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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
EWM
676
Evercore Wealth Management
New York
-$161K -3,270 Closed
CA
677
Crewe Advisors
Utah
-$85K -1,714 Closed
LNWWM
678
Laird Norton Wetherby Wealth Management
California
-$83K -1,676 Closed
KJWM
679
Kiley Juergens Wealth Management
Washington
-$60K -1,226 Closed
WTB
680
Washington Trust Bank
Washington
-$59K -1,186 Closed
CB
681
CNB Bank
Pennsylvania
-$46K -928 Closed
FPF
682
FNY Partners Fund
New York
-$42K -854 Closed
MRCM
683
M&R Capital Management
New Jersey
-$29K -600 Closed
PCA
684
Providence Capital Advisors
North Carolina
-$19K -388 Closed
SPI
685
Santori & Peters Inc
Pennsylvania
-$17K -350 Closed
CA
686
Calton & Associates
Florida
-$17K -332 Closed
CT
687
Clearstead Trust
Maine
-$11K -218 Closed
WAM
688
Watermark Asset Management
California
-$10K -200 Closed
IWP
689
Icon Wealth Partners
Texas
-$6K -118 Closed
SFC
690
SYM Financial Corp
Indiana
-$6K -114 Closed
CB
691
Community Bank
New York
-$4K -90 Closed
FNB
692
Farmers National Bank
Kentucky
-$4K -72 Closed
TCM
693
Tradewinds Capital Management
Washington
-$3K -66 Closed
CFD
694
Creative Financial Designs
Indiana
-$3K -54 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.