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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
AIA
426
Allegis Investment Advisors
Idaho
$235K +$15.3K +342 +7%
Luther King Capital Management (LKCM)
427
Luther King Capital Management (LKCM)
Texas
$233K
Chevy Chase Trust
428
Chevy Chase Trust
Maryland
$233K +$233K +5,200 New
MCM
429
MV Capital Management
Maryland
$232K -$738K -16,470 -76%
MC
430
Montag & Caldwell
Georgia
$232K +$232K +5,170 New
AGM
431
Alpine Global Management
New York
$231K +$231K +5,154 New
AGU
432
Alpine Group USVI
U.S. Virgin Islands
$231K +$231K +5,154 New
AP
433
Advisor Partners
California
$230K
DBIA
434
Dumont & Blake Investment Advisors
New Jersey
$229K -$13.4K -300 -6%
TD Asset Management
435
TD Asset Management
Ontario, Canada
$229K -$1.79K -40 -0.8%
PCM
436
Prelude Capital Management
New York
$227K -$566K -12,642 -71%
PAM
437
Peak Asset Management
Colorado
$223K
FSA
438
Financial Sense Advisors
California
$220K +$12.1K +270 +6%
FANJ
439
Financial Architects (New Jersey)
New Jersey
$218K +$102K +2,288 +89%
MSAM
440
Moloney Securities Asset Management
Missouri
$217K -$19.4K -434 -8%
OIA
441
Optimum Investment Advisors
Illinois
$215K
MFW
442
Meristem Family Wealth
Minnesota
$211K
SYBT
443
Stock Yards Bank & Trust
Kentucky
$209K
State Street
444
State Street
Massachusetts
$208K +$208K +4,636 New
BL
445
BFSG LLC
California
$204K -$18.8K -420 -8%
WSFS
446
Wilmington Savings Fund Society
Delaware
$204K +$203K +4,542 New
ML
447
McAdam LLC
Pennsylvania
$202K +$202K +4,508 New
EWM
448
Evercore Wealth Management
New York
$198K
CHC
449
City Holding Co
West Virginia
$192K
PG
450
Patten Group
Tennessee
$188K +$119K +2,664 +183%

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.