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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
LSA
526
L & S Advisors
California
$357K +$330K +5,598 New
SG
527
StoneX Group
New York
$355K +$60.7K +1,030 +23%
H
528
HoyleCohen
California
$354K
LC
529
Lavaca Capital
Texas
$350K -$585K -9,918 -64%
HWA
530
Heritage Wealth Advisors
Virginia
$347K +$95.4K +1,618 +42%
LA
531
Lynch & Associates
Indiana
$345K
TPCW
532
TD Private Client Wealth
New York
$344K +$2.36K +40 +0.7%
ML
533
McAdam LLC
Pennsylvania
$341K -$14.6K -248 -4%
NB
534
Northwest Bancshares
Pennsylvania
$341K +$315K +5,340 New
SSWG
535
Seven Springs Wealth Group
Tennessee
$340K +$10.7K +182 +4%
ZCA
536
Zeke Capital Advisors
Pennsylvania
$340K +$24.3K +412 +8%
KPCM
537
Kings Point Capital Management
New York
$334K
RPWA
538
Regent Peak Wealth Advisors
Georgia
$334K
EGA
539
E&G Advisors
Texas
$329K +$304K +5,158 New
IAN
540
Integrated Advisors Network
Texas
$328K +$8.96K +152 +3%
WIA
541
World Investment Advisors
California
$328K +$269K +4,564 New
MMG
542
Monetary Management Group
Missouri
$326K
FA
543
Fagan Associates
New York
$323K -$7.67K -130 -3%
MCM
544
Maryland Capital Management
Maryland
$322K +$35.4K +600 +13%
SNT
545
Security National Trust
West Virginia
$319K
IC
546
IEQ Capital
California
$319K +$294K +4,990 New
FIM
547
Frontier Investment Management
Texas
$317K +$4.36K +74 +2%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$316K -$2.64M -44,800 -90%
JWBC
549
J.W. Burns & Co
New York
$316K -$27.8K -472 -9%
EWM
550
Empirical Wealth Management
Washington
$316K +$292K +4,956 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.