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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
HWA
726
Hillcrest Wealth Advisors
New Jersey
$213K
MA
727
Montag & Associates
Georgia
$212K +$14.6K +210 +7%
GIM
728
Goelzer Investment Management
Indiana
$212K -$55.1K -790 -19%
SQA
729
Simon Quick Advisors
New Jersey
$211K +$228K +3,272 New
3F
730
360 Financial
Minnesota
$210K
GT
731
Glenview Trust
Kentucky
$208K +$225K +3,222 New
LCM
732
LVM Capital Management
Michigan
$208K -$38.3K -550 -15%
FAB
733
First American Bank
Illinois
$207K +$223K +3,204 New
MC
734
Moors & Cabot
Massachusetts
$207K -$51.6K -740 -19%
BWP
735
Balboa Wealth Partners
Arizona
$206K -$213K -3,056 -49%
WA
736
Wambolt & Associates
Colorado
$205K -$24.4K -350 -10%
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$205K +$221K +3,168 New
OSAM
738
O'Shaughnessy Asset Management
Connecticut
$204K -$203K -2,906 -48%
1WM
739
1900 Wealth Management
Texas
$203K
WA
740
Wealthstar Advisors
Texas
$203K +$5.72K +82 +3%
AIA
741
Ally Invest Advisors
North Carolina
$202K +$219K +3,134 New
EB
742
Eastern Bank
Massachusetts
$201K +$217K +3,116 New
DWA
743
Dougherty Wealth Advisers
Minnesota
$201K
WAP
744
Wealthcare Advisory Partners
Pennsylvania
$200K -$21.1K -302 -9%
EDRH
745
Edmond de Rothschild Holding
Switzerland
$198K
TFS
746
TrustCore Financial Services
Tennessee
$193K +$3.21K +46 +2%
YDMI
747
Y.D. More Investments
Israel
$189K +$204K +2,922 New
DWP
748
Destiny Wealth Partners
Florida
$189K +$64.7K +928 +46%
CWP
749
Concord Wealth Partners
Virginia
$189K +$204K +2,926 New
GWM
750
Geneos Wealth Management
Colorado
$185K -$11.4K -164 -5%

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.