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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
SFWC
651
Strategic Family Wealth Counselors
New Jersey
$359K +$363K +4,000 New
BCA
652
Bay Colony Advisors
Massachusetts
$356K -$1.27K -14 -0.4%
1IA
653
1834 Investment Advisors
Wisconsin
$356K +$32.2K +354 +10%
CB
654
Community Bank
New York
$352K -$22K -242 -6%
ZCA
655
Zeke Capital Advisors
Pennsylvania
$352K
SSWG
656
Seven Springs Wealth Group
Tennessee
$345K
HWAM
657
Hennion & Walsh Asset Management
New Jersey
$344K
MPCG
658
Matrix Private Capital Group
New York
$344K +$348K +3,836 New
WA
659
Wambolt & Associates
Colorado
$337K -$1.45K -16 -0.4%
AWM
660
Altium Wealth Management
New York
$335K -$36.2K -398 -10%
AWM
661
Apollon Wealth Management
South Carolina
$335K +$363 +4 +0.1%
BCM
662
Brookstone Capital Management
Illinois
$335K +$22.3K +246 +7%
UBG
663
United Bank (Georgia)
Georgia
$335K +$30.7K +338 +10%
Chevy Chase Trust
664
Chevy Chase Trust
Maryland
$334K -$25.3K -278 -7%
TA
665
TrueWealth Advisors
Alabama
$332K +$20.7K +228 +7%
BCP
666
Blue Chip Partners
Michigan
$331K +$363 +4 +0.1%
AllianceBernstein
667
AllianceBernstein
Tennessee
$331K +$335K +3,684 New
BWA
668
BlueSky Wealth Advisors
North Carolina
$328K
PPP
669
Private Portfolio Partners
New Jersey
$327K -$3.45K -38 -1%
BFS
670
Bradley Foster & Sargent
Connecticut
$327K +$331K +3,644 New
LWAC
671
Laurel Wealth Advisors (California)
California
$326K -$421K -4,634 -56%
CFD
672
Creative Financial Designs
Indiana
$324K +$2.54K +28 +0.8%
DY
673
Dowling & Yahnke
California
$322K
FWM
674
Frontier Wealth Management
Missouri
$321K +$545 +6 +0.2%
BOTW
675
Bank of the West
California
$317K -$1.45K -16 -0.5%

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.