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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
451
Financial Sense Advisors
California
$317K +$8.24K +158 +3%
NCM
452
Noesis Capital Mangement
Florida
$316K +$326K +6,244 New
DSAM
453
Dock Street Asset Management
Florida
$312K -$13.6K -260 -4%
SBA
454
Secrest Blakey & Associates
North Carolina
$311K
JIC
455
Joel Isaacson & Co
New York
$305K
Luther King Capital Management (LKCM)
456
Luther King Capital Management (LKCM)
Texas
$304K -$49.8K -956 -14%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K +$209K +4,000 +200%
CA
458
Corrado Advisors
New Jersey
$300K +$61.7K +1,184 +25%
JFA
459
JNBA Financial Advisors
Minnesota
$298K
Jones Financial Companies
460
Jones Financial Companies
Missouri
$295K -$522K -10,008 -63%
KCM
461
Kanawha Capital Management
Virginia
$295K -$521 -10 -0.2%
LA
462
Lynch & Associates
Indiana
$295K +$11.5K +220 +4%
CCMW
463
Cypress Capital Management (Wyoming)
Wyoming
$294K +$2.61K +50 +0.9%
KIG
464
Kessler Investment Group
Indiana
$289K -$143K -2,740 -32%
EP
465
Edgestream Partners
New Jersey
$287K -$505K -9,690 -63%
EWM
466
Endurance Wealth Management
Rhode Island
$287K -$28.7K -550 -9%
APP
467
Avantax Planning Partners
Iowa
$286K +$15K +288 +5%
WS
468
Wedbush Securities
California
$282K +$74.8K +1,434 +35%
PG
469
Patten Group
Tennessee
$275K +$10.7K +206 +4%
MMG
470
Monetary Management Group
Missouri
$271K
BWA
471
BDO Wealth Advisors
Florida
$271K +$17.8K +342 +7%
Truist Financial
472
Truist Financial
North Carolina
$269K -$51.8K -994 -16%
MC
473
Moors & Cabot
Massachusetts
$267K +$275K +5,266 New
RIM
474
Rampart Investment Management
Connecticut
$266K
PCM
475
Prelude Capital Management
New York
$254K +$262K +5,020 New

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.