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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
476
Zions Bancorporation
Utah
$63K
KPCM
477
Kings Point Capital Management
New York
$61K +$12K +268 +24%
ANBT
478
American National Bank & Trust
Texas
$60K
RWA
479
Ropes Wealth Advisors
Massachusetts
$60K
JIR
480
James Investment Research
Ohio
$58K +$8.96K +200 +18%
PMFA
481
Plante Moran Financial Advisors
Michigan
$57K -$11.5K -256 -17%
AAC
482
Asset Advisors Corp
Georgia
$56K
AF
483
Allworth Financial
California
$54K
AIP
484
Ameritas Investment Partners
Nebraska
$48K -$5.82K -130 -11%
ATC
485
Adirondack Trust Company
New York
$45K
BL
486
Balentine LLC
Georgia
$45K
TCOV
487
Trust Company of Vermont
Vermont
$45K
BBHC
488
Brown Brothers Harriman & Co
New York
$42K +$41.7K +932 New
DPA
489
Delphi Private Advisors
California
$41K
BRC
490
Bell Rock Capital
Delaware
$37K +$90 +2 +0.2%
PCA
491
Peddock Capital Advisors
Massachusetts
$31K
RBC
492
Roble Belko & Company
Pennsylvania
$29K
FCB
493
First Command Bank
Texas
$27K
FCFS
494
First Command Financial Services
Texas
$27K
MRCM
495
M&R Capital Management
New Jersey
$26K +$26.9K +600 New
NSIM
496
North Star Investment Management
Illinois
$23K
SFG
497
SevenBridge Financial Group
Pennsylvania
$23K
TDC
498
Thompson Davis & Co
Virginia
$22K
AIM
499
Anchor Investment Management
South Carolina
$18.9K
HCM
500
Highlander Capital Management
New Jersey
$18K

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.