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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
TS
176
Tamar Securities
California
$3.58M +$128K +1,842 +3%
KCM
177
Kennicott Capital Management
California
$3.51M +$109K +1,570 +3%
SB
178
Simmons Bank
Arkansas
$3.49M +$233K +3,348 +7%
LWM
179
Laidlaw Wealth Management
New York
$3.46M +$2.61M +37,496 +233%
FFN
180
Focus Financial Network
Minnesota
$3.43M +$139K +1,992 +4%
ORAM
181
One River Asset Management
Connecticut
$3.43M +$3.7M +53,012 New
HIP
182
Harrell Investment Partners
Texas
$3.35M -$484K -6,942 -12%
HF
183
HRT Financial
New York
$3.31M +$3.57M +51,204 New
CF
184
Clarity Financial
Texas
$3.3M +$65.8K +944 +2%
RSWM
185
Robertson Stephens Wealth Management
California
$3.24M -$154K -2,206 -4%
BRWA
186
B. Riley Wealth Advisors
Florida
$3.24M -$290K -4,158 -8%
GT
187
Glenmede Trust
Pennsylvania
$3.23M +$485K +6,962 +16%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$3.23M +$1.32M +18,870 +61%
Kovitz Investment Group Partners
189
Kovitz Investment Group Partners
Illinois
$3.23M +$3.49M +49,998 New
MCM
190
MAI Capital Management
Ohio
$3.2M -$212K -3,046 -6%
ABC
191
Associated Banc-Corp
Wisconsin
$3.18M +$128K +1,832 +4%
UAS
192
United Asset Strategies
New York
$3.15M -$4.15M -59,462 -55%
TPWA
193
TRUE Private Wealth Advisors
Oregon
$3.08M +$95.9K +1,376 +3%
WA
194
Win Advisors
Florida
$3.06M +$3.31M +47,436 New
Prudential Financial
195
Prudential Financial
New Jersey
$3.04M -$11.6M -166,448 -78%
ST
196
Sabal Trust
Florida
$3.02M +$294K +4,210 +10%
TFA
197
Toth Financial Advisory
Virginia
$3M +$13.7K +196 +0.4%
CW
198
CreativeOne Wealth
Kansas
$2.99M +$1.74M +25,024 +117%
TCOO
199
Trust Company of Oklahoma
Oklahoma
$2.96M +$1.65M +23,642 +107%
TTWM
200
TCV Trust & Wealth Management
Virginia
$2.96M +$168K +2,408 +6%

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.