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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
IWP
176
Innova Wealth Partners
Pennsylvania
$5.17M +$206K +2,266 +4%
TC
177
Trust Company
Kansas
$5.14M -$345K -3,794 -6%
Thrivent Financial for Lutherans
178
Thrivent Financial for Lutherans
Minnesota
$5.12M +$1.67M +18,332 +47%
Bank of New York Mellon
179
Bank of New York Mellon
New York
$5.08M +$757K +8,330 +17%
AWM
180
Atticus Wealth Management
Florida
$5M -$196K -2,154 -4%
CCA
181
Cadent Capital Advisors
Oklahoma
$4.96M +$65.9K +726 +1%
CCM
182
Cribstone Capital Management
Maine
$4.91M -$24.3K -268 -0.5%
BC
183
Bartlett & Co
Ohio
$4.84M
BCWM
184
Bartlett & Co Wealth Management
Ohio
$4.84M
CIC
185
Carnegie Investment Counsel
Ohio
$4.84M +$678K +7,460 +16%
KWM
186
Kingsview Wealth Management
Oregon
$4.83M -$426K -4,690 -8%
SI
187
Stephens Inc
Arkansas
$4.81M -$554K -6,104 -10%
ARC
188
Advisor Resource Council
Texas
$4.8M -$9.79M -107,806 -67%
HCMG
189
Howard Capital Management Group
California
$4.8M +$71.9K +792 +2%
AWCI
190
Alpine Woods Capital Investors
New York
$4.75M
Fidelity International
191
Fidelity International
Bermuda
$4.73M -$1.51M -16,602 -24%
IAN
192
Integrated Advisors Network
Texas
$4.7M +$1.03M +11,390 +28%
IWM
193
IHT Wealth Management
Illinois
$4.69M -$179K -1,972 -4%
TW
194
TrinityPoint Wealth
Connecticut
$4.67M +$332K +3,652 +8%
KF
195
Krilogy Financial
Missouri
$4.59M +$397K +4,372 +9%
VWM
196
Venturi Wealth Management
Texas
$4.59M +$1.09M +12,048 +31%
AGA
197
Accuvest Global Advisors
Utah
$4.55M +$4.54M +49,924 New
ABC
198
Associated Banc-Corp
Wisconsin
$4.49M -$273K -3,008 -6%
D
199
Diversified
Delaware
$4.46M -$539K -5,936 -11%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$4.43M -$2.44M -26,898 -35%

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.