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State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
451
TS Financial Group (TSFG)
Illinois
$516K -$31.5K -534 -6%
MCCP
452
Mission Creek Capital Partners
California
$516K +$354 +6 +0.1%
VBFG
453
Vishria Bird Financial Group
Tennessee
$515K
SFG
454
StrategIQ Financial Group
Indiana
$512K -$41.3K -700 -8%
HH
455
Hilltop Holdings
Texas
$512K +$57.5K +976 +14%
SW
456
SkyOak Wealth
Michigan
$510K +$11.7K +198 +3%
CAM
457
Concorde Asset Management
Michigan
$507K +$467K +7,926 New
ACP
458
Aveo Capital Partners
Colorado
$502K +$464K +7,864 New
HB
459
Homrich & Berg
Georgia
$499K +$10.6K +180 +2%
FA
460
FMA Advisory
Pennsylvania
$493K -$3.65K -62 -0.8%
JCM
461
Jacobi Capital Management
Pennsylvania
$492K -$5.19K -88 -1%
Franklin Resources
462
Franklin Resources
California
$491K +$61.9K +1,050 +17%
WEC
463
Winslow Evans & Crocker
Massachusetts
$489K -$708 -12 -0.2%
PWAP
464
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$487K -$3.18K -54 -0.7%
BG
465
Berry Group
Massachusetts
$481K +$236 +4 +0.1%
Fiera Capital (Canada)
466
Fiera Capital (Canada)
Quebec, Canada
$481K +$443K +7,522 New
9WM
467
9258 Wealth Management
Ohio
$476K -$47.2K -800 -10%
FFA
468
First Foundation Advisors
California
$471K -$21.3K -362 -5%
CL
469
CPWM LLC
Washington
$468K +$9.9K +168 +2%
BOTW
470
Bank of the West
California
$464K -$3.47M -58,814 -89%
RFWA
471
RPg Family Wealth Advisory
Massachusetts
$463K -$160K -2,706 -27%
RWA
472
River Wealth Advisors
Pennsylvania
$461K
OCM
473
Orser Capital Management
Texas
$460K
HCIA
474
Hochman Cole Investment Advisors
Illinois
$459K -$14.3K -242 -3%
WVP
475
Worth Venture Partners
New Jersey
$458K +$38K +644 +10%

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.