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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
WCM
276
Windsor Capital Management
Arizona
$1.74M +$1.67K +24 +0.1%
BOTW
277
Bank of the West
California
$1.71M +$1.43M +20,444 +335%
DLHL
278
Donald L. Hagan LLC
Florida
$1.71M +$718K +10,294 +64%
CG
279
Caprock Group
Idaho
$1.67M +$116K +1,666 +7%
FFL
280
Financial Freedom LLC
Ohio
$1.67M +$1.8M +25,788 New
BOM
281
Bank of Marin
California
$1.66M -$11.2K -160 -0.6%
SFS
282
Sowell Financial Services
Arkansas
$1.66M +$36.3K +520 +2%
CB
283
Commerce Bank
Missouri
$1.65M -$122K -1,754 -6%
SCM
284
Stevens Capital Management
Pennsylvania
$1.65M -$904K -12,964 -34%
LNB
285
Ledyard National Bank
$1.65M -$94.8K -1,360 -5%
SFM
286
Signet Financial Management
New Jersey
$1.64M +$557K +7,988 +46%
SWM
287
Stockman Wealth Management
Montana
$1.63M +$309K +4,432 +21%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$1.62M +$1.53M +21,996 +701%
TFA
289
Transamerica Financial Advisors
Florida
$1.61M -$49.9K -716 -3%
PFT
290
Providence First Trust
Arizona
$1.61M -$36.3K -520 -2%
CC
291
Constitution Capital
Connecticut
$1.6M -$265K -3,796 -13%
GIA
292
Gladstone Institutional Advisory
Florida
$1.59M -$2.53M -36,300 -60%
FLPIM
293
F.L. Putnam Investment Management
Massachusetts
$1.56M +$1.69M +24,184 New
MWM
294
Marion Wealth Management
Pennsylvania
$1.55M +$283K +4,058 +20%
HNB
295
Huntington National Bank
Ohio
$1.55M
BS
296
Banco Santander
Spain
$1.54M -$6.14K -88 -0.4%
JIC
297
Johnson Investment Counsel
Ohio
$1.54M +$215K +3,078 +15%
NCM
298
Novare Capital Management
North Carolina
$1.54M +$1.39M +19,964 +517%
EPWM
299
Essex Private Wealth Management
Massachusetts
$1.54M +$37.8K +542 +2%
BAM
300
Belpointe Asset Management
Nevada
$1.5M -$131K -1,882 -7%

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.