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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
EWM
401
Endurance Wealth Management
Rhode Island
$275K +$20.7K +462 +8%
CA
402
Corrado Advisors
New Jersey
$274K +$26.5K +592 +11%
IWA
403
IBEX Wealth Advisors
New Jersey
$272K +$273K +6,104 New
CCMW
404
Cypress Capital Management (Wyoming)
Wyoming
$271K
HTC
405
Haverford Trust Company
Pennsylvania
$269K
SBL
406
Sargent Bickham Lagudis
Colorado
$265K +$40.3K +900 +18%
CFC
407
Coyle Financial Counsel
Illinois
$262K -$17.6K -392 -6%
IIA
408
IPG Investment Advisors
California
$261K -$545K -12,160 -68%
APP
409
Avantax Planning Partners
Iowa
$257K +$43.5K +972 +20%
MWM
410
Merriman Wealth Management
Washington
$255K +$7.61K +170 +3%
HB
411
Homrich & Berg
Georgia
$255K +$255K +5,688 New
VWM
412
Valley Wealth Managers
New Jersey
$253K +$143K +3,204 +131%
CT
413
Cambridge Trust
Massachusetts
$252K -$17.9K -400 -7%
LA
414
Lynch & Associates
Indiana
$251K
CAPTRUST Financial Advisors
415
CAPTRUST Financial Advisors
North Carolina
$249K -$52K -1,160 -17%
KCM
416
Kanawha Capital Management
Virginia
$247K
SIM
417
Sterling Investment Management
Arizona
$246K -$10.9K -244 -4%
RWA
418
River Wealth Advisors
Pennsylvania
$245K
WSCM
419
Wellington Shields Capital Management
New York
$242K
DY
420
Dowling & Yahnke
California
$242K +$242K +5,398 New
BWM
421
BigSur Wealth Management
Florida
$241K
FIM
422
Fernwood Investment Management
Massachusetts
$240K +$4.48K +100 +2%
MMG
423
Monetary Management Group
Missouri
$240K +$62.7K +1,400 +35%
Comerica Bank
424
Comerica Bank
Texas
$238K +$235K +5,252 New
BWA
425
BDO Wealth Advisors
Florida
$237K +$237K +5,294 New

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.