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State Street Consumer Discretionary Select Sector SPDR ETF

627 hedge funds and large institutions have $9.99B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 205 increasing their positions, 236 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 68

4% more funds holding in top 10

Funds holding in top 10: 4951 (+2)

3% more funds holding

Funds holding: 607627 (+20)

2% less capital invested

Capital invested by funds: $10.2B → $9.99B (-$178M)

4.4% less ownership

Funds ownership: 158.41%154.01% (-4.4%)

13% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 236

27% less call options, than puts

Call options by funds: $533M | Put options by funds: $727M

Holders
627
Holders Change
+20
Holders Change %
+3.29%
% of All Funds
14.37%
Holding in Top 10
51
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.08%
% of All Funds
1.17%
New
95
Increased
205
Reduced
236
Closed
68
Calls
$533M
Puts
$727M
Net Calls
-$194M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
101
MML Investors Services
Massachusetts
$8.39M +$366K +7,022 +4%
UCFA
102
United Capital Financial Advisors
Texas
$8.33M +$6.23M +119,408 +265%
PWM
103
Patriot Wealth Management
Texas
$8.3M -$5.54M -106,330 -39%
AG
104
Advisor Group
Arizona
$8.13M -$193K -3,694 -2%
NA
105
Neuburgh Advisers
California
$7.87M -$1.01M -19,448 -11%
BFA
106
Beaumont Financial Advisors
Massachusetts
$7.85M +$3.67M +70,392 +83%
KSA
107
Ken Stern & Associates
California
$7.81M -$89.4K -1,714 -1%
SG
108
Swarthmore Group
Pennsylvania
$7.73M -$16M -306,000 -67%
VC
109
Vestor Capital
Illinois
$7.7M +$89.1K +1,710 +1%
Asset Management One
110
Asset Management One
Japan
$7.54M -$798K -15,308 -9%
ACS
111
Archford Capital Strategies
Illinois
$7.36M +$41.7K +800 +0.5%
CC
112
Callan Capital
California
$7.31M -$550K -10,554 -7%
FCC
113
Florin Court Capital
United Kingdom
$7.28M +$2.45M +47,000 +49%
HighTower Advisors
114
HighTower Advisors
Illinois
$7.14M -$94.9K -1,820 -1%
FBB
115
Fulton Breakefield Broenniman
Maryland
$7M +$7.2M +138,188 New
Cohen & Steers
116
Cohen & Steers
New York
$6.84M +$934K +17,912 +15%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$6.7M -$3.75M -71,900 -35%
BCM
118
BlueCrest Capital Management
Jersey
$6.7M +$6.9M +132,280 New
TAIM
119
TD Ameritrade Investment Management
Nebraska
$6.68M +$262K +5,024 +4%
TSS
120
Two Sigma Securities
New York
$6.59M +$6.25M +119,810 +1,168%
FCM
121
Flinton Capital Management
Pennsylvania
$6.48M -$835K -16,016 -11%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$6.45M -$555K -10,640 -8%
SB
123
Suntrust Banks
Georgia
$6.44M +$815K +15,638 +14%
AIM
124
Astor Investment Management
Illinois
$6.4M -$351K -6,730 -5%
PP
125
PDT Partners
New York
$6.38M +$6.57M +126,052 New

XLY Hedge Fund Activity: Q1 2018 in Review

627 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2018, worth a combined $9.99B — down 1.7% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLY positions and 68 closed out — a net gain of 27 holders — while 205 added to existing stakes and 236 trimmed.

The largest buyer was Churchill Management, opening a new position worth an estimated $132M. The largest seller was Bank of America, cutting an estimated $573M.

  • 627 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2018, up from 607 in Q4 2017.
  • Funds reported $9.99B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 95 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2018 and 68 closed out, a net change of +27 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2018 was Churchill Management, an estimated $132M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2018 was Bank of America, an estimated $573M sold.

Based on aggregated 13F filings for Q1 2018.