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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
PWA
876
Phoenix Wealth Advisors
North Carolina
$31K -$2.91K -32 -9%
AWMS
877
Advocacy Wealth Management Services
Georgia
$31K
BFO
878
Biltmore Family Office
North Carolina
$31K
SC
879
Steph & Co
Wisconsin
$31K
WFA
880
WestHill Financial Advisors
California
$30K +$30.3K +334 New
GFPC
881
Global Financial Private Client
Florida
$29.7K
AA
882
Ancora Advisors
Ohio
$29K
KFI
883
Key Financial Inc
Pennsylvania
$29K
FP
884
Financial Perspectives
Minnesota
$27.8K
BWM
885
Baystate Wealth Management
Massachusetts
$27K
CWM
886
Cranbrook Wealth Management
Michigan
$27K
CWM
887
Cedar Wealth Management
California
$26K
VNIM
888
Vaughan Nelson Investment Management
Texas
$26K +$26K +286 New
BAM
889
Bellevue Asset Management
Washington
$25K
SWA
890
SOA Wealth Advisors
New York
$25K
HIM
891
HawsGoodwin Investment Management
Tennessee
$25K +$25.8K +284 New
FWM
892
Filbrandt Wealth Management
Wisconsin
$24K -$727 -8 -3%
DAC
893
Dividend Assets Capital
South Carolina
$24K
WAS
894
Winch Advisory Services
Wisconsin
$23K
APC
895
Aspire Private Capital
North Carolina
$22K
BCM
896
Bourgeon Capital Management
Connecticut
$22K
PB
897
Pinnacle Bancorp
Nebraska
$22K
RIM
898
Rockbridge Investment Management
New York
$22K
WWMSC
899
Wagner Wealth Management (South Carolina)
South Carolina
$21K +$182 +2 +1%
CPC
900
Consolidated Planning Corp
Georgia
$21K +$21.4K +236 New

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.