We are live on ! Find out more
XLY icon

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
Bank of America
1
Bank of America
North Carolina
$3.73B -$117M -1,992,740 -3%
Wells Fargo
2
Wells Fargo
California
$564M +$156M +2,648,318 +43%
Morgan Stanley
3
Morgan Stanley
New York
$404M +$18.3M +310,646 +5%
BlackRock
4
BlackRock
New York
$261M -$11.1M -188,898 -4%
UBS Group
5
UBS Group
Switzerland
$254M -$223K -3,788 -0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$178M -$49.8M -844,322 -23%
SGI
7
Swan Global Investments
Colorado
$168M -$26M -441,484 -14%
CM
8
Churchill Management
California
$153M +$14.1M +238,890 +11%
Ameriprise
9
Ameriprise
Minnesota
$138M +$3.75M +63,668 +3%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$134M -$38.2M -648,600 -24%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$129M +$6.78M +115,008 +6%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$123M +$33.4M +566,174 +42%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$121M +$38.1M +646,708 +52%
MIFH
14
Migdal Insurance & Financial Holdings
Israel
$118M +$108M +1,839,910 +57,677%
Goldman Sachs
15
Goldman Sachs
New York
$112M +$1.96M +33,186 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$111M +$70.2M +1,191,496 +220%
Truist Financial
17
Truist Financial
North Carolina
$101M +$12.3M +207,850 +15%
LPL Financial
18
LPL Financial
California
$98.6M +$9.02M +152,916 +11%
RJA
19
Raymond James & Associates
Florida
$96.2M +$5.07M +85,914 +6%
PAG
20
Pinnacle Advisory Group
Maryland
$79.7M +$30.6M +519,402 +71%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$76M +$21.5K +364 +0%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$71.3M +$40.2M +681,126 +156%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$59.2M +$6.88M +116,716 +14%
RIG
24
RiverFront Investment Group
Virginia
$55.2M +$3.53M +59,932 +7%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$55M +$6.46M +109,600 +15%

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.