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State Street Consumer Discretionary Select Sector SPDR ETF

946 hedge funds and large institutions have $11B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 291 increasing their positions, 387 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more funds holding in top 10

Funds holding in top 10: 2335 (+12)

29% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 66

0% more funds holding

Funds holding: 943946 (+3)

2% less capital invested

Capital invested by funds: $11.3B → $11B (-$235M)

5.18% less ownership

Funds ownership: 159.77%154.59% (-5.2%)

25% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 387

57% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.9B

Holders
946
Holders Change
+3
Holders Change %
+0.32%
% of All Funds
16.3%
Holding in Top 10
35
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+52.17%
% of All Funds
0.6%
New
85
Increased
291
Reduced
387
Closed
66
Calls
$810M
Puts
$1.9B
Net Calls
-$1.09B
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
901
Anchor Investment Management
South Carolina
$10.8K
CWC
902
Carolinas Wealth Consulting
North Carolina
$10K
JWM
903
Janiczek Wealth Management
Colorado
$10K
Bank of Montreal
904
Bank of Montreal
Ontario, Canada
$9.32K -$12.9M -164,406 -59%
TIM
905
Tortoise Investment Management
New York
$9K
SWM
906
Selective Wealth Management
Virginia
$9K +$10K +128 New
HWA
907
Heritage Wealth Advisors
Virginia
$8.55K
HI
908
Hudock Inc
Pennsylvania
$8K -$2.66K -34 -23%
CWA
909
Clearview Wealth Advisors
Oregon
$8K
MHR
910
Matthew Hamilton Rosenberg
$8K +$8.45K +108 New
OHWP
911
Oak Harbor Wealth Partners
North Carolina
$7K -$7.82K -100 -50%
FPFS
912
First Personal Financial Services
North Carolina
$7K +$7.98K +102 New
BEI
913
Benjamin Edwards Inc
Missouri
$6K -$52K -664 -89%
CFO
914
CVA Family Office
Colorado
$6K
TCM
915
Tradewinds Capital Management
Washington
$6K
BCM
916
Bourgeon Capital Management
Connecticut
$5K
CMA
917
Cedar Mountain Advisors
Oregon
$5K
CCM
918
Covington Capital Management
California
$5K
OLVIG
919
Oliver Lagore Vanvalin Investment Group
Michigan
$5K
GI
920
Gradient Investments
Minnesota
$4K -$16K -204 -77%
EAM
921
Eukles Asset Management
Ohio
$4K
GWS
922
Glassman Wealth Services
Virginia
$4K
MIM
923
MTM Investment Management
South Carolina
$4K
POIA
924
Pin Oak Investment Advisors
Texas
$4K
TCWA
925
Ten Capital Wealth Advisors
Washington
$4K

XLY Hedge Fund Activity: Q3 2022 in Review

946 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2022, worth a combined $11B — down 2.1% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XLY positions and 66 closed out — a net gain of 19 holders — while 291 added to existing stakes and 387 trimmed.

The largest buyer was Bessemer Group, adding an estimated $501M. The largest seller was Barclays, cutting an estimated $799M.

  • 946 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2022, up from 943 in Q2 2022.
  • Funds reported $11B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2022, down 2.1% quarter-over-quarter.
  • 85 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2022 and 66 closed out, a net change of +19 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2022 was Bessemer Group, an estimated $501M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2022 was Barclays, an estimated $799M sold.

Based on aggregated 13F filings for Q3 2022.