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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
MW
451
Marcum Wealth
Ohio
$656K -$6.42K -92 -0.9%
PWM
452
Purus Wealth Management
California
$656K +$139 +2 +0%
Neuberger Berman Group
453
Neuberger Berman Group
New York
$656K +$708K +10,160 New
SFG
454
StrategIQ Financial Group
Indiana
$654K -$28.2K -404 -4%
DADC
455
D.A. Davidson & Co
Montana
$651K -$124K -1,776 -15%
Northwestern Mutual Wealth Management
456
Northwestern Mutual Wealth Management
Wisconsin
$650K +$138K +1,974 +24%
BFS
457
Bradley Foster & Sargent
Connecticut
$649K +$27.9K +400 +4%
OFA
458
Oak Family Advisors
Illinois
$647K +$111K +1,598 +19%
IAIM
459
International Assets Investment Management
Florida
$643K +$110K +1,576 +18%
HIA
460
Harbor Investment Advisory
Maryland
$642K +$139 +2 +0%
TCM
461
Tuttle Capital Management
Connecticut
$632K
WJWM
462
Williams Jones Wealth Management
New York
$632K +$682K +9,780 New
P
463
Pitcairn
Pennsylvania
$627K +$362K +5,196 +115%
AP
464
Appleton Partners
Massachusetts
$625K +$298K +4,270 +79%
CCM
465
Crew Capital Management
Ohio
$622K -$54.1K -776 -7%
PWA
466
PCG Wealth Advisors
Kansas
$616K -$3.14M -44,976 -83%
MCCP
467
Mission Creek Capital Partners
California
$612K +$11K +158 +2%
AWM
468
Apollon Wealth Management
South Carolina
$609K -$185K -2,660 -22%
CTC
469
Central Trust Company
Missouri
$608K -$12.8K -184 -2%
SPWM
470
Schrum Private Wealth Management
Florida
$591K +$139 +2 +0%
TNB
471
Thomasville National Bank
Georgia
$590K +$2.09K +30 +0.3%
HAS
472
HBW Advisory Services
California
$582K -$34.7K -498 -5%
IFWM
473
Institute for Wealth Management
Colorado
$582K -$63.2K -906 -9%
CG
474
Colony Group
Massachusetts
$581K -$199K -2,856 -24%
BFW
475
Brady Family Wealth
Missouri
$579K +$625K +8,958 New

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.