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State Street Consumer Discretionary Select Sector SPDR ETF

511 hedge funds and large institutions have $8.15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $7.41B → $8.15B (+$741M)

1% more funds holding

Funds holding: 506511 (+5)

1.82% less ownership

Funds ownership: 137.21%135.4% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

14% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 198

64% less call options, than puts

Call options by funds: $350M | Put options by funds: $966M

Holders
511
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
12.72%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.9%
New
72
Increased
170
Reduced
198
Closed
62
Calls
$350M
Puts
$966M
Net Calls
-$616M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
Maryland Capital Management
Maryland
-$310K -7,610 Closed
EWA
552
EP Wealth Advisors
California
-$304K -7,470 Closed
SEIA
553
Signature Estate & Investment Advisors
California
-$303K -7,434 Closed
RP
554
Reinhart Partners
Wisconsin
-$300K -7,370 Closed
Jones Financial Companies
555
Jones Financial Companies
Missouri
-$298K -7,316 Closed
TW
556
Transform Wealth
Colorado
-$292K -7,174 Closed
TCM
557
Teza Capital Management
Illinois
-$285K -7,000 Closed
SFM
558
Signet Financial Management
New Jersey
-$272K -6,678 Closed
LPT
559
Legacy Private Trust
Wisconsin
-$263K -6,474 Closed
GC
560
Gilbert & Cook
Iowa
-$240K -5,896 Closed
WI
561
WBI Investments
New Jersey
-$228K -5,598 Closed
SIC
562
Sigma Investment Counselors
Michigan
-$225K -5,540 Closed
IWA
563
IBEX Wealth Advisors
New Jersey
-$221K -5,278 Closed
Lido Advisors
564
Lido Advisors
California
-$204K -5,018 Closed
PCA
565
Personal Capital Advisors
California
-$202K -4,956 Closed
MAM
566
Meeder Asset Management
Ohio
-$183K -4,508 Closed
AP
567
Advisors Preferred
Maryland
-$70K -1,712 Closed
CPIG
568
Chicago Partners Investment Group
Illinois
-$31K -770 Closed
AA
569
Ancora Advisors
Ohio
-$27K -670 Closed
FNBT
570
FineMark National Bank & Trust
Florida
-$23K -560 Closed
BIG
571
Bellwether Investment Group
Tennessee
-$22K -542 Closed
MA
572
MCF Advisors
Kentucky
-$12K -300 Closed
BCI
573
Brinker Capital Investments
Pennsylvania
-$6K -138 Closed

XLY Hedge Fund Activity: Q1 2017 in Review

511 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2017, worth a combined $8.15B — up 10% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 62 closed out — a net gain of 10 holders — while 170 added to existing stakes and 198 trimmed.

The largest buyer was Barclays, adding an estimated $1.04B. The largest seller was Bank of America, cutting an estimated $294M.

  • 511 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2017, up from 506 in Q4 2016.
  • Funds reported $8.15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2017 and 62 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $1.04B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2017.