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State Street Consumer Discretionary Select Sector SPDR ETF

512 hedge funds and large institutions have $8.6B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 171 increasing their positions, 206 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.44% more ownership

Funds ownership: 127.06%148.5% (+21%)

8% more capital invested

Capital invested by funds: $7.97B → $8.6B (+$629M)

3% less call options, than puts

Call options by funds: $651M | Put options by funds: $672M

4% less funds holding

Funds holding: 535512 (-23)

17% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 206

28% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 61

36% less funds holding in top 10

Funds holding in top 10: 4730 (-17)

Holders
512
Holders Change
-23
Holders Change %
-4.3%
% of All Funds
12.76%
Holding in Top 10
30
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-36.17%
% of All Funds
0.75%
New
44
Increased
171
Reduced
206
Closed
61
Calls
$651M
Puts
$672M
Net Calls
-$21M
Net Calls Change
+$305M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
551
Franklin Resources
California
-$333K -7,422 Closed
CWM
552
Concert Wealth Management
California
-$323K -7,188 Closed
FTS
553
Fifth Third Securities
Ohio
-$317K -7,082 Closed
FIM
554
Freedom Investment Management
Connecticut
-$284K -6,328 Closed
HB
555
Homrich & Berg
Georgia
-$255K -5,688 Closed
VWM
556
Valley Wealth Managers
New Jersey
-$253K -5,654 Closed
CT
557
Cambridge Trust
Massachusetts
-$252K -5,634 Closed
Comerica Bank
558
Comerica Bank
Texas
-$238K -5,252 Closed
AIA
559
Allegis Investment Advisors
Idaho
-$235K -5,244 Closed
Chevy Chase Trust
560
Chevy Chase Trust
Maryland
-$233K -5,200 Closed
MC
561
Montag & Caldwell
Georgia
-$232K -5,170 Closed
PCM
562
Prelude Capital Management
New York
-$227K -5,058 Closed
BL
563
BFSG LLC
California
-$204K -4,562 Closed
SFM
564
Signet Financial Management
New Jersey
-$157K -3,498 Closed
Nomura Asset Management
565
Nomura Asset Management
Japan
-$138K -3,080 Closed
SAM
566
Scopus Asset Management
New York
-$90K -2,000 Closed
KHLMVGHM
567
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
-$64K -1,426 Closed
AAC
568
Asset Advisors Corp
Georgia
-$56K -1,258 Closed
BBHC
569
Brown Brothers Harriman & Co
New York
-$42K -932 Closed
AAP
570
Arax Advisory Partners
Colorado
-$13K -298 Closed
IFA
571
Interactive Financial Advisors
Illinois
-$9K -190 Closed
VWA
572
V Wealth Advisors
Kansas
-$5K -120 Closed
SIAS
573
Shine Investment Advisory Services
Colorado
-$4K -96 Closed
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
-$3K -74 Closed

XLY Hedge Fund Activity: Q3 2017 in Review

512 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2017, worth a combined $8.6B — up 7.9% from $7.97B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of XLY and 44 opened new positions — a net loss of 17 holders — while 206 trimmed existing stakes and 171 added.

The largest buyer was Bank of America, adding an estimated $1.34B. The largest seller was Barclays, cutting an estimated $708M.

  • 512 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2017, down from 535 in Q2 2017.
  • Funds reported $8.6B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2017, up 7.9% quarter-over-quarter.
  • 44 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2017 and 61 closed out, a net change of -17 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2017 was Bank of America, an estimated $1.34B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2017 was Barclays, an estimated $708M sold.

Based on aggregated 13F filings for Q3 2017.