We are live on ! Find out more
XLY icon

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
ST
51
Spinnaker Trust
Maine
$18.2M +$426K +7,228 +3%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$18.1M +$681K +11,554 +4%
GC
53
Grimes & Company
Massachusetts
$17.9M +$14.4M +244,716 +699%
MLM
54
Mount Lucas Management
Pennsylvania
$17.6M +$16.3M +276,252 New
AssetMark Inc
55
AssetMark Inc
California
$16.9M +$7.98M +135,352 +104%
NRS
56
Neville Rodie & Shaw
New York
$15.4M -$103K -1,740 -0.7%
SL
57
Salomon & Ludwin
Virginia
$15M -$372K -6,312 -3%
SAS
58
Sage Advisory Services
Texas
$13.8M +$12.8M +216,682 New
Millennium Management
59
Millennium Management
New York
$13.4M -$54.1M -917,624 -81%
AA
60
ALPS Advisors
Colorado
$13.4M -$1.32M -22,366 -10%
MM
61
Main Management
California
$13M +$688K +11,670 +6%
SS
62
Simplicity Solutions
Minnesota
$13M +$6.62M +112,336 +123%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$12.9M +$4.77M +80,880 +66%
MC
64
Martin & Co
Tennessee
$12.9M -$91.4K -1,550 -0.8%
BAAM
65
Baker Avenue Asset Management
California
$12.6M +$3.48M +59,082 +43%
MML Investors Services
66
MML Investors Services
Massachusetts
$12.6M +$329K +5,584 +3%
AWM
67
AE Wealth Management
Kansas
$12.4M +$5.24M +88,880 +85%
FSC
68
Full Sail Capital
Oklahoma
$12.2M -$293K -4,968 -3%
KWM
69
Keebeck Wealth Management
Illinois
$11.7M -$999K -16,938 -8%
V
70
Veritable
Delaware
$11.7M -$1.96M -33,172 -15%
AIC
71
Ayalon Insurance Company
Israel
$10.9M
Cohen & Steers
72
Cohen & Steers
New York
$10.9M +$2.1M +35,538 +26%
CAN
73
Cetera Advisor Networks
California
$10.7M +$7.14M +121,120 +258%
BWM
74
Biltmore Wealth Management
Arizona
$10.3M -$2.49M -42,278 -17%
SA
75
swisspartners Advisors
Switzerland
$9.98M -$106K -1,790 -1%

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.