We are live on ! Find out more
XLY icon

State Street Consumer Discretionary Select Sector SPDR ETF

689 hedge funds and large institutions have $8.45B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 183 increasing their positions, 273 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 107

3% more funds holding

Funds holding: 669689 (+20)

6.59% less ownership

Funds ownership: 151.43%144.85% (-6.6%)

10% less call options, than puts

Call options by funds: $449M | Put options by funds: $499M

31% less capital invested

Capital invested by funds: $12.3B → $8.45B (-$3.84B)

32% less funds holding in top 10

Funds holding in top 10: 5336 (-17)

33% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 273

Holders
689
Holders Change
+20
Holders Change %
+2.99%
% of All Funds
15.35%
Holding in Top 10
36
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-32.08%
% of All Funds
0.8%
New
135
Increased
183
Reduced
273
Closed
107
Calls
$449M
Puts
$499M
Net Calls
-$50.1M
Net Calls Change
+$115M
Name Holding Trade Value Shares
Change
Change in
Stake
RPG
376
Risk Paradigm Group
Texas
$593K +$68.1K +1,288 +12%
B
377
Bailard
California
$583K +$153K +2,902 +33%
TPWA
378
TRUE Private Wealth Advisors
Oregon
$582K -$35K -662 -5%
BSW
379
Buckingham Strategic Wealth
Missouri
$570K +$14.2K +268 +2%
Comerica Bank
380
Comerica Bank
Texas
$567K -$290K -5,484 -34%
MIM
381
Marco Investment Management
Georgia
$554K -$84.6K -1,600 -13%
ECM
382
Exchange Capital Management
Michigan
$553K -$49.3K -932 -8%
G
383
GenTrust
Florida
$550K +$247K +4,680 +73%
TFF
384
The Family Firm
Maryland
$546K +$846 +16 +0.1%
SFSIG
385
San Francisco Sentry Investment Group
California
$545K -$4.02K -76 -0.7%
VFA
386
Valeo Financial Advisors
Indiana
$531K -$51.7K -978 -8%
MAFM
387
Mid Atlantic Financial Management
Pennsylvania
$529K +$565K +10,682 New
AAS
388
Avantax Advisory Services
Texas
$527K +$564K +10,670 New
OMC
389
Old Mission Capital
Illinois
$525K +$560K +10,600 New
CL
390
Cabana LLC
Arkansas
$521K -$21.3M -402,676 -97%
LA
391
LVW Advisors
New York
$521K -$87K -1,646 -14%
PAI
392
Pittenger & Anderson Inc
Nebraska
$520K
SCC
393
Spring Creek Capital
Kansas
$517K +$2.22K +42 +0.4%
RJT
394
Raymond James Trust
Florida
$517K +$211K +3,990 +62%
IIA
395
IPG Investment Advisors
California
$515K +$58.7K +1,110 +12%
Bank of Nova Scotia
396
Bank of Nova Scotia
Ontario, Canada
$513K -$51.3K -970 -9%
CA
397
Commerzbank Aktiengesellschaft
Germany
$512K +$299K +5,658 +121%
TNB
398
Thomasville National Bank
Georgia
$508K +$106 +2 +0%
BHWM
399
Bay Harbor Wealth Management
Maryland
$507K +$542K +10,244 New
Prudential Financial
400
Prudential Financial
New Jersey
$506K +$51.7K +978 +10%

XLY Hedge Fund Activity: Q4 2018 in Review

689 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2018, worth a combined $8.45B — down 31% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new XLY positions and 107 closed out — a net gain of 28 holders — while 183 added to existing stakes and 273 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was Bank of America, cutting an estimated $541M.

  • 689 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2018, up from 669 in Q3 2018.
  • Funds reported $8.45B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2018, down 31% quarter-over-quarter.
  • 135 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2018 and 107 closed out, a net change of +28 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $61.2M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2018 was Bank of America, an estimated $541M sold.

Based on aggregated 13F filings for Q4 2018.