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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
FUBT
501
First United Bank & Trust
Maryland
$696K +$24.5K +270 +4%
BSW
502
Buckingham Strategic Wealth
Missouri
$692K +$209K +2,302 +43%
CBT
503
Central Bank & Trust
Kentucky
$690K -$2.31M -25,436 -77%
VDI
504
Vaughan David Investments
Illinois
$687K -$84.8K -934 -11%
ISL
505
Ingalls & Snyder LLC
New York
$679K
OPW
506
Oxler Private Wealth
New York
$672K -$3.09K -34 -0.5%
GT
507
Greenleaf Trust
Michigan
$671K -$30.7K -338 -4%
BCM
508
Bayesian Capital Management
New York
$671K +$249K +2,740 +58%
PCA
509
Personal Capital Advisors
California
$670K +$166K +1,828 +32%
CL
510
CPWM LLC
Washington
$667K -$15.3K -168 -2%
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$664K +$167K +1,836 +33%
FA
512
FMA Advisory
Pennsylvania
$659K -$10.5K -116 -2%
RFWA
513
RPg Family Wealth Advisory
Massachusetts
$655K +$12.7K +140 +2%
AWA
514
Arkadios Wealth Advisors
Georgia
$652K -$600K -6,600 -48%
BCM
515
Barometer Capital Management
Ontario, Canada
$646K +$654K +7,200 New
OBWG
516
Onyx Bridge Wealth Group
New York
$644K +$611K +6,730 New
VAM
517
Verity Asset Management
North Carolina
$640K +$648K +7,136 New
BWM
518
Birchcreek Wealth Management
Ohio
$638K -$12.7K -140 -2%
MGIA
519
Moneta Group Investment Advisors
Missouri
$636K +$71.9K +792 +13%
WIA
520
World Investment Advisors
California
$628K +$42.3K +466 +7%
LCM
521
LVM Capital Management
Michigan
$626K +$29.1K +320 +5%
SWA
522
Stratos Wealth Advisors
Ohio
$625K -$252K -2,776 -29%
FFWA
523
FRG Family Wealth Advisors
Washington
$619K
Deutsche Bank
524
Deutsche Bank
Germany
$616K
ATC
525
Argent Trust Co
Tennessee
$613K -$2.18K -24 -0.3%

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.