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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
AA
76
Advisory Alpha
Michigan
$16.6M +$2.69M +29,620 +19%
WA
77
WBH Advisory
Maryland
$16.1M +$4.05M +44,614 +33%
V
78
Veritable
Delaware
$15.7M -$9.63K -106 -0.1%
TRCT
79
Tower Research Capital (TRC)
New York
$15.7M +$13.2M +145,324 +485%
BAAM
80
Baker Avenue Asset Management
California
$15.7M -$795K -8,748 -5%
KWM
81
Keebeck Wealth Management
Illinois
$15.7M -$268K -2,952 -2%
AIC
82
Ayalon Insurance Company
Israel
$15.3M +$551K +6,070 +4%
MA
83
Mutual Advisors
Nebraska
$15.2M +$2.06M +22,728 +16%
FSC
84
Full Sail Capital
Oklahoma
$15.2M -$92.5K -1,018 -0.6%
CA
85
Cumberland Advisors
Florida
$15M +$611K +6,730 +4%
ZIG
86
Zurich Insurance Group
Switzerland
$14.7M -$1.08M -11,900 -7%
QFA
87
Quattro Financial Advisors
Texas
$13.8M -$1.73M -19,054 -12%
SPIA
88
Steward Partners Investment Advisory
New York
$13.7M +$1.91M +21,034 +16%
OAM
89
Oppenheimer Asset Management
New York
$12.7M +$1.46M +16,028 +13%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$12.6M +$591K +6,506 +5%
EWA
91
Evolution Wealth Advisors
Florida
$12.6M +$6.94M +76,380 +118%
KPW
92
Kore Private Wealth
New York
$12M +$1.43M +15,748 +13%
TAIM
93
TD Ameritrade Investment Management
Nebraska
$11.6M -$119K -1,310 -0.8%
HIM
94
Hanlon Investment Management
New Jersey
$11.6M
MIH
95
Meitav Investment House
Israel
$11.3M -$8.31M -91,524 -42%
CF
96
Clarity Financial
Texas
$11.3M -$2.72M -29,954 -19%
W
97
WealthOne
New York
$11.3M +$605K +6,656 +6%
FTC
98
Farmers Trust Company
Ohio
$11.2M +$2.35M +25,890 +26%
SWM
99
Strategic Wealth Management
Washington
$11M -$1.24M -13,672 -10%
BAM
100
Brave Asset Management
New Jersey
$10.7M -$67.2K -740 -0.6%

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.