We are live on ! Find out more
XLY icon

State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
476
Moors & Cabot
Massachusetts
$457K -$7.55K -128 -2%
BWP
477
Bernardo Wealth Planning
Pennsylvania
$456K -$577K -9,788 -58%
GT
478
Greenleaf Trust
Michigan
$454K
LFAS
479
Level Four Advisory Services
Texas
$448K -$76.9K -1,304 -16%
AP
480
Advisor Partners
California
$447K -$31.4K -532 -7%
ISL
481
Ingalls & Snyder LLC
New York
$447K -$11.8K -200 -3%
BFA
482
Beacon Financial Advisory
Ohio
$444K +$109K +1,848 +36%
DCM
483
Dimension Capital Management
Florida
$442K
SIM
484
Sterling Investment Management
Arizona
$440K -$15.9K -270 -4%
ECM
485
Exchange Capital Management
Michigan
$439K -$15.1K -256 -4%
BWP
486
Baldwin Wealth Partners
Massachusetts
$439K
RIM
487
Rampart Investment Management
Connecticut
$432K +$399K +6,772 New
TI
488
Tidal Investments
Wisconsin
$431K
BF
489
BOK Financial
Oklahoma
$429K -$238K -4,034 -37%
SBIA
490
Sheaff Brock Investment Advisors
Indiana
$429K +$396K +6,718 New
MCM
491
Manchester Capital Management
Vermont
$428K -$11.8K -200 -3%
CTC
492
Central Trust Company
Missouri
$427K -$109K -1,856 -22%
JPLA
493
Joseph P. Lucia & Associates
New York
$426K
EDRH
494
Edmond de Rothschild Holding
Switzerland
$426K +$44.8K +760 +13%
WWM
495
Windsor Wealth Management
Indiana
$426K +$117K +1,988 +42%
BEI
496
Benjamin Edwards Inc
Missouri
$420K +$346K +5,874 +842%
MSAM
497
Moloney Securities Asset Management
Missouri
$418K -$11.8K -200 -3%
SWA
498
Stratos Wealth Advisors
Ohio
$418K +$7.43K +126 +2%
MSS
499
Mitchell Sinkler & Starr
Pennsylvania
$413K
LW
500
Linscomb Wealth
Texas
$413K +$108K +1,824 +39%

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.