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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
RGNCM
476
R.G. Niederhoffer Capital Management
New York
$306K +$296K +5,600 New
MSAM
477
Moloney Securities Asset Management
Missouri
$304K +$40.3K +762 +16%
BWA
478
BDO Wealth Advisors
Florida
$299K +$5.6K +106 +2%
KIG
479
Kessler Investment Group
Indiana
$298K -$13.1K -248 -4%
Bessemer Group
480
Bessemer Group
New Jersey
$291K +$17.4K +330 +7%
SBA
481
Secrest Blakey & Associates
North Carolina
$290K -$44.5K -842 -14%
FMBTD
482
First Midwest Bank Trust Division
Illinois
$283K -$103K -1,950 -27%
FTS
483
Fifth Third Securities
Ohio
$283K +$274K +5,184 New
WP
484
WealthShield Partners
North Carolina
$281K -$1.62M -30,594 -86%
RIM
485
Rampart Investment Management
Connecticut
$280K -$7.08K -134 -3%
Truist Financial
486
Truist Financial
North Carolina
$279K -$11.3K -214 -4%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$277K -$211K -4,000 -44%
RWA
488
River Wealth Advisors
Pennsylvania
$277K +$8.67K +164 +3%
CAM
489
CenterStar Asset Management
Illinois
$275K
USGIU
490
U.S. Global Investors (USGI)
Texas
$274K -$919K -17,400 -78%
BCA
491
Bay Colony Advisors
Massachusetts
$271K +$262K +4,958 New
ERIM
492
Eagle Ridge Investment Management
Connecticut
$268K
VAM
493
Verity Asset Management
North Carolina
$260K -$5.81K -110 -2%
TD Asset Management
494
TD Asset Management
Ontario, Canada
$260K +$6.02K +114 +2%
IC
495
Intersect Capital
California
$260K +$251K +4,750 New
SFM
496
Signet Financial Management
New Jersey
$258K +$166K +3,132 +198%
RG
497
Rikoon Group
New Mexico
$257K -$1.8K -34 -0.7%
MFW
498
Meristem Family Wealth
Minnesota
$257K
CG
499
Caprock Group
Idaho
$257K +$3.06K +58 +1%
KCM
500
Karp Capital Management
California
$256K +$248K +4,690 New

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.