XLY icon

Consumer Discretionary Select Sector SPDR Fund

512 hedge funds and large institutions have $8.6B invested in Consumer Discretionary Select Sector SPDR Fund in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 206 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-23
Holders Change %
-4.3%
% of All Funds
12.78%
Holding in Top 10
30
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-36.17%
% of All Funds
0.75%
New
44
Increased
171
Reduced
206
Closed
61
Calls
$651M
Puts
$672M
Net Calls
-$21M
Net Calls Change
+$305M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
451
Allworth Financial
California
$54K
AWM
452
AllSquare Wealth Management
New York
$52K +$52K +575 New
ATC
453
Adirondack Trust Company
New York
$45K
BL
454
Balentine LLC
Georgia
$45K
TCOV
455
Trust Company of Vermont
Vermont
$45K
AIM
456
Anchor Investment Management
South Carolina
$44.4K +$25.4K +282 +134%
AIP
457
Ameritas Investment Partners
Nebraska
$42K -$6.7K -75 -14%
SNT
458
Security National Trust
West Virginia
$42K +$28.3K +310 +207%
DPA
459
Delphi Private Advisors
California
$41K
PMFA
460
Plante Moran Financial Advisors
Michigan
$39K -$18K -200 -32%
JIR
461
James Investment Research
Ohio
$38K -$20.1K -225 -35%
BRC
462
Bell Rock Capital
Delaware
$38K +$90 +1 +0.2%
WAP
463
Wealthcare Advisory Partners
Pennsylvania
$37K +$37K +408 New
SEI Investments
464
SEI Investments
Pennsylvania
$36K -$49.4K -543 -58%
RFWA
465
RPg Family Wealth Advisory
Massachusetts
$33.7K -$46.8K -519 -58%
PCA
466
Peddock Capital Advisors
Massachusetts
$32K
RBC
467
Roble Belko & Company
Pennsylvania
$29K
MRCM
468
M&R Capital Management
New Jersey
$27K
FCB
469
First Command Bank
Texas
$27K
FCFS
470
First Command Financial Services
Texas
$27K
AOWM
471
Alpha Omega Wealth Management
Virginia
$25K +$25K +279 New
NSIM
472
North Star Investment Management
Illinois
$23K
TDC
473
Thompson Davis & Co
Virginia
$23K
SFG
474
SevenBridge Financial Group
Pennsylvania
$23K
ClearBridge Investments
475
ClearBridge Investments
New York
$22K +$22K +247 New