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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
WA
726
Wealthstar Advisors
Texas
$253K +$9.08K +100 +4%
BP
727
Ballentine Partners
Massachusetts
$252K
SFC
728
SYM Financial Corp
Indiana
$247K
CA
729
Claro Advisors
Massachusetts
$247K +$1.82K +20 +0.7%
PWP
730
Principle Wealth Partners
Connecticut
$246K -$49.2K -542 -16%
EP
731
Eudaimonia Partners
Tennessee
$245K +$248K +2,730 New
BA
732
Bellwether Advisors
Nebraska
$244K -$6.94M -76,358 -97%
NCM
733
Novare Capital Management
North Carolina
$244K -$56K -616 -18%
SAM
734
Strategy Asset Managers
California
$241K
DI
735
Diligent Investors
California
$240K
FFA
736
Founders Financial Alliance
North Carolina
$238K +$5.81K +64 +2%
SIG
737
Sargent Investment Group
Maryland
$237K
OFG
738
Oxford Financial Group
Indiana
$237K +$240K +2,642 New
BP
739
Broadleaf Partners
Ohio
$236K
UB
740
UMB Bank
Missouri
$235K
SAF
741
Smith Anglin Financial
Texas
$235K +$363 +4 +0.2%
IGGA
742
Iron Gate Global Advisors
Utah
$233K +$236K +2,600 New
AWM
743
Aries Wealth Management
Maine
$231K
OWA
744
Outlook Wealth Advisors
Texas
$230K -$1.09K -12 -0.5%
AFG
745
Albion Financial Group
Utah
$230K
ACP
746
Aviance Capital Partners
Florida
$227K +$4.54K +50 +2%
WPP
747
Whalerock Point Partners
Rhode Island
$224K +$227K +2,500 New
HWMG
748
Hurlow Wealth Management Group
Indiana
$223K
HF
749
HRT Financial
New York
$223K +$227K +2,494 New
Bank of Nova Scotia
750
Bank of Nova Scotia
Ontario, Canada
$222K -$531K -5,848 -70%

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.