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State Street Consumer Discretionary Select Sector SPDR ETF

776 hedge funds and large institutions have $9.51B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 257 increasing their positions, 266 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 67

41% more funds holding in top 10

Funds holding in top 10: 2738 (+11)

33% more capital invested

Capital invested by funds: $7.14B → $9.51B (+$2.36B)

7% more funds holding

Funds holding: 726776 (+50)

1.78% more ownership

Funds ownership: 143.44%145.22% (+1.8%)

3% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 266

23% less call options, than puts

Call options by funds: $676M | Put options by funds: $879M

Holders
776
Holders Change
+50
Holders Change %
+6.89%
% of All Funds
15.91%
Holding in Top 10
38
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+40.74%
% of All Funds
0.78%
New
125
Increased
257
Reduced
266
Closed
67
Calls
$676M
Puts
$879M
Net Calls
-$203M
Net Calls Change
+$109M
Name Holding Trade Value Shares
Change
Change in
Stake
KPW
126
Kore Private Wealth
New York
$5.08M -$820K -13,914 -15%
CC
127
Callan Capital
California
$5.07M -$1.08M -18,362 -19%
EH
128
Equitable Holdings
New York
$5.06M +$946K +16,048 +25%
QAM
129
Q3 Asset Management
Michigan
$5M +$4.62M +78,390 New
SWM
130
Strategic Wealth Management
Washington
$4.93M -$1.55M -26,286 -25%
VAS
131
Vestmark Advisory Solutions
Massachusetts
$4.91M +$169K +2,868 +4%
ACM
132
Anfield Capital Management
California
$4.76M +$2.62M +44,354 +150%
EWA
133
EP Wealth Advisors
California
$4.74M -$295K -4,998 -6%
Comerica Bank
134
Comerica Bank
Texas
$4.73M +$3.62M +61,414 +827%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$4.7M -$567K -9,610 -12%
OC
136
Oppenheimer & Co
New York
$4.57M +$1.68M +28,418 +66%
TCM
137
Tradewinds Capital Management
Washington
$4.5M +$4.16M +70,514 New
FF
138
Friedenthal Financial
New Jersey
$4.45M +$4.11M +69,652 New
MSU
139
Mizuho Securities USA
New York
$4.44M +$444K +7,536 +12%
UAS
140
United Asset Strategies
New York
$4.42M -$1M -16,964 -20%
CF
141
Centaurus Financial
California
$4.39M +$3.67M +62,260 +963%
FMBTD
142
First Midwest Bank Trust Division
Illinois
$4.39M +$959K +16,268 +31%
CPA
143
Capital Planning Advisors
California
$4.37M +$24.3K +412 +0.6%
HIP
144
Harrell Investment Partners
Texas
$4.31M -$686K -11,638 -15%
RICHC
145
Renaissance Investment Consultants Holding Company
Pennsylvania
$4.28M -$169K -2,874 -4%
PA
146
Pinnacle Associates
New York
$4.24M -$25.5K -432 -0.6%
CIM
147
Confluence Investment Management
Missouri
$4.2M +$1.06K +18 +0%
SPC
148
Sigma Planning Corp
Michigan
$4.12M +$684K +11,604 +22%
CG
149
Cutler Group
California
$4.08M +$1.81M +30,762 +93%
OCM
150
Orleans Capital Management
Louisiana
$4.08M +$3.76M +63,830 New

XLY Hedge Fund Activity: Q2 2020 in Review

776 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2020, worth a combined $9.51B — up 33% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLY positions and 67 closed out — a net gain of 58 holders — while 257 added to existing stakes and 266 trimmed.

The largest buyer was Wells Fargo, adding an estimated $156M. The largest seller was Bank of America, cutting an estimated $117M.

  • 776 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2020, up from 726 in Q1 2020.
  • Funds reported $9.51B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2020, up 33% quarter-over-quarter.
  • 125 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2020 and 67 closed out, a net change of +58 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2020 was Wells Fargo, an estimated $156M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2020.