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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
476
Bessemer Group
New Jersey
$253K
RWA
477
River Wealth Advisors
Pennsylvania
$248K -$3.34K -64 -1%
ERIM
478
Eagle Ridge Investment Management
Connecticut
$248K +$255K +4,898 New
CIM
479
Contravisory Investment Management
Massachusetts
$247K -$36.9K -708 -13%
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$246K
VAM
481
Verity Asset Management
North Carolina
$246K -$5.42K -104 -2%
MSAM
482
Moloney Securities Asset Management
Missouri
$243K -$24.1K -462 -9%
MFW
483
Meristem Family Wealth
Minnesota
$238K
BCM
484
Brookstone Capital Management
Illinois
$235K -$5.72M -109,812 -96%
CG
485
Caprock Group
Idaho
$235K -$23.7K -454 -9%
TD Asset Management
486
TD Asset Management
Ontario, Canada
$235K -$8.55K -164 -3%
SBIA
487
Sheaff Brock Investment Advisors
Indiana
$232K +$239K +4,586 New
RG
488
Rikoon Group
New Mexico
$232K +$247K +4,734 New
BAS
489
Brown Advisory Securities
Maryland
$229K +$235K +4,508 New
ML
490
McAdam LLC
Pennsylvania
$228K
SMFS
491
Squar Milner Financial Services
California
$225K +$521 +10 +0.2%
Fisher Asset Management
492
Fisher Asset Management
Washington
$224K -$67.7K -1,298 -23%
DY
493
Dowling & Yahnke
California
$224K -$3.02K -58 -1%
MPWT
494
MassMutual Private Wealth & Trust
Connecticut
$223K -$53.2K -1,020 -19%
CFB
495
Cullen/Frost Bankers
Texas
$222K -$4.38K -84 -2%
BL
496
BFSG LLC
California
$222K +$11.6K +222 +5%
OIA
497
Optimum Investment Advisors
Illinois
$218K
LG
498
Leuthold Group
Minnesota
$217K +$223K +4,280 New
CT
499
Chicago Trust
Illinois
$215K
PA
500
PFG Advisors
Arizona
$214K -$14.7K -282 -6%

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.