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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
PCFFS
501
Pacific Center for Financial Services
California
$18K
CFD
502
Creative Financial Designs
Indiana
$18K +$13.2K +294 +267%
NCM
503
New Capital Management
Texas
$16K
MFW
504
Mosaic Family Wealth
Missouri
$15K
VNA
505
Valley National Advisers
Pennsylvania
$14K
ADL
506
Asset Dedication LLC
California
$13K
SNT
507
Security National Trust
West Virginia
$13K
AAP
508
Arax Advisory Partners
Colorado
$13K +$90 +2 +0.7%
FPF
509
FNY Partners Fund
New York
$13K +$13.3K +296 New
CHP
510
Cable Hill Partners
Oregon
$12K
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$10K
LWM
512
Lenox Wealth Management
Ohio
$10K +$9.58K +214 New
CT
513
Clearstead Trust
Maine
$10K +$9.76K +218 New
CPA
514
Clear Perspective Advisors
Illinois
$9K -$13.4K -300 -60%
CFG
515
Citizens Financial Group
Rhode Island
$9K
WTB
516
Washington Trust Bank
Washington
$9K
WAM
517
Watermark Asset Management
California
$9K
IFA
518
Interactive Financial Advisors
Illinois
$9K +$8.51K +190 New
RIA
519
RPG Investment Advisory
California
$9K +$8.96K +200 New
First Manhattan
520
First Manhattan
New York
$9K +$9.14K +204 New
IF
521
Ironwood Financial
Arizona
$8K
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$7K
OSNBOA
523
Old Second National Bank of Aurora
Illinois
$7K
MCM
524
McKinley Capital Management
Alaska
$7K +$7.34K +164 New
HI
525
Hudock Inc
Pennsylvania
$6K

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.