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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
NL
526
NVWM LLC
Pennsylvania
$611K +$101K +1,110 +19%
ML
527
McAdam LLC
Pennsylvania
$610K
GCP
528
GSA Capital Partners
United Kingdom
$607K +$197K +2,168 +47%
LNC
529
Lincoln National Corp
Pennsylvania
$606K -$91.4K -1,006 -13%
GWA
530
GGM Wealth Advisors
Maryland
$604K -$8.91M -98,138 -94%
FT
531
Fiduciary Trust
Massachusetts
$604K +$80.8K +890 +15%
NW
532
NewEdge Wealth
Pennsylvania
$603K -$1.13M -12,478 -65%
PGWM
533
Parisi Gray Wealth Management
New Jersey
$596K +$375K +4,124 +167%
FFA
534
First Foundation Advisors
California
$590K -$72.7K -800 -11%
CCFM
535
Clear Creek Financial Management
Washington
$588K -$22.2K -244 -4%
FIM
536
Fernwood Investment Management
Massachusetts
$587K
MSFS
537
Main Street Financial Solutions
Pennsylvania
$586K +$210K +2,314 +55%
RIA
538
Realta Investment Advisors
Delaware
$582K -$52.1K -574 -8%
ECM
539
Exchange Capital Management
Michigan
$581K -$16.4K -180 -3%
ECA
540
Elevated Capital Advisors
Utah
$577K +$584K +6,426 New
RWA
541
River Wealth Advisors
Pennsylvania
$573K -$2.73K -30 -0.5%
ZIM
542
Zacks Investment Management
Illinois
$570K +$577K +6,350 New
VFG
543
V2 Financial group
Illinois
$565K
KP
544
Keel Point
Alabama
$565K +$356K +3,914 +164%
GGS
545
Galvin Gaustad & Stein
Arizona
$564K -$463K -5,092 -45%
CTC
546
Central Trust Company
Missouri
$564K -$10.4K -114 -2%
Wealthfront Advisers
547
Wealthfront Advisers
California
$561K +$110K +1,208 +24%
CT
548
Chicago Trust
Illinois
$560K +$128K +1,414 +29%
DWA
549
Dougherty Wealth Advisers
Minnesota
$558K
LW
550
Linscomb Wealth
Texas
$552K +$108K +1,184 +24%

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.