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State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
426
Donaldson Capital Management
Indiana
$617K +$189K +3,206 +50%
HPC
427
Hobart Private Capital
North Carolina
$617K +$570K +9,660 New
PI
428
PineBridge Investments
New York
$613K
B
429
Bailard
California
$613K +$18.4K +312 +3%
FFG
430
Frisch Financial Group
New York
$612K -$7.43K -126 -1%
SSWM
431
Smith Salley Wealth Management
North Carolina
$610K -$167K -2,824 -23%
PAI
432
Pittenger & Anderson Inc
Nebraska
$603K -$8.84K -150 -2%
MA
433
MUFG Americas
New York
$600K -$148K -2,514 -21%
FHA
434
Flagship Harbor Advisors
Massachusetts
$596K -$6.37K -108 -1%
FCFC
435
First Commonwealth Financial Corp
Pennsylvania
$590K
VIM
436
Vista Investment Management
Pennsylvania
$590K
SCM
437
Southport Capital Management
Tennessee
$587K +$167K +2,830 +44%
LWM
438
Laidlaw Wealth Management
New York
$578K +$113K +1,916 +27%
OC
439
Oakworth Capital
Alabama
$576K
DADC
440
D.A. Davidson & Co
Montana
$568K -$52.7K -894 -9%
IWC
441
Integrated Wealth Concepts
Massachusetts
$555K +$88.8K +1,506 +21%
PWM
442
Peterson Wealth Management
Nevada
$550K +$234K +3,962 +85%
AIC
443
Ameritas Investment Company
Nebraska
$541K -$1.45M -24,626 -74%
TA
444
Trellis Advisors
Washington
$541K
EWA
445
Exencial Wealth Advisors
Oklahoma
$534K -$7.67K -130 -2%
EWM
446
Endurance Wealth Management
Rhode Island
$534K +$17.1K +290 +4%
Bank of Nova Scotia
447
Bank of Nova Scotia
Ontario, Canada
$533K -$149K -2,520 -23%
RJT
448
Raymond James Trust
Florida
$532K -$53.8K -912 -10%
SBL
449
Sargent Bickham Lagudis
Colorado
$528K -$171K -2,902 -26%
IFG
450
Independent Financial Group
California
$526K +$38.9K +660 +9%

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.