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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
WA
126
WBH Advisory
Maryland
$4.62M +$971K +22,678 +28%
BFA
127
Beaumont Financial Advisors
Massachusetts
$4.58M -$3.3M -76,956 -43%
HFS
128
HL Financial Services
Kentucky
$4.5M -$474K -11,070 -10%
SSB
129
Sandy Spring Bank
Maryland
$4.41M -$210K -4,906 -5%
IUHSA
130
Itau Unibanco Holding S.A.
Brazil
$4.35M -$2.39M -55,866 -36%
AssetMark Inc
131
AssetMark Inc
California
$4.32M +$147K +3,424 +4%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$4.28M -$301K -7,020 -7%
GHCM
133
Glen Harbor Capital Management
California
$4.23M +$4.12M +96,192 New
QCM
134
Quadrant Capital Management
New Jersey
$4.17M +$25.7K +600 +0.6%
SCA
135
Stillwater Capital Advisors
Pennsylvania
$4.14M +$345K +8,056 +9%
PFS
136
Prospera Financial Services
Texas
$4.08M -$967K -22,584 -19%
FIM
137
Freedom Investment Management
Connecticut
$4.04M +$3.93M +91,772 New
SI
138
Stephens Inc
Arkansas
$4.01M +$136K +3,166 +4%
BAM
139
Bruderman Asset Management
New York
$3.92M +$239K +5,586 +7%
BTS
140
BB&T Securities
Virginia
$3.88M +$2.93M +68,454 +345%
BAAM
141
Baker Avenue Asset Management
California
$3.62M -$924K -21,580 -21%
ECM
142
Exchange Capital Management
Michigan
$3.59M -$28.6K -668 -0.8%
LNB
143
Ledyard National Bank
$3.53M +$721K +16,826 +27%
FC
144
FCA Corp
Texas
$3.51M +$120K +2,800 +4%
BOTW
145
Bank of the West
California
$3.43M +$2.47M +57,692 +285%
MBT
146
Monroe Bank & Trust
Michigan
$3.32M -$16.7K -390 -0.5%
FFEC
147
First Financial Equity Corporation
Arizona
$3.24M +$3.16M +73,832 New
TBA
148
Train Babcock Advisors
New York
$3.22M -$101K -2,350 -3%
NRS
149
Neville Rodie & Shaw
New York
$3.17M -$6.51K -152 -0.2%
SG
150
Swarthmore Group
Pennsylvania
$3.14M -$13.5M -314,750 -82%

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.