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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
ACM
501
AlphaStar Capital Management
North Carolina
$408K +$357K +6,058 New
FIM
502
Fernwood Investment Management
Massachusetts
$405K -$11.8K -200 -3%
TCWM
503
Total Clarity Wealth Management
Illinois
$405K +$374K +6,338 New
IC
504
Inscription Capital
Texas
$404K +$373K +6,334 New
TGAM
505
TBH Global Asset Management
Tennessee
$402K +$372K +6,302 New
HIS
506
Harvest Investment Services
Illinois
$401K +$371K +6,290 New
IFS
507
Ifrah Financial Services
Arkansas
$400K -$12.7K -216 -3%
PCM
508
Parsons Capital Management
Rhode Island
$399K
DWA
509
Dougherty Wealth Advisers
Minnesota
$397K
PAS
510
Partnervest Advisory Services
California
$393K -$95.4K -1,618 -21%
VA
511
Valmark Advisers
Ohio
$390K +$360K +6,104 New
OIA
512
OneDigital Investment Advisors
Kansas
$377K +$348K +5,898 New
NCM
513
Noesis Capital Mangement
Florida
$375K +$13.9K +236 +4%
LWAC
514
Laurel Wealth Advisors (California)
California
$373K -$4.83K -82 -1%
TC
515
Telemus Capital
Michigan
$373K +$112K +1,898 +51%
DC
516
Davenport & Co
Virginia
$373K +$345K +5,848 New
MFG
517
Magnus Financial Group
New York
$368K +$708 +12 +0.2%
KFGK
518
Keystone Financial Group (Kentucky)
Kentucky
$367K +$4.01K +68 +1%
NL
519
NVWM LLC
Pennsylvania
$364K -$47.2K -800 -12%
FWSM
520
First Wilshire Securities Management
California
$364K
MA
521
Montag & Associates
Georgia
$364K +$336K +5,704 New
CT
522
Cambridge Trust
Massachusetts
$361K -$130K -2,200 -30%
AG
523
Appleton Group
Wisconsin
$360K +$332K +5,630 New
MWA
524
Meridian Wealth Advisors
Texas
$359K
MC
525
Montag & Caldwell
Georgia
$358K +$331K +5,614 New

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.