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State Street Consumer Discretionary Select Sector SPDR ETF

937 hedge funds and large institutions have $13.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 314 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $893M

18% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 314

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$191M)

4% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 101

2% less funds holding

Funds holding: 952937 (-15)

4.92% less ownership

Funds ownership: 147.66%142.74% (-4.9%)

18% less funds holding in top 10

Funds holding in top 10: 6553 (-12)

Holders
937
Holders Change
-15
Holders Change %
-1.58%
% of All Funds
16.45%
Holding in Top 10
53
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-18.46%
% of All Funds
0.93%
New
97
Increased
371
Reduced
314
Closed
101
Calls
$1.3B
Puts
$893M
Net Calls
+$410M
Net Calls Change
+$634M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
451
E&G Advisors
Texas
$854K +$112K +1,344 +15%
MWM
452
Mattern Wealth Management
Kansas
$850K -$11.8K -142 -1%
EWM
453
Endurance Wealth Management
Rhode Island
$850K +$80.7K +970 +11%
MAFM
454
Mid Atlantic Financial Management
Pennsylvania
$848K -$131K -1,580 -14%
DCM
455
Donaldson Capital Management
Indiana
$842K +$76.5K +920 +10%
HH
456
Hilltop Holdings
Texas
$842K +$171K +2,050 +26%
CAC
457
Certified Advisory Corp
Florida
$842K +$833K +10,018 New
ACS
458
Archford Capital Strategies
Illinois
$840K -$57.1K -686 -7%
KFS
459
Kaizen Financial Strategies
California
$840K +$238K +2,866 +40%
B
460
Bailard
California
$837K
PWM
461
Purus Wealth Management
California
$836K -$42.9K -516 -5%
FFG
462
Frisch Financial Group
New York
$825K +$1.33K +16 +0.2%
VDI
463
Vaughan David Investments
Illinois
$823K -$830K -9,972 -50%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$818K -$202K -2,426 -20%
DADC
465
D.A. Davidson & Co
Montana
$816K -$70K -842 -8%
9WM
466
9258 Wealth Management
Ohio
$816K +$28.6K +344 +4%
IF
467
Ironwood Financial
Arizona
$809K -$45.6K -548 -5%
PI
468
PineBridge Investments
New York
$807K
FA
469
FDx Advisors
Illinois
$807K +$6.49K +78 +0.8%
OFA
470
Oak Family Advisors
Illinois
$806K -$521K -6,260 -40%
3LCM
471
3D/L Capital Management
Connecticut
$805K +$797K +9,580 New
EWM
472
EPG Wealth Management
Georgia
$792K -$157K -1,890 -17%
DCM
473
Dimension Capital Management
Florida
$791K +$208K +2,500 +36%
American Century Companies
474
American Century Companies
Missouri
$786K -$462K -5,548 -37%
BCA
475
Biltmore Capital Advisors
New Jersey
$773K +$544K +6,534 +245%

XLY Hedge Fund Activity: Q1 2021 in Review

937 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2021, worth a combined $13.7B — up 1.4% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLY and 97 opened new positions — a net loss of 4 holders — while 314 trimmed existing stakes and 371 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $286M. The largest seller was Parallax Volatility Advisers, cutting an estimated $164M.

  • 937 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2021, down from 952 in Q4 2020.
  • Funds reported $13.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 97 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -4 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2021 was Ontario Teachers' Pension Plan Board, an estimated $286M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2021 was Parallax Volatility Advisers, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.