We are live on ! Find out more
XLY icon

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
MWM
701
Mission Wealth Management
California
$230K -$24.4K -350 -9%
PWG
702
Private Wealth Group
Florida
$230K
ATI
703
Act Two Investors
California
$228K +$247K +3,536 New
GWP
704
Gateway Wealth Partners
Wisconsin
$227K +$245K +3,510 New
HTC
705
Haverford Trust Company
Pennsylvania
$227K -$688K -9,868 -74%
ASBI
706
American State Bank (Iowa)
Iowa
$226K
Deutsche Bank
707
Deutsche Bank
Germany
$225K -$37.7K -540 -13%
BFA
708
Bragg Financial Advisors
North Carolina
$225K +$243K +3,482 New
MWAM
709
Manhattan West Asset Management
California
$224K +$242K +3,476 New
TMWM
710
Taylor & Morgan Wealth Management
Michigan
$224K
MAM
711
MMA Asset Management
Pennsylvania
$224K +$25.7K +368 +12%
CB
712
Community Bank
New York
$224K -$10.5K -150 -4%
WCM
713
Whitener Capital Management
North Carolina
$223K +$241K +3,458 New
WAM
714
WealthTrust Asset Management
Florida
$222K -$40K -574 -14%
IWA
715
Icon Wealth Advisors
Texas
$221K +$16.9K +242 +8%
PAG
716
Private Advisory Group
Washington
$219K +$237K +3,394 New
MWM
717
Modera Wealth Management
New Jersey
$218K -$4.46K -64 -2%
MTIM
718
Marathon Trading Investment Management
Pennsylvania
$218K -$236K -3,390 -50%
EWM
719
Executive Wealth Management
Michigan
$217K +$201K +2,876 +589%
DCM
720
Dimension Capital Management
Florida
$217K
FCFC
721
First Commonwealth Financial Corp
Pennsylvania
$216K -$6.97K -100 -3%
EHC
722
Everett Harris & Co
California
$216K
KCFA
723
Key Client Fiduciary Advisors
New Jersey
$216K +$31.9K +458 +16%
PPP
724
Private Portfolio Partners
New Jersey
$215K -$52.9K -758 -19%
HHGA
725
Halbert Hargrove Global Advisors
California
$214K +$16.9K +242 +8%

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.