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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
Manulife (Manufacturers Life Insurance)
426
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K -$465K -10,850 -76%
RCG
427
Ruggie Capital Group
Florida
$140K +$137K +3,190 New
SAS
428
Stelac Advisory Services
New York
$132K +$139K +3,242 New
KHLMVGHM
429
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$129K +$78.2K +1,826 +164%
YWP
430
YorkBridge Wealth Partners
New York
$125K -$1.28K -30 -1%
CIM
431
Contravisory Investment Management
Massachusetts
$118K -$98.3K -2,296 -46%
BP
432
Ballentine Partners
Massachusetts
$117K +$105K +2,456 +1,228%
FANJ
433
Financial Architects (New Jersey)
New Jersey
$113K -$45K -1,050 -29%
VWM
434
Valley Wealth Managers
New Jersey
$108K +$62.1K +1,450 +145%
SQA
435
Simon Quick Advisors
New Jersey
$106K
WT
436
Whittier Trust
California
$101K -$742K -17,328 -88%
WAM
437
Wealthspire Advisors (Maryland)
Maryland
$99K -$7.28K -170 -7%
WIM
438
Westside Investment Management
California
$96K -$120K -2,800 -56%
CFA
439
Carroll Financial Associates
North Carolina
$92K +$11.6K +270 +15%
RFWA
440
RPg Family Wealth Advisory
Massachusetts
$90.7K +$72.5K +1,692 +457%
RFA
441
Reilly Financial Advisors
California
$88K +$9.77K +228 +13%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88K +$85.7K +2,000 New
WB
443
Webster Bank
Connecticut
$84K -$14.7K -344 -15%
JCM
444
Jacobi Capital Management
Pennsylvania
$81K +$9.42K +220 +13%
PWM
445
Perigon Wealth Management
California
$79K
AIM
446
Arcadia Investment Management
Michigan
$76K
PMFA
447
Plante Moran Financial Advisors
Michigan
$67K
PG
448
Patten Group
Tennessee
$64K +$1.71K +40 +3%
ZB
449
Zions Bancorporation
Utah
$62K
ANBT
450
American National Bank & Trust
Texas
$59K

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.