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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
FB
626
Fulton Bank
Pennsylvania
$202K -$1.01M -17,144 -84%
GLLW
627
Graves Light Lenhart Wealth
Virginia
$200K +$184K +3,128 New
FNBOSM
628
First National Bank of South Miami
Florida
$198K
LWANC
629
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K -$14.2K -240 -8%
RCA
630
Ranch Capital Advisors
Florida
$175K +$236 +4 +0.2%
PMFA
631
Plante Moran Financial Advisors
Michigan
$171K
AWM
632
Avior Wealth Management
Nebraska
$163K +$18.9K +320 +14%
CWM
633
Campbell Wealth Management
Virginia
$163K +$151K +2,558 New
EW
634
Element Wealth
Mississippi
$158K
PWP
635
Principle Wealth Partners
Connecticut
$154K +$142K +2,414 New
AA
636
AlphaCentric Advisors
Puerto Rico
$147K +$136K +2,306 New
AIC
637
Archer Investment Corporation
Indiana
$147K +$7.78K +132 +6%
MCM
638
MV Capital Management
Maryland
$146K -$184K -3,120 -58%
RMC
639
Resources Management Corp
Connecticut
$146K
AIM
640
Acropolis Investment Management
Missouri
$141K +$9.79K +166 +8%
SFC
641
SYM Financial Corp
Indiana
$134K
C
642
Cerebellum
California
$130K +$155K +2,628 New
BWM
643
BerganKDV Wealth Management
Minnesota
$128K -$27.6K -468 -19%
BFC
644
Bedel Financial Consulting
Indiana
$122K
CWM
645
Cranbrook Wealth Management
Michigan
$120K
PIMG
646
Patriot Investment Management Group
Tennessee
$119K +$110K +1,862 New
OSNBOA
647
Old Second National Bank of Aurora
Illinois
$117K
CT
648
Caldwell Trust
Florida
$116K -$9.79K -166 -8%
1W
649
1776 Wealth
Georgia
$116K -$167K -2,840 -61%
BWA
650
BDO Wealth Advisors
Florida
$116K +$2.36K +40 +2%

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.