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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
VNA
801
Valley National Advisers
Pennsylvania
$81K
GWANC
802
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.2K
AW
803
Avion Wealth
Texas
$76K
HT
804
Headlands Technologies
Illinois
$76K +$81.9K +1,174 New
FAM
805
Family Asset Management
South Carolina
$75.1K +$81K +1,162 New
AWM
806
AllSquare Wealth Management
New York
$74.3K
PAI
807
Pittenger & Anderson Inc
Nebraska
$71K
BC
808
Barrett & Company
Rhode Island
$66.1K
SCA
809
Stonebridge Capital Advisors
Minnesota
$64.6K
TCOV
810
Trust Company of Vermont
Vermont
$64.6K
WBC
811
West Branch Capital
Massachusetts
$62.5K -$13.9K -200 -17%
First Manhattan
812
First Manhattan
New York
$62.3K -$112K -1,610 -63%
JWA
813
JFS Wealth Advisors
Pennsylvania
$62.1K -$77.1K -1,106 -53%
CB
814
Centennial Bank
Arkansas
$60.6K +$65.4K +938 New
DSC
815
Duncker Streett & Co
Missouri
$59.4K
GFPC
816
Global Financial Private Client
Florida
$58.6K +$44.1K +632 +229%
AIP
817
Ameritas Investment Partners
Nebraska
$58.6K +$139 +2 +0.2%
VC
818
Vestor Capital
Illinois
$58K
BLC
819
Brown, Lisle/Cummings
Rhode Island
$57.1K
WT
820
Washington Trust
Rhode Island
$56.8K
TH
821
TCTC Holdings
Texas
$54.4K
BTI
822
Blue Trust Inc
Georgia
$54K -$1.4K -20 -3%
TAM
823
Townsend Asset Management
North Carolina
$53.5K +$139 +2 +0.2%
AWM
824
Align Wealth Management
Oklahoma
$53K +$51.9K +744 New
TSWM
825
Tyler-Stone Wealth Management
Ohio
$52K

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.