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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
SPWM
476
Schrum Private Wealth Management
Florida
$651K +$156 +2 +0%
TNB
477
Thomasville National Bank
Georgia
$648K
9WM
478
9258 Wealth Management
Ohio
$644K -$115K -1,470 -14%
KIG
479
Kessler Investment Group
Indiana
$638K -$33.8K -432 -5%
SYBT
480
Stock Yards Bank & Trust
Kentucky
$633K +$261K +3,332 +60%
SFA
481
Source Financial Advisors
New York
$629K -$234K -2,996 -25%
ACS
482
Archford Capital Strategies
Illinois
$626K -$9.08K -116 -1%
JIR
483
James Investment Research
Ohio
$622K -$199K -2,544 -23%
JPLA
484
Joseph P. Lucia & Associates
New York
$611K -$44.8K -572 -6%
IAIM
485
International Assets Investment Management
Florida
$608K +$671K +8,580 New
RZH
486
Relyea Zuckerberg Hanson
Connecticut
$607K
MGIA
487
Moneta Group Investment Advisors
Missouri
$606K -$116K -1,486 -15%
TWC
488
TD Waterhouse Canada
Ontario, Canada
$606K +$22.2K +284 +4%
FA
489
Flagstar Advisors
New York
$603K +$38.3K +490 +6%
T
490
TCWP
Ohio
$603K -$458K -5,852 -41%
EWM
491
EPG Wealth Management
Georgia
$603K -$31.8K -406 -5%
TA
492
Trellis Advisors
Washington
$603K
GT
493
Greenleaf Trust
Michigan
$600K +$78.7K +1,006 +14%
OFA
494
Oak Family Advisors
Illinois
$600K +$106K +1,352 +19%
ISL
495
Ingalls & Snyder LLC
New York
$592K -$117K -1,494 -15%
EGA
496
E&G Advisors
Texas
$586K -$23.5K -300 -4%
SBL
497
Sargent Bickham Lagudis
Colorado
$585K +$32.9K +420 +5%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$576K -$30.4K -388 -5%
VBFG
499
Vishria Bird Financial Group
Tennessee
$574K
FFG
500
Frisch Financial Group
New York
$572K +$939 +12 +0.1%

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.