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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
FWM
876
Filbrandt Wealth Management
Wisconsin
$23K +$23.1K +278 New
EVM
877
Eaton Vance Management
Massachusetts
$22K +$21.1K +254 New
WAS
878
Winch Advisory Services
Wisconsin
$21K +$8.82K +106 +74%
PB
879
Pinnacle Bancorp
Nebraska
$21K +$20.5K +246 New
BCM
880
Bourgeon Capital Management
Connecticut
$20K
RIM
881
Rockbridge Investment Management
New York
$20K
FA
882
Financial Advantage
Maryland
$20K +$19.8K +238 New
FMII
883
Farmers & Merchants Investments Inc
Nebraska
$18K
FRA
884
Front Row Advisors
California
$18K
HS
885
Horan Securities
United States
$17K +$166 +2 +1%
GWMIA
886
Global Wealth Management Investment Advisory
Florida
$17K +$8.15K +98 +92%
BL
887
Balentine LLC
Georgia
$16K
CFFP
888
Center for Financial Planning
Michigan
$15K
M
889
MOTCO
Texas
$15K
LWA
890
Lowe Wealth Advisors
Maryland
$14K -$593K -7,130 -98%
BBPWM
891
Blue Bell Private Wealth Management
Pennsylvania
$14K
HI
892
Hudock Inc
Pennsylvania
$14K
AF
893
Affiance Financial
Minnesota
$13K +$13K +156 New
SIS
894
Sound Income Strategies
Florida
$12.9K
HWA
895
Heritage Wealth Advisors
Virginia
$12.6K -$12.6K -152 -50%
HFA
896
HC Financial Advisors
California
$12K
VRM
897
Vectors Research Management
New York
$12K
MIH
898
Meitav Investment House
Israel
$11.1K -$14.8M -178,190 -57%
OSAM
899
O'Shaughnessy Asset Management
Connecticut
$11K
TIM
900
Tortoise Investment Management
New York
$11K

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.