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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
HSBC Holdings
201
HSBC Holdings
United Kingdom
$2.83M -$1.68M -28,540 -39%
PCS
202
Personal CFO Solutions
New Jersey
$2.81M +$2.59M +43,932 New
MIAN
203
Mariner Independent Advisor Network
Kansas
$2.78M +$865K +14,666 +52%
MCM
204
Magnolia Capital Management
New York
$2.76M
RSWM
205
Robertson Stephens Wealth Management
California
$2.71M -$640K -10,860 -20%
SFS
206
Sowell Financial Services
Arkansas
$2.71M +$1.07M +18,152 +75%
BRWM
207
B. Riley Wealth Management
Tennessee
$2.65M +$171K +2,904 +7%
F
208
F3Logic
Minnesota
$2.63M +$2.42M +41,026 New
FIB
209
First Interstate Bank
Montana
$2.61M -$3.17M -53,850 -57%
IWM
210
IHT Wealth Management
Illinois
$2.6M -$43.3K -734 -2%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$2.51M +$1.25M +21,240 +117%
BRG
212
Bay Rivers Group
Virginia
$2.5M +$2.31M +39,200 New
SFPG
213
Stonebridge Financial Planning Group
Florida
$2.49M +$66.2K +1,122 +3%
ANTB
214
AMG National Trust Bank
Colorado
$2.49M +$2.3M +38,980 New
FFN
215
Focus Financial Network
Minnesota
$2.49M +$661K +11,218 +40%
Mariner
216
Mariner
Kansas
$2.47M -$213K -3,610 -9%
PFT
217
Providence First Trust
Arizona
$2.47M +$236 +4 +0%
CIP
218
Capital Insight Partners
Arizona
$2.46M +$2.27M +38,574 New
HWA
219
Heartwood Wealth Advisors
Virginia
$2.45M -$2.36K -40 -0.1%
William Blair & Company
220
William Blair & Company
Illinois
$2.45M +$147K +2,486 +7%
TAM
221
Tocqueville Asset Management
New York
$2.44M +$827K +14,030 +58%
GI
222
GAMCO Investors
Connecticut
$2.43M +$354K +6,000 +19%
OR
223
Olympiad Research
Connecticut
$2.42M +$1.26M +21,332 +128%
BSB
224
Bangor Savings Bank
Maine
$2.42M +$546K +9,258 +32%
GLA
225
Great Lakes Advisors
Illinois
$2.41M -$34.7K -588 -2%

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.