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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
CFA
926
Cahill Financial Advisors
Minnesota
$9K +$9.45K +104 New
TCM
927
Tradewinds Capital Management
Washington
$8K -$177K -1,944 -96%
IRC
928
Investors Research Corp
Georgia
$7K -$1.82K -20 -21%
GWMIA
929
Global Wealth Management Investment Advisory
Florida
$7K
GWS
930
Glassman Wealth Services
Virginia
$6K -$38K -418 -87%
CMA
931
Cedar Mountain Advisors
Oregon
$6K
HFM
932
Hartford Financial Management
Connecticut
$6K
PFBT
933
Parkside Financial Bank & Trust
Missouri
$6K
PCA
934
Providence Capital Advisors
North Carolina
$6K
FEG
935
Financial Enhancement Group
Indiana
$6K +$5.27K +58 +414%
EAM
936
Eukles Asset Management
Ohio
$5K
POIA
937
Pin Oak Investment Advisors
Texas
$5K
WWM
938
Wolff Wiese Magana
California
$5K
AAMA
939
Advanced Asset Management Advisors
Ohio
$4K
CPFP
940
Clear Perspectives Financial Planning
Ohio
$4K
BWL
941
Bogart Wealth LLC
Virginia
$3K -$13.6K -150 -83%
CAM
942
Costello Asset Management
Pennsylvania
$3K
MWC
943
MBM Wealth Consultants
Missouri
$3K
LFG
944
Larson Financial Group
Missouri
$3K +$182 +2 +6%
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K
MA
946
MCF Advisors
Kentucky
$2K
CA
947
Centerpoint Advisors
Massachusetts
$2K +$2K +22 New
AA
948
Addison Advisors
Vermont
$1K
SFA
949
Semmax Financial Advisors
North Carolina
$1K
LIA
950
LBMC Investment Advisors
Tennessee
$224 +$981K +10,794 +432%

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.