XLY icon

Consumer Discretionary Select Sector SPDR Fund

948 hedge funds and large institutions have $13.6B invested in Consumer Discretionary Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 325 increasing their positions, 295 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
+136
Holders Change %
+16.75%
% of All Funds
16.82%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.15%
New
192
Increased
325
Reduced
295
Closed
39
Calls
$1.59B
Puts
$1.82B
Net Calls
-$225M
Net Calls Change
-$93.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
851
Curi Wealth Management
North Carolina
$45K +$45K +281 New
TLFA
852
True Link Financial Advisors
California
$42K +$42K +1,205 New
NSIM
853
North Star Investment Management
Illinois
$41K
MCM
854
McMillion Capital Management
North Carolina
$41K +$41K +252 New
HCM
855
Horrell Capital Management
Arkansas
$41K +$41K +252 New
CWP
856
Concord Wealth Partners
Virginia
$40K +$40K +249 New
GWS
857
Glassman Wealth Services
Virginia
$40K +$40K +250 New
CA
858
Clearstead Advisors
Ohio
$38K -$10.3K -65 -21%
ZB
859
Zions Bancorporation
Utah
$38K
SQA
860
Simon Quick Advisors
New Jersey
$38K +$161 +1 +0.4%
BAM
861
Barrett Asset Management
New York
$38K +$38K +237 New
VBCG
862
Valley Brook Capital Group
Pennsylvania
$38K +$38K +240 New
TF
863
Tompkins Financial
New York
$37K -$61.8K -386 -63%
PMFA
864
Plante Moran Financial Advisors
Michigan
$36K -$151K -933 -81%
EW
865
Evoke Wealth
California
$35K
BBHC
866
Brown Brothers Harriman & Co
New York
$35K +$16.5K +103 +90%
SMA
867
Sage Mountain Advisors
Georgia
$35K +$35K +220 New
ADL
868
Asset Dedication LLC
California
$33K
HCM
869
Highlander Capital Management
New Jersey
$33K
CYG
870
Clean Yield Group
Vermont
$32K +$32K +198 New
FA
871
Faithward Advisors
Pennsylvania
$31K +$15.5K +97 +100%
LC
872
Lindbrook Capital
California
$30K -$2.92K -18 -9%
PWA
873
Phoenix Wealth Advisors
North Carolina
$30K +$30K +186 New
EP
874
Eudaimonia Partners
Tennessee
$30K +$30K +189 New
LWM
875
Liberty Wealth Management
California
$29K