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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
FNT
201
First National Trust
Pennsylvania
$1.82M +$39.5K +922 +2%
MAS
202
Madden Advisory Services
Florida
$1.81M -$16.3K -380 -0.9%
BSW
203
Buckingham Strategic Wealth
Missouri
$1.8M +$1.75M +40,938 New
HJA
204
Hugh Johnson Advisors
New York
$1.77M -$91.2K -2,130 -5%
Creative Planning
205
Creative Planning
Kansas
$1.74M -$256K -5,988 -13%
FFSOTS
206
Fiduciary Financial Services of The Southwest
Texas
$1.74M -$47.1K -1,100 -3%
GT
207
Glenmede Trust
Pennsylvania
$1.72M -$87.1K -2,034 -5%
PP
208
Prudential plc
United Kingdom
$1.71M +$1.27M +29,700 +323%
ZIG
209
Zurich Insurance Group
Switzerland
$1.71M +$465K +10,864 +39%
BCM
210
Boltwood Capital Management
California
$1.7M +$94.2K +2,200 +6%
Hudson Bay Capital Management
211
Hudson Bay Capital Management
Connecticut
$1.7M -$4.05M -94,642 -71%
SWM
212
Segment Wealth Management
Texas
$1.69M +$287K +6,700 +21%
FHC
213
First Heartland Consultants
Missouri
$1.69M -$265K -6,194 -14%
BAC
214
Boys Arnold & Co
North Carolina
$1.68M +$125K +2,920 +8%
MBTD
215
Mechanics Bank - Trust Department
California
$1.64M +$17.6K +410 +1%
NPC
216
National Planning Corporation
California
$1.62M +$19.4K +454 +1%
RMC
217
Regis Management Company
California
$1.58M
FNBOH
218
First National Bank of Hutchinson
Kansas
$1.55M -$5.14K -120 -0.3%
NA
219
NewEdge Advisors
Louisiana
$1.55M +$656K +15,306 +76%
GIA
220
Granite Investment Advisors
New Hampshire
$1.54M +$1M +23,454 +204%
WCM
221
Windsor Capital Management
Arizona
$1.53M -$17.4K -406 -1%
AIM
222
Assured Investment Management
New York
$1.5M +$1.46M +33,992 New
OC
223
Oppenheimer & Co
New York
$1.47M +$8.31K +194 +0.6%
SPIA
224
Steward Partners Investment Advisory
New York
$1.46M +$518K +12,084 +58%
MAM
225
Marquette Asset Management
Minnesota
$1.44M +$939K +21,916 +201%

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.