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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
EP
101
Edgestream Partners
New Jersey
$9.72M +$9.43M +120,484 +751%
BAM
102
Brave Asset Management
New Jersey
$9.21M +$1.1M +14,070 +12%
5L
103
55I LLC
Massachusetts
$9.01M -$512K -6,540 -5%
SCA
104
Stillwater Capital Advisors
Pennsylvania
$8.78M -$157K -2,008 -2%
CI
105
CX Institutional
Indiana
$8.61M +$3.97M +50,764 +72%
MIA
106
MMBG Investment Advisors
Florida
$8.39M
Mariner
107
Mariner
Kansas
$8.37M +$771K +9,856 +9%
TCBWMS
108
Texas Capital Bank Wealth Management Services
Texas
$8.24M +$9.05M +115,630 New
W
109
WealthOne
New York
$8.16M -$384K -4,914 -4%
AWM
110
AE Wealth Management
Kansas
$7.92M -$22.5M -287,804 -72%
KF
111
Krilogy Financial
Missouri
$7.89M +$37.4K +478 +0.4%
SMFG
112
Sumitomo Mitsui Financial Group
Japan
$7.83M -$8.61M -110,000 -50%
UAS
113
United Asset Strategies
New York
$7.71M +$5.86M +74,932 +225%
FTC
114
Farmers Trust Company
Ohio
$7.67M -$1.45M -18,574 -15%
MA
115
Mutual Advisors
Nebraska
$7.63M +$7.02M +89,696 +515%
AWM
116
Activest Wealth Management
Florida
$7.53M +$7.68M +98,182 +1,447%
KPW
117
Kore Private Wealth
New York
$7.46M +$705K +9,006 +9%
HCP
118
Holt Capital Partners
Texas
$7.42M +$50.1K +640 +0.6%
EWA
119
Evolution Wealth Advisors
Florida
$7.12M +$1.43M +18,216 +22%
Renaissance Technologies
120
Renaissance Technologies
New York
$7.05M -$26.2M -335,138 -77%
DC
121
Davenport & Co
Virginia
$6.93M -$776K -9,920 -9%
AAS
122
Avantax Advisory Services
Texas
$6.93M -$249K -3,186 -3%
NRS
123
Neville Rodie & Shaw
New York
$6.23M -$4.76M -60,866 -41%
CA
124
Cetera Advisors
Colorado
$6.13M -$44.6K -570 -0.7%
ECM
125
ExodusPoint Capital Management
New York
$6.08M +$6.57M +83,916 +5,709%

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.