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State Street Consumer Discretionary Select Sector SPDR ETF

962 hedge funds and large institutions have $10.1B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 323 increasing their positions, 324 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 108

2.51% more ownership

Funds ownership: 154.59%157.1% (+2.5%)

2% more funds holding

Funds holding: 946962 (+16)

0% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 324

9% less capital invested

Capital invested by funds: $11B → $10.1B (-$944M)

18% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.27B

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
962
Holders Change
+16
Holders Change %
+1.69%
% of All Funds
15.46%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.42%
New
147
Increased
323
Reduced
324
Closed
108
Calls
$1.04B
Puts
$1.27B
Net Calls
-$232M
Net Calls Change
+$856M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
226
Trust Company
Kansas
$2.35M -$215K -3,088 -8%
SI
227
Stephens Inc
Arkansas
$2.34M -$542K -7,768 -18%
RIG
228
RiverFront Investment Group
Virginia
$2.32M -$1.2M -17,196 -4%
SPC
229
Sigma Planning Corp
Michigan
$2.3M +$34.4K +494 +1%
DWM
230
Dakota Wealth Management
Florida
$2.29M +$42.5K +610 +2%
GP
231
Girard Partners
Pennsylvania
$2.29M +$2.25M +32,260 +1,020%
GAB
232
German American Bancorp
Indiana
$2.26M +$2.2M +31,488 +899%
MC
233
Mathes Company
New York
$2.23M
IFPG
234
Intrepid Financial Planning Group
Indiana
$2.2M -$485K -6,962 -17%
ACA
235
Aptus Capital Advisors
Alabama
$2.18M -$2.71M -38,804 -54%
BCM
236
Boltwood Capital Management
California
$2.15M +$75.4K +1,082 +3%
TW
237
TrinityPoint Wealth
Connecticut
$2.14M +$44.2K +634 +2%
FMWA
238
Forvis Mazars Wealth Advisors
Missouri
$2.14M -$77.8K -1,116 -3%
FHA
239
First Horizon Advisors
Tennessee
$2.1M -$279 -4 -0%
GCMG
240
Gyroscope Capital Management Group
Florida
$2.1M +$3.49K +50 +0.2%
MYIA
241
Mount Yale Investment Advisors
Colorado
$2.09M +$3.49K +50 +0.2%
KAS
242
Kestra Advisory Services
Texas
$2.09M -$506K -7,264 -18%
D
243
Diversified
Delaware
$2.08M -$253K -3,630 -10%
GLA
244
Great Lakes Advisors
Illinois
$2.08M -$43K -616 -2%
ACA
245
Atlas Capital Advisors
Wyoming
$2.06M -$1.31M -18,830 -37%
OC
246
Oppenheimer & Co
New York
$2.06M -$143K -2,050 -6%
ANTB
247
AMG National Trust Bank
Colorado
$2.05M -$751K -10,766 -25%
William Blair & Company
248
William Blair & Company
Illinois
$2.04M -$1.07M -15,376 -33%
BHB
249
Bank Hapoalim BM
Israel
$2.03M -$212K -3,036 -9%
BCA
250
Bray Capital Advisors
Florida
$2.03M +$75.3K +1,080 +4%

XLY Hedge Fund Activity: Q4 2022 in Review

962 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2022, worth a combined $10.1B — down 8.6% from $11B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLY positions and 108 closed out — a net gain of 39 holders — while 323 added to existing stakes and 324 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $208M. The largest seller was Bessemer Group, cutting an estimated $447M.

  • 962 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2022, up from 946 in Q3 2022.
  • Funds reported $10.1B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2022, down 8.6% quarter-over-quarter.
  • 147 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2022 and 108 closed out, a net change of +39 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2022 was Nissay Asset Management, an estimated $208M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2022 was Bessemer Group, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2022.