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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
TAM
901
Tucker Asset Management
Colorado
$12.6K
AWM
902
Abound Wealth Management
Tennessee
$12.5K
IRAG
903
Investment Research & Advisory Group
Georgia
$12.1K
TVWM
904
Tower View Wealth Management
Wisconsin
$12K +$139 +2 +1%
EWA
905
EverSource Wealth Advisors
Alabama
$11.8K +$12.7K +182 New
WWM
906
Wolff Wiese Magana
California
$11.6K
AC
907
AlphaCore Capital
California
$11.6K +$11.9K +170 +1,700%
RCM
908
Raleigh Capital Management
North Carolina
$11.5K
BWL
909
Bogart Wealth LLC
Virginia
$11.5K +$10.3K +148 +493%
CFFP
910
Center for Financial Planning
Michigan
$11.2K
FCG
911
Financial Connections Group
California
$11K
NC
912
NewSquare Capital
Pennsylvania
$11K -$30.7K -440 -72%
LWA
913
Lowe Wealth Advisors
Maryland
$11K
BL
914
Balentine LLC
Georgia
$10.6K -$2.09K -30 -15%
AWM
915
Accel Wealth Management
Iowa
$10.5K
AF
916
Affiance Financial
Minnesota
$10.5K
JWM
917
Janiczek Wealth Management
Colorado
$10.2K
CAS
918
Coppell Advisory Solutions
Texas
$9.69K +$10.5K +150 New
CASC
919
Coppell Advisory Solutions Corp
Texas
$9.69K +$10.5K +150 New
CWC
920
Carolinas Wealth Consulting
North Carolina
$9.35K
TIM
921
Tortoise Investment Management
New York
$8.53K
KOMWMG
922
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8K +$8.37K +120 New
HPC
923
HM Payson & Co
Maine
$7.75K -$97.6K -1,400 -92%
CWA
924
Clearview Wealth Advisors
Oregon
$7.1K
MHR
925
Matthew Hamilton Rosenberg
$6.97K

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.