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State Street Consumer Discretionary Select Sector SPDR ETF

535 hedge funds and large institutions have $7.97B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 209 increasing their positions, 165 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

31% more funds holding in top 10

Funds holding in top 10: 3647 (+11)

27% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 165

5% more funds holding

Funds holding: 511535 (+24)

2% less capital invested

Capital invested by funds: $8.15B → $7.97B (-$187M)

8.34% less ownership

Funds ownership: 135.4%127.06% (-8.3%)

51% less call options, than puts

Call options by funds: $313M | Put options by funds: $640M

Holders
535
Holders Change
+24
Holders Change %
+4.7%
% of All Funds
13.34%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
1.17%
New
72
Increased
209
Reduced
165
Closed
43
Calls
$313M
Puts
$640M
Net Calls
-$326M
Net Calls Change
+$290M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
151
Baker Avenue Asset Management
California
$3.76M +$67.4K +1,506 +2%
WHG
152
Westwood Holdings Group
Texas
$3.68M -$3.59M -80,200 -49%
IA
153
IFP Advisors
Florida
$3.67M +$1.1M +24,598 +43%
FC
154
FCA Corp
Texas
$3.66M +$84K +1,876 +2%
LNB
155
Ledyard National Bank
$3.65M +$53.7K +1,200 +1%
ECM
156
Exchange Capital Management
Michigan
$3.61M -$49.4K -1,104 -1%
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.58M -$1.88M -42,000 -34%
MBT
158
Monroe Bank & Trust
Michigan
$3.38M -$1.52K -34 -0%
BWM
159
Biltmore Wealth Management
Arizona
$3.38M +$3.38M +75,434 New
RCM
160
Riverhead Capital Management
Delaware
$3.34M +$3.34M +74,508 New
SF
161
Synovus Financial
Georgia
$3.33M +$888K +19,838 +36%
OCM
162
Orleans Capital Management
Louisiana
$3.32M +$1.07M +23,900 +48%
TAM
163
Tocqueville Asset Management
New York
$3.26M +$331K +7,400 +11%
SPIA
164
Steward Partners Investment Advisory
New York
$3.24M +$1.76M +39,294 +119%
TBA
165
Train Babcock Advisors
New York
$3.22M -$62.3K -1,392 -2%
Mirae Asset Global Investments
166
Mirae Asset Global Investments
South Korea
$3.21M -$15.6M -348,980 -83%
JGIA
167
Jackson Grant Investment Advisers
Connecticut
$3.17M -$26.8K -598 -0.8%
NRS
168
Neville Rodie & Shaw
New York
$3.08M -$148K -3,300 -5%
BOTW
169
Bank of the West
California
$3.02M -$468K -10,454 -13%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$2.99M +$8.15K +182 +0.3%
IH
171
IFC Holdings
Florida
$2.99M +$1.73M +38,624 +138%
FAM
172
Foothills Asset Management
Arizona
$2.94M -$18.2K -406 -0.6%
GA
173
GFS Advisors
Texas
$2.9M
TTWM
174
TCV Trust & Wealth Management
Virginia
$2.9M -$22.5K -502 -0.8%
WAS
175
Winch Advisory Services
Wisconsin
$2.85M -$15.7K -350 -0.5%

XLY Hedge Fund Activity: Q2 2017 in Review

535 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2017, worth a combined $7.97B — down 2.3% from $8.15B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 43 closed out — a net gain of 29 holders — while 209 added to existing stakes and 165 trimmed.

The largest buyer was UBS Group, adding an estimated $102M. The largest seller was Bank of America, cutting an estimated $401M.

  • 535 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2017, up from 511 in Q1 2017.
  • Funds reported $7.97B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2017, down 2.3% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2017 and 43 closed out, a net change of +29 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2017 was UBS Group, an estimated $102M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2017 was Bank of America, an estimated $401M sold.

Based on aggregated 13F filings for Q2 2017.