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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
SCM
676
Stevens Capital Management
Pennsylvania
$317K +$320K +3,528 New
CG
677
Colony Group
Massachusetts
$316K -$197K -2,168 -38%
MWM
678
Mission Wealth Management
California
$316K
IWA
679
IBEX Wealth Advisors
New Jersey
$316K +$5.27K +58 +2%
LSA
680
L & S Advisors
California
$313K -$193K -2,122 -38%
RIA
681
Regal Investment Advisors
Michigan
$312K -$22.3K -246 -7%
FF
682
FourThought Financial
Florida
$310K
TC
683
Truvestments Capital
Florida
$309K +$363 +4 +0.1%
OIA
684
OneDigital Investment Advisors
Kansas
$309K +$21.8K +240 +7%
LBD
685
Landsberg Bennett & Dubbaneh
Florida
$308K -$18K -198 -5%
PFPT
686
Pinnacle Financial Partners (Tennessee)
Tennessee
$307K -$42.3K -466 -12%
VWM
687
Vigilare Wealth Management
Arizona
$306K -$12.9K -142 -4%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$306K -$11.8K -130 -4%
QC
689
QCM Cayman
Texas
$303K +$306K +3,374 New
NB
690
Northwest Bancshares
Pennsylvania
$302K -$5.09K -56 -2%
DCM
691
Dimension Capital Management
Florida
$302K
IWP
692
Icon Wealth Partners
Texas
$295K -$21.1K -232 -7%
HHGA
693
Halbert Hargrove Global Advisors
California
$294K +$24.9K +274 +9%
IFAM
694
Institutional & Family Asset Management
Colorado
$294K +$243K +2,676 +443%
FHB
695
First Hawaiian Bank
Hawaii
$293K -$1.45K -16 -0.5%
HSA
696
HBK Sorce Advisory
Pennsylvania
$293K
MA
697
MBA Advisors
Pennsylvania
$292K +$18.9K +208 +7%
LA
698
Latitude Advisors
Florida
$292K +$295K +3,252 New
MCA
699
Magnolia Capital Advisors
Mississippi
$289K +$182 +2 +0.1%
WAP
700
Wealthcare Advisory Partners
Pennsylvania
$288K +$74.1K +816 +34%

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.