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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
ZIG
326
Zullo Investment Group
Pennsylvania
$1.23M +$56.8K +814 +4%
CCB
327
Country Club Bank
Missouri
$1.22M +$235K +3,374 +22%
RC
328
Rovin Capital
Arizona
$1.22M +$46.7K +670 +4%
CGFA
329
Colton Groome Financial Advisors
North Carolina
$1.22M +$483K +6,922 +58%
RFO
330
RiverGlades Family Offices
Florida
$1.19M +$1.29M +18,484 New
CWM
331
C2C Wealth Management
Arizona
$1.19M -$34.7K -498 -3%
CIA
332
Choate Investment Advisors
Massachusetts
$1.18M -$404K -5,790 -24%
AWM
333
Avitas Wealth Management
California
$1.18M -$436K -6,250 -25%
MBT
334
Montecito Bank & Trust
California
$1.18M +$92K +1,320 +8%
NL
335
NWAM LLC
Washington
$1.17M +$941K +13,500 +293%
CAL
336
Capital Advisors Ltd
Ohio
$1.17M -$74.3K -1,066 -6%
WG
337
Winton Group
United Kingdom
$1.16M -$109K -1,570 -8%
NCM
338
Nelson Capital Management
California
$1.15M +$16.2K +232 +1%
MFG
339
Magnus Financial Group
New York
$1.14M -$107K -1,538 -8%
IOOF
340
Independent Order of Foresters
Ontario, Canada
$1.14M
BSB
341
Bangor Savings Bank
Maine
$1.14M -$30.4K -436 -2%
Macquarie Group
342
Macquarie Group
Australia
$1.14M
BBVA
343
Banco Bilbao Vizcaya Argentaria
Spain
$1.13M +$524K +7,510 +74%
RFN
344
Redwood Financial Network
Ohio
$1.13M +$71K +1,018 +6%
NFG
345
Nations Financial Group
Iowa
$1.13M -$682K -9,788 -36%
PFPT
346
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.11M +$694K +9,956 +138%
VA
347
Valmark Advisers
Ohio
$1.11M +$76.8K +1,102 +7%
PWW
348
Pettyjohn Wood & White
Virginia
$1.11M +$166K +2,384 +16%
Credit Agricole
349
Credit Agricole
France
$1.11M +$700K +10,040 +142%
PWAC
350
Private Wealth Advisors (California)
California
$1.1M +$135K +1,936 +13%

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.