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State Street Consumer Discretionary Select Sector SPDR ETF

952 hedge funds and large institutions have $13.6B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 328 increasing their positions, 295 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 39

27% more funds holding in top 10

Funds holding in top 10: 5165 (+14)

20% more capital invested

Capital invested by funds: $11.3B → $13.6B (+$2.23B)

17% more funds holding

Funds holding: 815952 (+137)

11% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 295

2.97% more ownership

Funds ownership: 144.69%147.66% (+3%)

12% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $1.82B

Holders
952
Holders Change
+137
Holders Change %
+16.81%
% of All Funds
16.85%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.15%
New
193
Increased
328
Reduced
295
Closed
39
Calls
$1.59B
Puts
$1.82B
Net Calls
-$225M
Net Calls Change
-$93.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.18B -$280M -3,637,016 -7%
Morgan Stanley
2
Morgan Stanley
New York
$680M +$106M +1,381,200 +19%
Wells Fargo
3
Wells Fargo
California
$665M -$24.6M -318,896 -4%
UBS Group
4
UBS Group
Switzerland
$426M -$49M -635,252 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$355M +$99.2M +1,286,574 +41%
Ameriprise
6
Ameriprise
Minnesota
$276M +$37.6M +487,860 +17%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$248M +$88.7M +1,150,102 +59%
BlackRock
8
BlackRock
New York
$243M -$4.34M -56,302 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$226M +$66M +856,668 +44%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$222M +$41.1M +533,600 +24%
Truist Financial
11
Truist Financial
North Carolina
$207M +$71M +920,712 +56%
CM
12
Churchill Management
California
$201M +$17.9M +231,760 +10%
LPL Financial
13
LPL Financial
California
$191M +$26.7M +346,020 +17%
RJA
14
Raymond James & Associates
Florida
$181M +$53.6M +695,692 +45%
Parallax Volatility Advisers
15
Parallax Volatility Advisers
California
$163M +$89.7M +1,162,872 +134%
SGI
16
Swan Global Investments
Colorado
$163M -$20M -259,590 -11%
Millennium Management
17
Millennium Management
New York
$162M +$78.6M +1,019,968 +103%
Goldman Sachs
18
Goldman Sachs
New York
$156M +$14.3M +185,158 +11%
State Street
19
State Street
Massachusetts
$153M +$70.3M +912,274 +92%
Two Sigma Investments
20
Two Sigma Investments
New York
$129M -$55M -713,120 -31%
AssetMark Inc
21
AssetMark Inc
California
$121M +$19.7M +256,172 +20%
ETC
22
Exchange Traded Concepts
Oklahoma
$120M +$115M +1,497,580 New
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$104M -$1.37M -17,710 -1%
WA
24
WestEnd Advisors
North Carolina
$98.5M +$36.7M +476,160 +64%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$95.6M +$12.7M +164,916 +16%

XLY Hedge Fund Activity: Q4 2020 in Review

952 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2020, worth a combined $13.6B — up 20% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new XLY positions and 39 closed out — a net gain of 154 holders — while 328 added to existing stakes and 295 trimmed.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $115M. The largest seller was Bank of America, cutting an estimated $280M.

  • 952 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2020, up from 815 in Q3 2020.
  • Funds reported $13.6B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 193 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2020 and 39 closed out, a net change of +154 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2020 was Exchange Traded Concepts, an estimated $115M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2020 was Bank of America, an estimated $280M sold.

Based on aggregated 13F filings for Q4 2020.