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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
BCM
151
Brookstone Capital Management
Illinois
$4.06M +$321K +5,444 +9%
DA
152
Duality Advisers
Florida
$4.05M +$3.74M +63,436 New
EWA
153
Evolution Wealth Advisors
Florida
$4.02M +$3.72M +63,022 New
KP
154
Keel Point
Alabama
$4.02M +$3.45M +58,446 +1,309%
BHB
155
Bank Hapoalim BM
Israel
$4M +$502K +8,520 +16%
TFA
156
Toth Financial Advisory
Virginia
$3.91M +$185K +3,132 +5%
AAM
157
Ameraudi Asset Management
New York
$3.88M -$334K -5,668 -9%
FMC
158
First Merchants Corp
Indiana
$3.78M +$608K +10,312 +21%
FCI
159
Financial Counselors Inc
Kansas
$3.76M -$2.36K -40 -0.1%
KeyBank National Association
160
KeyBank National Association
Ohio
$3.75M -$116K -1,962 -3%
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$3.7M -$508K -8,618 -13%
SWM
162
Segment Wealth Management
Texas
$3.7M -$22.4K -380 -0.7%
D.E. Shaw & Co
163
D.E. Shaw & Co
New York
$3.64M +$3.36M +57,000 New
AWP
164
Ascent Wealth Partners
New York
$3.64M +$58K +984 +2%
BBVA
165
Banco Bilbao Vizcaya Argentaria
Spain
$3.61M +$672K +11,404 +25%
Fidelity International
166
Fidelity International
Bermuda
$3.59M -$1.41M -23,890 -30%
Bank of New York Mellon
167
Bank of New York Mellon
New York
$3.59M +$853K +14,462 +35%
ABC
168
Associated Banc-Corp
Wisconsin
$3.57M -$204K -3,462 -6%
NC
169
NewSquare Capital
Pennsylvania
$3.56M +$314K +5,320 +11%
ASN
170
Advisory Services Network
Georgia
$3.54M -$1.32M -22,434 -29%
SMM
171
Stadion Money Management
Georgia
$3.53M +$3.26M +55,282 New
BCWM
172
Bartlett & Co Wealth Management
Ohio
$3.5M +$59K +1,000 +2%
BC
173
Bartlett & Co
Ohio
$3.5M +$59K +1,000 +2%
LNB
174
Ledyard National Bank
$3.49M -$130K -2,204 -4%
RHP
175
Royal Harbor Partners
Texas
$3.47M +$1.17M +19,854 +58%

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.