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State Street Consumer Discretionary Select Sector SPDR ETF

937 hedge funds and large institutions have $13.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 314 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $893M

18% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 314

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$191M)

4% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 101

2% less funds holding

Funds holding: 952937 (-15)

4.92% less ownership

Funds ownership: 147.66%142.74% (-4.9%)

18% less funds holding in top 10

Funds holding in top 10: 6553 (-12)

Holders
937
Holders Change
-15
Holders Change %
-1.58%
% of All Funds
16.45%
Holding in Top 10
53
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-18.46%
% of All Funds
0.93%
New
97
Increased
371
Reduced
314
Closed
101
Calls
$1.3B
Puts
$893M
Net Calls
+$410M
Net Calls Change
+$634M
Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
351
International Assets Investment Management
Florida
$1.53M +$780K +9,374 +98%
PWAC
352
Private Wealth Advisors (California)
California
$1.52M -$221K -2,658 -13%
MBT
353
Montecito Bank & Trust
California
$1.52M -$4.99K -60 -0.3%
NFG
354
Next Financial Group
Texas
$1.5M +$1.02M +12,256 +219%
VFA
355
Valeo Financial Advisors
Indiana
$1.48M -$3.66K -44 -0.2%
NW
356
NewEdge Wealth
Pennsylvania
$1.48M +$1.22M +14,646 +494%
FHA
357
First Horizon Advisors
Tennessee
$1.45M -$210K -2,524 -13%
KA
358
Kovack Advisors
Florida
$1.45M -$5.16K -62 -0.4%
LG
359
Leuthold Group
Minnesota
$1.44M +$38.8K +466 +3%
IMOV
360
Investment Management of Virginia
Virginia
$1.44M +$84K +1,010 +6%
FWCM
361
Ferguson Wellman Capital Management
Oregon
$1.42M -$11.9M -142,862 -89%
CFSG
362
Clark Financial Services Group
Missouri
$1.41M +$1.4M +16,794 New
SFSIG
363
San Francisco Sentry Investment Group
California
$1.4M +$79K +950 +6%
AWM
364
Avior Wealth Management
Nebraska
$1.39M +$1.23M +14,778 +843%
AF
365
Arrow Financial
New York
$1.38M
VFA
366
Voya Financial Advisors
Connecticut
$1.38M +$93.3K +1,122 +7%
Bank Julius Baer & Co
367
Bank Julius Baer & Co
Switzerland
$1.38M +$107K +1,284 +8%
BPGAM
368
BTG Pactual Global Asset Management
Bermuda
$1.38M +$1.36M +16,380 New
HWA
369
Heartwood Wealth Advisors
Virginia
$1.37M -$1.72M -20,626 -56%
FHC
370
First Horizon Corporation
Tennessee
$1.37M +$113K +1,354 +9%
FNT
371
First National Trust
Pennsylvania
$1.36M -$36.9K -444 -3%
RJT
372
Raymond James Trust
Florida
$1.36M +$117K +1,402 +9%
CW
373
CreativeOne Wealth
Kansas
$1.36M -$316K -3,800 -19%
CCT
374
Country Club Trust
Missouri
$1.36M -$19.1K -230 -1%
FPS
375
Fieldpoint Private Securities
Connecticut
$1.35M

XLY Hedge Fund Activity: Q1 2021 in Review

937 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2021, worth a combined $13.7B — up 1.4% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLY and 97 opened new positions — a net loss of 4 holders — while 314 trimmed existing stakes and 371 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $286M. The largest seller was Parallax Volatility Advisers, cutting an estimated $164M.

  • 937 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2021, down from 952 in Q4 2020.
  • Funds reported $13.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 97 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -4 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2021 was Ontario Teachers' Pension Plan Board, an estimated $286M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2021 was Parallax Volatility Advisers, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.