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State Street Consumer Discretionary Select Sector SPDR ETF

511 hedge funds and large institutions have $8.15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $7.41B → $8.15B (+$741M)

1% more funds holding

Funds holding: 506511 (+5)

1.82% less ownership

Funds ownership: 137.21%135.4% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

14% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 198

64% less call options, than puts

Call options by funds: $350M | Put options by funds: $966M

Holders
511
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
12.72%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.9%
New
72
Increased
170
Reduced
198
Closed
62
Calls
$350M
Puts
$966M
Net Calls
-$616M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
76
Martin & Co
Tennessee
$9.12M -$55.3K -1,290 -0.6%
WCG
77
Wall Capital Group
Arizona
$9.01M +$8.77M +204,790 New
NA
78
Neuburgh Advisers
California
$8.99M +$8.76M +204,408 New
SFP
79
Shepherd Financial Partners
Massachusetts
$8.94M -$408K -9,534 -4%
CI
80
Cavalier Investments
Georgia
$8.79M -$5.78M -134,956 -40%
P
81
PhaseCapital
New York
$8.51M +$4.24M +99,000 +105%
WA
82
WestEnd Advisors
North Carolina
$8.44M +$2.38M +55,514 +41%
PWM
83
Patriot Wealth Management
Texas
$8.26M +$335K +7,812 +4%
KP
84
Keel Point
Alabama
$8.21M +$7.99M +186,604 New
1832 Asset Management
85
1832 Asset Management
Ontario, Canada
$8.18M +$7.95M +185,634 New
TFA
86
Toth Financial Advisory
Virginia
$7.9M +$58.2K +1,358 +0.8%
UAS
87
United Asset Strategies
New York
$7.76M +$3.4M +79,394 +82%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$7.59M +$217K +5,066 +3%
GC
89
Gratia Capital
California
$7.47M +$7.28M +169,914 New
FCM
90
Flinton Capital Management
Pennsylvania
$7.4M +$7.21M +168,336 New
CC
91
Callan Capital
California
$7.34M -$258K -6,028 -3%
KSA
92
Ken Stern & Associates
California
$7.17M +$86 +2 +0%
WHG
93
Westwood Holdings Group
Texas
$7.14M -$347K -8,106 -5%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$7.09M +$248K +5,792 +4%
AG
95
Advisor Group
Arizona
$6.87M -$275K -6,422 -4%
VWM
96
Venturi Wealth Management
Texas
$6.81M +$257K +6,002 +4%
LFAS
97
Level Four Advisory Services
Texas
$6.79M +$6.41M +149,654 +2,532%
PP
98
Paloma Partners
Connecticut
$6.72M -$2.03M -47,306 -24%
ACS
99
Archford Capital Strategies
Illinois
$6.69M +$49.2K +1,148 +0.8%
PIM
100
Parker Investment Management
California
$6.62M -$370K -8,630 -5%

XLY Hedge Fund Activity: Q1 2017 in Review

511 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2017, worth a combined $8.15B — up 10% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 62 closed out — a net gain of 10 holders — while 170 added to existing stakes and 198 trimmed.

The largest buyer was Barclays, adding an estimated $1.04B. The largest seller was Bank of America, cutting an estimated $294M.

  • 511 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2017, up from 506 in Q4 2016.
  • Funds reported $8.15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2017 and 62 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $1.04B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2017.