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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
-$883K -16,974 Closed
RCA
677
Rowland Carmichael Advisors
Arizona
-$561K -11,074 Closed
HW
678
Hancock Whitney
Mississippi
-$511K -10,092 Closed
BCM
679
Bayesian Capital Management
New York
-$483K -9,544 Closed
CC
680
Cedar Capital
Illinois
-$438K -8,642 Closed
FI
681
FormulaFolio Investments
Michigan
-$381K -7,516 Closed
SFA
682
Sequoia Financial Advisors
Ohio
-$360K -7,112 Closed
BO
683
Bach Option
Hong Kong
-$357K -7,058 Closed
CL
684
Choreo LLC
Illinois
-$340K -6,704 Closed
Verition Fund Management
685
Verition Fund Management
Connecticut
-$320K -6,312 Closed
EP
686
Edgestream Partners
New Jersey
-$287K -5,664 Closed
PCM
687
Prelude Capital Management
New York
-$254K -5,020 Closed
BAS
688
Brown Advisory Securities
Maryland
-$229K -4,508 Closed
PA
689
PFG Advisors
Arizona
-$214K -4,220 Closed
MIA
690
MainStreet Investment Advisors
Illinois
-$213K -4,208 Closed
VCM
691
Virtue Capital Management
Tennessee
-$113K -2,196 Closed
CFC
692
Coyle Financial Counsel
Illinois
-$103K -2,030 Closed
PWM
693
Perigon Wealth Management
California
-$91K -1,800 Closed
WCM
694
Whitener Capital Management
North Carolina
-$71K -1,416 Closed
ZB
695
Zions Bancorporation
Utah
-$71K -1,400 Closed
WAS
696
WESPAC Advisors SoCal
California
-$68K -1,360 Closed
HFP
697
Holistic Financial Partners
Indiana
-$53K -1,054 Closed
SP
698
SWS Partners
Ohio
-$33K -668 Closed
MCWS
699
McKinley Carter Wealth Services
West Virginia
-$28K -556 Closed
RFWA
700
RPg Family Wealth Advisory
Massachusetts
-$26.8K -530 Closed

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.