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State Street Consumer Discretionary Select Sector SPDR ETF

712 hedge funds and large institutions have $9.38B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2019 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 203 increasing their positions, 278 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 77

28% more funds holding in top 10

Funds holding in top 10: 3646 (+10)

11% more capital invested

Capital invested by funds: $8.45B → $9.38B (+$928M)

4.63% more ownership

Funds ownership: 144.85%149.47% (+4.6%)

3% more funds holding

Funds holding: 689712 (+23)

10% less call options, than puts

Call options by funds: $411M | Put options by funds: $458M

27% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 278

Holders
712
Holders Change
+23
Holders Change %
+3.34%
% of All Funds
15.41%
Holding in Top 10
46
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+27.78%
% of All Funds
1%
New
112
Increased
203
Reduced
278
Closed
77
Calls
$411M
Puts
$458M
Net Calls
-$47.3M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
551
Jones Financial Companies
Missouri
$216K -$120K -2,214 -37%
IWC
552
Integrated Wealth Concepts
Massachusetts
$213K +$202K +3,734 New
PWP
553
Principle Wealth Partners
Connecticut
$213K +$203K +3,736 New
BCA
554
Bay Colony Advisors
Massachusetts
$213K +$204K +3,766 New
RIM
555
Rampart Investment Management
Connecticut
$211K +$201K +3,702 New
MFW
556
Meristem Family Wealth
Minnesota
$211K +$201K +3,704 New
SC
557
Sepio Capital
Utah
$211K +$201K +3,712 New
BCWM
558
Blue Chip Wealth Management
Florida
$205K +$195K +3,598 New
GHAM
559
Gilman Hill Asset Management
Connecticut
$205K +$195K +3,600 New
VA
560
Valmark Advisers
Ohio
$202K +$192K +3,542 New
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$201K +$50.8K +936 +36%
FMTC
562
Farmers & Merchants Trust Company
California
$201K +$191K +3,524 New
M
563
MOTCO
Texas
$197K
HH
564
HWG Holdings
Texas
$194K +$6.94K +128 +4%
BCI
565
Brinker Capital Investments
Pennsylvania
$193K +$184K +3,396 New
APC
566
Aspire Private Capital
North Carolina
$184K -$1.39M -25,552 -89%
IWA
567
Intercontinental Wealth Advisors
Texas
$171K
FGAM
568
Financial Gravity Asset Management
Texas
$165K +$155K +2,864 New
TFS
569
TrustCore Financial Services
Tennessee
$163K
CAL
570
Capital Analysts LLC
Pennsylvania
$161K +$153K +2,828 New
CFB
571
Cullen/Frost Bankers
Texas
$160K +$156K +2,882 New
CIAS
572
Capital Investment Advisory Services
North Carolina
$153K -$2.49K -46 -2%
PMFA
573
Plante Moran Financial Advisors
Michigan
$153K +$85K +1,568 +141%
BFC
574
Bedel Financial Consulting
Indiana
$143K
BWM
575
BerganKDV Wealth Management
Minnesota
$140K

XLY Hedge Fund Activity: Q1 2019 in Review

712 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2019, worth a combined $9.38B — up 11% from $8.45B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new XLY positions and 77 closed out — a net gain of 35 holders — while 203 added to existing stakes and 278 trimmed.

The largest buyer was Swan Global Investments, adding an estimated $112M. The largest seller was Ameriprise, cutting an estimated $239M.

  • 712 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2019, up from 689 in Q4 2018.
  • Funds reported $9.38B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2019, up 11% quarter-over-quarter.
  • 112 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2019 and 77 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2019 was Swan Global Investments, an estimated $112M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2019 was Ameriprise, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2019.