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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
SWM
151
Segment Wealth Management
Texas
$4.62M +$21.9K +280 +0.4%
LCWP
152
Legacy Capital Wealth Partners
Arkansas
$4.59M +$750K +9,586 +17%
HVIA
153
Hudson Valley Investment Advisors
New York
$4.42M +$267K +3,410 +6%
LRWA
154
Long Run Wealth Advisors
New York
$4.41M -$2.33M -29,824 -32%
FIB
155
First Interstate Bank
Montana
$4.41M +$54.3K +694 +1%
BCWM
156
Bartlett & Co Wealth Management
Ohio
$4.4M +$119K +1,516 +3%
BC
157
Bartlett & Co
Ohio
$4.4M +$119K +1,516 +3%
SWIG
158
Strategic Wealth Investment Group
Kentucky
$4.39M +$840K +10,736 +21%
FMC
159
First Merchants Corp
Indiana
$4.39M +$675K +8,622 +16%
AA
160
AlphaMark Advisors
Kentucky
$4.37M +$49.4K +632 +1%
PPWP
161
Proquility Private Wealth Partners
Nevada
$4.36M -$1.03M -13,112 -18%
GIA
162
Gladstone Institutional Advisory
Florida
$4.34M +$1.81M +23,186 +61%
IWM
163
IHT Wealth Management
Illinois
$4.27M +$1.18M +15,130 +34%
CA
164
CoreCap Advisors
Michigan
$4.26M +$3.67M +46,906 +364%
CCM
165
Cribstone Capital Management
Maine
$4.23M +$266K +3,406 +6%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$4.2M -$1.93M -24,606 -29%
HIP
167
Harrell Investment Partners
Texas
$4.19M -$277K -3,540 -6%
FA
168
FDx Advisors
Illinois
$4.17M -$117K -1,496 -2%
PS
169
Portfolio Strategies
New York
$4.16M -$162K -2,072 -2%
FCI
170
Financial Counselors Inc
Kansas
$4.12M -$51.2K -654 -1%
AWM
171
Atticus Wealth Management
Florida
$4.12M
CIC
172
Carnegie Investment Counsel
Ohio
$4.11M +$212K +2,716 +5%
HCMG
173
Howard Capital Management Group
California
$4.1M +$13.3K +170 +0.3%
FC
174
FCA Corp
Texas
$4.07M -$452K -5,776 -9%
AWS
175
Atria Wealth Solutions
New York
$4.04M -$349K -4,462 -7%

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.