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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
JWA
751
JFS Wealth Advisors
Pennsylvania
$147K
AIC
752
Archer Investment Corporation
Indiana
$144K
BWM
753
BerganKDV Wealth Management
Minnesota
$142K
DWP
754
Destiny Wealth Partners
Florida
$142K
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K +$102K +1,304 +208%
RA
756
Rise Advisors
New York
$133K
LFA
757
Legend Financial Advisors
Pennsylvania
$132K +$145K +1,854 New
MAWCM
758
Mine & Arao Wealth Creation & Management
California
$128K
AIM
759
Acropolis Investment Management
Missouri
$128K +$313 +4 +0.2%
CUAMC
760
China Universal Asset Management Company
China
$128K +$141K +1,800 New
CFGS
761
Concourse Financial Group Securities
Alabama
$123K -$479K -6,116 -78%
OSNBOA
762
Old Second National Bank of Aurora
Illinois
$122K -$17.7K -226 -12%
HCP
763
Hexagon Capital Partners
Arkansas
$122K -$8.92K -114 -6%
HBW
764
Hazlett, Burt & Watson
West Virginia
$121K -$3.91K -50 -3%
PFBT
765
Parkside Financial Bank & Trust
Missouri
$118K +$313 +4 +0.2%
Legal & General Group
766
Legal & General Group
United Kingdom
$116K +$128K +1,630 New
FCA
767
FinTrust Capital Advisors
South Carolina
$113K +$13.5K +172 +12%
FRA
768
Front Row Advisors
California
$109K +$103K +1,322 +630%
HPC
769
HM Payson & Co
Maine
$108K +$88.4K +1,130 +290%
HWMA
770
Heritage Wealth Management (Arizona)
Arizona
$100K -$3.29K -42 -3%
ANBT
771
American National Bank & Trust
Texas
$100K
OIA
772
Optimum Investment Advisors
Illinois
$100K
CT
773
Cambridge Trust
Massachusetts
$98K -$165K -2,108 -61%
RP
774
Rice Partnership
Hawaii
$97K +$10K +128 +10%
S
775
SignatureFD
Georgia
$96K -$17.1K -218 -14%

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.