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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
FCAG
376
First Capital Advisors Group
New Jersey
$310K +$302K +7,040 New
CIM
377
Cetera Investment Management
California
$304K -$365K -8,530 -55%
BRF
378
B. Riley Financial
California
$303K
IC
379
InterOcean Capital
Illinois
$298K +$47K +1,098 +19%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$295K +$182K +4,240 +171%
JFA
381
JNBA Financial Advisors
Minnesota
$289K -$103K -2,400 -27%
CFC
382
Coyle Financial Counsel
Illinois
$275K -$3.34K -78 -1%
JIC
383
Joel Isaacson & Co
New York
$271K +$6.08K +142 +2%
RJT
384
Raymond James Trust
Florida
$270K -$942 -22 -0.4%
CCMW
385
Cypress Capital Management (Wyoming)
Wyoming
$266K -$133K -3,100 -34%
CT
386
Cambridge Trust
Massachusetts
$265K -$27.8K -650 -10%
HTC
387
Haverford Trust Company
Pennsylvania
$264K -$45.1K -1,054 -15%
LSA
388
L & S Advisors
California
$254K +$247K +5,774 New
WI
389
WrapManager Inc
California
$253K -$132K -3,076 -35%
SIM
390
Sterling Investment Management
Arizona
$252K +$246K +5,736 New
EWM
391
Endurance Wealth Management
Rhode Island
$250K +$4.8K +112 +2%
PPA
392
Parametric Portfolio Associates
Washington
$249K +$242K +5,658 New
VKH
393
Virtu KCG Holdings
New York
$247K -$30.2K -706 -11%
LA
394
Lynch & Associates
Indiana
$246K
CA
395
Corrado Advisors
New Jersey
$243K +$24.8K +580 +12%
MWM
396
Merriman Wealth Management
Washington
$243K +$237K +5,522 New
KCM
397
Kanawha Capital Management
Virginia
$242K -$3K -70 -1%
RWA
398
River Wealth Advisors
Pennsylvania
$241K +$234K +5,472 New
BWM
399
BigSur Wealth Management
Florida
$240K +$226K +5,280 New
DBIA
400
Dumont & Blake Investment Advisors
New Jersey
$238K

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.