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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
HCMNY
126
Howard Capital Management (New York)
New York
$6.17M -$235K -4,508 -4%
TRCT
127
Tower Research Capital (TRC)
New York
$6.05M +$6.23M +119,472 New
Millennium Management
128
Millennium Management
New York
$6.04M -$80.8K -1,550 -1%
AIC
129
Ayalon Insurance Company
Israel
$6.01M +$174K +3,340 +3%
Citadel Advisors
130
Citadel Advisors
Florida
$6M -$24.4M -468,514 -80%
P
131
PhaseCapital
New York
$5.97M -$876K -16,800 -12%
SWM
132
SVA Wealth Management
Wisconsin
$5.92M -$10.7K -206 -0.2%
OAM
133
Oppenheimer Asset Management
New York
$5.86M +$2.42M +46,358 +67%
NR
134
Newfound Research
Massachusetts
$5.79M +$3.39M +65,034 +132%
ADEF
135
Adams Diversified Equity Fund
Maryland
$5.67M +$5.84M +112,000 New
HFS
136
HL Financial Services
Kentucky
$5.65M +$1.04M +19,910 +22%
WA
137
WBH Advisory
Maryland
$5.6M +$32.7K +628 +0.6%
UAS
138
United Asset Strategies
New York
$5.57M -$4.78M -91,708 -45%
JG
139
Jefferies Group
New York
$5.55M +$5.11M +98,022 +845%
SCA
140
Stillwater Capital Advisors
Pennsylvania
$5.53M +$89K +1,708 +2%
VWM
141
Venturi Wealth Management
Texas
$5.52M -$6.14M -117,816 -52%
PFS
142
Prospera Financial Services
Texas
$5.5M +$2.43M +46,600 +75%
RWP
143
RWA Wealth Partners
Massachusetts
$5.49M +$5.65M +108,330 New
VDFA
144
Vickerman & Driscoll Financial Advisors
Washington
$5.44M +$103K +1,982 +2%
CIA
145
Capital Investment Advisors
Georgia
$5.31M -$204K -3,920 -4%
AF
146
Alerus Financial
North Dakota
$5.28M +$656K +12,588 +14%
TI
147
TTP Investments
California
$5.22M +$1.33M +25,504 +33%
WA
148
Winfield Associates
Ohio
$5.22M +$41.7K +800 +0.8%
EWA
149
EP Wealth Advisors
California
$5.15M +$5.01M +96,044 +1,700%
BAM
150
Bruderman Asset Management
New York
$5.13M +$350K +6,714 +7%

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.