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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
JCM
401
Jacobi Capital Management
Pennsylvania
$915K -$543K -6,944 -35%
Brown Advisory
402
Brown Advisory
Maryland
$912K +$94.5K +1,208 +10%
SLWA
403
San Luis Wealth Advisors
California
$902K -$128K -1,632 -11%
RCAG
404
Rehmann Capital Advisory Group
Michigan
$897K +$510K +6,516 +107%
FAM
405
Fenimore Asset Management
New York
$894K
CCM
406
Chiron Capital Management
Florida
$892K +$980K +12,520 New
MA
407
MUFG Americas
New York
$891K -$5.63K -72 -0.6%
CH
408
Canton Hathaway
Rhode Island
$883K
SFP
409
Shepherd Financial Partners
Massachusetts
$882K +$55.5K +710 +6%
WT
410
Whittier Trust
California
$881K -$31.5K -402 -3%
IA
411
IFG Advisory
Georgia
$881K -$11.6K -148 -1%
CIBC Private Wealth Group
412
CIBC Private Wealth Group
Georgia
$877K
VFA
413
Valeo Financial Advisors
Indiana
$876K +$54.3K +694 +6%
OL
414
Optas LLC
Texas
$875K
WWA
415
WCG Wealth Advisors
Nevada
$866K +$590K +7,542 +243%
AWM
416
Apollon Wealth Management
South Carolina
$861K +$98.1K +1,254 +12%
NR
417
Newfound Research
Massachusetts
$861K +$205K +2,616 +28%
YAVAPFMC
418
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$859K
PAM
419
Peak Asset Management
Colorado
$853K
ST
420
Sentinel Trust
Texas
$852K
CGFA
421
Colton Groome Financial Advisors
North Carolina
$848K +$125K +1,600 +16%
DADC
422
D.A. Davidson & Co
Montana
$844K -$10.2K -130 -1%
CG
423
Colony Group
Massachusetts
$844K +$536K +6,846 +137%
MSAGDF
424
Moneda SA Administradora General de Fondos
Chile
$842K -$514K -6,572 -36%
SWMP
425
Signature Wealth Management Partners
New Jersey
$829K

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.