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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
ECM
351
Exchange Capital Management
Michigan
$1.1M +$746K +10,694 +169%
RJT
352
Raymond James Trust
Florida
$1.09M +$58.8K +844 +5%
CPO
353
Cerity Partners OCIO
New York
$1.09M -$749K -10,738 -39%
Wealth Enhancement Advisory Services
354
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$29.3K +420 +3%
AIP
355
ARS Investment Partners
New York
$1.08M +$7.25K +104 +0.6%
PT
356
Plimoth Trust
Massachusetts
$1.07M +$29.4K +422 +3%
CHC
357
City Holding Co
West Virginia
$1.07M -$54.5K -782 -4%
IWC
358
Integrated Wealth Concepts
Massachusetts
$1.07M -$2.03M -29,052 -64%
OMC
359
Old Mission Capital
Illinois
$1.06M +$1.14M +16,400 New
BSG
360
Black Swift Group
Colorado
$1.05M +$1.14M +16,330 New
SIA
361
SkyView Investment Advisors
New Jersey
$1.04M +$43.1K +618 +4%
SF
362
Synovus Financial
Georgia
$1.04M +$119K +1,712 +12%
CIP
363
Capital Insight Partners
Arizona
$1.03M -$40.2K -576 -3%
HWM
364
HB Wealth Management
Georgia
$1.03M -$165K -2,370 -13%
AFM
365
Abbot Financial Management
Massachusetts
$1.02M -$160K -2,300 -13%
BMCM
366
Bryn Mawr Capital Management
Pennsylvania
$1.01M +$1.09M +15,704 New
CNBT
367
Cornerstone National Bank & Trust
Illinois
$1.01M -$11K -158 -1%
CWM
368
Calamos Wealth Management
Illinois
$1.01M
RWA
369
Roberts Wealth Advisors
California
$1.01M +$204K +2,922 +23%
AAIM
370
Asset Advisors Investment Management
Georgia
$1.01M +$45.3K +650 +4%
KAH
371
Kathryn A. Hall
$1M -$837 -12 -0.1%
TI
372
tru Independence
Oregon
$996K +$976 +14 +0.1%
Comerica Bank
373
Comerica Bank
Texas
$995K -$697K -9,990 -41%
RWPA
374
Richard W. Paul & Associates
Michigan
$993K +$1.07M +15,380 New
TSS
375
Two Sigma Securities
New York
$992K +$1.07M +15,364 New

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.