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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
CWP
801
Capital Wealth Planning
Florida
-$782K -15,956 Closed
MWM
802
MinichMacGregor Wealth Management
New York
-$818K -15,098 Closed
TAM
803
Tradition Asset Management
Virginia
-$711K -14,502 Closed
XS
804
XR Securities
Illinois
-$600K -12,234 Closed
CIBC Private Wealth Group
805
CIBC Private Wealth Group
Georgia
-$590K -12,022 Closed
GEM
806
Global Endowment Management
North Carolina
-$463K -9,440 Closed
JIP
807
Jaffetilchin Investment Partners
Florida
-$339K -6,908 Closed
DP
808
Dearborn Partners
Illinois
-$316K -6,442 Closed
FI
809
FormulaFolio Investments
Michigan
-$268K -5,470 Closed
APW
810
Aurora Private Wealth
New Jersey
-$268K -5,460 Closed
LCS
811
Levin Capital Strategies
New York
-$245K -5,000 Closed
FFA
812
Fragasso Financial Advisors
Pennsylvania
-$243K -4,946 Closed
HSA
813
HBK Sorce Advisory
Pennsylvania
-$240K -4,902 Closed
TC
814
TownSquare Capital
Utah
-$228K -4,056 Closed
DAM
815
Doheny Asset Management
California
-$222K -3,540 Closed
BSG
816
Black Swift Group
Colorado
-$147K -3,000 Closed
WAP
817
Wealthcare Advisory Partners
Pennsylvania
-$142K -2,898 Closed
CBT
818
Capital Bank & Trust
California
-$129K -2,640 Closed
Bessemer Group
819
Bessemer Group
New Jersey
-$98K -2,000 Closed
OIS
820
Okabena Investment Services
Minnesota
-$79K -1,616 Closed
AF
821
Affiance Financial
Minnesota
-$66K -1,352 Closed
LDFR
822
Lehman & Derafelo Financial Resources
Pennsylvania
-$49K -1,004 Closed
CAN
823
Claraphi Advisory Network
United States
-$40K -810 Closed
GSC
824
G&S Capital
Colorado
-$32K -672 Closed
MCM
825
McMillion Capital Management
North Carolina
-$30K -608 Closed

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.