We are live on ! Find out more
XLY icon

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
JIR
426
James Investment Research
Ohio
$1.02M +$939K +10,340 +1,034%
CAC
427
Certified Advisory Corp
Florida
$1.02M +$107K +1,180 +12%
DCM
428
Donaldson Capital Management
Indiana
$1.01M -$182 -2 -0%
TWM
429
Titus Wealth Management
California
$1.01M -$81.8K -900 -7%
MAFM
430
Mid Atlantic Financial Management
Pennsylvania
$1M +$175K +1,924 +21%
BFA
431
Beacon Financial Advisory
Ohio
$996K -$31.2K -344 -3%
TI
432
Tidal Investments
Wisconsin
$996K +$116K +1,280 +13%
EWM
433
Endurance Wealth Management
Rhode Island
$988K +$2.18K +24 +0.2%
KFS
434
Kaizen Financial Strategies
California
$988K +$1M +11,016 New
AWA
435
Arete Wealth Advisors
Illinois
$987K -$26.7K -294 -3%
COF
436
Capital One Financial
Virginia
$983K -$4.54K -50 -0.5%
MAM
437
MMA Asset Management
Pennsylvania
$982K
HB
438
Homrich & Berg
Georgia
$978K -$9.81K -108 -1%
GSWM
439
Golden State Wealth Management
California
$972K -$56K -616 -5%
BPA
440
Beacon Pointe Advisors
California
$970K -$40.9K -450 -4%
EGA
441
E&G Advisors
Texas
$966K +$978K +10,768 New
TNB
442
Thomasville National Bank
Georgia
$963K
WTC
443
WhitTier Trust Company
Nevada
$963K
RWA
444
Ropes Wealth Advisors
Massachusetts
$962K
FTA
445
Financial & Tax Architects
Missouri
$958K +$242K +2,664 +33%
NFG
446
Next Financial Group
Texas
$952K +$114K +1,250 +13%
DADC
447
D.A. Davidson & Co
Montana
$943K +$22.2K +244 +2%
AWM
448
Avitas Wealth Management
California
$939K -$16.9K -186 -2%
MSAM
449
Moloney Securities Asset Management
Missouri
$937K +$36.3K +400 +4%
HFS
450
Horizon Financial Services
North Carolina
$934K +$143K +1,576 +18%

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.