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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
TF
651
Tompkins Financial
New York
$112K
BAMG
652
Brand Asset Management Group
Missouri
$110K
BW
653
Bison Wealth
Georgia
$103K -$236 -4 -0.2%
ATC
654
Adirondack Trust Company
New York
$101K
DSC
655
Duncker Streett & Co
Missouri
$98K
CCM
656
Covington Capital Management
California
$96K -$1.18K -20 -1%
ACA
657
Aptus Capital Advisors
Alabama
$92K
FCA
658
FinTrust Capital Advisors
South Carolina
$90K
WB
659
Webster Bank
Connecticut
$89K -$8.84K -150 -10%
ANBT
660
American National Bank & Trust
Texas
$86K
RWA
661
Ropes Wealth Advisors
Massachusetts
$85K
AWM
662
Apollon Wealth Management
South Carolina
$85K +$78.3K +1,328 New
CWC
663
Carolinas Wealth Consulting
North Carolina
$82K
IA
664
Independence Advisors
Pennsylvania
$80K -$3.42K -58 -4%
RP
665
Rice Partnership
Hawaii
$79K +$4.36K +74 +6%
VNA
666
Valley National Advisers
Pennsylvania
$74K +$66.6K +1,130 +5,136%
AWA
667
Arkadios Wealth Advisors
Georgia
$73.8K +$4.36K +74 +7%
AWM
668
AllSquare Wealth Management
New York
$73K
BCA
669
Berman Capital Advisors
Georgia
$73K
QCMC
670
Quantum Capital Management (California)
California
$70K
RFA
671
Reilly Financial Advisors
California
$70K
MRC
672
Millburn Ridgefield Corp
New York
$70K +$64.6K +1,096 New
SCA
673
Stonebridge Capital Advisors
Minnesota
$64K
TCOV
674
Trust Company of Vermont
Vermont
$64K
NSIM
675
North Star Investment Management
Illinois
$63K

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.