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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
EWM
376
EPG Wealth Management
Georgia
$1.3M +$414K +4,558 +46%
AW
377
ACG Wealth
Georgia
$1.28M -$83.4K -918 -6%
RT
378
Rockland Trust
Massachusetts
$1.28M +$1.01M +11,168 +366%
FFS
379
Founders Financial Securities
Maryland
$1.28M +$752K +8,278 +139%
PAMP
380
Polar Asset Management Partners
Ontario, Canada
$1.27M
PP
381
Paloma Partners
Connecticut
$1.27M -$196K -2,162 -13%
KCM
382
Kanawha Capital Management
Virginia
$1.27M +$14.2K +156 +1%
PCS
383
Personal CFO Solutions
New Jersey
$1.27M +$312K +3,440 +32%
FPS
384
Fieldpoint Private Securities
Connecticut
$1.26M
SWMP
385
Signature Wealth Management Partners
New Jersey
$1.25M
HI
386
Horizon Investments
North Carolina
$1.25M +$238K +2,620 +23%
GIM
387
Grassi Investment Management
California
$1.24M +$26.3K +290 +2%
MW
388
Marcum Wealth
Ohio
$1.24M +$115K +1,264 +10%
FPCP
389
Fort Point Capital Partners
California
$1.23M +$1.24M +13,692 New
SBIA
390
Sheaff Brock Investment Advisors
Indiana
$1.23M +$81.2K +894 +7%
CA
391
Corrado Advisors
New Jersey
$1.23M -$35.2K -388 -3%
WA
392
Winfield Associates
Ohio
$1.23M
MA
393
MUFG Americas
New York
$1.22M +$7.45K +82 +0.6%
RC
394
Rovin Capital
Arizona
$1.21M +$1.22M +13,444 New
IA
395
IFG Advisory
Georgia
$1.19M -$21.6K -238 -2%
VA
396
Valmark Advisers
Ohio
$1.19M +$150K +1,646 +14%
WS
397
Wedbush Securities
California
$1.18M -$24.3K -268 -2%
FAM
398
Fenimore Asset Management
New York
$1.18M
OR
399
Olympiad Research
Connecticut
$1.17M -$121K -1,332 -9%
6M
400
6 Meridian
Kansas
$1.17M -$17.1K -188 -1%

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.