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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
BWA
651
BlueSky Wealth Advisors
North Carolina
$323K +$304K +3,652 New
UBG
652
United Bank (Georgia)
Georgia
$322K -$129K -1,552 -29%
WA
653
Wambolt & Associates
Colorado
$322K -$10.8K -130 -3%
OPS
654
Orion Portfolio Solutions
Nebraska
$320K -$5.92M -71,146 -95%
AWM
655
Apollon Wealth Management
South Carolina
$314K +$310K +3,732 New
SYBT
656
Stock Yards Bank & Trust
Kentucky
$313K -$4.66K -56 -1%
HWAM
657
Hennion & Walsh Asset Management
New Jersey
$312K +$309K +3,716 New
GWM
658
Geneos Wealth Management
Colorado
$311K -$668K -8,032 -70%
MFW
659
Meristem Family Wealth
Minnesota
$311K
CT
660
Chicago Trust
Illinois
$309K -$27.5K -330 -8%
MWM
661
Mission Wealth Management
California
$308K +$304K +3,660 New
FG
662
Fiduciary Group
Georgia
$307K
WP
663
WealthSource Partners
California
$307K +$17K +204 +6%
BOTW
664
Bank of the West
California
$304K -$95.3K -1,146 -24%
CB
665
Community Bank
New York
$304K +$38.6K +464 +15%
UFA
666
US Financial Advisors
Massachusetts
$303K +$19.5K +234 +7%
HL
667
HeadInvest LLC
Maine
$302K -$6.32K -76 -2%
DY
668
Dowling & Yahnke
California
$301K
VWM
669
Vigilare Wealth Management
Arizona
$298K +$50.4K +606 +21%
PWM
670
Perigon Wealth Management
California
$298K +$51.6K +620 +21%
DI
671
Diligent Investors
California
$297K +$83.2K +1,000 +39%
PG
672
Patten Group
Tennessee
$296K -$29.1K -350 -9%
IWP
673
Icon Wealth Partners
Texas
$296K +$293K +3,518 New
MFG
674
Magnus Financial Group
New York
$294K -$173K -2,080 -37%
FF
675
FourThought Financial
Florida
$293K +$2.5K +30 +0.9%

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.