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State Street Consumer Discretionary Select Sector SPDR ETF

937 hedge funds and large institutions have $13.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 314 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $893M

18% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 314

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$191M)

4% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 101

2% less funds holding

Funds holding: 952937 (-15)

4.92% less ownership

Funds ownership: 147.66%142.74% (-4.9%)

18% less funds holding in top 10

Funds holding in top 10: 6553 (-12)

Holders
937
Holders Change
-15
Holders Change %
-1.58%
% of All Funds
16.45%
Holding in Top 10
53
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-18.46%
% of All Funds
0.93%
New
97
Increased
371
Reduced
314
Closed
101
Calls
$1.3B
Puts
$893M
Net Calls
+$410M
Net Calls Change
+$634M
Name Holding Trade Value Shares
Change
Change in
Stake
PO
851
Private Ocean
California
$35K +$34.6K +416 New
JHCP
852
Jackson Hole Capital Partners
Oklahoma
$35K +$34.8K +418 New
HF
853
Halpern Financial
Virginia
$35K +$34.6K +416 New
HCM
854
Highlander Capital Management
New Jersey
$34K
First Manhattan
855
First Manhattan
New York
$34K +$34.3K +412 New
PWA
856
Phoenix Wealth Advisors
North Carolina
$32K
GAM
857
Gemmer Asset Management
California
$30K +$29.4K +354 New
AWMS
858
Advocacy Wealth Management Services
Georgia
$29K
BFO
859
Biltmore Family Office
North Carolina
$29K
LWM
860
Liberty Wealth Management
California
$29K
SC
861
Steph & Co
Wisconsin
$29K
WWMSC
862
Wagner Wealth Management (South Carolina)
South Carolina
$28K +$9.98K +120 +57%
WFA
863
WestHill Financial Advisors
California
$28K +$27.8K +334 New
GFPC
864
Global Financial Private Client
Florida
$27.8K
KFI
865
Key Financial Inc
Pennsylvania
$27K
1832 Asset Management
866
1832 Asset Management
Ontario, Canada
$26K -$591K -7,100 -96%
BWM
867
Baystate Wealth Management
Massachusetts
$26K
GWSG
868
GPS Wealth Strategies Group
Colorado
$26K +$26K +312 New
ADL
869
Asset Dedication LLC
California
$25K -$11.1K -134 -31%
LC
870
Lindbrook Capital
California
$25K -$6.32K -76 -21%
NIC
871
Northwest Investment Counselors
Oregon
$25K +$25K +300 New
LAS
872
Lloyd Advisory Services
Georgia
$24K
BAM
873
Bellevue Asset Management
Washington
$23K
DAC
874
Dividend Assets Capital
South Carolina
$23K
SWA
875
SOA Wealth Advisors
New York
$23K

XLY Hedge Fund Activity: Q1 2021 in Review

937 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2021, worth a combined $13.7B — up 1.4% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLY and 97 opened new positions — a net loss of 4 holders — while 314 trimmed existing stakes and 371 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $286M. The largest seller was Parallax Volatility Advisers, cutting an estimated $164M.

  • 937 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2021, down from 952 in Q4 2020.
  • Funds reported $13.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 97 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -4 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2021 was Ontario Teachers' Pension Plan Board, an estimated $286M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2021 was Parallax Volatility Advisers, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.