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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
BF
576
BOK Financial
Oklahoma
$482K +$488K +5,372 New
HPM
577
Hudson Portfolio Management
New York
$479K -$15.4K -170 -3%
LA
578
Lynch & Associates
Indiana
$477K -$2.73K -30 -0.6%
SCM
579
Southport Capital Management
Tennessee
$474K -$163K -1,798 -25%
FG
580
Fiduciary Group
Georgia
$470K +$28.3K +312 +7%
AF
581
Allworth Financial
California
$470K +$242K +2,668 +104%
CAM
582
Concorde Asset Management
Michigan
$468K -$54.3K -598 -10%
RPWA
583
Regent Peak Wealth Advisors
Georgia
$466K
OPS
584
Orion Portfolio Solutions
Nebraska
$464K +$35.6K +392 +8%
OCM
585
Orser Capital Management
Texas
$461K -$36.3K -400 -7%
SIM
586
Stratos Investment Management
Ohio
$460K +$465K +5,122 New
Bank Julius Baer & Co
587
Bank Julius Baer & Co
Switzerland
$459K -$2.17M -23,872 -82%
FA
588
Fagan Associates
New York
$457K +$19.4K +214 +4%
FA
589
FDx Advisors
Illinois
$456K -$415K -4,566 -47%
IC
590
Intersect Capital
California
$456K
IC
591
IEQ Capital
California
$455K
ACM
592
Allred Capital Management
Texas
$454K -$7.45K -82 -2%
CAG
593
Csenge Advisory Group
Florida
$453K -$6K -66 -1%
FHC
594
First Heartland Consultants
Missouri
$453K -$3.45K -38 -0.7%
First Manhattan
595
First Manhattan
New York
$453K +$412K +4,530 +871%
EWM
596
Empirical Wealth Management
Washington
$452K -$637K -7,008 -58%
ACP
597
Ashfield Capital Partners
California
$452K +$6.36K +70 +1%
MMA
598
Miracle Mile Advisors
California
$452K +$9.08K +100 +2%
MC
599
Moors & Cabot
Massachusetts
$450K +$182 +2 +0%
BMWM
600
Brown Miller Wealth Management
Virginia
$449K +$66.9K +736 +17%

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.