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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
PAM
426
Peak Asset Management
Colorado
$773K
ST
427
Sentinel Trust
Texas
$773K
YAVAPFMC
428
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$769K
TWC
429
TD Waterhouse Canada
Ontario, Canada
$763K +$236K +3,390 +43%
ISL
430
Ingalls & Snyder LLC
New York
$756K +$237K +3,394 +41%
FWSM
431
First Wilshire Securities Management
California
$749K
EWM
432
Endurance Wealth Management
Rhode Island
$744K +$43.1K +618 +6%
Brown Advisory
433
Brown Advisory
Maryland
$741K -$94.3K -1,352 -11%
JIR
434
James Investment Research
Ohio
$739K +$189K +2,714 +31%
FBFS
435
First Business Financial Services
Wisconsin
$730K -$3.76M -53,972 -83%
IA
436
IFP Advisors
Florida
$727K -$2.2M -31,566 -64%
BFA
437
Beacon Financial Advisory
Ohio
$718K +$976 +14 +0.1%
FNT
438
First National Trust
Pennsylvania
$695K -$16.9K -242 -2%
WPW
439
Waldron Private Wealth
Pennsylvania
$694K
ML
440
McAdam LLC
Pennsylvania
$692K +$32.2K +462 +7%
NFSG
441
Newbridge Financial Services Group
Florida
$689K -$66.4K -952 -8%
Public Sector Pension Investment Board (PSP Investments)
442
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$689K
TFF
443
The Family Firm
Maryland
$683K +$837 +12 +0.1%
GEA
444
Glen Eagle Advisors
New Jersey
$682K -$10.5K -150 -1%
DWT
445
Dorsey & Whitney Trust
South Dakota
$672K
AWE
446
Avidian Wealth Enterprises
Texas
$670K -$45.9K -658 -6%
GFS
447
GYL Financial Synergies
Connecticut
$668K -$79.8K -1,144 -10%
PCIA
448
Prime Capital Investment Advisors
Kansas
$663K +$433K +6,204 +153%
JFGIW
449
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$661K +$579K +8,310 +431%
H
450
HoyleCohen
California
$656K +$59.7K +856 +9%

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.