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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
QT
451
Quantbot Technologies
New York
$930K +$942K +10,366 New
CCM
452
Crew Capital Management
Ohio
$919K +$14.7K +162 +2%
RZH
453
Relyea Zuckerberg Hanson
Connecticut
$912K +$923K +10,164 New
3LCM
454
3D/L Capital Management
Connecticut
$907K -$908 -10 -0.1%
Brown Advisory
455
Brown Advisory
Maryland
$904K -$37.4K -412 -4%
PWM
456
Purus Wealth Management
California
$904K +$14.7K +162 +2%
B
457
Bailard
California
$894K +$182 +2 +0%
MWM
458
Mattern Wealth Management
Kansas
$893K -$1.09K -12 -0.1%
IA
459
IFP Advisors
Florida
$890K +$52.3K +576 +6%
FIM
460
Freedom Investment Management
Connecticut
$886K -$3.09M -34,046 -78%
MAS
461
Madden Advisory Services
Florida
$881K -$122K -1,348 -12%
FA
462
Flagstar Advisors
New York
$880K +$891K +9,804 New
TPCW
463
TD Private Client Wealth
New York
$864K -$49.6K -546 -5%
OFA
464
Oak Family Advisors
Illinois
$860K
JCM
465
Jacobi Capital Management
Pennsylvania
$859K +$82.1K +904 +10%
JPLA
466
Joseph P. Lucia & Associates
New York
$858K -$7.99K -88 -0.9%
HH
467
Hilltop Holdings
Texas
$857K +$48K +528 +6%
SPFA
468
Summit Place Financial Advisors
New Jersey
$849K -$118K -1,300 -12%
IFG
469
Independent Financial Group
California
$842K -$579K -6,374 -40%
FHA
470
Flagship Harbor Advisors
Massachusetts
$840K
IA
471
Insight Advisors
Pennsylvania
$838K +$122K +1,344 +20%
GEA
472
Glen Eagle Advisors
New Jersey
$836K -$182K -2,002 -18%
Northwestern Mutual Wealth Management
473
Northwestern Mutual Wealth Management
Wisconsin
$835K -$190K -2,088 -18%
MCCP
474
Mission Creek Capital Partners
California
$833K +$8.18K +90 +1%
TWP
475
Tempus Wealth Planning
California
$821K

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.