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
HSBC Holdings
201
HSBC Holdings
United Kingdom
$3.33M -$2.87M -55,062 -46%
Marshall Wace
202
Marshall Wace
United Kingdom
$3.32M +$3.42M +65,628 New
CPA
203
Capital Planning Advisors
California
$3.21M +$3.31M +63,488 New
HCP
204
Holt Capital Partners
Texas
$3.21M +$558K +10,700 +20%
PG
205
Proffitt & Goodson
Tennessee
$3.19M +$902K +17,310 +38%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$3.19M -$8.82M -169,256 -73%
IA
207
IFP Advisors
Florida
$3.17M
SPC
208
Sigma Planning Corp
Michigan
$3.17M +$242K +4,650 +8%
DCC
209
Dow Chemical Company
Michigan
$3.17M -$6.17M -118,262 -65%
PAG
210
Private Advisor Group
New Jersey
$3.12M +$378K +7,256 +13%
TTWM
211
TCV Trust & Wealth Management
Virginia
$3.11M -$13.9K -266 -0.4%
KF
212
Krilogy Financial
Missouri
$3.06M -$199K -3,816 -6%
Fidelity International
213
Fidelity International
Bermuda
$2.97M -$52.8K -1,012 -2%
NRS
214
Neville Rodie & Shaw
New York
$2.89M -$443K -8,490 -13%
FCI
215
Financial Counselors Inc
Kansas
$2.85M -$42.7K -820 -1%
FAM
216
Foothills Asset Management
Arizona
$2.84M -$151K -2,900 -5%
TPSF
217
Texas Permanent School Fund
Texas
$2.81M +$327K +6,270 +13%
ABC
218
Associated Banc-Corp
Wisconsin
$2.8M +$43.1K +826 +2%
NA
219
NewEdge Advisors
Louisiana
$2.79M +$102K +1,956 +4%
CIA
220
Choate Investment Advisors
Massachusetts
$2.73M +$406K +7,780 +17%
BC
221
Bartlett & Co
Ohio
$2.65M +$6.36K +122 +0.2%
BCWM
222
Bartlett & Co Wealth Management
Ohio
$2.65M +$2.73M +52,396 New
BHB
223
Bank Hapoalim BM
Israel
$2.64M +$259K +4,974 +11%
GFPC
224
Global Financial Private Capital
Florida
$2.62M -$22.4K -430 -0.8%
KeyBank National Association
225
KeyBank National Association
Ohio
$2.6M +$55.5K +1,064 +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.