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State Street Consumer Discretionary Select Sector SPDR ETF

659 hedge funds and large institutions have $10.3B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 237 increasing their positions, 240 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 45

14% more funds holding in top 10

Funds holding in top 10: 5158 (+7)

5% more funds holding

Funds holding: 627659 (+32)

3% more capital invested

Capital invested by funds: $9.99B → $10.3B (+$270M)

1% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 240

6.52% less ownership

Funds ownership: 154.01%147.49% (-6.5%)

12% less call options, than puts

Call options by funds: $466M | Put options by funds: $528M

Holders
659
Holders Change
+32
Holders Change %
+5.1%
% of All Funds
15.09%
Holding in Top 10
58
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+13.73%
% of All Funds
1.33%
New
80
Increased
237
Reduced
240
Closed
45
Calls
$466M
Puts
$528M
Net Calls
-$62.4M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
76
Lido Advisors
California
$13.5M -$434K -8,222 -3%
WF
77
WealthTrust Fairport
Ohio
$13.2M +$531K +10,050 +4%
MLM
78
Mount Lucas Management
Pennsylvania
$13.1M -$4.5M -85,192 -26%
CS
79
Credit Suisse
Switzerland
$13.1M -$10.4M -197,358 -45%
MCM
80
Murphy Capital Management
New Jersey
$13.1M +$899K +17,014 +8%
American Century Companies
81
American Century Companies
Missouri
$12.7M -$11M -207,680 -47%
HAM
82
Hillswick Asset Management
Connecticut
$12.1M
Baird Financial Group
83
Baird Financial Group
Wisconsin
$11.8M +$674K +12,748 +6%
NCM
84
Novare Capital Management
North Carolina
$11.6M +$1.41M +26,640 +14%
CAG
85
Crestwood Advisors Group
Massachusetts
$11.3M -$1.08M -20,414 -9%
CHA
86
Cedar Hill Associates
Illinois
$11.1M -$1.61M -30,400 -13%
TI
87
TTP Investments
California
$11M +$5.21M +98,622 +96%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$10.9M +$315K +5,954 +3%
ERSOT
89
Employees Retirement System of Texas
Texas
$10.7M +$10.4M +196,000 New
WFWM
90
Wechter Feldman Wealth Management
New Jersey
$10.7M +$319K +6,032 +3%
KP
91
Keel Point
Alabama
$10.5M +$338K +6,402 +3%
MML Investors Services
92
MML Investors Services
Massachusetts
$10.4M +$1.3M +24,692 +15%
SG
93
Swarthmore Group
Pennsylvania
$10.4M +$1.99M +37,700 +25%
TRCT
94
Tower Research Capital (TRC)
New York
$10.1M +$3.46M +65,456 +55%
BWM
95
Biltmore Wealth Management
Arizona
$10.1M -$515K -9,742 -5%
Asset Management One
96
Asset Management One
Japan
$10M +$1.82M +34,380 +23%
TFA
97
Toth Financial Advisory
Virginia
$9.88M +$5.28K +100 +0.1%
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$9.79M
FAAS
99
First Allied Advisory Services
California
$9.59M -$190K -3,590 -2%
UCFA
100
United Capital Financial Advisors
Texas
$9.5M +$498K +9,432 +6%

XLY Hedge Fund Activity: Q2 2018 in Review

659 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2018, worth a combined $10.3B — up 2.7% from $9.99B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLY positions and 45 closed out — a net gain of 35 holders — while 237 added to existing stakes and 240 trimmed.

The largest buyer was Bank of America, adding an estimated $58.4M. The largest seller was Barclays, cutting an estimated $240M.

  • 659 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2018, up from 627 in Q1 2018.
  • Funds reported $10.3B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2018, up 2.7% quarter-over-quarter.
  • 80 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2018 and 45 closed out, a net change of +35 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $58.4M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2018 was Barclays, an estimated $240M sold.

Based on aggregated 13F filings for Q2 2018.