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State Street Consumer Discretionary Select Sector SPDR ETF

511 hedge funds and large institutions have $8.15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $7.41B → $8.15B (+$741M)

1% more funds holding

Funds holding: 506511 (+5)

1.82% less ownership

Funds ownership: 137.21%135.4% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

14% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 198

64% less call options, than puts

Call options by funds: $350M | Put options by funds: $966M

Holders
511
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
12.72%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.9%
New
72
Increased
170
Reduced
198
Closed
62
Calls
$350M
Puts
$966M
Net Calls
-$616M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$17.9M +$968K +22,606 +6%
Stifel Financial
52
Stifel Financial
Missouri
$17.7M +$2.69M +62,714 +19%
XGI
53
XL Group Investments
Bermuda
$17.6M
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$17M +$463K +10,802 +3%
AA
55
ALPS Advisors
Colorado
$15.7M +$715K +16,704 +5%
NI
56
Numeric Investors
Massachusetts
$15.7M +$15.2M +356,000 New
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$15.4M -$1.1M -25,650 -7%
FCC
58
Florin Court Capital
United Kingdom
$13.8M +$7.68M +179,200 +132%
MCM
59
Moore Capital Management
New York
$13.2M -$148K -3,460 -1%
V
60
Veritable
Delaware
$12.8M +$35.3K +824 +0.3%
CFP
61
Cornerstone Financial Partners
North Carolina
$12.7M -$483K -11,268 -4%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$12.7M -$733K -17,116 -6%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$11.8M -$1.31M -30,506 -10%
BCM
64
Brookstone Capital Management
Illinois
$11.2M -$2M -46,718 -16%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$11.2M +$755K +17,626 +7%
MTB
66
Mizuho Trust & Banking
Japan
$10.6M +$10.3M +240,000 New
WF
67
WealthTrust Fairport
Ohio
$10.5M +$480K +11,216 +5%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$10.3M +$8.68M +202,600 +633%
AWE
69
Avidian Wealth Enterprises
Texas
$10.3M -$11.7M -274,250 -54%
FPCM
70
Financial Partners Capital Management
New York
$10.1M -$378K -8,832 -4%
TAIM
71
TD Ameritrade Investment Management
Nebraska
$10M +$263K +6,136 +3%
MLM
72
Mount Lucas Management
Pennsylvania
$9.91M -$2.41M -56,302 -20%
HAM
73
Hillswick Asset Management
Connecticut
$9.87M -$64.1K -1,496 -0.7%
KIA
74
KCM Investment Advisors
California
$9.77M +$2.23M +52,108 +31%
Asset Management One
75
Asset Management One
Japan
$9.64M -$1.5M -35,000 -14%

XLY Hedge Fund Activity: Q1 2017 in Review

511 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2017, worth a combined $8.15B — up 10% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 62 closed out — a net gain of 10 holders — while 170 added to existing stakes and 198 trimmed.

The largest buyer was Barclays, adding an estimated $1.04B. The largest seller was Bank of America, cutting an estimated $294M.

  • 511 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2017, up from 506 in Q4 2016.
  • Funds reported $8.15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2017 and 62 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $1.04B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2017.