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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
HH
501
Hilltop Holdings
Texas
$516K -$201K -2,886 -27%
MGIA
502
Moneta Group Investment Advisors
Missouri
$511K -$113K -1,626 -19%
NW
503
NewEdge Wealth
Pennsylvania
$511K +$9.48K +136 +2%
BCI
504
Brinker Capital Investments
Pennsylvania
$509K
CCM
505
Chilton Capital Management
Texas
$507K +$10.3K +148 +2%
AMC
506
Asset Management Corp
Illinois
$506K +$547K +7,838 New
JPLA
507
Joseph P. Lucia & Associates
New York
$504K -$54K -774 -9%
VIM
508
Vista Investment Management
Pennsylvania
$504K
CBT
509
Central Bank & Trust
Kentucky
$503K +$269K +3,852 +98%
EWM
510
EPG Wealth Management
Georgia
$500K -$51.2K -734 -9%
MWM
511
Mattern Wealth Management
Kansas
$496K +$1.4K +20 +0.3%
JWBC
512
J.W. Burns & Co
New York
$494K -$20.2K -290 -4%
VFG
513
V2 Financial group
Illinois
$491K
SDAM
514
Shulman DeMeo Asset Management
New York
$489K -$5.02K -72 -0.9%
EWM
515
Evercore Wealth Management
New York
$489K -$1.12M -16,054 -68%
CIBC Private Wealth Group
516
CIBC Private Wealth Group
Georgia
$488K +$300K +4,300 +35%
EWA
517
Exencial Wealth Advisors
Oklahoma
$485K +$35.6K +510 +7%
OCM
518
Orleans Capital Management
Louisiana
$484K -$10.5K -150 -2%
IIA
519
IPG Investment Advisors
California
$482K +$237K +3,400 +84%
WS
520
Wedbush Securities
California
$481K -$190K -2,722 -27%
OPW
521
Oxler Private Wealth
New York
$480K -$5.72K -82 -1%
FANJ
522
Financial Architects (New Jersey)
New Jersey
$478K -$34.9K -500 -6%
CCWM
523
Cassaday & Co Wealth Management
Virginia
$478K +$516K +7,402 New
Vontobel Holding
524
Vontobel Holding
Switzerland
$472K +$237K +3,400 +87%
AF
525
Apexium Financial
Texas
$472K +$221K +3,172 +77%

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.