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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
PWP
676
Perfromance Wealth Partners
Illinois
$257K +$11.7K +150 +4%
SAM
677
Secure Asset Management
Michigan
$255K -$41K -524 -13%
PWG
678
Private Wealth Group
Florida
$253K
GWA
679
GGM Wealth Advisors
Maryland
$252K +$313 +4 +0.1%
WA
680
Wambolt & Associates
Colorado
$251K -$5.16K -66 -2%
ASBI
681
American State Bank (Iowa)
Iowa
$250K +$5.16K +66 +2%
GAB
682
German American Bancorp
Indiana
$249K -$2.54M -32,502 -90%
AAS
683
Annex Advisory Services
Wisconsin
$249K -$258K -3,300 -49%
TMWM
684
Taylor & Morgan Wealth Management
Michigan
$247K -$15.2K -194 -5%
TC
685
Truvestments Capital
Florida
$247K +$469 +6 +0.2%
FCFC
686
First Commonwealth Financial Corp
Pennsylvania
$246K -$172K -2,202 -39%
MWM
687
Modera Wealth Management
New Jersey
$245K -$3.6K -46 -1%
WAP
688
Wealthcare Advisory Partners
Pennsylvania
$242K -$123K -1,570 -32%
LCM
689
Laurion Capital Management
New York
$242K -$78.2K -1,000 -23%
Chevy Chase Trust
690
Chevy Chase Trust
Maryland
$242K
EFI
691
EHP Funds Inc
Canada
$242K +$266K +3,400 New
FA
692
Fiducient Advisors
Illinois
$242K +$266K +3,400 New
AT
693
American Trust
Kentucky
$241K +$265K +3,390 New
DCM
694
Dimension Capital Management
Florida
$240K
GG
695
Gofen & Glossberg
Illinois
$240K +$4.85K +62 +2%
EHC
696
Everett Harris & Co
California
$239K
HWA
697
Hillcrest Wealth Advisors
New Jersey
$235K -$54.8K -700 -18%
SAM
698
Seelaus Asset Management
New Jersey
$233K -$23.5K -300 -8%
AMBIA
699
Allen Mooney & Barnes Investment Advisors
Georgia
$233K +$156 +2 +0.1%
AWM
700
Avior Wealth Management
Nebraska
$232K -$15.8K -202 -6%

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.