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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
B
426
Bailard
California
$465K +$5.6K +106 +1%
TA
427
Trellis Advisors
Washington
$463K +$447K +8,466 New
SIM
428
Sterling Investment Management
Arizona
$462K +$50.1K +948 +13%
UFF
429
USA Financial Formulas
Michigan
$454K -$9.94K -188 -2%
VIM
430
Vista Investment Management
Pennsylvania
$450K
SCC
431
Spring Creek Capital
Kansas
$449K +$435K +8,224 New
IFS
432
Ifrah Financial Services
Arkansas
$447K -$5.6K -106 -1%
AP
433
Advisor Partners
California
$447K
SCM
434
SOL Capital Management
Maryland
$446K -$12.5K -236 -3%
HCM
435
Highbridge Capital Management
New York
$446K +$432K +8,166 New
VBFG
436
Vishria Bird Financial Group
Tennessee
$431K +$417K +7,890 New
Koshinski Asset Management
437
Koshinski Asset Management
Illinois
$429K -$58.9K -1,114 -12%
FA
438
FMA Advisory
Pennsylvania
$427K +$211 +4 +0.1%
HB
439
Homrich & Berg
Georgia
$424K -$25K -474 -6%
SA
440
Strategic Advisors
New York
$418K +$423 +8 +0.1%
HCIA
441
Hochman Cole Investment Advisors
Illinois
$406K -$951 -18 -0.2%
DC
442
Davenport & Co
Virginia
$405K -$25.8K -488 -6%
ALIONA
443
Allianz Life Insurance of North America
Minnesota
$405K +$54.7K +1,036 +16%
CAC
444
Certified Advisory Corp
Florida
$403K -$9.94K -188 -2%
LJAC
445
L.J. Altfest & Co
New York
$401K -$747K -14,132 -66%
WT
446
Whittier Trust
California
$401K
CL
447
CPWM LLC
Washington
$386K
PG
448
Patten Group
Tennessee
$386K +$86.1K +1,630 +30%
OCM
449
Orser Capital Management
Texas
$383K
MC
450
Montag & Caldwell
Georgia
$380K

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.