconsin
$690K +$30.6K +586 +4%
CCM
354
Consolidated Capital Management
California
$688K +$158K +3,022 +29%
ACA
355
Atlas Capital Advisors
Wyoming
$687K +$707K +13,556 New
Comerica Bank
356
Comerica Bank
Texas
$685K +$473K +9,068 +221%
CAM
357
Concorde Asset Management
Michigan
$683K +$701K +13,444 New
PAS
358
Park Avenue Securities
New York
$682K +$722K +13,858 New
LCM
359
Lucas Capital Management
New Jersey
$681K +$58.4K +1,120 +9%
VAM
360
Visionary Asset Management
Texas
$679K -$13K -250 -2%
GT
361
Greenleaf Trust
Michigan
$679K
TFF
362
The Family Firm
Maryland
$677K -$13.9K -266 -2%
HNB
363
Huntington National Bank
Ohio
$673K -$82.5K -1,582 -11%
FPS
364
Fieldpoint Private Securities
Connecticut
$669K -$13.6K -260 -2%
SGCA
365
Steel Grove Capital Advisors
Tennessee
$664K -$2.5M -47,876 -78%
FWCM
366
Ferguson Wellman Capital Management
Oregon
$664K -$340K -6,522 -33%
IC
367
InterOcean Capital
Illinois
$664K +$683K +13,108 New
SF
368
Synovus Financial
Georgia
$662K -$10.3K -198 -1%
FB
369
Fulton Bank
Pennsylvania
$637K +$656K +12,574 New
PA
370
Parallel Advisors
California
$630K +$41.6K +798 +7%
CAS
371
Cue Advisory Services
Arizona
$621K +$639K +12,258 New
JT
372
Jump Trading
Illinois
$614K -$7.58M -145,394 -92%
SFSIG
373
San Francisco Sentry Investment Group
California
$611K +$34.9K +670 +6%
SG
374
StoneX Group
New York
$611K +$41.4K +794 +7%
LFM
375
Lumina Fund Management
New York
$608K

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.