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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
FCB
601
First Command Bank
Texas
$33K -$19.8K -374 -38%
DPA
602
Delphi Private Advisors
California
$30K -$1.48K -28 -5%
SFG
603
SevenBridge Financial Group
Pennsylvania
$28K
TL
604
TrueWealth LLC
Georgia
$28K
BWP
605
Baldwin Wealth Partners
Massachusetts
$27K +$25.7K +486 New
JIR
606
James Investment Research
Ohio
$25K -$2.64K -50 -10%
PGA
607
Premia Global Advisors
Florida
$23K -$1.49M -28,244 -99%
HCM
608
Highlander Capital Management
New Jersey
$22K
KCPG
609
Kavar Capital Partners Group
Kansas
$22K
PCFFS
610
Pacific Center for Financial Services
California
$22K
AA
611
Apriem Advisors
California
$22K +$21.1K +400 New
IFAM
612
Institutional & Family Asset Management
Colorado
$21K
S
613
SignatureFD
Georgia
$20K -$21.8K -412 -53%
NCM
614
New Capital Management
Texas
$20K
WT
615
Washington Trust
Rhode Island
$20K +$19.6K +370 New
HT
616
Heritage Trust
Oklahoma
$19K
VNA
617
Valley National Advisers
Pennsylvania
$19K
CLOS
618
Compagnie Lombard Odier SCmA
Switzerland
$18K +$17.4K +330 New
ADL
619
Asset Dedication LLC
California
$16K
TF
620
Tompkins Financial
New York
$15K
FMII
621
Farmers & Merchants Investments Inc
Nebraska
$13K
CHP
622
Cable Hill Partners
Oregon
$12K -$23.3K -440 -66%
PCM
623
Poehling Capital Management
Wisconsin
$12K
GAM
624
Gemmer Asset Management
California
$11K -$10.6K -200 -50%
AA
625
AlphaMark Advisors
Kentucky
$11K

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.