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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
AW
826
Avion Wealth
Texas
$88K
CAAS
827
Capital Asset Advisory Services
Michigan
$87K -$3.27K -36 -4%
HCM
828
Horrell Capital Management
Arkansas
$85K
PWMG
829
Prestige Wealth Management Group
New Jersey
$84K -$239K -2,628 -74%
PMFA
830
Plante Moran Financial Advisors
Michigan
$82K -$2.91K -32 -3%
MCM
831
MV Capital Management
Maryland
$80K
VC
832
Vestor Capital
Illinois
$80K
TAM
833
Townsend Asset Management
North Carolina
$80K +$182 +2 +0.2%
WT
834
Washington Trust
Rhode Island
$79K
TH
835
TCTC Holdings
Texas
$76K
SC
836
SouthState Corp
Florida
$75K
WFO
837
Wealthgate Family Office
Colorado
$74K +$75K +826 New
AIP
838
Ameritas Investment Partners
Nebraska
$72K +$7.27K +80 +11%
PCFFS
839
Pacific Center for Financial Services
California
$70K
CFN
840
Cordasco Financial Network
Florida
$69K
DI
841
Disciplined Investments
Oklahoma
$69K
PA
842
PSI Advisors
Florida
$69K +$70.1K +772 New
JHCP
843
Jackson Hole Capital Partners
Oklahoma
$67K +$16.7K +184 +33%
S
844
SignatureFD
Georgia
$66K -$182 -2 -0.3%
NWM
845
Navigation Wealth Management
Colorado
$66K
LWA
846
Lenox Wealth Advisors
New York
$66K +$67.2K +740 New
BEI
847
Benjamin Edwards Inc
Missouri
$62K -$1.09K -12 -2%
SQA
848
Simon Quick Advisors
New Jersey
$59K +$8.36K +92 +16%
QCG
849
Quadrant Capital Group
Ohio
$58K
RBC
850
Roble Belko & Company
Pennsylvania
$58K

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.