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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
WSCM
401
Wellington Shields Capital Management
New York
$237K -$68.5K -1,600 -23%
MSAM
402
Moloney Securities Asset Management
Missouri
$232K +$226K +5,282 New
FIM
403
Fernwood Investment Management
Massachusetts
$231K
Luther King Capital Management (LKCM)
404
Luther King Capital Management (LKCM)
Texas
$229K -$64.2K -1,500 -22%
TD Asset Management
405
TD Asset Management
Ontario, Canada
$227K -$69.6K -1,624 -24%
AP
406
Advisor Partners
California
$226K
SBL
407
Sargent Bickham Lagudis
Colorado
$220K
PAM
408
Peak Asset Management
Colorado
$219K
BL
409
BFSG LLC
California
$219K +$213K +4,982 New
AIA
410
Allegis Investment Advisors
Idaho
$216K -$26.6K -622 -11%
OIA
411
Optimum Investment Advisors
Illinois
$211K +$206K +4,800 New
NFG
412
Nations Financial Group
Iowa
$210K -$22K -514 -10%
RIA
413
Regal Investment Advisors
Michigan
$210K +$205K +4,776 New
APP
414
Avantax Planning Partners
Iowa
$209K +$204K +4,754 New
MFW
415
Meristem Family Wealth
Minnesota
$207K +$201K +4,704 New
SYBT
416
Stock Yards Bank & Trust
Kentucky
$205K +$200K +4,668 New
FSA
417
Financial Sense Advisors
California
$204K -$122K -2,844 -38%
CTC
418
Central Trust Company
Missouri
$199K +$16.3K +380 +9%
LWM
419
LBA Wealth Management
Florida
$198K -$37.4K -874 -16%
EWM
420
Evercore Wealth Management
New York
$194K -$11.1K -260 -6%
CHC
421
City Holding Co
West Virginia
$188K +$31.4K +734 +21%
Schroder Investment Management Group
422
Schroder Investment Management Group
United Kingdom
$179K +$174K +4,066 New
MMG
423
Monetary Management Group
Missouri
$174K +$29.6K +690 +21%
HDIM
424
Hanson & Doremus Investment Management
Vermont
$162K
M
425
MOTCO
Texas
$156K

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.