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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
QC
601
QCM Cayman
Texas
$243K +$224K +3,806 New
IWS
602
Insight Wealth Strategies
California
$242K -$123K -2,088 -35%
OIA
603
Optimum Investment Advisors
Illinois
$242K +$31.6K +536 +16%
CB
604
Community Bank
New York
$241K +$151K +2,562 +211%
FHB
605
First Hawaiian Bank
Hawaii
$239K -$178K -3,018 -45%
MFW
606
Meristem Family Wealth
Minnesota
$237K +$218K +3,704 New
SCA
607
Sage Capital Advisors
South Dakota
$234K -$29.2K -496 -12%
PA
608
PFG Advisors
Arizona
$232K -$81.8K -1,388 -28%
SAM
609
Strategy Asset Managers
California
$232K +$214K +3,626 New
RA
610
RFG Advisory
Alabama
$232K +$214K +3,632 New
BCWM
611
Blue Chip Wealth Management
Florida
$231K +$214K +3,622 New
GHAM
612
Gilman Hill Asset Management
Connecticut
$230K +$212K +3,600 New
APP
613
Avantax Planning Partners
Iowa
$229K +$212K +3,590 New
SCM
614
Stellar Capital Management
Arizona
$227K +$210K +3,562 New
Deutsche Bank
615
Deutsche Bank
Germany
$226K -$183K -3,100 -47%
AC
616
Abbrea Capital
California
$226K -$54.2K -920 -21%
WP
617
WealthSource Partners
California
$225K +$208K +3,524 New
BCA
618
Bay Colony Advisors
Massachusetts
$224K +$207K +3,514 New
TC
619
Truvestments Capital
Florida
$218K +$41.6K +706 +26%
NGA
620
Naples Global Advisors
Florida
$217K +$200K +3,392 New
CIM
621
Contravisory Investment Management
Massachusetts
$215K -$7.67K -130 -4%
SCM
622
SOL Capital Management
Maryland
$213K -$94.3K -1,600 -32%
WA
623
Wambolt & Associates
Colorado
$212K +$196K +3,324 New
HCMT
624
Highland Capital Management (Tennessee)
Tennessee
$210K +$194K +3,292 New
IP
625
Investment Partners
Ohio
$207K +$191K +3,240 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.