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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
VCM
526
Virtue Capital Management
Tennessee
$113K -$2.08K -40 -2%
WOC
527
West Oak Capital
California
$111K +$115K +2,200 New
HDIM
528
Hanson & Doremus Investment Management
Vermont
$108K
AIM
529
Acropolis Investment Management
Missouri
$108K +$313 +6 +0.3%
RCG
530
Ruggie Capital Group
Florida
$104K
CFC
531
Coyle Financial Counsel
Illinois
$103K +$106K +2,030 New
1IA
532
1834 Investment Advisors
Wisconsin
$101K
BBHC
533
Brown Brothers Harriman & Co
New York
$94K +$97.2K +1,864 New
SLF
534
Sun Life Financial
Ontario, Canada
$93.7K -$12.7M -242,948 -93%
Toronto Dominion Bank
535
Toronto Dominion Bank
Ontario, Canada
$93K +$57.3K +1,100 +149%
PWM
536
Perigon Wealth Management
California
$91K
First Manhattan
537
First Manhattan
New York
$83K
WB
538
Webster Bank
Connecticut
$81K -$10.4K -200 -11%
RFA
539
Reilly Financial Advisors
California
$81K +$9.18K +176 +12%
SFM
540
Signet Financial Management
New Jersey
$80K -$93.3K -1,790 -53%
CCM
541
Covington Capital Management
California
$76K
TC
542
Trust Company
Kansas
$72K -$40.4K -774 -35%
ZB
543
Zions Bancorporation
Utah
$71K
WCM
544
Whitener Capital Management
North Carolina
$71K +$3.96K +76 +6%
OSNBOA
545
Old Second National Bank of Aurora
Illinois
$69K -$948K -18,180 -93%
KPCM
546
Kings Point Capital Management
New York
$69K
ANBT
547
American National Bank & Trust
Texas
$68K
WAS
548
WESPAC Advisors SoCal
California
$68K +$70.9K +1,360 New
RWA
549
Ropes Wealth Advisors
Massachusetts
$67K -$24K -460 -26%
PMFA
550
Plante Moran Financial Advisors
Michigan
$67K +$23.5K +450 +52%

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.