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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
CTC
451
Central Trust Company
Missouri
$183K -$19.3K -430 -10%
M
452
MOTCO
Texas
$159K
SFM
453
Signet Financial Management
New Jersey
$157K +$157K +3,498 New
BP
454
Ballentine Partners
Massachusetts
$152K +$29.6K +662 +25%
CFA
455
Carroll Financial Associates
North Carolina
$152K +$57.8K +1,290 +61%
Nomura Asset Management
456
Nomura Asset Management
Japan
$138K -$2.26M -50,520 -94%
HDIM
457
Hanson & Doremus Investment Management
Vermont
$134K -$30.5K -680 -19%
YWP
458
YorkBridge Wealth Partners
New York
$124K
SQA
459
Simon Quick Advisors
New Jersey
$108K
WT
460
Whittier Trust
California
$103K
WAM
461
Wealthspire Advisors (Maryland)
Maryland
$101K
WIM
462
Westside Investment Management
California
$98.3K
Schroder Investment Management Group
463
Schroder Investment Management Group
United Kingdom
$96K -$85.4K -1,906 -47%
RCG
464
Ruggie Capital Group
Florida
$92K -$51.1K -1,140 -36%
SAM
465
Scopus Asset Management
New York
$90K +$89.6K +2,000 New
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.6K
SEI Investments
467
SEI Investments
Pennsylvania
$84K +$48.5K +1,084 +137%
WB
468
Webster Bank
Connecticut
$81K -$5.82K -130 -7%
PWM
469
Perigon Wealth Management
California
$81K
RFWA
470
RPg Family Wealth Advisory
Massachusetts
$80K -$12.4K -276 -13%
IP
471
Intellectus Partners
California
$80K +$79.7K +1,780 New
MAM
472
Meeder Asset Management
Ohio
$77K +$76.8K +1,716 New
PFGIA
473
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$52.8K +1,178 +274%
KHLMVGHM
474
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$64K -$67.8K -1,514 -51%
RFA
475
Reilly Financial Advisors
California
$64K -$26K -580 -29%

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.