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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
GI
926
Gradient Investments
Minnesota
$6.97K +$3.35K +48 +80%
OHWP
927
Oak Harbor Wealth Partners
North Carolina
$6.46K
LSA
928
Lansing Street Advisors
Pennsylvania
$6.07K +$6.55K +94 New
CLOS
929
Compagnie Lombard Odier SCmA
Switzerland
$6K +$6.83K +98 New
CFO
930
CVA Family Office
Colorado
$5.68K
TCM
931
Tradewinds Capital Management
Washington
$5.17K
RAM
932
Riggs Asset Management
Pennsylvania
$5.04K -$3.78M -54,276 -100%
ADL
933
Asset Dedication LLC
California
$5K -$66K -946 -91%
BCM
934
Bourgeon Capital Management
Connecticut
$4.91K
CMA
935
Cedar Mountain Advisors
Oregon
$4.39K
OLVIG
936
Oliver Lagore Vanvalin Investment Group
Michigan
$4.23K
GWS
937
Glassman Wealth Services
Virginia
$4K
BEI
938
Benjamin Edwards Inc
Missouri
$4K -$1.95K -28 -34%
POIA
939
Pin Oak Investment Advisors
Texas
$4K
TCWA
940
Ten Capital Wealth Advisors
Washington
$3.62K
MIM
941
MTM Investment Management
South Carolina
$3.23K -$279 -4 -7%
TWA
942
TCI Wealth Advisors
Arizona
$3.1K +$3.35K +48 New
KIG
943
Kessler Investment Group
Indiana
$3K -$621K -8,912 -100%
Toronto Dominion Bank
944
Toronto Dominion Bank
Ontario, Canada
$3K -$12.7K -182 -82%
EAM
945
Eukles Asset Management
Ohio
$3K
CAM
946
CenterStar Asset Management
Illinois
$2.67K
LFA
947
LGT Financial Advisors
Texas
$2.6K +$2.79K +40 New
AAMA
948
Advanced Asset Management Advisors
Ohio
$2.58K
AFS
949
Annapolis Financial Services
Maryland
$2.58K
CP
950
Castleview Partners
Texas
$2.45K -$34.4K -494 -93%

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.