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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
TF
126
Trek Financial
Arizona
$5.61M -$4.99M -71,542 -45%
VIA
127
Vickerman Investment Advisors
Washington
$5.53M +$466K +6,678 +8%
BC
128
Bartlett & Co
Ohio
$5.5M +$1.63M +23,382 +38%
BCWM
129
Bartlett & Co Wealth Management
Ohio
$5.5M +$1.63M +23,382 +38%
EC
130
Estate Counselors
Wisconsin
$5.48M +$82.3K +1,180 +1%
AAS
131
Avantax Advisory Services
Texas
$5.46M -$885K -12,692 -13%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$5.44M +$957K +13,730 +19%
SFM
133
Soros Fund Management
New York
$5.41M +$5.84M +83,790 New
SWIG
134
Strategic Wealth Investment Group
Kentucky
$5.24M +$1M +14,346 +23%
CIA
135
Capital Investment Advisors
Georgia
$5.08M +$19.8K +284 +0.4%
CCM
136
Cribstone Capital Management
Maine
$5M +$1.26M +18,016 +30%
CWM
137
CMH Wealth Management
New Hampshire
$4.97M +$5.37M +76,968 New
KeyBank National Association
138
KeyBank National Association
Ohio
$4.97M -$511K -7,334 -9%
AF
139
Alerus Financial
North Dakota
$4.88M +$4.86M +69,670 +1,192%
PCM
140
Pennsylvania Capital Management
Pennsylvania
$4.86M +$4.9M +70,276 New
CC
141
Callan Capital
California
$4.84M +$174K +2,502 +3%
OAM
142
Oppenheimer Asset Management
New York
$4.72M -$4.97M -71,338 -49%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$4.67M +$447K +6,416 +10%
Creative Planning
144
Creative Planning
Kansas
$4.67M +$279K +4,002 +6%
AAM
145
Alphadyne Asset Management
New York
$4.55M +$3.71M +53,230 +309%
MWM
146
Meridian Wealth Management
Kentucky
$4.55M -$165K -2,368 -3%
CI
147
CX Institutional
Indiana
$4.23M -$3.85M -55,282 -46%
SC
148
Scotia Capital
Ontario, Canada
$4.22M +$2.72M +39,014 +148%
LRWA
149
Long Run Wealth Advisors
New York
$4.22M +$236K +3,378 +5%
PA
150
Pinnacle Associates
New York
$4.14M -$187K -2,676 -4%

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.