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State Street Consumer Discretionary Select Sector SPDR ETF

937 hedge funds and large institutions have $13.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 314 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $893M

18% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 314

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$191M)

4% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 101

2% less funds holding

Funds holding: 952937 (-15)

4.92% less ownership

Funds ownership: 147.66%142.74% (-4.9%)

18% less funds holding in top 10

Funds holding in top 10: 6553 (-12)

Holders
937
Holders Change
-15
Holders Change %
-1.58%
% of All Funds
16.45%
Holding in Top 10
53
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-18.46%
% of All Funds
0.93%
New
97
Increased
371
Reduced
314
Closed
101
Calls
$1.3B
Puts
$893M
Net Calls
+$410M
Net Calls Change
+$634M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
551
Deutsche Bank
Germany
$511K -$501K -6,018 -50%
PWSG
552
Pacific Wealth Strategies Group
California
$511K -$166K -1,998 -25%
TC
553
Telemus Capital
Michigan
$511K -$8.32K -100 -2%
MC
554
Moors & Cabot
Massachusetts
$509K +$30.9K +372 +7%
MWA
555
Meridian Wealth Advisors
Texas
$506K
ERIM
556
Eagle Ridge Investment Management
Connecticut
$504K
SIM
557
Sterling Investment Management
Arizona
$503K -$30.3K -364 -6%
QCM
558
Quest Capital Management
Texas
$502K +$35.1K +422 +8%
CAG
559
Csenge Advisory Group
Florida
$501K -$1.2M -14,398 -72%
ATC
560
Argent Trust Co
Tennessee
$497K +$15.6K +188 +3%
FT
561
Fiduciary Trust
Massachusetts
$490K
LSA
562
L & S Advisors
California
$489K -$162K -1,948 -25%
MA
563
Montag & Associates
Georgia
$488K
Franklin Resources
564
Franklin Resources
California
$479K -$33.8K -406 -7%
NL
565
NVWM LLC
Pennsylvania
$479K
CC
566
Cedar Capital
Illinois
$478K -$58.2K -700 -11%
PCA
567
Personal Capital Advisors
California
$476K -$13.8K -166 -3%
BTWM
568
Baker Tilly Wealth Management
Wisconsin
$468K +$14.5K +174 +3%
OCM
569
Orser Capital Management
Texas
$466K -$61.6K -740 -12%
BWP
570
Baldwin Wealth Partners
Massachusetts
$466K
AFP
571
Ausdal Financial Partners
Iowa
$466K +$47.9K +576 +12%
APP
572
Avantax Planning Partners
Iowa
$463K +$159K +1,914 +53%
WIA
573
World Investment Advisors
California
$462K +$2K +24 +0.4%
TW
574
Transform Wealth
Colorado
$457K +$7.32K +88 +2%
LA
575
Lynch & Associates
Indiana
$454K

XLY Hedge Fund Activity: Q1 2021 in Review

937 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2021, worth a combined $13.7B — up 1.4% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLY and 97 opened new positions — a net loss of 4 holders — while 314 trimmed existing stakes and 371 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $286M. The largest seller was Parallax Volatility Advisers, cutting an estimated $164M.

  • 937 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2021, down from 952 in Q4 2020.
  • Funds reported $13.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 97 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -4 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2021 was Ontario Teachers' Pension Plan Board, an estimated $286M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2021 was Parallax Volatility Advisers, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.