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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
LWANC
476
Laurel Wealth Advisors (North Carolina)
North Carolina
$576K +$92.9K +1,332 +18%
IFG
477
Independent Financial Group
California
$572K +$71.4K +1,024 +13%
SFA
478
Source Financial Advisors
New York
$570K
RCAG
479
Rehmann Capital Advisory Group
Michigan
$570K -$263K -3,768 -30%
BL
480
BFSG LLC
California
$566K +$86.7K +1,244 +17%
LWP
481
Lumature Wealth Partners
Georgia
$561K -$140K -2,012 -19%
AAS
482
Annex Advisory Services
Wisconsin
$557K +$358K +5,140 +147%
ICG
483
InterOcean Capital Group
Tennessee
$555K +$398K +5,710 +198%
ARG
484
Advisory Resource Group
Oklahoma
$553K -$358K -5,130 -37%
GT
485
Greenleaf Trust
Michigan
$549K +$4.88K +70 +0.8%
TA
486
Trellis Advisors
Washington
$547K
RWA
487
Ropes Wealth Advisors
Massachusetts
$544K -$50.9K -730 -8%
AFS
488
AFG Fiduciary Services
Massachusetts
$542K +$32.4K +464 +6%
ACS
489
Archford Capital Strategies
Illinois
$541K -$28.4K -408 -5%
MWP
490
Meredith Wealth Planning
Illinois
$539K +$582K +8,350 New
AF
491
Allworth Financial
California
$539K +$33.2K +476 +6%
RF
492
Rollins Financial
Georgia
$537K +$311K +4,460 +116%
FA
493
Flagstar Advisors
New York
$536K -$11.9K -170 -2%
SBL
494
Sargent Bickham Lagudis
Colorado
$535K +$4.46K +64 +0.8%
FT
495
Fiduciary Trust
Massachusetts
$534K +$151K +2,160 +35%
EGA
496
E&G Advisors
Texas
$529K -$2.09K -30 -0.4%
PWP
497
Phillips Wealth Planners
Mississippi
$521K +$483K +6,934 New
VBFG
498
Vishria Bird Financial Group
Tennessee
$521K
FFG
499
Frisch Financial Group
New York
$520K +$1.25K +18 +0.2%
CAL
500
Capital Analysts LLC
Pennsylvania
$519K +$282K +4,050 +102%

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.