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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
HWA
451
Heartwood Wealth Advisors
Virginia
$731K -$18.8K -240 -2%
MW
452
Marcum Wealth
Ohio
$730K -$94K -1,202 -10%
BBVA
453
Banco Bilbao Vizcaya Argentaria
Spain
$727K -$895K -11,436 -53%
DCM
454
Donaldson Capital Management
Indiana
$726K +$11.7K +150 +1%
WS
455
Wedbush Securities
California
$725K -$21.6K -276 -3%
PWM
456
Purus Wealth Management
California
$724K -$25K -320 -3%
TI
457
Tidal Investments
Wisconsin
$723K
JF
458
Jump Financial
Illinois
$717K +$213K +2,726 +37%
TPCW
459
TD Private Client Wealth
New York
$717K -$15.6K -200 -2%
PFS
460
Prospera Financial Services
Texas
$711K +$501K +6,398 +178%
HIA
461
Harbor Investment Advisory
Maryland
$708K +$11K +140 +1%
DY
462
Dowling & Yahnke
California
$706K -$174K -2,220 -18%
IFWM
463
Institute for Wealth Management
Colorado
$706K -$469 -6 -0.1%
TCM
464
Tuttle Capital Management
Connecticut
$697K +$141K +1,796 +22%
WPW
465
Waldron Private Wealth
Pennsylvania
$694K -$156 -2 -0%
BFS
466
Bradley Foster & Sargent
Connecticut
$687K
Wealthfront Advisers
467
Wealthfront Advisers
California
$686K +$322K +4,114 +75%
CTC
468
Central Trust Company
Missouri
$684K +$121K +1,550 +19%
HAS
469
HBW Advisory Services
California
$677K +$12.4K +158 +2%
BCM
470
Bayesian Capital Management
New York
$668K +$734K +9,382 New
MSAM
471
Moloney Securities Asset Management
Missouri
$666K +$156 +2 +0%
BPA
472
Beacon Pointe Advisors
California
$665K -$28.8K -368 -4%
MCCP
473
Mission Creek Capital Partners
California
$664K +$6.1K +78 +0.8%
H
474
HoyleCohen
California
$663K -$55.1K -704 -7%
RWA
475
Ropes Wealth Advisors
Massachusetts
$652K -$10K -128 -1%

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.