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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
OA
876
Operose Advisors
Wisconsin
$20.8K
MCM
877
Manchester Capital Management
Vermont
$20.3K +$21.9K +314 New
FP
878
Financial Perspectives
Minnesota
$20K
HCM
879
Highlander Capital Management
New Jersey
$20K
BWM
880
Baystate Wealth Management
Massachusetts
$20K +$139 +2 +0.7%
NHT
881
New Hampshire Trust
New Hampshire
$19.4K +$20.9K +300 New
DF
882
DecisionPoint Financial
Arizona
$18.9K +$20.4K +292 New
NRC
883
New Republic Capital
North Carolina
$18.1K +$19.5K +280 New
BAM
884
Bellevue Asset Management
Washington
$17.7K
AAP
885
Arax Advisory Partners
Colorado
$17.6K
DAC
886
Dividend Assets Capital
South Carolina
$17K
FA
887
Faithward Advisors
Pennsylvania
$16.7K +$5.3K +76 +42%
WAS
888
Winch Advisory Services
Wisconsin
$16K
PPC
889
Park Place Capital
Alabama
$15K +$16K +230 New
CMANY
890
Capital Management Associates (New York)
New York
$14.9K +$16K +230 New
FCB
891
First Command Bank
Texas
$14K
FCFS
892
First Command Financial Services
Texas
$14K
FFA
893
Fairfield Financial Advisors
Massachusetts
$14K +$4.18K +60 +38%
WWMSC
894
Wagner Wealth Management (South Carolina)
South Carolina
$13.8K +$139 +2 +0.9%
FFA
895
Farther Finance Advisors
California
$13.6K +$14.6K +210 New
HS
896
Horan Securities
United States
$13.2K
MTIC
897
Missouri Trust & Investment Company
Missouri
$13K
SC
898
Steph & Co
Wisconsin
$13K
Nomura Asset Management
899
Nomura Asset Management
Japan
$12.9K
CSWM
900
Cassady Schiller Wealth Management
Ohio
$12.9K +$13.9K +200 New

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.