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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
451
Dimension Capital Management
Florida
$378K
MCM
452
Manchester Capital Management
Vermont
$377K
NFG
453
Nations Financial Group
Iowa
$377K +$16.1K +304 +5%
AWM
454
Altium Wealth Management
New York
$375K +$363K +6,870 New
CP
455
Camelot Portfolios
Ohio
$369K +$357K +6,750 New
BJL
456
Brighton Jones LLC
Washington
$365K -$12.8K -242 -3%
RJT
457
Raymond James Trust
Florida
$350K +$3.91K +74 +1%
GIM
458
Goelzer Investment Management
Indiana
$349K -$23.7K -448 -7%
FIM
459
Fernwood Investment Management
Massachusetts
$348K
NCM
460
Noesis Capital Mangement
Florida
$341K
WS
461
Wedbush Securities
California
$337K +$31.5K +596 +11%
Chevy Chase Trust
462
Chevy Chase Trust
Maryland
$335K -$25.9K -490 -7%
Luther King Capital Management (LKCM)
463
Luther King Capital Management (LKCM)
Texas
$329K
JIC
464
Joel Isaacson & Co
New York
$329K +$106 +2 +0%
FDCDDQ
465
Federation des caisses Desjardins du Quebec
Quebec, Canada
$328K
MMG
466
Monetary Management Group
Missouri
$325K +$31.7K +600 +11%
EWM
467
Endurance Wealth Management
Rhode Island
$322K +$11.1K +210 +4%
JFA
468
JNBA Financial Advisors
Minnesota
$321K
KCM
469
Kanawha Capital Management
Virginia
$318K -$528 -10 -0.2%
DSAM
470
Dock Street Asset Management
Florida
$316K -$20.5K -388 -6%
Jones Financial Companies
471
Jones Financial Companies
Missouri
$314K -$4.23K -80 -1%
CA
472
Corrado Advisors
New Jersey
$308K -$14.3K -270 -5%
PAM
473
Private Asset Management
California
$308K +$298K +5,636 New
CCMW
474
Cypress Capital Management (Wyoming)
Wyoming
$307K -$10.6K -200 -3%
LA
475
Lynch & Associates
Indiana
$306K -$11.6K -220 -4%

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.