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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
651
Guild Investment Management
California
-$1.28M -25,980 Closed
NEAM
652
New England Asset Management
Connecticut
-$1.2M -24,400 Closed
OPWM
653
Oak Point Wealth Management
Michigan
-$1.15M -23,222 Closed
LPC
654
Loeb Partners Corp
New York
-$987K -20,000 Closed
CA
655
Cornerstone Advisory
Maryland
-$691K -14,000 Closed
NFG
656
Next Financial Group
Texas
-$682K -13,820 Closed
SCCM
657
Schafer Cullen Capital Management
New York
-$603K -12,224 Closed
IWA
658
Intercontinental Wealth Advisors
Texas
-$558K -11,300 Closed
UMA
659
USA Mutuals Advisors
Texas
-$397K -8,700 Closed
BPC
660
Banque Pictet & Cie
Switzerland
-$424K -8,600 Closed
UWM
661
USAdvisors Wealth Management
Minnesota
-$405K -8,198 Closed
HCM
662
Hollencrest Capital Management
California
-$389K -7,874 Closed
RT
663
Rockland Trust
Massachusetts
-$355K -7,190 Closed
HF
664
HRT Financial
New York
-$330K -6,690 Closed
BFM
665
Boothbay Fund Management
New York
-$296K -6,000 Closed
SYBT
666
Stock Yards Bank & Trust
Kentucky
-$281K -5,694 Closed
Squarepoint
667
Squarepoint
New York
-$272K -5,514 Closed
NAP
668
New Amsterdam Partners
New York
-$272K -5,506 Closed
FP
669
FDO Partners
Massachusetts
-$269K -5,460 Closed
EB
670
Eastern Bank
Massachusetts
-$250K -5,066 Closed
IH
671
IFC Holdings
Florida
-$240K -4,878 Closed
ID
672
Integral Derivatives
New York
-$232K -4,700 Closed
AIA
673
Allegis Investment Advisors
Idaho
-$228K -4,626 Closed
LIM
674
Longfellow Investment Management
Massachusetts
-$222K -4,508 Closed
VWM
675
Valley Wealth Managers
New Jersey
-$202K -4,098 Closed

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.