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State Street Consumer Discretionary Select Sector SPDR ETF

809 hedge funds and large institutions have $10.6B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 257 increasing their positions, 254 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 64

32% more call options, than puts

Call options by funds: $2.03B | Put options by funds: $1.53B

11% more funds holding

Funds holding: 730809 (+79)

6% more capital invested

Capital invested by funds: $9.96B → $10.6B (+$590M)

4% more ownership

Funds ownership: 141.88%145.89% (+4%)

2% more funds holding in top 10

Funds holding in top 10: 4243 (+1)

1% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 254

Holders
809
Holders Change
+79
Holders Change %
+10.82%
% of All Funds
15.94%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.85%
New
156
Increased
257
Reduced
254
Closed
64
Calls
$2.03B
Puts
$1.53B
Net Calls
+$492M
Net Calls Change
+$643M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.75B -$26.7M -439,092 -0.7%
Wells Fargo
2
Wells Fargo
California
$664M -$43.5M -715,466 -6%
Morgan Stanley
3
Morgan Stanley
New York
$405M +$27.2M +447,362 +7%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$395M -$195K -3,200 -0.1%
UBS Group
5
UBS Group
Switzerland
$381M +$81.3M +1,337,140 +28%
SGI
6
Swan Global Investments
Colorado
$211M -$34M -559,430 -14%
BlackRock
7
BlackRock
New York
$189M -$50.3M -827,536 -22%
JP Morgan Chase
8
JP Morgan Chase
New York
$183M +$17.4M +286,064 +11%
Ameriprise
9
Ameriprise
Minnesota
$157M -$58.1M -954,214 -28%
Goldman Sachs
10
Goldman Sachs
New York
$138M +$30M +493,752 +29%
NLI
11
Nippon Life Insurance
Japan
$128M
Two Sigma Investments
12
Two Sigma Investments
New York
$117M -$100M -1,649,686 -47%
RJA
13
Raymond James & Associates
Florida
$104M +$19.3M +316,416 +24%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$103M +$1.75M +28,800 +2%
LPL Financial
15
LPL Financial
California
$103M -$38.1M -625,738 -28%
CM
16
Churchill Management
California
$98.8M -$91M -1,494,974 -49%
Citigroup
17
Citigroup
New York
$92.9M +$1.31M +21,454 +1%
PFO
18
Pathstone Family Office
New Jersey
$92.6M +$12.3K +202 +0.1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$78.6M +$4.01M +65,876 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
20
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$75.3M +$73M +1,200,000 New
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$75.2M
Truist Financial
22
Truist Financial
North Carolina
$71.9M +$69.2M +1,138,240 +14,653%
MTB
23
Mizuho Trust & Banking
Japan
$70.2M +$45M +740,000 +195%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$63.8M -$15.3M -250,828 -20%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$63.7M +$16.4M +268,860 +36%

XLY Hedge Fund Activity: Q4 2019 in Review

809 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2019, worth a combined $10.6B — up 5.9% from $9.96B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new XLY positions and 64 closed out — a net gain of 92 holders — while 257 added to existing stakes and 254 trimmed.

The largest buyer was UBS Group, adding an estimated $81.3M. The largest seller was Two Sigma Investments, cutting an estimated $100M.

  • 809 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2019, up from 730 in Q3 2019.
  • Funds reported $10.6B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2019, up 5.9% quarter-over-quarter.
  • 156 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2019 and 64 closed out, a net change of +92 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2019 was UBS Group, an estimated $81.3M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2019 was Two Sigma Investments, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.