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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
Franklin Resources
526
Franklin Resources
California
$217K -$7.71K -146 -4%
CFB
527
Cullen/Frost Bankers
Texas
$216K -$22.8K -432 -10%
PGWM
528
Parisi Gray Wealth Management
New Jersey
$216K
CHC
529
City Holding Co
West Virginia
$214K
SYBT
530
Stock Yards Bank & Trust
Kentucky
$214K +$207K +3,918 New
VWM
531
Valley Wealth Managers
New Jersey
$211K +$204K +3,864 New
HL
532
HeadInvest LLC
Maine
$210K +$203K +3,850 New
HH
533
HWG Holdings
Texas
$202K +$195K +3,690 New
CAG
534
Csenge Advisory Group
Florida
$202K +$196K +3,700 New
GBT
535
Grove Bank & Trust
Florida
$201K -$173K -3,280 -47%
M
536
MOTCO
Texas
$189K
CFA
537
Carroll Financial Associates
North Carolina
$186K +$423 +8 +0.2%
AC
538
Avestar Capital
New York
$180K +$151K +2,854 +605%
C
539
Cerebellum
California
$178K -$21.1K -400 -11%
MGIA
540
Moneta Group Investment Advisors
Missouri
$174K +$168K +3,186 New
LJHT
541
Laurie J. Hall Trustee
$171K
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$168K -$70.3K -1,330 -30%
TFS
543
TrustCore Financial Services
Tennessee
$165K -$11.2K -212 -7%
FANJ
544
Financial Architects (New Jersey)
New Jersey
$157K +$5.28K +100 +4%
YWP
545
YorkBridge Wealth Partners
New York
$149K
BFC
546
Bedel Financial Consulting
Indiana
$137K
SQA
547
Simon Quick Advisors
New Jersey
$132K -$106 -2 -0.1%
WAM
548
Wealthspire Advisors (Maryland)
Maryland
$132K +$8.56K +162 +7%
1IA
549
1834 Investment Advisors
Wisconsin
$127K +$16.9K +320 +16%
AIM
550
Acropolis Investment Management
Missouri
$117K +$211 +4 +0.2%

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.