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State Street Consumer Discretionary Select Sector SPDR ETF

946 hedge funds and large institutions have $11B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 291 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding in top 10

Funds holding in top 10: 2335 (+12)

29% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 66

0% more funds holding

Funds holding: 943946 (+3)

2% less capital invested

Capital invested by funds: $11.3B → $11B (-$235M)

5.18% less ownership

Funds ownership: 159.77%154.59% (-5.2%)

25% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 387

57% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.9B

Holders
946
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+52.17%
% of All Funds
0.6%
New
85
Increased
291
Reduced
387
Closed
66
Calls
$810M
Puts
$1.9B
Net Calls
-$1.09B
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Blueshift Asset Management
New Jersey
$2.66M -$1.46M -18,716 -33%
MFG
227
Merit Financial Group
Georgia
$2.62M -$567K -7,250 -16%
SWM
228
Spire Wealth Management
Virginia
$2.61M -$1.17M -14,906 -29%
D
229
Diversified
Delaware
$2.55M -$367K -4,696 -12%
UF
230
Univest Financial
Pennsylvania
$2.54M +$2.79M +35,702 New
CF
231
Centaurus Financial
California
$2.52M +$2.01M +25,656 +262%
SPC
232
Sigma Planning Corp
Michigan
$2.5M -$592K -7,572 -18%
D.E. Shaw & Co
233
D.E. Shaw & Co
New York
$2.49M -$391K -5,000 -13%
DWM
234
Dakota Wealth Management
Florida
$2.48M +$2.72M +34,820 New
NA
235
NewEdge Advisors
Louisiana
$2.47M -$1.14M -14,602 -30%
EGWAG
236
Elwood & Goetz Wealth Advisory Group
Georgia
$2.47M +$84.3K +1,078 +3%
MC
237
Mathes Company
New York
$2.46M
BHB
238
Bank Hapoalim BM
Israel
$2.46M -$757K -9,674 -22%
SW
239
SteelPeak Wealth
California
$2.44M +$1.59M +20,348 +146%
FMWA
240
Forvis Mazars Wealth Advisors
Missouri
$2.44M -$68.7K -878 -3%
IMC Chicago
241
IMC Chicago
Illinois
$2.42M +$2.66M +34,010 New
National Bank of Canada
242
National Bank of Canada
Quebec, Canada
$2.42M +$47.1K +602 +2%
OC
243
Oppenheimer & Co
New York
$2.42M +$246K +3,150 +10%
GLA
244
Great Lakes Advisors
Illinois
$2.34M +$1.25K +16 +0%
IAN
245
Integrated Advisors Network
Texas
$2.33M +$502K +6,414 +24%
AG
246
Ascent Group
Virginia
$2.33M +$1.08M +13,866 +75%
Fidelity International
247
Fidelity International
Bermuda
$2.33M -$285K -3,648 -10%
TW
248
TrinityPoint Wealth
Connecticut
$2.32M -$527K -6,742 -17%
SWP
249
Stratos Wealth Partners
Ohio
$2.32M -$64K -818 -2%
FHA
250
First Horizon Advisors
Tennessee
$2.32M -$314K -4,008 -11%

XLY Hedge Fund Activity: Q3 2022 in Review

946 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2022, worth a combined $11B — down 2.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XLY positions and 66 closed out — a net gain of 19 holders — while 291 added to existing stakes and 387 trimmed.

The largest buyer was Bessemer Group, adding an estimated $501M. The largest seller was Barclays, cutting an estimated $799M.

  • 946 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2022, up from 943 in Q2 2022.
  • Funds reported $11B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2022, down 2.1% quarter-over-quarter.
  • 85 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2022 and 66 closed out, a net change of +19 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2022 was Bessemer Group, an estimated $501M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2022 was Barclays, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2022.