We are live on ! Find out more
XLY icon

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
MC
76
Martin & Co
Tennessee
$14.3M +$383K +4,892 +3%
FSC
77
Full Sail Capital
Oklahoma
$13.3M -$3.57M -45,670 -20%
V
78
Veritable
Delaware
$12.4M +$12.8K +164 +0.1%
RWA
79
Redhawk Wealth Advisors
Minnesota
$12.3M +$13.6M +173,290 New
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$12.3M -$255K -3,256 -2%
QIM
81
Quantitative Investment Management
Virginia
$12.2M -$14.2M -181,884 -51%
HIIFS
82
Harel Insurance Investments & Financial Services
Israel
$12.2M +$45.7K +584 +0.3%
Simplex Trading
83
Simplex Trading
Illinois
$12M +$13.2M +168,672 New
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$11.8M +$3.43M +43,846 +36%
BAAM
85
Baker Avenue Asset Management
California
$11.6M -$512K -6,548 -4%
SAS
86
Sage Advisory Services
Texas
$11.5M -$991K -12,670 -7%
TAIM
87
TD Ameritrade Investment Management
Nebraska
$11.4M -$519K -6,638 -4%
TF
88
Trek Financial
Arizona
$11.3M +$8.4M +107,362 +210%
WA
89
WBH Advisory
Maryland
$11.1M +$428K +5,466 +4%
ZIG
90
Zurich Insurance Group
Switzerland
$11M +$877K +11,214 +8%
KWM
91
Keebeck Wealth Management
Illinois
$10.9M -$412K -5,260 -3%
SSA
92
Schonfeld Strategic Advisors
New York
$10.8M +$11.9M +152,090 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$10.7M +$730K +9,334 +7%
AIC
94
Ayalon Insurance Company
Israel
$10.6M +$1.82M +23,264 +18%
CS
95
Credit Suisse
Switzerland
$10.5M -$258K -3,292 -2%
RCP
96
Rothschild Capital Partners
New York
$10.5M +$8.68M +110,934 +307%
OAM
97
Oppenheimer Asset Management
New York
$10.3M +$103K +1,314 +0.9%
VAS
98
Vestmark Advisory Solutions
Massachusetts
$10.3M -$1.14M -14,586 -9%
PAG
99
Private Advisor Group
New Jersey
$9.99M -$1.13M -14,414 -9%
Squarepoint
100
Squarepoint
New York
$9.98M -$16.1M -205,436 -59%

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.