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State Street Consumer Discretionary Select Sector SPDR ETF

937 hedge funds and large institutions have $13.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 371 increasing their positions, 314 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $1.3B | Put options by funds: $893M

18% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 314

1% more capital invested

Capital invested by funds: $13.6B → $13.7B (+$191M)

4% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 101

2% less funds holding

Funds holding: 952937 (-15)

4.92% less ownership

Funds ownership: 147.66%142.74% (-4.9%)

18% less funds holding in top 10

Funds holding in top 10: 6553 (-12)

Holders
937
Holders Change
-15
Holders Change %
-1.58%
% of All Funds
16.45%
Holding in Top 10
53
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-18.46%
% of All Funds
0.93%
New
97
Increased
371
Reduced
314
Closed
101
Calls
$1.3B
Puts
$893M
Net Calls
+$410M
Net Calls Change
+$634M
Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
201
Alpine Woods Capital Investors
New York
$4.45M
UAS
202
United Asset Strategies
New York
$4.45M -$503K -6,046 -10%
CCA
203
Cadent Capital Advisors
Oklahoma
$4.39M +$900K +10,824 +26%
IWM
204
IHT Wealth Management
Illinois
$4.32M +$220K +2,650 +5%
PP
205
Paloma Partners
Connecticut
$4.31M -$2.37M -28,478 -36%
BFEC
206
Benjamin F. Edwards & Company
Missouri
$4.27M -$8.07M -97,014 -66%
HCMG
207
Howard Capital Management Group
California
$4.22M +$4.18M +50,222 New
TCA
208
Transcend Capital Advisors
New Jersey
$4.13M +$271K +3,262 +7%
GIA
209
Granite Investment Advisors
New Hampshire
$4.12M -$63.7K -766 -2%
JGIA
210
Jackson Grant Investment Advisers
Connecticut
$4.03M +$4.99K +60 +0.1%
GAG
211
GM Advisory Group
New York
$3.92M -$13.2M -159,128 -77%
BOPW
212
Brandywine Oak Private Wealth
Pennsylvania
$3.9M +$16.5K +198 +0.4%
APA
213
American Portfolios Advisors
New York
$3.86M +$65.7K +790 +2%
TF
214
TIAA FSB
Florida
$3.86M -$103K -1,242 -3%
KF
215
Krilogy Financial
Missouri
$3.86M +$66.7K +802 +2%
Marshall Wace
216
Marshall Wace
United Kingdom
$3.83M -$410K -4,932 -10%
GT
217
Glenmede Trust
Pennsylvania
$3.8M +$29.1K +350 +0.8%
5L
218
55I LLC
Massachusetts
$3.78M +$742K +8,924 +25%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$3.78M +$3.39M +40,708 +952%
BSB
220
Bangor Savings Bank
Maine
$3.78M +$102K +1,226 +3%
ASN
221
Advisory Services Network
Georgia
$3.76M -$741K -8,912 -17%
TTWM
222
TCV Trust & Wealth Management
Virginia
$3.76M -$48.7K -586 -1%
SWP
223
Stratos Wealth Partners
Ohio
$3.73M +$238K +2,856 +7%
MCM
224
Magnolia Capital Management
New York
$3.71M
RSWM
225
Robertson Stephens Wealth Management
California
$3.64M +$154K +1,856 +4%

XLY Hedge Fund Activity: Q1 2021 in Review

937 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2021, worth a combined $13.7B — up 1.4% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 101 funds closed out of XLY and 97 opened new positions — a net loss of 4 holders — while 314 trimmed existing stakes and 371 added.

The largest buyer was Ontario Teachers' Pension Plan Board, opening a new position worth an estimated $286M. The largest seller was Parallax Volatility Advisers, cutting an estimated $164M.

  • 937 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2021, down from 952 in Q4 2020.
  • Funds reported $13.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2021, up 1.4% quarter-over-quarter.
  • 97 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2021 and 101 closed out, a net change of -4 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2021 was Ontario Teachers' Pension Plan Board, an estimated $286M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2021 was Parallax Volatility Advisers, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2021.