We are live on ! Find out more
XLY icon

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
LNB
176
Ledyard National Bank
$4.33M -$127K -2,440 -3%
1832 Asset Management
177
1832 Asset Management
Ontario, Canada
$4.32M -$2.71M -51,912 -38%
GKWIM
178
Gerber Kawasaki Wealth & Investment Management
California
$4.27M -$121K -2,328 -3%
Nomura Asset Management
179
Nomura Asset Management
Japan
$4.25M
FC
180
FCA Corp
Texas
$4.2M +$209 +4 +0%
QFA
181
Quattro Financial Advisors
Texas
$4.18M -$64.6K -1,240 -1%
WHG
182
Westwood Holdings Group
Texas
$4.1M -$37.5K -720 -0.9%
PI
183
Parkside Investments
Illinois
$4.06M +$18.2K +350 +0.4%
TAM
184
Tocqueville Asset Management
New York
$4.04M +$796K +15,270 +24%
JMPWA
185
JP Morgan Private Wealth Advisors
California
$3.99M +$1.53M +29,340 +59%
FF
186
Friedenthal Financial
New Jersey
$3.98M +$4.1M +78,676 New
Natixis Advisors
187
Natixis Advisors
Massachusetts
$3.98M +$4.09M +78,506 New
PI
188
PFS Investments
Georgia
$3.97M +$4.08M +78,184 New
OCM
189
Orleans Capital Management
Louisiana
$3.92M -$365K -7,000 -8%
PA
190
Pinnacle Associates
New York
$3.87M +$3.26M +62,606 +451%
KC
191
KHP Capital
Oklahoma
$3.8M -$51.7K -992 -1%
MBT
192
Monroe Bank & Trust
Michigan
$3.73M -$175K -3,362 -4%
SPIA
193
Steward Partners Investment Advisory
New York
$3.72M +$31.1K +596 +0.8%
GHCM
194
Glen Harbor Capital Management
California
$3.7M -$477K -9,152 -11%
Walleye Trading
195
Walleye Trading
New York
$3.67M -$1.99M -38,082 -34%
JGIA
196
Jackson Grant Investment Advisers
Connecticut
$3.51M -$313 -6 -0%
GC
197
Gratia Capital
California
$3.49M -$438K -8,400 -11%
GA
198
GFS Advisors
Texas
$3.47M -$41.7K -800 -1%
TF
199
TIAA FSB
Florida
$3.47M +$314K +6,024 +10%
CRC
200
Curi RMB Capital
Illinois
$3.39M +$53.2K +1,020 +2%

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.