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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
LS
576
Leelyn Smith
Illinois
$269K +$354 +6 +0.1%
SMH
577
Sanders Morris Harris
Texas
$268K +$248K +4,200 New
FTS
578
Fifth Third Securities
Ohio
$267K +$246K +4,176 New
RIG
579
Renaissance Investment Group
Massachusetts
$266K -$21.8K -370 -8%
JFA
580
JNBA Financial Advisors
Minnesota
$266K
VWA
581
Visionary Wealth Advisors
Illinois
$263K +$243K +4,124 New
AFP
582
Ausdal Financial Partners
Iowa
$262K -$32.8K -556 -12%
HL
583
HeadInvest LLC
Maine
$262K -$8.02K -136 -3%
CAG
584
Csenge Advisory Group
Florida
$261K +$241K +4,084 New
CT
585
Chicago Trust
Illinois
$260K -$11.7K -198 -5%
GIM
586
Goelzer Investment Management
Indiana
$259K -$18.3K -310 -7%
ISB
587
Iowa State Bank
Iowa
$257K -$200K -3,388 -46%
PSF
588
Pacific Sun Financial
California
$257K +$237K +4,024 New
PAM
589
Private Asset Management
California
$256K +$236K +4,002 New
NIP
590
Nicholas Investment Partners
California
$256K +$236K +4,010 New
TFS
591
TrustCore Financial Services
Tennessee
$255K -$16.7K -284 -7%
WCM
592
Windham Capital Management
Massachusetts
$255K +$236K +4,000 New
Mercer Global Advisors
593
Mercer Global Advisors
Colorado
$254K -$62.3K -1,056 -21%
CHC
594
City Holding Co
West Virginia
$251K
CFA
595
Carroll Financial Associates
North Carolina
$248K -$26.9K -456 -11%
SYBT
596
Stock Yards Bank & Trust
Kentucky
$248K +$229K +3,878 New
PG
597
Patten Group
Tennessee
$245K +$226K +3,840 New
WPW
598
Waldron Private Wealth
Pennsylvania
$245K +$227K +3,844 New
AP
599
Appleton Partners
Massachusetts
$244K +$225K +3,824 New
AFWM
600
AMJ Financial Wealth Management
Virginia
$243K +$224K +3,802 New

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.