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State Street Consumer Discretionary Select Sector SPDR ETF

937 hedge funds and large institutions have $13.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 314 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $893M

18% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 314

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$191M)

4% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 101

2% less funds holding

Funds holding: 952937 (-15)

4.92% less ownership

Funds ownership: 147.66%142.74% (-4.9%)

18% less funds holding in top 10

Funds holding in top 10: 6553 (-12)

Holders
937
Holders Change
-15
Holders Change %
-1.58%
% of All Funds
16.45%
Holding in Top 10
53
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-18.46%
% of All Funds
0.93%
New
97
Increased
371
Reduced
314
Closed
101
Calls
$1.3B
Puts
$893M
Net Calls
+$410M
Net Calls Change
+$634M
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
626
Avidian Wealth Enterprises
Texas
$349K +$50.1K +602 +17%
AWM
627
Altium Wealth Management
New York
$347K +$99.2K +1,192 +41%
GIM
628
Goelzer Investment Management
Indiana
$346K +$14.5K +174 +4%
BC
629
Barnett & Company
Tennessee
$344K +$340K +4,090 New
BCP
630
Blue Chip Partners
Michigan
$343K -$452K -5,432 -57%
EWM
631
Empirical Wealth Management
Washington
$343K
MSFS
632
Main Street Financial Solutions
Pennsylvania
$342K
RF
633
Rollins Financial
Georgia
$340K +$39.3K +472 +13%
WCM
634
WealthBridge Capital Management
Ohio
$340K +$126K +1,514 +60%
SFA
635
Sequoia Financial Advisors
Ohio
$340K +$336K +4,040 New
1IA
636
1834 Investment Advisors
Wisconsin
$336K -$132K -1,582 -28%
WCM
637
Windham Capital Management
Massachusetts
$336K
WWM
638
Windsor Wealth Management
Indiana
$335K +$8.98K +108 +3%
BCA
639
Bay Colony Advisors
Massachusetts
$334K +$38.4K +462 +13%
SAM
640
Seelaus Asset Management
New Jersey
$333K -$4.33K -52 -1%
LIM
641
Loudon Investment Management
New Hampshire
$332K -$14K -168 -4%
CWM
642
Campbell Wealth Management
Virginia
$331K +$51.1K +614 +18%
ZCA
643
Zeke Capital Advisors
Pennsylvania
$329K -$117K -1,404 -26%
APA
644
Allegiant Private Advisors
Florida
$328K
RT
645
Rockland Trust
Massachusetts
$328K +$33.8K +406 +12%
MWM
646
Midwest Wealth Management
Indiana
$327K +$8.32K +100 +3%
LBD
647
Landsberg Bennett & Dubbaneh
Florida
$326K -$20.6K -248 -6%
SSWG
648
Seven Springs Wealth Group
Tennessee
$323K
WPW
649
Waldron Private Wealth
Pennsylvania
$323K
FNBT
650
FineMark National Bank & Trust
Florida
$323K +$97.3K +1,170 +44%

XLY Hedge Fund Activity: Q1 2021 in Review

937 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2021, worth a combined $13.7B — up 1.4% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLY and 97 opened new positions — a net loss of 4 holders — while 314 trimmed existing stakes and 371 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $286M. The largest seller was Parallax Volatility Advisers, cutting an estimated $164M.

  • 937 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2021, down from 952 in Q4 2020.
  • Funds reported $13.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 97 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -4 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2021 was Ontario Teachers' Pension Plan Board, an estimated $286M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2021 was Parallax Volatility Advisers, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.