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State Street Consumer Discretionary Select Sector SPDR ETF

950 hedge funds and large institutions have $223B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 366 increasing their positions, 298 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 298

14% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $197B → $223B (+$26.8B)

2.29% more ownership

Funds ownership: 138.99%141.28% (+2.3%)

1% less funds holding

Funds holding: 955950 (-5)

22% less funds holding in top 10

Funds holding in top 10: 5140 (-11)

39% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $2.03B

Holders
950
Holders Change
-5
Holders Change %
-0.52%
% of All Funds
16.63%
Holding in Top 10
40
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-21.57%
% of All Funds
0.7%
New
81
Increased
366
Reduced
298
Closed
71
Calls
$1.24B
Puts
$2.03B
Net Calls
-$792M
Net Calls Change
-$539M
Name Holding Trade Value Shares
Change
Change in
Stake
BRG
226
Bay Rivers Group
Virginia
$3.66M +$15.3K +168 +0.4%
BRWA
227
B. Riley Wealth Advisors
Florida
$3.64M +$415K +4,566 +13%
PAS
228
Park Avenue Securities
New York
$3.56M +$1.28M +14,096 +55%
1CP
229
1607 Capital Partners
Virginia
$3.55M -$109K -1,200 -3%
QIM
230
Quantitative Investment Management
Virginia
$3.54M -$7.64M -84,110 -68%
LNB
231
Ledyard National Bank
$3.37M -$260K -2,860 -7%
MWM
232
Meridian Wealth Management
Kentucky
$3.33M +$60.3K +664 +2%
UCFA
233
United Capital Financial Advisors
Texas
$3.29M +$457K +5,034 +16%
HI
234
Harbour Investments
Wisconsin
$3.26M -$199K -2,188 -6%
CHC
235
City Holding Co
West Virginia
$3.25M +$269K +2,960 +9%
BAM
236
Bruderman Asset Management
New York
$3.22M +$3.26M +35,838 New
CIBC World Market
237
CIBC World Market
Ontario, Canada
$3.15M +$203K +2,236 +7%
BBVA
238
Banco Bilbao Vizcaya Argentaria
Spain
$3.11M -$281K -3,092 -8%
AFS
239
Access Financial Services
Minnesota
$3.1M +$166K +1,826 +6%
MC
240
Mathes Company
New York
$3.1M
BO
241
BRR OpCo
Ohio
$3.1M +$959K +10,556 +44%
FHA
242
First Horizon Advisors
Tennessee
$3.1M +$1.45M +15,958 +86%
ANTB
243
AMG National Trust Bank
Colorado
$3.09M -$36.3K -400 -1%
OC
244
Oppenheimer & Co
New York
$3.09M -$384K -4,228 -11%
FMWA
245
Forvis Mazars Wealth Advisors
Missouri
$3.08M -$30.9K -340 -1%
FFM
246
Fullerton Fund Management
Singapore
$3.08M -$21.8M -240,378 -88%
MCM
247
Magnolia Capital Management
New York
$3.07M -$897K -9,880 -22%
State Street
248
State Street
Massachusetts
$3.03M +$435K +4,792 +17%
RHP
249
Royal Harbor Partners
Texas
$3.03M +$3.07M +33,746 New
GLA
250
Great Lakes Advisors
Illinois
$3M -$133K -1,468 -4%

XLY Hedge Fund Activity: Q3 2021 in Review

950 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2021, worth a combined $223B — up 14% from $197B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLY positions and 71 closed out — a net gain of 10 holders — while 366 added to existing stakes and 298 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Bank of America, cutting an estimated $258M.

  • 950 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2021, down from 955 in Q2 2021.
  • Funds reported $223B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 81 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2021 and 71 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $231M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2021 was Bank of America, an estimated $258M sold.

Based on aggregated 13F filings for Q3 2021.