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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
WWMSC
601
Wagner Wealth Management (South Carolina)
South Carolina
$11K
PCM
602
Princeton Capital Management
New Jersey
$11K +$10.9K +210 New
PCM
603
Poehling Capital Management
Wisconsin
$11K +$11.2K +214 New
AWMS
604
Advocacy Wealth Management Services
Georgia
$10K
AA
605
AlphaMark Advisors
Kentucky
$10K
CFG
606
Citizens Financial Group
Rhode Island
$10K
RIA
607
RPG Investment Advisory
California
$10K
SHJ
608
Sharkey, Howes & Javer
Colorado
$10K
IF
609
Ironwood Financial
Arizona
$9K
SIS
610
Sound Income Strategies
Florida
$9K
BBPWM
611
Blue Bell Private Wealth Management
Pennsylvania
$8K
JWA
612
JFS Wealth Advisors
Pennsylvania
$8K +$6.57K +126 +420%
AIS
613
Accurate Investment Solutions
Pennsylvania
$7K
HI
614
Hudock Inc
Pennsylvania
$7K
TIM
615
Tortoise Investment Management
New York
$7K
MFT
616
Moisand Fitzgerald Tamayo
Florida
$5K
RAM
617
Riggs Asset Management
Pennsylvania
$5K
WAS
618
Winch Advisory Services
Wisconsin
$4K
NPP
619
New Potomac Partners
Maryland
$3K
AIL
620
AGF Investments LLC
Ontario, Canada
$3K +$2.61K +50 New
LGWM
621
Litman Gregory Wealth Management
California
$3K +$3.13K +60 New
SWA
622
Sutton Wealth Advisors
Florida
$2.03K +$2.08K +40 New
MFBTD
623
MB Financial Bank - Trust Department
Illinois
$2K -$441K -8,450 -100%
SWP
624
Strategic Wealth Partners
Ohio
$2K +$2.4K +46 New
CAL
625
Capital Analysts LLC
Pennsylvania
$1K -$92.5K -1,774 -99%

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.