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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
FMII
776
Farmers & Merchants Investments Inc
Nebraska
$95K -$9.39K -120 -8%
BAM
777
Byrne Asset Management
New Jersey
$94K +$1.88K +24 +2%
CWM
778
Cranbrook Wealth Management
Michigan
$93K
PMFA
779
Plante Moran Financial Advisors
Michigan
$90K +$2.35K +30 +2%
ATC
780
Adirondack Trust Company
New York
$90K +$3.91K +50 +4%
TIM
781
Tevis Investment Management
Texas
$86K -$10K -128 -10%
GWANC
782
Guardian Wealth Advisors (North Carolina)
North Carolina
$84K -$26.4K -338 -22%
VNA
783
Valley National Advisers
Pennsylvania
$84K
WBC
784
West Branch Capital
Massachusetts
$83K +$15.6K +200 +21%
AWM
785
AllSquare Wealth Management
New York
$82K
SFCL
786
Strengthening Families & Communities LLC
Massachusetts
$82K +$313 +4 +0.3%
PAI
787
Pittenger & Anderson Inc
Nebraska
$78K
MPCG
788
Matrix Private Capital Group
New York
$77K -$64.5K -824 -43%
AW
789
Avion Wealth
Texas
$77K
ADL
790
Asset Dedication LLC
California
$74K +$156 +2 +0.2%
MCM
791
MV Capital Management
Maryland
$74K +$11.7K +150 +17%
SCA
792
Stonebridge Capital Advisors
Minnesota
$71K
TCOV
793
Trust Company of Vermont
Vermont
$71K
MCC
794
Money Concepts Capital
Florida
$70K -$9.7K -124 -11%
MRC
795
Millburn Ridgefield Corp
New York
$70K +$6.88K +88 +10%
BC
796
Barrett & Company
Rhode Island
$66.1K +$80.1K +1,024 New
DSC
797
Duncker Streett & Co
Missouri
$66K -$6.26K -80 -8%
Bank Julius Baer & Co
798
Bank Julius Baer & Co
Switzerland
$65K +$71.2K +910 New
VC
799
Vestor Capital
Illinois
$64K -$32.5K -416 -32%
AIP
800
Ameritas Investment Partners
Nebraska
$64K +$782 +10 +1%

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.