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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
AIM
776
Acropolis Investment Management
Missouri
$183K +$182 +2 +0.1%
FGAM
777
Financial Gravity Asset Management
Texas
$179K -$41.4K -456 -94%
BWM
778
BerganKDV Wealth Management
Minnesota
$179K -$10.2K -112 -5%
DWP
779
Destiny Wealth Partners
Florida
$179K +$182K +2,000 New
AA
780
AlphaCentric Advisors
Puerto Rico
$177K -$6.18K -68 -3%
BFC
781
Bedel Financial Consulting
Indiana
$176K +$4.36K +48 +3%
OSNBOA
782
Old Second National Bank of Aurora
Illinois
$175K
GLLW
783
Graves Light Lenhart Wealth
Virginia
$173K -$58.7K -646 -25%
HCP
784
Hexagon Capital Partners
Arkansas
$170K -$5.27K -58 -3%
DWMG
785
DB Wealth Management Group
California
$168K
BW
786
Bison Wealth
Georgia
$166K -$1.82K -20 -1%
BU
787
BBVA USA
Alabama
$165K
JWA
788
JFS Wealth Advisors
Pennsylvania
$164K +$166K +1,830 New
TCWA
789
Ten Capital Wealth Advisors
Washington
$162K -$6.4M -70,478 -98%
MAWCM
790
Mine & Arao Wealth Creation & Management
California
$162K
CCM
791
Covington Capital Management
California
$145K +$4.72K +52 +3%
OIA
792
Optimum Investment Advisors
Illinois
$144K -$53.4K -588 -27%
FCB
793
First Command Bank
Texas
$137K -$25.8K -284 -16%
FCFS
794
First Command Financial Services
Texas
$137K -$25.8K -284 -16%
FCA
795
FinTrust Capital Advisors
South Carolina
$133K
RCM
796
Regency Capital Management
Hawaii
$132K -$472K -5,192 -78%
CIAS
797
Capital Investment Advisory Services
North Carolina
$130K -$7.81K -86 -6%
EVM
798
Eaton Vance Management
Massachusetts
$127K -$802K -8,834 -86%
ANBT
799
American National Bank & Trust
Texas
$126K
Vontobel Holding
800
Vontobel Holding
Switzerland
$126K

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.