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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
IOOF
326
Independent Order of Foresters
Ontario, Canada
$1.82M -$103K -1,138 -5%
Macquarie Group
327
Macquarie Group
Australia
$1.82M -$103K -1,138 -5%
NCM
328
Nelson Capital Management
California
$1.8M +$52.3K +576 +3%
DAS
329
Dynamic Advisor Solutions
Arizona
$1.79M +$23.6K +260 +1%
CG
330
Caprock Group
Idaho
$1.78M -$70.1K -772 -4%
PT
331
Plimoth Trust
Massachusetts
$1.76M -$85.4K -940 -5%
CAL
332
Capital Advisors Ltd
Ohio
$1.74M +$18.4K +202 +1%
RFO
333
RiverGlades Family Offices
Florida
$1.73M +$7.27K +80 +0.4%
1832 Asset Management
334
1832 Asset Management
Ontario, Canada
$1.72M
GRP
335
Global Retirement Partners
California
$1.72M +$752K +8,280 +76%
AFM
336
Abbot Financial Management
Massachusetts
$1.71M
TI
337
tru Independence
Oregon
$1.71M -$91.7K -1,010 -5%
PWAC
338
Private Wealth Advisors (California)
California
$1.7M -$64.9K -714 -4%
DBRC
339
D.B. Root & Company
Pennsylvania
$1.65M -$7.81K -86 -0.5%
FSA
340
Financial Sense Advisors
California
$1.64M +$21.6K +238 +1%
IMOV
341
Investment Management of Virginia
Virginia
$1.64M +$36.7K +404 +2%
PWW
342
Pettyjohn Wood & White
Virginia
$1.63M +$30K +330 +2%
MBT
343
Montecito Bank & Trust
California
$1.61M -$9.08K -100 -0.6%
PF
344
Phoenix Financial
Israel
$1.61M -$378K -4,160 -19%
RJT
345
Raymond James Trust
Florida
$1.61M +$206K +2,270 +15%
SCA
346
Snowden Capital Advisors
New York
$1.61M -$44.3K -488 -3%
SWM
347
Stockman Wealth Management
Montana
$1.6M +$175K +1,930 +12%
CCT
348
Country Club Trust
Missouri
$1.59M +$99.9K +1,100 +7%
VFA
349
Valeo Financial Advisors
Indiana
$1.58M -$8.9K -98 -0.6%
CFSG
350
Clark Financial Services Group
Missouri
$1.58M +$44.9K +494 +3%

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.