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State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$999K -$44.1K -748 -5%
Prudential Financial
352
Prudential Financial
New Jersey
$955K +$465K +7,890 +112%
DBRC
353
D.B. Root & Company
Pennsylvania
$955K +$882K +14,966 New
SW
354
SteelPeak Wealth
California
$953K +$6.84K +116 +0.8%
MSAGDF
355
Moneda SA Administradora General de Fondos
Chile
$953K +$228K +3,870 +35%
CCT
356
Country Club Trust
Missouri
$946K
I
357
IberiaBank
Louisiana
$938K +$2.36K +40 +0.3%
BPA
358
Beacon Pointe Advisors
California
$918K +$849K +14,404 New
SBH
359
Segall Bryant & Hamill
Illinois
$916K +$15.3K +260 +2%
G
360
GenTrust
Florida
$905K -$636K -10,780 -43%
ACM
361
Allred Capital Management
Texas
$905K +$108K +1,838 +15%
KCM
362
Kanawha Capital Management
Virginia
$902K +$4.72K +80 +0.6%
SCA
363
Snowden Capital Advisors
New York
$898K +$158K +2,682 +24%
SWM
364
Stockman Wealth Management
Montana
$895K +$152K +2,572 +22%
QIM
365
Quantitative Investment Management
Virginia
$884K +$817K +13,856 New
SA
366
Strategic Advisors
New York
$883K +$21.6K +366 +3%
Koshinski Asset Management
367
Koshinski Asset Management
Illinois
$883K +$206K +3,490 +34%
IA
368
IFG Advisory
Georgia
$872K -$708 -12 -0.1%
SIGI
369
Susquehanna International Group (Ireland)
Ireland
$862K +$540K +9,166 +212%
GFS
370
GYL Financial Synergies
Connecticut
$854K +$48.9K +830 +7%
PSUF
371
People's United Financial
Connecticut
$852K -$7.08K -120 -0.9%
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$840K +$743K +12,610 +2,102%
EWM
373
EPG Wealth Management
Georgia
$834K -$179K -3,040 -19%
EWM
374
Evercore Wealth Management
New York
$830K -$51.6K -876 -6%
SF
375
Synovus Financial
Georgia
$825K -$898K -15,234 -54%

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.