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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
426
FormulaFolio Investments
Michigan
$381K -$12.8K -246 -3%
SIM
427
Sterling Investment Management
Arizona
$380K -$38.8K -744 -9%
Mariner
428
Mariner
Kansas
$380K
HCIA
429
Hochman Cole Investment Advisors
Illinois
$377K
WT
430
Whittier Trust
California
$372K -$49.2K -944 -11%
FMBTD
431
First Midwest Bank Trust Division
Illinois
$361K +$85.8K +1,646 +30%
SFA
432
Sequoia Financial Advisors
Ohio
$360K +$19.2K +368 +5%
CL
433
CPWM LLC
Washington
$358K +$368K +7,066 New
BO
434
Bach Option
Hong Kong
$357K -$380K -7,298 -51%
OCM
435
Orser Capital Management
Texas
$356K
GBT
436
Grove Bank & Trust
Florida
$352K -$74K -1,420 -17%
MC
437
Montag & Caldwell
Georgia
$352K +$362K +6,950 New
DCM
438
Dimension Capital Management
Florida
$351K
BJL
439
Brighton Jones LLC
Washington
$350K +$53.9K +1,034 +18%
MCM
440
Manchester Capital Management
Vermont
$349K
SSA
441
Schonfeld Strategic Advisors
New York
$348K +$358K +6,870 New
GIM
442
Goelzer Investment Management
Indiana
$346K -$1.25K -24 -0.3%
CL
443
Choreo LLC
Illinois
$340K -$225K -4,316 -39%
Chevy Chase Trust
444
Chevy Chase Trust
Maryland
$335K -$39.9K -766 -10%
IIA
445
IPG Investment Advisors
California
$334K
NFG
446
Nations Financial Group
Iowa
$334K -$29.1K -558 -8%
FIM
447
Fernwood Investment Management
Massachusetts
$323K
ALIONA
448
Allianz Life Insurance of North America
Minnesota
$323K +$333K +6,380 New
RJT
449
Raymond James Trust
Florida
$320K -$87K -1,668 -21%
Verition Fund Management
450
Verition Fund Management
Connecticut
$320K +$329K +6,312 New

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.