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State Street Consumer Discretionary Select Sector SPDR ETF

730 hedge funds and large institutions have $9.96B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 249 increasing their positions, 275 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 57

2% more funds holding

Funds holding: 713730 (+17)

0% more capital invested

Capital invested by funds: $9.95B → $9.96B (+$12.9M)

0.69% less ownership

Funds ownership: 142.58%141.88% (-0.69%)

9% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 275

5% less funds holding in top 10

Funds holding in top 10: 4442 (-2)

15% less call options, than puts

Call options by funds: $842M | Put options by funds: $993M

Holders
730
Holders Change
+17
Holders Change %
+2.38%
% of All Funds
16.01%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.92%
New
80
Increased
249
Reduced
275
Closed
57
Calls
$842M
Puts
$993M
Net Calls
-$152M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
626
Whitener Capital Management
North Carolina
$97K
PCIA
627
Prime Capital Investment Advisors
Kansas
$97K +$96.4K +1,600 New
BCA
628
Berman Capital Advisors
Georgia
$94K
FDCDDQ
629
Federation des caisses Desjardins du Quebec
Quebec, Canada
$93.5K
WB
630
Webster Bank
Connecticut
$93K -$3.01K -50 -3%
AA
631
AlphaMark Advisors
Kentucky
$93K +$38.2K +634 +70%
ATC
632
Adirondack Trust Company
New York
$92K -$65.1K -1,080 -42%
CCM
633
Covington Capital Management
California
$91K
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$90K -$1.57K -26 -2%
NSIM
635
North Star Investment Management
Illinois
$88K +$87.8K +1,456 New
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$83K
ANBT
637
American National Bank & Trust
Texas
$81K
RWA
638
Ropes Wealth Advisors
Massachusetts
$80K -$25.4K -422 -24%
AF
639
Advisornet Financial
Minnesota
$80K -$1.81K -30 -2%
TCOV
640
Trust Company of Vermont
Vermont
$78K
1IA
641
1834 Investment Advisors
Wisconsin
$77K
AIC
642
Archer Investment Corporation
Indiana
$72K
AWM
643
AllSquare Wealth Management
New York
$69K
RFA
644
Reilly Financial Advisors
California
$66K
QCMC
645
Quantum Capital Management (California)
California
$66K +$66.3K +1,100 New
FGAM
646
Financial Gravity Asset Management
Texas
$65K +$8.32K +138 +15%
BBHC
647
Brown Brothers Harriman & Co
New York
$62K +$61.5K +1,020 New
LDFR
648
Lehman & Derafelo Financial Resources
Pennsylvania
$61K
CAN
649
Claraphi Advisory Network
United States
$61K +$60.5K +1,004 New
SCA
650
Stonebridge Capital Advisors
Minnesota
$60K

XLY Hedge Fund Activity: Q3 2019 in Review

730 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2019, worth a combined $9.96B — up 0.13% from $9.95B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 57 closed out — a net gain of 23 holders — while 249 added to existing stakes and 275 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $38.7M. The largest seller was Morgan Stanley, cutting an estimated $95M.

  • 730 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2019, up from 713 in Q2 2019.
  • Funds reported $9.96B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2019, up 0.13% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2019 and 57 closed out, a net change of +23 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2019 was Toronto Dominion Bank, an estimated $38.7M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2019 was Morgan Stanley, an estimated $95M sold.

Based on aggregated 13F filings for Q3 2019.