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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$698K +$233K +4,402 +53%
WTC
377
WhitTier Trust Company
Nevada
$696K +$113K +2,140 +20%
FB
378
Fulton Bank
Pennsylvania
$694K +$6.24K +118 +0.9%
SF
379
Synovus Financial
Georgia
$682K -$31.6K -598 -5%
PA
380
Parallel Advisors
California
$679K
KA
381
Kovack Advisors
Florida
$675K -$285K -5,386 -30%
JCM
382
Jacobi Capital Management
Pennsylvania
$673K +$19.9K +376 +3%
WI
383
WrapManager Inc
California
$669K +$66.7K +1,262 +11%
MHS
384
M Holdings Securities
Oregon
$665K -$344K -6,508 -35%
CC
385
Chanos & Company
New York
$659K +$637K +12,062 New
LFM
386
Lumina Fund Management
New York
$656K
FSA
387
Financial Sense Advisors
California
$642K +$290K +5,490 +88%
CAS
388
Cue Advisory Services
Arizona
$626K -$42.3K -800 -7%
SFSIG
389
San Francisco Sentry Investment Group
California
$626K -$31.6K -598 -5%
VFA
390
Valeo Financial Advisors
Indiana
$624K +$172K +3,250 +41%
WCM
391
Weatherstone Capital Management
Colorado
$623K +$104K +1,974 +21%
DG
392
Delek Group
Israel
$621K +$157K +2,970 +35%
BSW
393
Buckingham Strategic Wealth
Missouri
$615K
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$610K +$72.8K +1,378 +14%
HNB
395
Huntington National Bank
Ohio
$600K -$123K -2,320 -17%
SG
396
StoneX Group
New York
$600K -$57.3K -1,084 -9%
AFP
397
Ausdal Financial Partners
Iowa
$595K +$122K +2,302 +27%
TPWA
398
TRUE Private Wealth Advisors
Oregon
$590K +$570K +10,796 New
MA
399
Mutual Advisors
Nebraska
$589K +$33.1K +626 +6%
FAIM
400
Financial Advocates Investment Management
Washington
$588K +$49.1K +930 +9%

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.