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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
AWA
1001
Amplius Wealth Advisors
Pennsylvania
-$547K -7,686 Closed
GCA
1002
Greenwood Capital Associates
South Carolina
-$460K -6,452 Closed
VFA
1003
Voya Financial Advisors
Connecticut
-$452K -6,228 Closed
FCC
1004
Florin Court Capital
United Kingdom
-$442K -6,200 Closed
TRIA
1005
Trail Ridge Investment Advisors
Colorado
-$406K -5,592 Closed
BCM
1006
Beaumont Capital Management
Massachusetts
-$372K -5,224 Closed
IP
1007
Ignite Planners
California
-$362K -5,068 Closed
PWM
1008
PRW Wealth Management
Massachusetts
-$338K -4,754 Closed
GBWM
1009
Granite Bay Wealth Management
New Hampshire
-$333K -4,670 Closed
AllianceBernstein
1010
AllianceBernstein
Tennessee
-$323K -4,532 Closed
WP
1011
WealthSource Partners
California
-$321K -4,508 Closed
KFS
1012
Kaizen Financial Strategies
California
-$305K -4,288 Closed
SPFA
1013
Summit Place Financial Advisors
New Jersey
-$301K -4,230 Closed
SFA
1014
Sequoia Financial Advisors
Ohio
-$284K -3,988 Closed
WEG
1015
World Equity Group
Illinois
-$274K -3,850 Closed
WIP
1016
WealthCare Investment Partners
Rhode Island
-$273K -3,830 Closed
CA
1017
Continuum Advisory
Idaho
-$268K -3,756 Closed
SSG
1018
Summit Securities Group
New York
-$262K -3,674 Closed
RWM
1019
Ritholtz Wealth Management
New York
-$259K -3,632 Closed
SAM
1020
Secure Asset Management
Michigan
-$255K -3,580 Closed
FA
1021
Fiducient Advisors
Illinois
-$242K -3,400 Closed
AT
1022
American Trust
Kentucky
-$241K -3,390 Closed
VCM
1023
Vivaldi Capital Management
Illinois
-$232K -3,294 Closed
SAM
1024
Seelaus Asset Management
New Jersey
-$233K -3,276 Closed
AMBIA
1025
Allen Mooney & Barnes Investment Advisors
Georgia
-$233K -3,270 Closed

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.