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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
576
Cable Hill Partners
Oregon
$34K +$22.9K +440 +195%
SP
577
SWS Partners
Ohio
$33K -$3.54K -68 -9%
RBC
578
Roble Belko & Company
Pennsylvania
$33K
Nomura Holdings
579
Nomura Holdings
Japan
$32.9K -$6.18M -118,600 -15%
DPA
580
Delphi Private Advisors
California
$29K -$17.5K -336 -37%
MCWS
581
McKinley Carter Wealth Services
West Virginia
$28K +$29K +556 New
RFWA
582
RPg Family Wealth Advisory
Massachusetts
$26.8K -$11.4K -218 -29%
SFG
583
SevenBridge Financial Group
Pennsylvania
$26K
TL
584
TrueWealth LLC
Georgia
$26K +$26.4K +506 New
JIR
585
James Investment Research
Ohio
$25K +$5.21K +100 +25%
AC
586
Avestar Capital
New York
$23K -$39.2K -752 -61%
KCPG
587
Kavar Capital Partners Group
Kansas
$21K +$21.2K +406 New
GAM
588
Gemmer Asset Management
California
$20K -$3.75K -72 -15%
HCM
589
Highlander Capital Management
New Jersey
$20K
PCFFS
590
Pacific Center for Financial Services
California
$20K
CL
591
Cabana LLC
Arkansas
$20K +$5.07M +97,292 +35%
IFAM
592
Institutional & Family Asset Management
Colorado
$19K +$19.6K +376 New
NCM
593
New Capital Management
Texas
$18K
HT
594
Heritage Trust
Oklahoma
$18K +$18.2K +350 New
VNA
595
Valley National Advisers
Pennsylvania
$17K +$1.56K +30 +10%
ADL
596
Asset Dedication LLC
California
$15K
FA
597
Fortis Advisors
Pennsylvania
$14K
TF
598
Tompkins Financial
New York
$14K
RFM
599
Royal Fund Management
Florida
$13K -$16.9K -324 -56%
FMII
600
Farmers & Merchants Investments Inc
Nebraska
$12K

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.