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State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
Cresset Asset Management
Illinois
$825K -$50K -848 -6%
SFP
377
Shepherd Financial Partners
Massachusetts
$823K -$90.3K -1,532 -11%
FT
378
Fiduciary Trust
Massachusetts
$823K +$157K +2,662 +26%
IFWM
379
Institute for Wealth Management
Colorado
$815K +$42.7K +724 +6%
Thrivent Financial for Lutherans
380
Thrivent Financial for Lutherans
Minnesota
$804K
FAIM
381
Financial Advocates Investment Management
Washington
$797K +$44K +746 +6%
ACS
382
Archford Capital Strategies
Illinois
$792K -$2.35M -39,862 -76%
Nomura Asset Management
383
Nomura Asset Management
Japan
$779K +$719K +12,200 New
MAS
384
Madden Advisory Services
Florida
$774K -$78.1K -1,324 -10%
SFSIG
385
San Francisco Sentry Investment Group
California
$772K +$130K +2,202 +22%
RCAG
386
Rehmann Capital Advisory Group
Michigan
$770K -$30.2K -512 -4%
GSWM
387
Golden State Wealth Management
California
$769K -$180K -3,050 -20%
TWM
388
Titus Wealth Management
California
$766K -$8.84K -150 -1%
CC
389
Chanos & Company
New York
$762K
WTC
390
WhitTier Trust Company
Nevada
$759K -$23.1K -392 -3%
GIM
391
Grassi Investment Management
California
$758K +$700K +11,870 New
LA
392
LVW Advisors
New York
$750K -$120K -2,040 -15%
NA
393
NewEdge Advisors
Louisiana
$750K -$107K -1,818 -13%
LBD
394
Landsberg Bennett & Dubbaneh
Florida
$745K -$500K -8,478 -42%
CAC
395
Certified Advisory Corp
Florida
$745K +$153K +2,588 +29%
DWT
396
Dorsey & Whitney Trust
South Dakota
$744K +$11.7K +198 +2%
LG
397
Leuthold Group
Minnesota
$743K +$100K +1,704 +17%
CCM
398
Chilton Capital Management
Texas
$730K -$14.4K -244 -2%
CNBT
399
Cornerstone National Bank & Trust
Illinois
$730K -$45.6K -774 -6%
KWM
400
Kingsview Wealth Management
Oregon
$726K -$26.3K -446 -4%

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.