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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
VCM
701
Vivaldi Capital Management
Illinois
$232K +$258K +3,294 New
PG
702
Prostatis Group
Maryland
$230K +$252K +3,226 New
IWA
703
Intercontinental Wealth Advisors
Texas
$229K -$1.41K -18 -0.6%
IWA
704
Icon Wealth Advisors
Texas
$226K +$249K +3,178 New
APW
705
Aurora Private Wealth
New Jersey
$226K +$249K +3,180 New
GP
706
Girard Partners
Pennsylvania
$225K -$34.9K -446 -12%
RIA
707
Regal Investment Advisors
Michigan
$225K -$7.2K -92 -3%
ACM
708
Allred Capital Management
Texas
$224K -$9.23K -118 -4%
1WM
709
1900 Wealth Management
Texas
$224K
TFS
710
Thoroughbred Financial Services
Tennessee
$224K +$313 +4 +0.1%
Jones Financial Companies
711
Jones Financial Companies
Missouri
$223K +$138K +1,760 +128%
AIIMS
712
Analyst IMS Investment Management Services
Israel
$222K -$45.4K -580 -16%
DWA
713
Dougherty Wealth Advisers
Minnesota
$222K
MAM
714
MMA Asset Management
Pennsylvania
$221K -$596K -7,624 -71%
SWM
715
SeaCrest Wealth Management
New York
$220K +$86.5K +1,106 +56%
MA
716
Montag & Associates
Georgia
$219K
HHGA
717
Halbert Hargrove Global Advisors
California
$219K +$3.44K +44 +1%
WA
718
Wealthstar Advisors
Texas
$219K +$3.44K +44 +1%
EDRH
719
Edmond de Rothschild Holding
Switzerland
$219K +$39.1K +500 +19%
VDI
720
Vaughan David Investments
Illinois
$218K -$78.2K -1,000 -25%
GWM
721
Gray Wealth Management
Maine
$218K +$1.56K +20 +0.7%
VWM
722
Vigilare Wealth Management
Arizona
$218K +$6.26K +80 +3%
GWM
723
Geneos Wealth Management
Colorado
$215K -$48.5K -620 -17%
AWM
724
Aries Wealth Management
Maine
$215K +$233K +2,984 New
NGA
725
Naples Global Advisors
Florida
$214K

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.