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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
FAIM
676
Financial Advocates Investment Management
Washington
$253K -$188K -2,700 -41%
AGP
677
Autumn Glory Partners
Texas
$252K -$11.4K -164 -4%
RA
678
Rockingstone Advisors
Massachusetts
$252K +$272K +3,902 New
SG
679
Sharper & Granite
California
$251K +$271K +3,890 New
OIA
680
OneDigital Investment Advisors
Kansas
$248K +$268K +3,844 New
CAG
681
Crestwood Advisors Group
Massachusetts
$248K +$268K +3,842 New
CIG
682
Cascade Investment Group
Colorado
$248K +$268K +3,840 New
SSWG
683
Seven Springs Wealth Group
Tennessee
$247K +$976 +14 +0.4%
AWM
684
Arista Wealth Management
Nevada
$247K +$267K +3,824 New
AWCI
685
Alpine Woods Capital Investors
New York
$245K -$3.07M -44,000 -92%
PFA
686
Pure Financial Advisors
California
$244K +$263K +3,772 New
API
687
Advisor Partners II
California
$243K -$57.5K -824 -18%
TWA
688
Talisman Wealth Advisors
New Jersey
$242K +$262K +3,752 New
MFWM
689
Motley Fool Wealth Management
Virginia
$241K +$260K +3,736 New
BFG
690
Bleakley Financial Group
New Jersey
$239K +$258K +3,706 New
GG
691
Gofen & Glossberg
Illinois
$239K +$23.7K +340 +10%
SFC
692
SYM Financial Corp
Indiana
$239K
LPT
693
Legacy Private Trust
Wisconsin
$239K +$258K +3,698 New
B
694
Bensler
Washington
$238K +$257K +3,692 New
LCWP
695
Legacy Capital Wealth Partners
Arkansas
$238K -$4.24M -60,768 -94%
PWP
696
Perfromance Wealth Partners
Illinois
$238K +$4.88K +70 +2%
RZH
697
Relyea Zuckerberg Hanson
Connecticut
$236K -$340K -4,870 -57%
TI
698
Trexquant Investment
Connecticut
$234K +$253K +3,626 New
FNBT
699
FineMark National Bank & Trust
Florida
$233K
AFP
700
Ausdal Financial Partners
Iowa
$231K -$202K -2,898 -45%

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.