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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
RWA
451
Ropes Wealth Advisors
Massachusetts
$58K -$214K -5,000 -79%
AAC
452
Asset Advisors Corp
Georgia
$55K
AIP
453
Ameritas Investment Partners
Nebraska
$53K +$2.23K +52 +4%
AF
454
Allworth Financial
California
$53K +$28K +654 +120%
JIR
455
James Investment Research
Ohio
$48K
KPCM
456
Kings Point Capital Management
New York
$48K
ATC
457
Adirondack Trust Company
New York
$44K
BL
458
Balentine LLC
Georgia
$44K
TCOV
459
Trust Company of Vermont
Vermont
$44K
DPA
460
Delphi Private Advisors
California
$40K -$9.42K -220 -19%
AA
461
Apriem Advisors
California
$38K
ACM
462
AUA Capital Management
Pennsylvania
$37K
BRC
463
Bell Rock Capital
Delaware
$37K +$171 +4 +0.5%
SEI Investments
464
SEI Investments
Pennsylvania
$35K -$1.97K -46 -5%
IIC
465
Integrated Investment Consultants
Michigan
$32K
PCA
466
Peddock Capital Advisors
Massachusetts
$31K
RBC
467
Roble Belko & Company
Pennsylvania
$28K
FCB
468
First Command Bank
Texas
$26K
FCFS
469
First Command Financial Services
Texas
$26K
SFG
470
SevenBridge Financial Group
Pennsylvania
$22K -$22.3K -520 -51%
CPA
471
Clear Perspective Advisors
Illinois
$22K
NSIM
472
North Star Investment Management
Illinois
$22K
TDC
473
Thompson Davis & Co
Virginia
$22K
PFGIA
474
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$18.4K +430 New
AIM
475
Anchor Investment Management
South Carolina
$18.6K

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.