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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
AIP
351
ARS Investment Partners
New York
$1.18M +$75.6K +966 +6%
CIP
352
Capital Insight Partners
Arizona
$1.18M -$490K -6,260 -27%
RFN
353
Redwood Financial Network
Ohio
$1.18M -$1.88K -24 -0.1%
EVM
354
Eaton Vance Management
Massachusetts
$1.16M -$13.6M -174,110 -91%
PT
355
Plimoth Trust
Massachusetts
$1.16M -$14.9K -190 -1%
JSL
356
JT Stratford LLC
Georgia
$1.15M +$15.6K +200 +1%
DLHL
357
Donald L. Hagan LLC
Florida
$1.15M +$588K +7,514 +87%
LWM
358
Laidlaw Wealth Management
New York
$1.15M +$343K +4,386 +37%
RJT
359
Raymond James Trust
Florida
$1.14M -$252K -3,226 -17%
VA
360
Valmark Advisers
Ohio
$1.14M +$5.95K +76 +0.5%
TAM
361
Tocqueville Asset Management
New York
$1.14M
CWA
362
Clarus Wealth Advisors
Arizona
$1.14M +$206K +2,634 +19%
CCMD
363
Cypress Capital Management (Delaware)
Delaware
$1.13M -$95.3K -1,218 -7%
CCB
364
Country Club Bank
Missouri
$1.13M +$20.3K +260 +2%
CNBT
365
Cornerstone National Bank & Trust
Illinois
$1.13M -$18K -230 -1%
CWM
366
Calamos Wealth Management
Illinois
$1.11M
KAH
367
Kathryn A. Hall
$1.11M
SIA
368
SkyView Investment Advisors
New Jersey
$1.1M +$1.05M +13,466 +664%
TI
369
tru Independence
Oregon
$1.1M -$67.1K -858 -5%
BA
370
Bristlecone Advisors
Washington
$1.09M
PWM
371
Peterson Wealth Management
Nevada
$1.09M +$1.19M +15,244 New
PWAC
372
Private Wealth Advisors (California)
California
$1.08M +$2.03K +26 +0.2%
KA
373
Kovack Advisors
Florida
$1.07M -$29.3K -374 -2%
JCM
374
Janney Capital Management
Pennsylvania
$1.07M -$68.4K -874 -6%
AAIM
375
Asset Advisors Investment Management
Georgia
$1.06M

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.