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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
MCC
401
Money Concepts Capital
Florida
$881K +$883K +12,662 +1,295%
AG
402
Ascent Group
Virginia
$881K -$1.31M -18,778 -58%
GIM
403
Grassi Investment Management
California
$880K -$41.7K -598 -4%
MSAGDF
404
Moneda SA Administradora General de Fondos
Chile
$872K +$117K +1,680 +14%
FCAG
405
First Capital Advisors Group
New Jersey
$865K -$22K -316 -2%
TCM
406
Triumph Capital Management
Colorado
$863K +$529K +7,584 +131%
LC
407
Lavaca Capital
Texas
$863K +$932K +13,362 New
JCM
408
Jacobi Capital Management
Pennsylvania
$862K +$34.9K +500 +4%
GJIA
409
Glass Jacobson Investment Advisors
Maryland
$855K +$923K +13,234 New
CWA
410
Clarus Wealth Advisors
Arizona
$851K -$252K -3,616 -22%
Lido Advisors
411
Lido Advisors
California
$847K -$24.8K -356 -3%
WTC
412
WhitTier Trust Company
Nevada
$831K +$173K +2,482 +24%
HWA
413
Heartwood Wealth Advisors
Virginia
$826K +$176K +2,522 +25%
SWMP
414
Signature Wealth Management Partners
New Jersey
$820K +$73.6K +1,056 +9%
PFMU
415
Privium Fund Management (UK)
United Kingdom
$819K +$882K +12,644 New
CH
416
Canton Hathaway
Rhode Island
$800K
LOIP
417
Live Oak Investment Partners
Texas
$794K
OL
418
Optas LLC
Texas
$793K
APP
419
Avantax Planning Partners
Iowa
$788K +$425K +6,096 +100%
SBH
420
Segall Bryant & Hamill
Illinois
$788K -$95.4K -1,368 -10%
IA
421
IFG Advisory
Georgia
$787K -$12.1K -174 -1%
MAS
422
Madden Advisory Services
Florida
$785K -$66.4K -952 -7%
CA
423
CoreCap Advisors
Michigan
$784K -$3.32M -47,666 -80%
SFP
424
Shepherd Financial Partners
Massachusetts
$782K -$19.7K -282 -2%
BWM
425
Birchcreek Wealth Management
Ohio
$778K +$32.4K +464 +4%

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.