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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$16.9M +$5.45M +121,646 +48%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$16.5M -$734K -16,380 -4%
SG
53
Swarthmore Group
Pennsylvania
$16.5M +$13.3M +296,050 +415%
AA
54
ALPS Advisors
Colorado
$16.3M -$128K -2,856 -0.8%
BTS
55
BB&T Securities
Virginia
$16M +$12M +268,864 +305%
ACM
56
Aviance Capital Management
Florida
$15.6M -$6.69M -149,482 -30%
BHWM
57
Bar Harbor Wealth Management
New Hampshire
$15.5M -$185K -4,130 -1%
American Century Companies
58
American Century Companies
Missouri
$14.8M -$4.46M -99,642 -23%
Two Sigma Investments
59
Two Sigma Investments
New York
$13.8M -$38.8M -865,908 -74%
HIM
60
Hanlon Investment Management
New Jersey
$13.3M +$12.3M +274,964 +1,245%
NA
61
Neuburgh Advisers
California
$13.2M +$4.01M +89,556 +44%
V
62
Veritable
Delaware
$13.1M +$38.8K +866 +0.3%
CFP
63
Cornerstone Financial Partners
North Carolina
$13M +$64.3K +1,436 +0.5%
KIA
64
KCM Investment Advisors
California
$12.7M +$2.74M +61,128 +28%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$12.2M -$665K -14,860 -5%
FCC
66
Florin Court Capital
United Kingdom
$12M -$2.08M -46,400 -15%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$11.6M +$251K +5,608 +2%
WA
68
WestEnd Advisors
North Carolina
$11.4M +$2.83M +63,252 +33%
CG
69
Cutler Group
California
$11.4M +$6.36M +142,100 +126%
WCG
70
Wall Capital Group
Arizona
$10.9M +$1.69M +37,828 +18%
FCM
71
Flinton Capital Management
Pennsylvania
$10.8M +$3.3M +73,752 +44%
MLM
72
Mount Lucas Management
Pennsylvania
$10.8M +$689K +15,390 +7%
AWE
73
Avidian Wealth Enterprises
Texas
$10.4M -$56.2K -1,254 -0.5%
WF
74
WealthTrust Fairport
Ohio
$10.4M -$304K -6,778 -3%
HAM
75
Hillswick Asset Management
Connecticut
$10.1M

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.