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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
HDIM
701
Hanson & Doremus Investment Management
Vermont
$39K
PCFFS
702
Pacific Center for Financial Services
California
$37K +$2.12K +36 +7%
LWM
703
Lenox Wealth Management
Ohio
$37K +$21.8K +370 +175%
CFD
704
Creative Financial Designs
Indiana
$37K +$24.5K +416 +257%
Kayne Anderson Rudnick Investment Management
705
Kayne Anderson Rudnick Investment Management
California
$36K +$33K +560 New
MIM
706
Macroview Investment Management
Maryland
$36K +$33K +560 New
SQA
707
Simon Quick Advisors
New Jersey
$30K
CAM
708
CenterStar Asset Management
Illinois
$29K
ClearBridge Investments
709
ClearBridge Investments
New York
$29K
AA
710
AlphaMark Advisors
Kentucky
$29K +$25K +424 +1,247%
RE
711
RBC Europe
United Kingdom
$28.7K +$26.5K +450 New
AW
712
Avion Wealth
Texas
$28K
CA
713
Clearstead Advisors
Ohio
$28K +$7.67K +130 +41%
EW
714
Evoke Wealth
California
$27K +$11.1K +188 +78%
FMTCOCP
715
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K
HCM
716
Highlander Capital Management
New Jersey
$26K
LWM
717
Liberty Wealth Management
California
$23K
AF
718
Allworth Financial
California
$22K -$42.9K -728 -68%
AWMS
719
Advocacy Wealth Management Services
Georgia
$22K
BFO
720
Biltmore Family Office
North Carolina
$22K
BCM
721
Bourgeon Capital Management
Connecticut
$22K
WT
722
Washington Trust
Rhode Island
$22K
WCG
723
Weaver Consulting Group
California
$21K
RIM
724
Rockbridge Investment Management
New York
$21K +$19.1K +324 New
LC
725
Lindbrook Capital
California
$21K +$19.5K +330 New

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.