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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
LSPW
626
Lake Street Private Wealth
Illinois
$391K +$182 +2 +0%
APW
627
Aurora Private Wealth
New Jersey
$390K +$10.4K +114 +3%
WAM
628
WealthTrust Asset Management
Florida
$384K +$33.8K +372 +10%
SFG
629
Sowa Financial Group
Rhode Island
$383K -$13.3K -146 -3%
SYBT
630
Stock Yards Bank & Trust
Kentucky
$380K -$2.73K -30 -0.7%
SMH
631
Sanders Morris Harris
Texas
$378K
PVH
632
Psagot Value Holdings
Israel
$375K -$218K -2,404 -37%
CWM
633
Campbell Wealth Management
Virginia
$375K
WWM
634
Windsor Wealth Management
Indiana
$370K +$15.4K +170 +4%
MWM
635
Midwest Wealth Management
Indiana
$369K +$15.4K +170 +4%
CCP
636
Cassia Capital Partners
North Carolina
$369K +$374K +4,112 New
CA
637
Clearstead Advisors
Ohio
$367K +$328K +3,610 +755%
GIM
638
Goelzer Investment Management
Indiana
$366K +$11.3K +124 +3%
AWE
639
Avidian Wealth Enterprises
Texas
$365K -$20.3K -224 -5%
AP
640
Appleton Partners
Massachusetts
$365K +$2.73K +30 +0.7%
PWM
641
Perigon Wealth Management
California
$365K +$50.1K +552 +16%
JF
642
Jump Financial
Illinois
$363K -$1.45M -15,990 -80%
MWM
643
Modera Wealth Management
New Jersey
$363K +$38.2K +420 +12%
FNBT
644
FineMark National Bank & Trust
Florida
$362K -$12K -132 -3%
CWM
645
Cornerstone Wealth Management
Missouri
$362K +$135K +1,486 +58%
JFA
646
JNBA Financial Advisors
Minnesota
$361K -$13.1K -144 -3%
PA
647
PFG Advisors
Arizona
$361K -$7.45K -82 -2%
HWA
648
Hillcrest Wealth Advisors
New Jersey
$359K
WCM
649
Windham Capital Management
Massachusetts
$359K
ECM
650
Evergreen Capital Management
Washington
$359K +$363K +4,000 New

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.