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State Street Consumer Discretionary Select Sector SPDR ETF

511 hedge funds and large institutions have $8.15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $7.41B → $8.15B (+$741M)

1% more funds holding

Funds holding: 506511 (+5)

1.82% less ownership

Funds ownership: 137.21%135.4% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

14% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 198

64% less call options, than puts

Call options by funds: $350M | Put options by funds: $966M

Holders
511
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
12.72%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.9%
New
72
Increased
170
Reduced
198
Closed
62
Calls
$350M
Puts
$966M
Net Calls
-$616M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$45.1M +$3.19M +74,586 +8%
LPL Financial
27
LPL Financial
California
$44.6M +$1.05M +24,494 +2%
Nomura Holdings
28
Nomura Holdings
Japan
$42.7M +$7.75M +180,964 +23%
MIFH
29
Migdal Insurance & Financial Holdings
Israel
$41.8M +$25.9M +605,858 +175%
TAM
30
Tiverton Asset Management
Delaware
$39.7M +$38.6M +902,340 New
US Bancorp
31
US Bancorp
Minnesota
$33.9M +$180K +4,192 +0.5%
Bessemer Group
32
Bessemer Group
New Jersey
$33.8M +$32.9M +768,104 New
LC
33
LNZ Capital
New York
$32.7M -$9.12M -213,000 -22%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$32.4M -$29.5M -688,380 -48%
AAS
35
Annex Advisory Services
Wisconsin
$32.4M +$1.29M +30,210 +4%
RIG
36
RiverFront Investment Group
Virginia
$31.1M +$141K +3,284 +0.5%
CTB
37
Country Trust Bank
Illinois
$30.5M +$15.5M +362,300 +109%
PVH
38
Psagot Value Holdings
Israel
$30.2M -$362K -8,450 -1%
QIM
39
Quantitative Investment Management
Virginia
$27.8M +$13.2M +307,600 +95%
HIIFS
40
Harel Insurance Investments & Financial Services
Israel
$27.6M -$1.35M -31,550 -5%
DCC
41
Dow Chemical Company
Michigan
$27.3M +$2.85M +66,608 +12%
Northern Trust
42
Northern Trust
Illinois
$24.1M +$52.9K +1,236 +0.2%
JP Morgan Chase
43
JP Morgan Chase
New York
$24M -$83.7M -1,955,260 -78%
ST
44
Spinnaker Trust
Maine
$22.7M +$480K +11,206 +2%
ACM
45
Aviance Capital Management
Florida
$21.9M -$1.61M -37,484 -7%
CS
46
Credit Suisse
Switzerland
$21.3M +$15M +350,982 +262%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$20.6M +$1.91M +44,562 +11%
UBS AM
48
UBS AM
Illinois
$20.3M +$19.8M +461,768 +1,358,141%
American Century Companies
49
American Century Companies
Missouri
$18.9M -$755K -17,634 -4%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$18.5M +$9.68M +226,060 +116%

XLY Hedge Fund Activity: Q1 2017 in Review

511 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2017, worth a combined $8.15B — up 10% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 62 closed out — a net gain of 10 holders — while 170 added to existing stakes and 198 trimmed.

The largest buyer was Barclays, adding an estimated $1.04B. The largest seller was Bank of America, cutting an estimated $294M.

  • 511 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2017, up from 506 in Q4 2016.
  • Funds reported $8.15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2017 and 62 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $1.04B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2017.