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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
TS
201
Tamar Securities
California
$4.43M +$198K +2,180 +5%
GIA
202
Granite Investment Advisors
New Hampshire
$4.41M +$161K +1,770 +4%
SFPG
203
Stonebridge Financial Planning Group
Florida
$4.38M +$25.1K +276 +0.7%
SWP
204
Stratos Wealth Partners
Ohio
$4.31M +$80.1K +882 +2%
APA
205
American Portfolios Advisors
New York
$4.3M +$51.2K +564 +1%
BOPW
206
Brandywine Oak Private Wealth
Pennsylvania
$4.26M -$7.99K -88 -0.2%
SAM
207
Smithbridge Asset Management
Pennsylvania
$4.24M -$34.7K -382 -0.8%
Mercer Global Advisors
208
Mercer Global Advisors
Colorado
$4.23M +$557K +6,130 +15%
Barclays
209
Barclays
United Kingdom
$4.2M -$19.2M -211,794 -82%
TF
210
TIAA FSB
Florida
$4.06M -$88.5K -974 -2%
GVAG
211
Great Valley Advisor Group
Delaware
$4.06M +$204K +2,250 +5%
IC
212
Innealta Capital
Texas
$4.06M -$1.31M -14,460 -24%
TFGT
213
TS Financial Group (TSFG)
Illinois
$4.02M +$333K +3,668 +9%
SB
214
Simmons Bank
Arkansas
$4M +$181K +1,996 +5%
William Blair & Company
215
William Blair & Company
Illinois
$3.99M -$14.9K -164 -0.4%
RSWM
216
Robertson Stephens Wealth Management
California
$3.99M +$39.6K +436 +1%
GT
217
Glenmede Trust
Pennsylvania
$3.98M -$75.8K -834 -2%
JGIA
218
Jackson Grant Investment Advisers
Connecticut
$3.94M -$180K -1,982 -4%
Mariner
219
Mariner
Kansas
$3.94M +$576K +6,344 +17%
TTWM
220
TCV Trust & Wealth Management
Virginia
$3.9M -$727 -8 -0%
ACP
221
Aveo Capital Partners
Colorado
$3.88M +$171K +1,884 +5%
PWM
222
Peterson Wealth Management
Nevada
$3.83M +$26.9K +296 +0.7%
BFEC
223
Benjamin F. Edwards & Company
Missouri
$3.81M +$39.8K +438 +1%
UAS
224
United Asset Strategies
New York
$3.73M -$670K -7,380 -15%
AAIM
225
Asset Advisors Investment Management
Georgia
$3.67M +$219K +2,410 +6%

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.