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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
ZB
851
Zions Bancorporation
Utah
$54K -$71.4K -786 -57%
HDIM
852
Hanson & Doremus Investment Management
Vermont
$54K
MIM
853
Macroview Investment Management
Maryland
$54K +$727 +8 +1%
CWP
854
Concord Wealth Partners
Virginia
$53K -$42K -462 -44%
MPWT
855
MassMutual Private Wealth & Trust
Connecticut
$48K
CHA
856
Carmichael Hill & Associates
Maryland
$47K
EIP
857
Ellis Investment Partners
Pennsylvania
$47K +$3.09K +34 +7%
NSIM
858
North Star Investment Management
Illinois
$45K
KIG
859
Kowal Investment Group
Wisconsin
$45K +$45.6K +502 New
BAM
860
Barrett Asset Management
New York
$43K
BFG
861
Baron Financial Group
New Jersey
$42.5K
TF
862
Tompkins Financial
New York
$41K +$42K +462 New
VCM
863
Vigilant Capital Management
Maine
$40K -$8.72K -96 -18%
LAS
864
Lloyd Advisory Services
Georgia
$38K
PO
865
Private Ocean
California
$37K
CYG
866
Clean Yield Group
Vermont
$36K
HCM
867
Highlander Capital Management
New Jersey
$36K
SAM
868
Strategic Asset Management
Minnesota
$36K +$35.8K +394 New
SIC
869
Salem Investment Counselors
North Carolina
$36K +$36.3K +400 New
FA
870
Faithward Advisors
Pennsylvania
$34K -$14.9K -164 -30%
ADL
871
Asset Dedication LLC
California
$34K
BBPWM
872
Blue Bell Private Wealth Management
Pennsylvania
$33K -$2.36K -26 -7%
GAM
873
Gemmer Asset Management
California
$32K
GWSG
874
GPS Wealth Strategies Group
Colorado
$32K
SMA
875
Sage Mountain Advisors
Georgia
$31K -$49.2K -542 -61%

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.