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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
AWM
151
Atticus Wealth Management
Florida
$4.09M +$240K +3,438 +6%
HVIA
152
Hudson Valley Investment Advisors
New York
$4.09M +$85.5K +1,226 +2%
SWM
153
Segment Wealth Management
Texas
$4.08M -$114K -1,628 -3%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$4.08M -$134K -1,918 -3%
IWM
155
IHT Wealth Management
Illinois
$4.07M +$213K +3,060 +5%
SW
156
SteelPeak Wealth
California
$4.07M +$2M +28,720 +84%
PP
157
Paloma Partners
Connecticut
$4.07M +$4.39M +62,964 New
FIB
158
First Interstate Bank
Montana
$4M +$1.4K +20 +0%
PPWP
159
Proquility Private Wealth Partners
Nevada
$3.96M +$3.77K +54 +0.1%
GM
160
GeoWealth Management
Illinois
$3.94M -$428K -6,136 -9%
DWM
161
Darwin Wealth Management
Florida
$3.91M -$1.9M -27,194 -33%
AAS
162
Ameritas Advisory Services
Nebraska
$3.89M +$535K +7,666 +15%
FMC
163
First Merchants Corp
Indiana
$3.88M -$103K -1,482 -2%
CIC
164
Carnegie Investment Counsel
Ohio
$3.85M +$126K +1,806 +3%
NRS
165
Neville Rodie & Shaw
New York
$3.83M -$1.96M -28,166 -32%
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
$3.81M +$2.35M +33,710 +133%
HCMG
167
Howard Capital Management Group
California
$3.81M +$102K +1,460 +3%
AI
168
Atria Investments
North Carolina
$3.78M -$970K -13,908 -19%
FC
169
FCA Corp
Texas
$3.77M +$79.3K +1,138 +2%
P
170
Pariax
California
$3.73M +$1.13M +16,140 +39%
FCI
171
Financial Counselors Inc
Kansas
$3.69M -$44.9K -644 -1%
JFG
172
Jefferies Financial Group
New York
$3.68M +$3.98M +57,058 New
EWA
173
Evolution Wealth Advisors
Florida
$3.65M -$3.03M -43,462 -43%
BAM
174
Brave Asset Management
New Jersey
$3.64M -$5.08M -72,906 -56%
AWS
175
Atria Wealth Solutions
New York
$3.61M -$55.5K -796 -1%

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.