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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
DAS
376
Dynamic Advisor Solutions
Arizona
$364K -$50.7K -1,132 -12%
SA
377
Strategic Advisors
New York
$364K +$717 +16 +0.2%
FCAG
378
First Capital Advisors Group
New Jersey
$359K +$43.1K +962 +14%
Cetera Investment Advisers
379
Cetera Investment Advisers
Illinois
$354K +$23.3K +520 +7%
HCM
380
Hollencrest Capital Management
California
$353K
DCM
381
Dimension Capital Management
Florida
$353K +$353K +7,884 New
HCIA
382
Hochman Cole Investment Advisors
Illinois
$347K
GIM
383
Goelzer Investment Management
Indiana
$344K -$37.9K -846 -10%
Franklin Resources
384
Franklin Resources
California
$333K
SC
385
Scotia Capital
Ontario, Canada
$329K -$887K -19,804 -73%
CWM
386
Concert Wealth Management
California
$323K -$231K -5,158 -42%
RJT
387
Raymond James Trust
Florida
$323K +$47.9K +1,070 +17%
WSTAM
388
Wilbanks Smith & Thomas Asset Management
Virginia
$322K +$322K +7,190 New
FTS
389
Fifth Third Securities
Ohio
$317K -$272K -6,068 -46%
BRF
390
B. Riley Financial
California
$308K
NFG
391
Nations Financial Group
Iowa
$305K +$90.4K +2,018 +42%
MCM
392
Manchester Capital Management
Vermont
$300K -$40.3K -900 -12%
FMBTD
393
First Midwest Bank Trust Division
Illinois
$299K -$148K -3,300 -33%
DSAM
394
Dock Street Asset Management
Florida
$298K -$49.3K -1,100 -14%
MPWT
395
MassMutual Private Wealth & Trust
Connecticut
$296K -$42.8K -956 -13%
JFA
396
JNBA Financial Advisors
Minnesota
$295K
WI
397
WrapManager Inc
California
$285K +$26.9K +600 +10%
FIM
398
Freedom Investment Management
Connecticut
$284K -$3.83M -85,444 -93%
SMG
399
Spectrum Management Group
Indiana
$281K +$281K +6,270 New
JIC
400
Joel Isaacson & Co
New York
$276K

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.