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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
EL
376
Essex LLC
Illinois
$991K +$42.3K +606 +4%
BA
377
Bristlecone Advisors
Washington
$985K
Cerity Partners
378
Cerity Partners
New York
$983K +$588K +8,438 +124%
FHA
379
Flagship Harbor Advisors
Massachusetts
$981K +$505K +7,240 +91%
PWM
380
Peterson Wealth Management
Nevada
$971K -$14.6K -210 -1%
CAC
381
Certified Advisory Corp
Florida
$953K -$8.51K -122 -0.8%
JSL
382
JT Stratford LLC
Georgia
$953K -$95.4K -1,368 -8%
PA
383
Parallel Advisors
California
$952K +$14.5K +208 +1%
Marshall Wace
384
Marshall Wace
United Kingdom
$944K +$1.02M +14,622 New
KA
385
Kovack Advisors
Florida
$942K -$34K -488 -3%
HFS
386
Horizon Financial Services
North Carolina
$938K +$91.3K +1,310 +10%
DAS
387
Dynamic Advisor Solutions
Arizona
$931K -$272K -3,904 -21%
VFA
388
Valeo Financial Advisors
Indiana
$925K +$141K +2,018 +16%
JIP
389
Jaffetilchin Investment Partners
Florida
$924K +$998K +14,314 New
MA
390
Mezzasalma Advisors
New Jersey
$921K -$40.4K -580 -4%
B
391
Bailard
California
$916K +$208K +2,978 +27%
MSS
392
Mitchell Sinkler & Starr
Pennsylvania
$914K
ECA
393
Elevated Capital Advisors
Utah
$902K -$709K -10,162 -42%
FPCP
394
Fort Point Capital Partners
California
$901K -$20.9K -300 -2%
MA
395
MKT Advisors
California
$900K -$25.1K -360 -3%
JCM
396
Janney Capital Management
Pennsylvania
$898K -$73.8K -1,058 -7%
KCM
397
Kanawha Capital Management
Virginia
$897K -$4.18K -60 -0.4%
HI
398
Harbour Investments
Wisconsin
$887K -$46K -660 -5%
PWM
399
Perigon Wealth Management
California
$887K +$596K +8,554 +165%
AF
400
Arrow Financial
New York
$881K +$9.9K +142 +1%

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.