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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
KL
576
KWMG LLC
Kansas
$59K +$57.5K +1,088 New
SWM
577
SeaCrest Wealth Management
New York
$58K
BRC
578
Bell Rock Capital
Delaware
$57K +$15.9K +300 +41%
BBHC
579
Brown Brothers Harriman & Co
New York
$55K -$45K -852 -46%
ATC
580
Adirondack Trust Company
New York
$55K
DSC
581
Duncker Streett & Co
Missouri
$55K
TCOV
582
Trust Company of Vermont
Vermont
$55K
WIM
583
Westside Investment Management
California
$54.7K
AIM
584
Anchor Investment Management
South Carolina
$53.9K
PFGIA
585
Patriot Financial Group Insurance Agency
Massachusetts
$53K -$171K -3,230 -77%
PMFA
586
Plante Moran Financial Advisors
Michigan
$53K -$18K -340 -26%
POIA
587
Pin Oak Investment Advisors
Texas
$50K
SNT
588
Security National Trust
West Virginia
$50K
WOC
589
West Oak Capital
California
$49.2K -$68.7K -1,300 -59%
AWA
590
Acorn Wealth Advisors
Michigan
$49K
BA
591
Ballew Advisors
Mississippi
$46K
PCG
592
Private Capital Group
Connecticut
$46K
HDIM
593
Hanson & Doremus Investment Management
Vermont
$43K -$71.4K -1,352 -63%
GI
594
Gradient Investments
Minnesota
$43K +$740 +14 +2%
AF
595
Allworth Financial
California
$40K
WWM
596
Willingdon Wealth Management
North Carolina
$40K +$39.1K +740 New
TC
597
Trust Company
Kansas
$39K -$37.7K -714 -50%
PCA
598
Peddock Capital Advisors
Massachusetts
$38K
RBC
599
Roble Belko & Company
Pennsylvania
$35K
FCFS
600
First Command Financial Services
Texas
$33K -$21.6K -408 -40%

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.