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State Street Consumer Discretionary Select Sector SPDR ETF

950 hedge funds and large institutions have $223B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 366 increasing their positions, 298 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 298

14% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 71

14% more capital invested

Capital invested by funds: $197B → $223B (+$26.8B)

2.29% more ownership

Funds ownership: 138.99%141.28% (+2.3%)

1% less funds holding

Funds holding: 955950 (-5)

22% less funds holding in top 10

Funds holding in top 10: 5140 (-11)

39% less call options, than puts

Call options by funds: $1.24B | Put options by funds: $2.03B

Holders
950
Holders Change
-5
Holders Change %
-0.52%
% of All Funds
16.63%
Holding in Top 10
40
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-21.57%
% of All Funds
0.7%
New
81
Increased
366
Reduced
298
Closed
71
Calls
$1.24B
Puts
$2.03B
Net Calls
-$792M
Net Calls Change
-$539M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Pinnacle Associates
New York
$6.07M -$47.1K -518 -0.8%
Lido Advisors
152
Lido Advisors
California
$6.03M -$4.64M -51,112 -43%
AIP
153
ARS Investment Partners
New York
$5.97M +$95.4K +1,050 +2%
AIC
154
Ameritas Investment Company
Nebraska
$5.92M +$4.14M +45,600 +224%
NA
155
NewEdge Advisors
Louisiana
$5.91M +$4.78M +52,658 +398%
FCI
156
Financial Counselors Inc
Kansas
$5.77M +$505K +5,556 +9%
EWA
157
EP Wealth Advisors
California
$5.76M -$190K -2,090 -3%
TFA
158
Toth Financial Advisory
Virginia
$5.76M -$195K -2,144 -3%
FMBTD
159
First Midwest Bank Trust Division
Illinois
$5.75M -$380K -4,180 -6%
KeyBank National Association
160
KeyBank National Association
Ohio
$5.71M +$28.2K +310 +0.5%
ADEF
161
Adams Diversified Equity Fund
Maryland
$5.71M +$5.78M +63,600 New
Walleye Trading
162
Walleye Trading
New York
$5.7M +$5.77M +63,526 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$5.68M +$304K +3,352 +6%
KCM
164
Kennicott Capital Management
California
$5.68M -$66.3K -730 -1%
SWM
165
Segment Wealth Management
Texas
$5.67M +$67.2K +740 +1%
PFT
166
Providence First Trust
Arizona
$5.65M -$193K -2,126 -3%
Creative Planning
167
Creative Planning
Kansas
$5.58M +$2K +22 +0%
Cohen & Steers
168
Cohen & Steers
New York
$5.53M -$3.84M -42,256 -41%
SPL
169
Smart Portfolios LLC
Washington
$5.53M -$1.89M -20,838 -25%
CC
170
Callan Capital
California
$5.47M +$42.5K +468 +0.8%
OCM
171
Orleans Capital Management
Louisiana
$5.46M +$63.6K +700 +1%
FIB
172
First Interstate Bank
Montana
$5.33M +$140K +1,544 +3%
SPC
173
Sigma Planning Corp
Michigan
$5.29M +$1.1M +12,090 +26%
Wolverine Trading
174
Wolverine Trading
Illinois
$5.25M +$5.23M +57,588 New
BHB
175
Bank Hapoalim BM
Israel
$5.19M -$133K -1,462 -2%

XLY Hedge Fund Activity: Q3 2021 in Review

950 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2021, worth a combined $223B — up 14% from $197B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new XLY positions and 71 closed out — a net gain of 10 holders — while 366 added to existing stakes and 298 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $231M. The largest seller was Bank of America, cutting an estimated $258M.

  • 950 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2021, down from 955 in Q2 2021.
  • Funds reported $223B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 81 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2021 and 71 closed out, a net change of +10 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2021 was JP Morgan Chase, an estimated $231M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2021 was Bank of America, an estimated $258M sold.

Based on aggregated 13F filings for Q3 2021.