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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
CWA
476
Centennial Wealth Advisory
Michigan
$815K +$84.1K +926 +11%
ACS
477
Archford Capital Strategies
Illinois
$805K -$5.63K -62 -0.7%
AWM
478
Activest Wealth Management
Florida
$801K +$128K +1,406 +19%
H
479
HoyleCohen
California
$799K -$7.45K -82 -0.9%
SBL
480
Sargent Bickham Lagudis
Colorado
$794K
FFG
481
Frisch Financial Group
New York
$783K +$1.09K +12 +0.1%
HIA
482
Harbor Investment Advisory
Maryland
$774K +$52.9K +582 +7%
HCIA
483
Hochman Cole Investment Advisors
Illinois
$771K +$363 +4 +0%
CCM
484
Chilton Capital Management
Texas
$768K -$221K -2,430 -22%
PI
485
PineBridge Investments
New York
$765K
ACM
486
AlphaStar Capital Management
North Carolina
$761K +$714K +7,864 New
TA
487
Trellis Advisors
Washington
$760K
IAIM
488
International Assets Investment Management
Florida
$758K -$342K -3,768 -31%
JWBC
489
J.W. Burns & Co
New York
$755K +$77.6K +854 +11%
Janus Henderson Group
490
Janus Henderson Group
United Kingdom
$754K +$15.3K +168 +2%
IC
491
Inscription Capital
Texas
$750K +$460K +5,066 +154%
BCA
492
Biltmore Capital Advisors
New Jersey
$748K -$40.2K -442 -5%
AF
493
Advisornet Financial
Minnesota
$725K +$603K +6,642 +463%
VBFG
494
Vishria Bird Financial Group
Tennessee
$723K
CWM
495
Calamos Wealth Management
Illinois
$715K
VIM
496
Vista Investment Management
Pennsylvania
$715K +$2.54K +28 +0.4%
SSWM
497
Smith Salley Wealth Management
North Carolina
$712K -$45.4K -500 -6%
MFG
498
Magnus Financial Group
New York
$712K +$168K +1,848 +30%
AP
499
Advisor Partners
California
$705K -$49.6K -546 -7%
CT
500
Caldwell Trust
Florida
$705K +$302K +3,324 +73%

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.