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State Street Consumer Discretionary Select Sector SPDR ETF

511 hedge funds and large institutions have $8.15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 170 increasing their positions, 198 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

10% more capital invested

Capital invested by funds: $7.41B → $8.15B (+$741M)

1% more funds holding

Funds holding: 506511 (+5)

1.82% less ownership

Funds ownership: 137.21%135.4% (-1.8%)

8% less funds holding in top 10

Funds holding in top 10: 3936 (-3)

14% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 198

64% less call options, than puts

Call options by funds: $350M | Put options by funds: $966M

Holders
511
Holders Change
+5
Holders Change %
+0.99%
% of All Funds
12.72%
Holding in Top 10
36
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.69%
% of All Funds
0.9%
New
72
Increased
170
Reduced
198
Closed
62
Calls
$350M
Puts
$966M
Net Calls
-$616M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
176
Howe & Rusling
New York
$2.35M +$34.4K +802 +2%
BC
177
Bartlett & Co
Ohio
$2.3M
HCP
178
Holt Capital Partners
Texas
$2.27M +$63K +1,470 +3%
RSA
179
Robertson Stephens Advisors
California
$2.23M -$1.41M -32,976 -39%
OCM
180
Orleans Capital Management
Louisiana
$2.21M +$356K +8,300 +20%
Jane Street
181
Jane Street
New York
$2.2M -$9.2M -214,818 -81%
KeyBank National Association
182
KeyBank National Association
Ohio
$2.17M +$31.6K +738 +2%
JMPWA
183
JP Morgan Private Wealth Advisors
California
$2.16M -$3.43K -80 -0.2%
GLA
184
Great Lakes Advisors
Illinois
$2.15M +$857 +20 +0%
MLL
185
Moody Lynn & Lieberson
Massachusetts
$2.13M +$2.08M +48,450 New
KF
186
Krilogy Financial
Missouri
$2.13M
ABC
187
Associated Banc-Corp
Wisconsin
$2.09M -$207K -4,834 -9%
EC
188
Estate Counselors
Wisconsin
$2.07M +$79.7K +1,860 +4%
CB
189
Commerce Bank
Missouri
$2.05M -$36.7K -856 -2%
CAN
190
Cetera Advisor Networks
California
$2.01M +$108K +2,530 +6%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$1.99M -$246K -5,752 -11%
OAM
192
Oppenheimer Asset Management
New York
$1.97M +$1.92M +44,864 New
SWP
193
Stratos Wealth Partners
Ohio
$1.95M +$880K +20,542 +86%
EDRH
194
Edmond de Rothschild Holding
Switzerland
$1.95M +$10.7K +250 +0.6%
ST
195
Sabal Trust
Florida
$1.93M +$35.5K +830 +2%
ICOA
196
Investment Centers of America
North Dakota
$1.9M -$39.3K -918 -2%
NCM
197
Nelson Capital Management
California
$1.88M +$110K +2,564 +6%
BPM
198
Bowling Portfolio Management
Ohio
$1.88M +$17.9K +418 +1%
TFA
199
Transamerica Financial Advisors
Florida
$1.87M -$517K -12,082 -22%
NB
200
NBT Bank
New York
$1.86M -$121K -2,816 -6%

XLY Hedge Fund Activity: Q1 2017 in Review

511 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2017, worth a combined $8.15B — up 10% from $7.41B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XLY positions and 62 closed out — a net gain of 10 holders — while 170 added to existing stakes and 198 trimmed.

The largest buyer was Barclays, adding an estimated $1.04B. The largest seller was Bank of America, cutting an estimated $294M.

  • 511 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2017, up from 506 in Q4 2016.
  • Funds reported $8.15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2017, up 10% quarter-over-quarter.
  • 72 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2017 and 62 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $1.04B added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2017.