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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
TAM
151
Tyers Asset Management
Texas
$5.09M -$656K -12,584 -11%
HJA
152
Hugh Johnson Advisors
New York
$5.04M -$40.5K -776 -0.8%
EC
153
Estate Counselors
Wisconsin
$4.99M +$629K +12,060 +14%
BS
154
Banco Santander
Spain
$4.99M +$5.13M +98,480 New
FIB
155
First Interstate Bank
Montana
$4.96M +$5.11M +97,980 New
EVM
156
Eaton Vance Management
Massachusetts
$4.92M +$2.84M +54,504 +128%
FM
157
Forward Management
California
$4.92M +$2.29M +43,866 +82%
SFP
158
Shepherd Financial Partners
Massachusetts
$4.89M -$223K -4,270 -4%
I
159
INVST
Indiana
$4.85M +$563K +10,794 +12%
CG
160
Cutler Group
California
$4.84M +$2.85M +54,712 +134%
KCM
161
Kingdon Capital Management
New York
$4.82M +$4.96M +95,216 New
CF
162
Centaurus Financial
California
$4.79M +$4.65M +89,234 +1,651%
GWM
163
Geneos Wealth Management
Colorado
$4.71M -$243K -4,662 -5%
SSB
164
Sandy Spring Bank
Maryland
$4.67M -$200K -3,830 -4%
HT
165
HAP Trading
New York
$4.62M +$4.75M +91,118 New
DWA
166
Dorsey Wright & Associates
California
$4.59M +$4.73M +90,668 New
WP
167
WealthSource Partners
California
$4.58M -$131K -2,508 -3%
CA
168
Cetera Advisors
Colorado
$4.57M -$133K -2,550 -3%
SI
169
Stephens Inc
Arkansas
$4.57M -$8.03K -154 -0.2%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$4.55M -$537K -10,300 -10%
Manulife (Manufacturers Life Insurance)
171
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.53M +$3.75M +71,924 +410%
QCM
172
Quadrant Capital Management
New Jersey
$4.5M -$173K -3,310 -4%
FTC
173
Farmers Trust Company
Ohio
$4.47M +$843K +16,168 +22%
BOTW
174
Bank of the West
California
$4.45M -$212K -4,058 -4%
VFA
175
Voya Financial Advisors
Connecticut
$4.41M +$3.92M +75,130 +575%

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.