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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
TPWA
201
TRUE Private Wealth Advisors
Oregon
$3.3M +$121K +1,546 +3%
TFA
202
Toth Financial Advisory
Virginia
$3.29M +$50.9K +650 +1%
IWC
203
Integrated Wealth Concepts
Massachusetts
$3.25M +$2.11M +26,944 +145%
Asset Management One
204
Asset Management One
Japan
$3.23M -$1.7M -21,700 -32%
TCA
205
Transcend Capital Advisors
New Jersey
$3.2M -$298K -3,812 -8%
UCFA
206
United Capital Financial Advisors
Texas
$3.18M +$57.9K +740 +2%
SI
207
Stephens Inc
Arkansas
$3.14M -$208K -2,656 -6%
TTWM
208
TCV Trust & Wealth Management
Virginia
$3.09M -$18.5K -236 -0.5%
GT
209
Glenmede Trust
Pennsylvania
$3.07M -$123K -1,568 -4%
JGIA
210
Jackson Grant Investment Advisers
Connecticut
$3.04M -$33.5K -428 -1%
ST
211
Sabal Trust
Florida
$3.03M +$35.5K +454 +1%
ANTB
212
AMG National Trust Bank
Colorado
$3.03M +$845K +10,806 +34%
GVAG
213
Great Valley Advisor Group
Delaware
$3.02M -$458K -5,852 -12%
CM
214
Caption Management
Oklahoma
$2.98M +$3.27M +41,800 New
P
215
Pariax
California
$2.96M +$12K +154 +0.4%
BOPW
216
Brandywine Oak Private Wealth
Pennsylvania
$2.95M -$240K -3,064 -7%
SFPG
217
Stonebridge Financial Planning Group
Florida
$2.94M -$298K -3,804 -8%
IFPG
218
Intrepid Financial Planning Group
Indiana
$2.92M -$176K -2,248 -5%
JWCA
219
J.W. Cole Advisors
Florida
$2.88M -$17.1K -218 -0.5%
TF
220
TIAA FSB
Florida
$2.87M -$257K -3,284 -8%
CI
221
Clal Insurance
Israel
$2.85M +$3.13M +40,000 New
KAS
222
Kestra Advisory Services
Texas
$2.82M +$448K +5,728 +17%
TC
223
Trust Company
Kansas
$2.81M -$1.27M -16,218 -29%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$2.79M +$72.9K +932 +2%
SCM
225
Stevens Capital Management
Pennsylvania
$2.75M -$156 -2 -0%

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.