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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
FHA
501
Flagship Harbor Advisors
Massachusetts
$567K -$3.31M -42,368 -84%
AFS
502
AFG Fiduciary Services
Massachusetts
$565K +$13.3K +170 +2%
JWBC
503
J.W. Burns & Co
New York
$565K +$44.6K +570 +8%
FANJ
504
Financial Architects (New Jersey)
New Jersey
$563K +$618K +7,904 New
BCI
505
Brinker Capital Investments
Pennsylvania
$562K -$9.54K -122 -2%
AF
506
Allworth Financial
California
$560K +$209K +2,668 +51%
IFG
507
Independent Financial Group
California
$558K +$5.79K +74 +1%
VIM
508
Vista Investment Management
Pennsylvania
$556K -$469 -6 -0.1%
NW
509
NewEdge Wealth
Pennsylvania
$554K +$1.09K +14 +0.2%
AC
510
Abbrea Capital
California
$552K
CCM
511
Chilton Capital Management
Texas
$549K -$37.4K -478 -6%
AWA
512
Amplius Wealth Advisors
Pennsylvania
$547K +$81.8K +1,046 +16%
MWM
513
Mattern Wealth Management
Kansas
$546K -$17.2K -220 -3%
OCM
514
Orleans Capital Management
Louisiana
$545K -$593K -7,580 -50%
SDAM
515
Shulman DeMeo Asset Management
New York
$545K -$128K -1,634 -18%
VFG
516
V2 Financial group
Illinois
$541K +$62.6K +800 +12%
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$541K +$60.2K +770 +11%
BL
518
BFSG LLC
California
$536K +$204K +2,608 +53%
OPW
519
Oxler Private Wealth
New York
$534K +$9.39K +120 +2%
PTC
520
Private Trust Company
Ohio
$530K +$2.19K +28 +0.4%
CL
521
CPWM LLC
Washington
$529K -$998K -12,762 -63%
SSWM
522
Smith Salley Wealth Management
North Carolina
$525K -$38.2K -488 -6%
PFPT
523
Pinnacle Financial Partners (Tennessee)
Tennessee
$515K +$120K +1,538 +27%
TFGT
524
TS Financial Group (TSFG)
Illinois
$510K -$3.07M -39,252 -85%
Credit Agricole
525
Credit Agricole
France
$504K -$241K -3,082 -30%

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.