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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
SMG
151
Spectrum Management Group
Indiana
$5.91M -$3.86M -73,120 -40%
I
152
INVST
Indiana
$5.9M +$493K +9,332 +9%
HFS
153
HL Financial Services
Kentucky
$5.78M -$311K -5,880 -5%
GKWIM
154
Gerber Kawasaki Wealth & Investment Management
California
$5.74M +$1.09M +20,604 +24%
FCM
155
Flinton Capital Management
Pennsylvania
$5.65M -$1.3M -24,528 -19%
CIA
156
Capital Investment Advisors
Georgia
$5.64M -$83.7K -1,584 -2%
AF
157
Alerus Financial
North Dakota
$5.6M -$91.9K -1,740 -2%
EWA
158
EP Wealth Advisors
California
$5.51M -$50K -946 -0.9%
WA
159
Winfield Associates
Ohio
$5.5M -$127K -2,400 -2%
HJA
160
Hugh Johnson Advisors
New York
$5.48M +$37.2K +704 +0.7%
BA
161
BKS Advisors
Michigan
$5.43M +$5.25M +99,368 New
EC
162
Estate Counselors
Wisconsin
$5.37M -$19K -360 -0.4%
VWM
163
Venturi Wealth Management
Texas
$5.19M -$934K -17,672 -16%
PAG
164
Private Advisor Group
New Jersey
$5.14M +$1.72M +32,496 +53%
SFP
165
Shepherd Financial Partners
Massachusetts
$5.07M -$194K -3,672 -4%
CA
166
Cetera Advisors
Colorado
$4.91M -$34.2K -648 -0.7%
DWA
167
Dorsey Wright & Associates
California
$4.91M -$44.8K -848 -0.9%
FTC
168
Farmers Trust Company
Ohio
$4.89M +$66.8K +1,264 +1%
WB
169
Wilks Brothers
Texas
$4.88M +$4.71M +89,200 New
GWM
170
Geneos Wealth Management
Colorado
$4.85M -$229K -4,326 -5%
SSB
171
Sandy Spring Bank
Maryland
$4.84M -$190K -3,590 -4%
QFA
172
Quattro Financial Advisors
Texas
$4.76M +$266K +5,028 +6%
SI
173
Stephens Inc
Arkansas
$4.75M -$176K -3,334 -4%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.71M -$174K -3,298 -4%
QCM
175
Quadrant Capital Management
New Jersey
$4.7M -$146K -2,770 -3%

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.