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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
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$2.96M +$457K +6,556 +17%
AA
202
AlphaMark Advisors
Kentucky
$2.95M -$1.1M -15,722 -26%
IAN
203
Integrated Advisors Network
Texas
$2.95M +$896K +12,846 +39%
UCFA
204
United Capital Financial Advisors
Texas
$2.93M +$51.2K +734 +2%
HCWM
205
Harrison & Co Wealth Management
Virginia
$2.93M -$99.1K -1,422 -3%
ASN
206
Advisory Services Network
Georgia
$2.89M -$150K -2,154 -5%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$2.84M +$993K +14,248 +48%
MFG
208
Merit Financial Group
Georgia
$2.83M +$489K +7,020 +19%
M&T Bank
209
M&T Bank
New York
$2.82M +$1.14M +16,348 +60%
GHA
210
Granite Harbor Advisors
Texas
$2.82M +$3.04M +43,648 New
TCA
211
Transcend Capital Advisors
New Jersey
$2.81M -$98.3K -1,410 -3%
GVAG
212
Great Valley Advisor Group
Delaware
$2.76M +$19.4K +278 +0.7%
JGIA
213
Jackson Grant Investment Advisers
Connecticut
$2.74M -$20.5K -294 -0.7%
WT
214
Whittier Trust
California
$2.7M +$2.05M +29,450 +238%
Chevy Chase Trust
215
Chevy Chase Trust
Maryland
$2.68M +$2.66M +38,088 +1,120%
RAM
216
Readystate Asset Management
Illinois
$2.65M +$2.86M +41,084 New
BOPW
217
Brandywine Oak Private Wealth
Pennsylvania
$2.63M -$50.6K -726 -2%
CF
218
Centaurus Financial
California
$2.62M +$361K +5,180 +15%
CI
219
Clal Insurance
Israel
$2.58M
SWM
220
Spire Wealth Management
Virginia
$2.54M +$187K +2,680 +7%
UF
221
Univest Financial
Pennsylvania
$2.51M +$224K +3,218 +9%
SFPG
222
Stonebridge Financial Planning Group
Florida
$2.48M -$193K -2,774 -7%
TF
223
TIAA FSB
Florida
$2.45M -$164K -2,352 -6%
JWCA
224
J.W. Cole Advisors
Florida
$2.4M -$230K -3,298 -8%
Fidelity International
225
Fidelity International
Bermuda
$2.37M +$278K +3,982 +12%

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.