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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
KeyBank National Association
126
KeyBank National Association
Ohio
$6M -$81.2K -1,038 -1%
EC
127
Estate Counselors
Wisconsin
$5.96M +$6.22M +79,490 +1,893%
UCIG
128
Ulrich Consultants & Investment Group
New Mexico
$5.9M -$64.9K -830 -1%
DWM
129
Darwin Wealth Management
Florida
$5.85M -$850K -10,862 -12%
SPIA
130
Steward Partners Investment Advisory
New York
$5.77M -$99K -1,266 -2%
VIA
131
Vickerman Investment Advisors
Washington
$5.63M +$339K +4,334 +6%
CIA
132
Capital Investment Advisors
Georgia
$5.59M -$78.9K -1,008 -1%
MIAN
133
Mariner Independent Advisor Network
Kansas
$5.58M -$710K -9,070 -10%
EWA
134
EP Wealth Advisors
California
$5.42M -$3.1M -39,626 -34%
QFA
135
Quattro Financial Advisors
Texas
$5.21M -$93.3K -1,192 -2%
MWM
136
Meridian Wealth Management
Kentucky
$5.18M -$480K -6,136 -8%
ACA
137
Aptus Capital Advisors
Alabama
$5.17M +$5.38M +68,822 +1,861%
AI
138
Atria Investments
North Carolina
$5.16M -$309K -3,944 -5%
CC
139
Callan Capital
California
$5.16M -$292K -3,734 -5%
IC
140
Innealta Capital
Texas
$5.08M -$7.09M -90,570 -56%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$5.02M -$47.1K -602 -0.8%
SSB
142
Sandy Spring Bank
Maryland
$5M -$100K -1,280 -2%
TRCT
143
Tower Research Capital (TRC)
New York
$4.97M +$3.13M +40,032 +135%
Creative Planning
144
Creative Planning
Kansas
$4.86M +$41.6K +532 +0.8%
Cetera Investment Advisers
145
Cetera Investment Advisers
Illinois
$4.84M -$887K -11,332 -14%
GM
146
GeoWealth Management
Illinois
$4.79M -$1.35M -17,216 -20%
PA
147
Pinnacle Associates
New York
$4.76M +$34.4K +440 +0.7%
ATPW
148
Ashton Thomas Private Wealth
Arizona
$4.69M +$1.16M +14,862 +29%
JG
149
Jefferies Group
New York
$4.64M +$5.1M +65,192 New
Fidelity Investments
150
Fidelity Investments
Massachusetts
$4.63M -$74.5K -952 -1%

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.