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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
NGA
701
Naples Global Advisors
Florida
$257K -$36.8K -442 -13%
GWM
702
Gray Wealth Management
Maine
$254K
ASBI
703
American State Bank (Iowa)
Iowa
$254K +$10.3K +124 +4%
HHGA
704
Halbert Hargrove Global Advisors
California
$253K +$250K +3,004 New
BMWM
705
Brown Miller Wealth Management
Virginia
$252K -$365K -4,392 -59%
SCM
706
SOL Capital Management
Maryland
$252K -$27.5K -330 -10%
IWA
707
Intercontinental Wealth Advisors
Texas
$252K
JCM
708
Janney Capital Management
Pennsylvania
$248K +$34.8K +418 +17%
PIM
709
Parker Investment Management
California
$243K
NFP
710
Narus Financial Partners
Utah
$241K +$239K +2,872 New
DDC
711
DF Dent & Co
Maryland
$241K
EBT
712
Enterprise Bank & Trust
Massachusetts
$239K
HTC
713
Haverford Trust Company
Pennsylvania
$238K +$832 +10 +0.4%
IWS
714
Insight Wealth Strategies
California
$236K -$4.33K -52 -2%
BP
715
Ballentine Partners
Massachusetts
$236K
RWA
716
Redhawk Wealth Advisors
Minnesota
$233K -$4.96M -59,606 -96%
SFC
717
SYM Financial Corp
Indiana
$232K +$54.2K +652 +31%
IAN
718
Integrated Advisors Network
Texas
$231K -$261K -3,140 -53%
DWM
719
Darwin Wealth Management
Florida
$229K +$227K +2,734 New
1WA
720
180 Wealth Advisors
Washington
$227K
AWM
721
Aries Wealth Management
Maine
$227K +$4.16K +50 +2%
SAM
722
Strategy Asset Managers
California
$225K -$131K -1,574 -37%
NFP
723
Novak Financial Planning
Maryland
$225K -$3.99K -48 -2%
GLLW
724
Graves Light Lenhart Wealth
Virginia
$224K
BCM
725
Brookstone Capital Management
Illinois
$223K -$2.53M -30,380 -92%

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.