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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
MC
76
MIG Capital
California
$15.8M +$17.1M +245,186 New
AAG
77
Armstrong Advisory Group
Massachusetts
$15.4M +$16.6M +238,398 New
AssetMark Inc
78
AssetMark Inc
California
$15.4M -$81.6M -1,170,952 -83%
JGC
79
J. Goldman & Co
New York
$15.2M +$16.4M +234,674 New
State Street
80
State Street
Massachusetts
$15M +$1.73M +24,790 +12%
BWM
81
Biltmore Wealth Management
Arizona
$14.7M +$611K +8,758 +4%
GL
82
Graypoint LLC
New York
$14.2M +$280K +4,020 +2%
SL
83
Salomon & Ludwin
Virginia
$14.1M -$739K -10,602 -5%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$13.9M +$10.9M +156,202 +265%
FSC
85
Full Sail Capital
Oklahoma
$13.4M +$1.5M +21,536 +12%
Mariner
86
Mariner
Kansas
$13.4M +$6.26M +89,850 +76%
MC
87
Martin & Co
Tennessee
$13.3M +$389K +5,572 +3%
FWCM
88
Ferguson Wellman Capital Management
Oregon
$13.3M +$12.3M +177,052 +623%
Corient Private Wealth
89
Corient Private Wealth
Florida
$12M +$12.9M +185,644 New
KF
90
Krilogy Financial
Missouri
$11.5M +$4.66M +66,862 +60%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$11.5M +$313K +4,494 +3%
V
92
Veritable
Delaware
$11.3M -$25.8K -370 -0.2%
HIIFS
93
Harel Insurance Investments & Financial Services
Israel
$11M -$9.2K -132 -0.1%
TAIM
94
TD Ameritrade Investment Management
Nebraska
$10.7M +$434K +6,218 +4%
BAAM
95
Baker Avenue Asset Management
California
$10.7M +$190K +2,720 +2%
ZIG
96
Zurich Insurance Group
Switzerland
$10.4M -$562K -8,056 -5%
IC
97
Innealta Capital
Texas
$10.2M +$6.02M +86,390 +121%
AIC
98
Ayalon Insurance Company
Israel
$9.77M +$151K +2,162 +1%
KWM
99
Keebeck Wealth Management
Illinois
$9.66M -$204K -2,924 -2%
VAS
100
Vestmark Advisory Solutions
Massachusetts
$9.08M -$261K -3,748 -3%

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.