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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
HWMA
801
Heritage Wealth Management (Arizona)
Arizona
$125K -$18.4K -202 -13%
UFF
802
USA Financial Formulas
Michigan
$123K -$21.6K -238 -15%
ATC
803
Adirondack Trust Company
New York
$122K -$23.6K -260 -18%
FMII
804
Farmers & Merchants Investments Inc
Nebraska
$120K +$18.2K +200 +18%
LWM
805
Liberty Wealth Management
California
$119K +$4.54K +50 +4%
WB
806
Webster Bank
Connecticut
$118K
PAI
807
Pittenger & Anderson Inc
Nebraska
$117K
RP
808
Rice Partnership
Hawaii
$111K
VNA
809
Valley National Advisers
Pennsylvania
$106K -$908 -10 -0.8%
AWM
810
AllSquare Wealth Management
New York
$103K
BCA
811
Berman Capital Advisors
Georgia
$103K
PFA
812
Professional Financial Advisors
Nebraska
$103K +$182 +2 +0.2%
COCM
813
Charter Oak Capital Management
New Hampshire
$103K +$1.09K +12 +1%
CWC
814
Carolinas Wealth Consulting
North Carolina
$102K
OSAM
815
O'Shaughnessy Asset Management
Connecticut
$101K
DSC
816
Duncker Streett & Co
Missouri
$100K
IBOK
817
Independence Bank of Kentucky
Kentucky
$100K
Jones Financial Companies
818
Jones Financial Companies
Missouri
$100K
RFA
819
Reilly Financial Advisors
California
$98K
Kayne Anderson Rudnick Investment Management
820
Kayne Anderson Rudnick Investment Management
California
$96K
WIM
821
Westside Investment Management
California
$92.8K
SCA
822
Stonebridge Capital Advisors
Minnesota
$90K -$90.8K -1,000 -50%
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.7K
WBC
824
West Branch Capital
Massachusetts
$89K
AIM
825
Anchor Investment Management
South Carolina
$88.5K

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.