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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
KCM
126
Kingdon Capital Management
New York
$7.1M +$1.84M +34,726 +36%
OAM
127
Oppenheimer Asset Management
New York
$7.01M +$659K +12,478 +11%
ACS
128
Archford Capital Strategies
Illinois
$6.94M -$1.17M -22,166 -15%
Renaissance Technologies
129
Renaissance Technologies
New York
$6.93M +$6.7M +126,800 New
NA
130
Neuburgh Advisers
California
$6.86M -$1.57M -29,784 -19%
PSUF
131
People's United Financial
Connecticut
$6.74M -$422K -7,988 -40%
CIBC World Market
132
CIBC World Market
Ontario, Canada
$6.71M -$9.93M -187,892 -60%
BFA
133
Beaumont Financial Advisors
Massachusetts
$6.59M -$1.82M -34,512 -22%
FCC
134
Florin Court Capital
United Kingdom
$6.58M -$1.24M -23,400 -16%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$6.4M +$1.44M +27,224 +30%
UAS
136
United Asset Strategies
New York
$6.39M +$366K +6,928 +6%
AIM
137
Astor Investment Management
Illinois
$6.36M -$531K -10,048 -8%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$6.33M -$606K -11,476 -9%
CF
139
Centaurus Financial
California
$6.32M +$1.11M +20,960 +22%
VFA
140
Voya Financial Advisors
Connecticut
$6.14M +$1.28M +24,306 +28%
PI
141
PFS Investments
Georgia
$6.12M +$1.65M +31,250 +40%
LPC
142
Loeb Partners Corp
New York
$6.12M +$5.92M +112,000 New
HCMNY
143
Howard Capital Management (New York)
New York
$6.1M -$537K -10,160 -8%
SCA
144
Stillwater Capital Advisors
Pennsylvania
$6.09M +$122K +2,300 +2%
WA
145
WBH Advisory
Maryland
$6.08M +$33.6K +636 +0.6%
FIB
146
First Interstate Bank
Montana
$6M +$624K +11,816 +12%
PFS
147
Prospera Financial Services
Texas
$5.99M +$54K +1,022 +0.9%
VDFA
148
Vickerman & Driscoll Financial Advisors
Washington
$5.96M +$86.7K +1,640 +2%
BAM
149
Bruderman Asset Management
New York
$5.95M +$397K +7,504 +7%
CAN
150
Cetera Advisor Networks
California
$5.91M +$3.44M +65,148 +152%

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.