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State Street Consumer Discretionary Select Sector SPDR ETF

962 hedge funds and large institutions have $10.1B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 323 increasing their positions, 324 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 108

2.51% more ownership

Funds ownership: 154.59%157.1% (+2.5%)

2% more funds holding

Funds holding: 946962 (+16)

0% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 324

9% less capital invested

Capital invested by funds: $11B → $10.1B (-$944M)

18% less call options, than puts

Call options by funds: $1.04B | Put options by funds: $1.27B

26% less funds holding in top 10

Funds holding in top 10: 3526 (-9)

Holders
962
Holders Change
+16
Holders Change %
+1.69%
% of All Funds
15.46%
Holding in Top 10
26
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25.71%
% of All Funds
0.42%
New
147
Increased
323
Reduced
324
Closed
108
Calls
$1.04B
Puts
$1.27B
Net Calls
-$232M
Net Calls Change
+$856M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
651
Private Trust Company
Ohio
$287K -$209K -3,004 -40%
ZCA
652
Zeke Capital Advisors
Pennsylvania
$284K -$33.7K -484 -10%
TFS
653
Thoroughbred Financial Services
Tennessee
$284K +$87.3K +1,252 +40%
CWM
654
Campbell Wealth Management
Virginia
$282K +$1.12K +16 +0.4%
FG
655
Fiduciary Group
Georgia
$280K
LFG
656
Larson Financial Group
Missouri
$280K -$1.12K -16 -0.4%
MCM
657
MV Capital Management
Maryland
$280K +$230K +3,292 +317%
FEM
658
Fulcrum Equity Management
Texas
$278K -$2.79K -40 -0.9%
MCCA
659
Mill Creek Capital Advisors
Pennsylvania
$278K +$300K +4,306 New
LGG
660
Luts & Greenleigh Group
Maryland
$277K +$299K +4,292 New
RW
661
REDW Wealth
New Mexico
$276K +$298K +4,270 New
PFSC
662
Peoples Financial Services Corp
Pennsylvania
$273K +$12K +172 +4%
BPWM
663
Badgley Phelps Wealth Managers
Washington
$270K +$291K +4,180 New
LNC
664
Lincoln National Corp
Pennsylvania
$268K -$4.04K -58 -1%
GWA
665
GGM Wealth Advisors
Maryland
$265K +$39.7K +570 +16%
EA
666
Eudaimonia Advisors
Tennessee
$265K +$1.25K +18 +0.4%
COCM
667
Charter Oak Capital Management
New Hampshire
$263K +$284K +4,072 New
IWA
668
Intercontinental Wealth Advisors
Texas
$262K +$58.7K +842 +26%
BRG
669
Bay Rivers Group
Virginia
$259K -$418 -6 -0.1%
HWM
670
Horizon Wealth Management
Illinois
$259K -$136K -1,948 -33%
SFWC
671
Strategic Family Wealth Counselors
New Jersey
$258K
WCM
672
Windham Capital Management
Massachusetts
$258K
JFA
673
JNBA Financial Advisors
Minnesota
$258K
ARC
674
Advisor Resource Council
Texas
$257K -$459K -6,578 -62%
CFO
675
Collective Family Office
Pennsylvania
$255K +$275K +3,950 New

XLY Hedge Fund Activity: Q4 2022 in Review

962 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2022, worth a combined $10.1B — down 8.6% from $11B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new XLY positions and 108 closed out — a net gain of 39 holders — while 323 added to existing stakes and 324 trimmed.

The largest buyer was Nissay Asset Management, opening a new position worth an estimated $208M. The largest seller was Bessemer Group, cutting an estimated $447M.

  • 962 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2022, up from 946 in Q3 2022.
  • Funds reported $10.1B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2022, down 8.6% quarter-over-quarter.
  • 147 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2022 and 108 closed out, a net change of +39 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2022 was Nissay Asset Management, an estimated $208M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2022 was Bessemer Group, an estimated $447M sold.

Based on aggregated 13F filings for Q4 2022.