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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
MLM
401
Mount Lucas Management
Pennsylvania
$1.17M -$186K -2,048 -14%
SFP
402
Shepherd Financial Partners
Massachusetts
$1.16M
FAIM
403
Financial Advocates Investment Management
Washington
$1.16M -$202K -2,222 -15%
SFA
404
Source Financial Advisors
New York
$1.16M -$28.9K -318 -2%
GFS
405
GYL Financial Synergies
Connecticut
$1.16M +$2.91K +32 +0.2%
OL
406
Optas LLC
Texas
$1.15M
NFSG
407
Newbridge Financial Services Group
Florida
$1.15M +$406K +4,474 +53%
WT
408
Whittier Trust
California
$1.15M
CAM
409
Cresset Asset Management
Illinois
$1.13M +$128K +1,414 +13%
SLWA
410
San Luis Wealth Advisors
California
$1.13M +$1.14M +12,586 New
HWA
411
Heartwood Wealth Advisors
Virginia
$1.13M +$14.4K +158 +1%
IFWM
412
Institute for Wealth Management
Colorado
$1.12M -$35.4K -390 -3%
SFG
413
StrategIQ Financial Group
Indiana
$1.12M +$43.2K +476 +4%
SBH
414
Segall Bryant & Hamill
Illinois
$1.11M -$218K -2,400 -16%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$1.11M +$4.91K +54 +0.4%
9WM
416
9258 Wealth Management
Ohio
$1.09M +$20.3K +224 +2%
PSUF
417
People's United Financial
Connecticut
$1.09M -$47.2K -520 -4%
BFA
418
Beaumont Financial Advisors
Massachusetts
$1.08M +$85.9K +946 +9%
YAVAPFMC
419
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.06M +$1.08M +11,842 New
RWA
420
Roberts Wealth Advisors
California
$1.06M +$1.07M +11,800 New
Wealth Enhancement Advisory Services
421
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$214K +2,358 +28%
FWSM
422
First Wilshire Securities Management
California
$1.04M
WPW
423
Waldron Private Wealth
Pennsylvania
$1.03M +$699K +7,700 +200%
HAS
424
HBW Advisory Services
California
$1.02M +$50.9K +560 +5%
TFF
425
The Family Firm
Maryland
$1.02M +$727 +8 +0.1%

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.