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State Street Consumer Discretionary Select Sector SPDR ETF

1,114 hedge funds and large institutions have $17.2B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 401 increasing their positions, 294 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 224 | Existing positions closed: 44

58% more funds holding in top 10

Funds holding in top 10: 4063 (+23)

36% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 294

17% more funds holding

Funds holding: 9501,114 (+164)

4.6% more ownership

Funds ownership: 141.28%145.88% (+4.6%)

20% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.49B

92% less capital invested

Capital invested by funds: $223B → $17.2B (-$206B)

Holders
1,114
Holders Change
+164
Holders Change %
+17.26%
% of All Funds
17.14%
Holding in Top 10
63
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+57.5%
% of All Funds
0.97%
New
224
Increased
401
Reduced
294
Closed
44
Calls
$2B
Puts
$2.49B
Net Calls
-$494M
Net Calls Change
+$298M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$5.06B -$201M -2,014,010 -4%
JP Morgan Chase
2
JP Morgan Chase
New York
$883M -$2.3M -23,124 -0.3%
Wells Fargo
3
Wells Fargo
California
$767M +$64.8M +650,442 +9%
Morgan Stanley
4
Morgan Stanley
New York
$742M +$50.6M +507,680 +8%
UBS Group
5
UBS Group
Switzerland
$449M +$10.6M +106,744 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$409M -$2.42M -24,346 -0.6%
LPL Financial
7
LPL Financial
California
$391M +$61.5M +617,900 +19%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$388M -$5.58M -56,026 -1%
RJA
9
Raymond James & Associates
Florida
$373M +$19.8M +199,062 +6%
Truist Financial
10
Truist Financial
North Carolina
$315M -$9.03M -90,614 -3%
Ameriprise
11
Ameriprise
Minnesota
$298M +$22.7M +227,476 +8%
Goldman Sachs
12
Goldman Sachs
New York
$278M -$58.2M -583,962 -18%
CM
13
Churchill Management
California
$267M +$97.9M +982,612 +60%
WA
14
WestEnd Advisors
North Carolina
$239M +$233M +2,334,326 New
BlackRock
15
BlackRock
New York
$237M +$10.1M +101,184 +5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$188M -$10.9M -109,012 -6%
Citigroup
17
Citigroup
New York
$179M +$156M +1,562,346 +812%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$179M +$62.9M +631,998 +57%
SGI
19
Swan Global Investments
Colorado
$150M -$11.2M -112,516 -7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$138M +$6.79M +68,208 +5%
HIIFS
21
Harel Insurance Investments & Financial Services
Israel
$129M +$119M +1,190,480 +1,638%
Parallax Volatility Advisers
22
Parallax Volatility Advisers
California
$126M +$80.7M +810,310 +190%
Fisher Asset Management
23
Fisher Asset Management
Washington
$117M +$7M +70,318 +7%
CWM
24
Congress Wealth Management
Massachusetts
$113M +$110M +1,103,118 New
MTWSIF
25
Mivtachim The Workers Social Insurance Fund
Israel
$113M +$3.24M +32,540 +3%

XLY Hedge Fund Activity: Q4 2021 in Review

1,114 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2021, worth a combined $17.2B — down 92% from $223B a quarter earlier.

Buyers outnumbered sellers: 224 funds opened new XLY positions and 44 closed out — a net gain of 180 holders — while 401 added to existing stakes and 294 trimmed.

The largest buyer was WestEnd Advisors, opening a new position worth an estimated $233M. The largest seller was Bank of America, cutting an estimated $201M.

  • 1,114 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2021, up from 950 in Q3 2021.
  • Funds reported $17.2B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2021, down 92% quarter-over-quarter.
  • 224 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2021 and 44 closed out, a net change of +180 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2021 was WestEnd Advisors, an estimated $233M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2021 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2021.