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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
AIM
676
Anchor Investment Management
South Carolina
$63K
PWMG
677
Prestige Wealth Management Group
New Jersey
$60K -$79.9K -1,356 -59%
TL
678
TrueWealth LLC
Georgia
$58K
TAM
679
Townsend Asset Management
North Carolina
$57K +$118 +2 +0.2%
BWM
680
Baystate Wealth Management
Massachusetts
$57K +$34.9K +592 +196%
1IA
681
1834 Investment Advisors
Wisconsin
$56K -$17.3K -294 -25%
WFMPM
682
Woodley Farra Manion Portfolio Management
Indiana
$54K +$15.6K +264 +46%
TH
683
TCTC Holdings
Texas
$54K +$49.6K +842 New
CIAS
684
Capital Investment Advisory Services
North Carolina
$53K +$37.6K +638 +326%
AIP
685
Ameritas Investment Partners
Nebraska
$52K -$590 -10 -1%
CL
686
Cabana LLC
Arkansas
$52K +$48K +814 New
BBHC
687
Brown Brothers Harriman & Co
New York
$51K -$124K -2,108 -73%
MAWCM
688
Mine & Arao Wealth Creation & Management
California
$51K
GFPC
689
Global Financial Private Client
Florida
$50.3K -$18.7K -318 -29%
CAAS
690
Capital Asset Advisory Services
Michigan
$50K -$2.12K -36 -5%
DCM
691
Davis Capital Management
Florida
$50K
CAL
692
Capital Analysts LLC
Pennsylvania
$50K +$118 +2 +0.3%
WP
693
WealthShield Partners
North Carolina
$50K +$37K +628 +424%
CFN
694
Cordasco Financial Network
Florida
$49K
FDCDDQ
695
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.9K
PFPT
696
Pinnacle Financial Partners (Tennessee)
Tennessee
$43K +$17.1K +290 +75%
RBC
697
Roble Belko & Company
Pennsylvania
$41K
WB
698
West Bancorporation
Iowa
$41K
ADL
699
Asset Dedication LLC
California
$41K +$19.2K +326 +102%
MPWT
700
MassMutual Private Wealth & Trust
Connecticut
$40K -$41.3K -700 -53%

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.