We are live on ! Find out more
XLY icon

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
EW
751
Element Wealth
Mississippi
$222K
PWM
752
Penobscot Wealth Management
Maine
$222K
FB
753
Fulton Bank
Pennsylvania
$222K +$2.18K +24 +1%
WANY
754
Wealthspire Advisors (New York)
New York
$222K +$225K +2,474 New
Kovitz Investment Group Partners
755
Kovitz Investment Group Partners
Illinois
$221K
CTFG
756
Capstone Triton Financial Group
Oklahoma
$218K +$200K +2,204 New
HL
757
HeadInvest LLC
Maine
$216K -$99K -1,090 -31%
LNWTC
758
Laird Norton Wetherby Trust Company
Washington
$215K -$18.2K -200 -8%
ACA
759
Aptus Capital Advisors
Alabama
$214K -$23.8K -262 -10%
GW
760
GW & Wade
Massachusetts
$211K +$214K +2,354 New
JIP
761
Jaffetilchin Investment Partners
Florida
$210K -$1.89M -20,768 -90%
TFCP
762
Twin Focus Capital Partners
Massachusetts
$209K
AWM
763
Accurate Wealth Management
Florida
$209K +$1.27K +14 +0.6%
MRC
764
Millburn Ridgefield Corp
New York
$208K +$38.7K +426 +23%
T
765
TNF
Montana
$208K +$187K +2,060 New
WA
766
Wealth Architects
California
$208K +$210K +2,316 New
AIC
767
Archer Investment Corporation
Indiana
$207K
DP
768
Dearborn Partners
Illinois
$205K
AW
769
Alaethes Wealth
Nevada
$199K +$15.8K +174 +9%
RMC
770
Resources Management Corp
Connecticut
$197K -$1.82K -20 -0.9%
TCWM
771
Total Clarity Wealth Management
Illinois
$195K +$198K +2,178 New
IF
772
Ironwood Financial
Arizona
$193K -$22K -242 -10%
BWA
773
BDO Wealth Advisors
Florida
$193K -$12.7K -140 -6%
RCA
774
Ranch Capital Advisors
Florida
$193K +$195K +2,150 New
Bessemer Group
775
Bessemer Group
New Jersey
$184K -$905K -9,962 -83%

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.