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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
HWMA
751
Heritage Wealth Management (Arizona)
Arizona
$182K +$98.6K +1,414 +101%
CSC
752
Caldwell Sutter Capital
California
$178K +$193K +2,762 New
Franklin Resources
753
Franklin Resources
California
$177K -$69.4K -996 -27%
TC
754
Truvestments Capital
Florida
$172K -$55.2K -792 -23%
FNBOSM
755
First National Bank of South Miami
Florida
$170K
FPB
756
First PREMIER Bank
South Dakota
$167K +$7.95K +114 +5%
AFG
757
Albion Financial Group
Utah
$165K
Optiver Holding
758
Optiver Holding
Netherlands
$163K +$176K +2,524 New
EW
759
Element Wealth
Mississippi
$160K
MAWA
760
Moss Adams Wealth Advisors
Washington
$159K +$172K +2,460 New
JHCP
761
Jackson Hole Capital Partners
Oklahoma
$157K -$19K -272 -10%
OC
762
Oakworth Capital
Alabama
$156K -$15.8K -226 -9%
MSCM
763
McElhenny Sheffield Capital Management
Texas
$152K +$165K +2,360 New
CT
764
Caldwell Trust
Florida
$151K -$578K -8,284 -78%
CA
765
Clearstead Advisors
Ohio
$150K -$17.7K -254 -10%
RMC
766
Resources Management Corp
Connecticut
$147K
BAM
767
Byrne Asset Management
New Jersey
$142K +$61.5K +882 +67%
CA
768
Crewe Advisors
Utah
$138K +$418 +6 +0.3%
BWA
769
BDO Wealth Advisors
Florida
$138K -$1.25K -18 -0.8%
FFA
770
Founders Financial Alliance
North Carolina
$137K -$8.23K -118 -5%
S
771
SignatureFD
Georgia
$135K +$52K +746 +56%
AWM
772
Avior Wealth Management
Nebraska
$134K -$83.3K -1,194 -37%
PWMG
773
Prestige Wealth Management Group
New Jersey
$133K +$85.6K +1,228 +149%
CHA
774
Carmichael Hill & Associates
Maryland
$132K +$117K +1,678 +458%
BWM
775
BerganKDV Wealth Management
Minnesota
$131K +$2.09K +30 +2%

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.