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State Street Consumer Discretionary Select Sector SPDR ETF

946 hedge funds and large institutions have $11B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 291 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding in top 10

Funds holding in top 10: 2335 (+12)

29% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 66

0% more funds holding

Funds holding: 943946 (+3)

2% less capital invested

Capital invested by funds: $11.3B → $11B (-$235M)

5.18% less ownership

Funds ownership: 159.77%154.59% (-5.2%)

25% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 387

57% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.9B

Holders
946
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+52.17%
% of All Funds
0.6%
New
85
Increased
291
Reduced
387
Closed
66
Calls
$810M
Puts
$1.9B
Net Calls
-$1.09B
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
Arete Wealth Advisors
Illinois
$284K -$115K -1,464 -27%
SFA
652
Sequoia Financial Advisors
Ohio
$284K -$68.1K -870 -18%
JFA
653
JNBA Financial Advisors
Minnesota
$284K
CAL
654
Capital Analysts LLC
Pennsylvania
$283K +$87.9K +1,124 +39%
MC
655
Moors & Cabot
Massachusetts
$281K -$34K -434 -10%
CBT
656
Central Bank & Trust
Kentucky
$280K -$162K -2,070 -34%
Vontobel Holding
657
Vontobel Holding
Switzerland
$279K -$248K -3,172 -45%
MWM
658
Mission Wealth Management
California
$278K +$26.8K +342 +10%
UB
659
UMB Bank
Missouri
$276K +$183K +2,340 +152%
NCM
660
Novare Capital Management
North Carolina
$275K -$6.76M -86,452 -96%
LAM
661
LFS Asset Management
California
$275K -$626 -8 -0.2%
RF
662
Rollins Financial
Georgia
$275K +$156 +2 +0.1%
WEG
663
World Equity Group
Illinois
$274K +$301K +3,850 New
WIP
664
WealthCare Investment Partners
Rhode Island
$273K -$80.3K -1,026 -21%
SSWG
665
Seven Springs Wealth Group
Tennessee
$272K -$2.35K -30 -0.8%
LCM
666
LVM Capital Management
Michigan
$268K -$290K -3,706 -50%
CA
667
Continuum Advisory
Idaho
$268K +$294K +3,756 New
Franklin Resources
668
Franklin Resources
California
$266K +$11.3K +144 +4%
CFD
669
Creative Financial Designs
Indiana
$264K -$5.48K -70 -2%
TW
670
Transform Wealth
Colorado
$263K -$38K -486 -12%
SFC
671
SYM Financial Corp
Indiana
$263K
SSG
672
Summit Securities Group
New York
$262K +$287K +3,674 New
RWM
673
Ritholtz Wealth Management
New York
$259K +$284K +3,632 New
CB
674
Community Bank
New York
$258K -$35.2K -450 -11%
FNBT
675
FineMark National Bank & Trust
Florida
$257K -$7.51K -96 -3%

XLY Hedge Fund Activity: Q3 2022 in Review

946 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2022, worth a combined $11B — down 2.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XLY positions and 66 closed out — a net gain of 19 holders — while 291 added to existing stakes and 387 trimmed.

The largest buyer was Bessemer Group, adding an estimated $501M. The largest seller was Barclays, cutting an estimated $799M.

  • 946 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2022, up from 943 in Q2 2022.
  • Funds reported $11B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2022, down 2.1% quarter-over-quarter.
  • 85 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2022 and 66 closed out, a net change of +19 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2022 was Bessemer Group, an estimated $501M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2022 was Barclays, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2022.