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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
WA
1
WestEnd Advisors
North Carolina
$209B
Bank of America
2
Bank of America
North Carolina
$4.63B -$258M -2,843,384 -5%
JP Morgan Chase
3
JP Morgan Chase
New York
$777M +$231M +2,543,076 +42%
Wells Fargo
4
Wells Fargo
California
$615M -$144M -1,588,316 -19%
Morgan Stanley
5
Morgan Stanley
New York
$606M -$9.33M -102,738 -1%
UBS Group
6
UBS Group
Switzerland
$385M -$105M -1,157,432 -21%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$361M +$12.7M +139,290 +4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$346M +$15.3M +168,646 +5%
RJA
9
Raymond James & Associates
Florida
$309M +$29.2M +321,868 +10%
Goldman Sachs
10
Goldman Sachs
New York
$297M +$44.2M +486,048 +17%
LPL Financial
11
LPL Financial
California
$287M +$87.8M +966,066 +43%
Truist Financial
12
Truist Financial
North Carolina
$284M +$10.6M +116,634 +4%
Ameriprise
13
Ameriprise
Minnesota
$241M +$33.7M +370,960 +16%
BlackRock
14
BlackRock
New York
$199M -$6.85M -75,420 -3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$175M +$18.5M +203,254 +12%
CM
16
Churchill Management
California
$146M +$2.68M +29,484 +2%
SGI
17
Swan Global Investments
Colorado
$142M -$9.5M -104,598 -6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$115M +$3.56M +39,174 +3%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$114M +$75.6M +832,338 +190%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$111M +$3.72M +40,980 +3%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$100M +$427K +4,700 +0.4%
Millennium Management
22
Millennium Management
New York
$97.1M +$82.9M +913,086 +541%
Fisher Asset Management
23
Fisher Asset Management
Washington
$96.2M +$5.86M +64,488 +6%
MTWSIF
24
Mivtachim The Workers Social Insurance Fund
Israel
$96M
Osaic Holdings
25
Osaic Holdings
Arizona
$80.2M +$10.9M +120,130 +16%

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.