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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
TW
551
Transform Wealth
Colorado
$315K +$290K +4,926 New
ERIM
552
Eagle Ridge Investment Management
Connecticut
$313K
HIA
553
Harbor Investment Advisory
Maryland
$312K
MMA
554
Miracle Mile Advisors
California
$309K -$175K -2,966 -38%
MCA
555
Magnolia Capital Advisors
Mississippi
$309K
JIR
556
James Investment Research
Ohio
$308K +$218K +3,700 +327%
Chevy Chase Trust
557
Chevy Chase Trust
Maryland
$307K +$27.2K +462 +11%
IC
558
Intersect Capital
California
$303K
PCA
559
Personal Capital Advisors
California
$302K -$90.4K -1,534 -25%
SFM
560
Stack Financial Management
Montana
$301K +$278K +4,714 New
BJL
561
Brighton Jones LLC
Washington
$299K -$5.78K -98 -2%
Man Group
562
Man Group
United Kingdom
$299K +$207K +3,518 +303%
CFB
563
Cullen/Frost Bankers
Texas
$296K -$91.5K -1,552 -25%
GA
564
GFS Advisors
Texas
$293K -$96.1K -1,630 -26%
VWM
565
Valley Wealth Managers
New Jersey
$292K -$122K -2,068 -31%
AIM
566
Allen Investment Management
New York
$291K
SMFS
567
Squar Milner Financial Services
California
$290K +$199K +3,368 +288%
FC
568
Financial Consulate
Maryland
$287K
HWA
569
Hillcrest Wealth Advisors
New Jersey
$286K
RIA
570
Realta Investment Advisors
Delaware
$284K +$263K +4,454 New
CDH
571
Charles D. Hyman
$283K
Luther King Capital Management (LKCM)
572
Luther King Capital Management (LKCM)
Texas
$282K -$118 -2 -0%
BL
573
BFSG LLC
California
$276K -$2.95K -50 -1%
DY
574
Dowling & Yahnke
California
$275K -$685K -11,618 -73%
FANJ
575
Financial Architects (New Jersey)
New Jersey
$270K

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.