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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
AWM
601
Avior Wealth Management
Nebraska
$444K -$803K -8,840 -64%
VWM
602
Valley Wealth Managers
New Jersey
$444K -$1.45K -16 -0.3%
SCA
603
Sage Capital Advisors
South Dakota
$441K
JAG
604
Journey Advisory Group
Kentucky
$439K +$148K +1,630 +50%
CC
605
Cedar Capital
Illinois
$439K +$445K +4,896 New
PWM
606
PRW Wealth Management
Massachusetts
$437K +$113K +1,244 +34%
AC
607
Abbrea Capital
California
$436K
American Century Companies
608
American Century Companies
Missouri
$429K -$44.3K -488 -9%
SAM
609
Secure Asset Management
Michigan
$429K -$6.9K -76 -2%
BL
610
BFSG LLC
California
$426K +$431K +4,744 New
MCM
611
Manchester Capital Management
Vermont
$417K
MCM
612
Maryland Capital Management
Maryland
$415K +$6.9K +76 +2%
GA
613
GFS Advisors
Texas
$414K
TCM
614
Triumph Capital Management
Colorado
$412K
WCM
615
WealthBridge Capital Management
Ohio
$410K -$155K -1,702 -27%
AIM
616
Allen Investment Management
New York
$409K
CAL
617
Capital Analysts LLC
Pennsylvania
$409K +$727 +8 +0.2%
P
618
Pitcairn
Pennsylvania
$406K
MA
619
Montag & Associates
Georgia
$404K -$9.08K -100 -2%
WP
620
WealthSource Partners
California
$404K +$47.6K +524 +13%
FC
621
Financial Consulate
Maryland
$403K +$182 +2 +0%
SAM
622
Seelaus Asset Management
New Jersey
$402K +$27.3K +300 +7%
CFA
623
Carroll Financial Associates
North Carolina
$401K +$3.63K +40 +0.9%
CDH
624
Charles D. Hyman
$398K
Franklin Resources
625
Franklin Resources
California
$393K -$26.5K -292 -6%

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.