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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
Verition Fund Management
551
Verition Fund Management
Connecticut
$407K
FAM
552
Fenimore Asset Management
New York
$405K -$438K -6,276 -50%
AWA
553
Arkadios Wealth Advisors
Georgia
$404K +$1.67K +24 +0.4%
PG
554
Prostatis Group
Maryland
$402K +$209K +3,002 +93%
RIA
555
Realta Investment Advisors
Delaware
$401K -$3.49K -50 -0.8%
LBC
556
Lowe Brockenbrough & Co
Virginia
$400K +$432K +6,190 New
LWAC
557
Laurel Wealth Advisors (California)
California
$398K -$45.6K -654 -10%
HSA
558
HBK Sorce Advisory
Pennsylvania
$395K +$222K +3,188 +109%
JAG
559
Journey Advisory Group
Kentucky
$394K +$65.8K +944 +18%
RFG
560
Range Financial Group
Oregon
$393K +$425K +6,092 New
SIM
561
Sterling Investment Management
Arizona
$392K +$84.2K +1,208 +25%
CCM
562
Coldstream Capital Management
Washington
$391K +$422K +6,052 New
BFM
563
Boothbay Fund Management
New York
$390K +$422K +6,046 New
MSAM
564
Moloney Securities Asset Management
Missouri
$389K -$232K -3,332 -36%
CAG
565
Csenge Advisory Group
Florida
$387K -$1.04M -14,850 -71%
ERIM
566
Eagle Ridge Investment Management
Connecticut
$387K
LSPW
567
Lake Street Private Wealth
Illinois
$387K -$44.5K -638 -10%
CMI
568
Clare Market Investments
Texas
$386K -$1.25K -18 -0.3%
MWA
569
Meridian Wealth Advisors
Texas
$382K
CCFM
570
Clear Creek Financial Management
Washington
$382K -$2.23K -32 -0.5%
SAM
571
Sawgrass Asset Management
Florida
$381K +$411K +5,898 New
CDH
572
Charles D. Hyman
$379K -$2.79K -40 -0.7%
CT
573
Cambridge Trust
Massachusetts
$377K +$311K +4,458 +324%
OPS
574
Orion Portfolio Solutions
Nebraska
$376K +$18.1K +260 +5%
ACM
575
AlphaStar Capital Management
North Carolina
$376K -$69.4K -996 -15%

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.