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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
TWA
901
TCI Wealth Advisors
Arizona
$20K +$20K +220 New
FRA
902
Front Row Advisors
California
$19K
ARIS
903
Advanced Research Investment Solutions
California
$18.1K +$18.4K +202 New
SIM
904
Sonora Investment Management
Arizona
$18K +$18.2K +200 New
BL
905
Balentine LLC
Georgia
$17K
TVWM
906
Tower View Wealth Management
Wisconsin
$17K +$17.3K +190 New
CFFP
907
Center for Financial Planning
Michigan
$16K
M
908
MOTCO
Texas
$16K
MAM
909
Meeder Asset Management
Ohio
$16K +$1.45K +16 +10%
AWM
910
Accel Wealth Management
Iowa
$15K
LWA
911
Lowe Wealth Advisors
Maryland
$15K
AF
912
Affiance Financial
Minnesota
$14K
BC
913
Barnett & Company
Tennessee
$13K -$54.5K -600 -80%
HFA
914
HC Financial Advisors
California
$13K
HI
915
Hudock Inc
Pennsylvania
$13K
JWM
916
Janiczek Wealth Management
Colorado
$13K
TA
917
Tectonic Advisors
Texas
$12K -$87.6K -964 -88%
TIM
918
Tortoise Investment Management
New York
$12K
HR
919
Howe & Rusling
New York
$12K +$11.8K +130 New
HWA
920
Heritage Wealth Advisors
Virginia
$10.8K
CWA
921
Clearview Wealth Advisors
Oregon
$10K
GI
922
Gradient Investments
Minnesota
$10K
APWA
923
Atlas Private Wealth Advisors
New Jersey
$9K -$5.27K -58 -37%
PP
924
Pacifica Partners
Canada
$9K
RAM
925
Riggs Asset Management
Pennsylvania
$9K

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.