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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
MIM
851
Macroview Investment Management
Maryland
$33.2K
PO
852
Private Ocean
California
$33.1K +$6.69K +96 +23%
NSIM
853
North Star Investment Management
Illinois
$32.5K
HWA
854
HHM Wealth Advisors
Tennessee
$31.3K +$33.7K +484 New
GIA
855
GHP Investment Advisors
Colorado
$31K
LC
856
Lindbrook Capital
California
$30.9K +$5.3K +76 +19%
SMA
857
Sage Mountain Advisors
Georgia
$30.4K
SIC
858
Salem Investment Counselors
North Carolina
$30.1K +$4.6K +66 +17%
KFI
859
Key Financial Inc
Pennsylvania
$30.1K
AIA
860
Armor Investment Advisors
North Carolina
$28K
MPWT
861
MassMutual Private Wealth & Trust
Connecticut
$28K
BBHC
862
Brown Brothers Harriman & Co
New York
$26.6K
SC
863
Stephens Consulting
Michigan
$26.3K -$418 -6 -1%
OSNBOA
864
Old Second National Bank of Aurora
Illinois
$25.8K -$92K -1,320 -77%
RFA
865
Resurgent Financial Advisors
Georgia
$25.7K +$27.8K +398 New
SWA
866
SOA Wealth Advisors
New York
$25.6K
NMG
867
New Millennium Group
Utah
$25.2K -$3.21K -46 -11%
PFA
868
Pathway Financial Advisers
Indiana
$25K +$27.1K +388 New
FCT
869
First Community Trust
Iowa
$24K
BBPWM
870
Blue Bell Private Wealth Management
Pennsylvania
$23.8K
WTA
871
Washington Trust Advisors
Massachusetts
$23.2K
BFO
872
Biltmore Family Office
North Carolina
$22.6K
APC
873
Aspire Private Capital
North Carolina
$22.3K
IRC
874
Investors Research Corp
Georgia
$21.6K
WFA
875
WestHill Financial Advisors
California
$21.6K

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.