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State Street Consumer Discretionary Select Sector SPDR ETF

1,137 hedge funds and large institutions have $14.9B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 411 increasing their positions, 392 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 92

5% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 392

1% more capital invested

Capital invested by funds: $14.7B → $14.9B (+$175M)

1% less funds holding

Funds holding: 1,1451,137 (-8)

2.62% less ownership

Funds ownership: 151.08%148.45% (-2.6%)

26% less funds holding in top 10

Funds holding in top 10: 3929 (-10)

30% less call options, than puts

Call options by funds: $2.08B | Put options by funds: $2.97B

Holders
1,137
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
16.38%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
103
Increased
411
Reduced
392
Closed
92
Calls
$2.08B
Puts
$2.97B
Net Calls
-$897M
Net Calls Change
+$346M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
226
Focus Financial Network
Minnesota
$4.41M -$1.41M -15,888 -24%
CS
227
Credit Suisse
Switzerland
$4.4M -$6.84M -76,796 -62%
GHA
228
Granite Harbor Advisors
Texas
$4.37M +$54.5K +612 +1%
GT
229
Glenmede Trust
Pennsylvania
$4.34M -$67.3K -756 -2%
NRS
230
Neville Rodie & Shaw
New York
$4.34M +$17.8K +200 +0.4%
KeyBank National Association
231
KeyBank National Association
Ohio
$4.29M -$150K -1,686 -3%
MCM
232
MAI Capital Management
Ohio
$4.23M +$261K +2,928 +7%
ABC
233
Associated Banc-Corp
Wisconsin
$4.23M -$58.8K -660 -1%
FFS
234
Founders Financial Securities
Maryland
$4.22M -$167K -1,878 -4%
PWM
235
Peterson Wealth Management
Nevada
$4.22M +$89.8K +1,008 +2%
JGC
236
J. Goldman & Co
New York
$4.17M -$19M -213,814 -82%
TTWM
237
TCV Trust & Wealth Management
Virginia
$4.15M -$2.49K -28 -0.1%
HI
238
Horizon Investments
North Carolina
$4.14M -$138K -1,546 -3%
TCA
239
Transcend Capital Advisors
New Jersey
$4.01M +$58.6K +658 +2%
KCM
240
Kennicott Capital Management
California
$4.01M +$13.2K +148 +0.3%
ECA
241
Elevated Capital Advisors
Utah
$3.99M +$1.02M +11,400 +36%
RPGK
242
Retirement Planning Group (Kansas)
Kansas
$3.96M +$3.07M +34,484 +403%
ST
243
Sabal Trust
Florida
$3.96M -$312K -3,508 -8%
FIA
244
Foundations Investment Advisors
Arizona
$3.83M -$998K -11,212 -21%
MFG
245
Merit Financial Group
Georgia
$3.81M +$2.34M +26,226 +158%
RL
246
Retireful LLC
Michigan
$3.8M +$3.28M +36,834 +819%
HIP
247
Harrell Investment Partners
Texas
$3.77M -$217K -2,442 -6%
BCM
248
BlueCrest Capital Management
Jersey
$3.75M +$3.63M +40,764 New
OCM
249
Orleans Capital Management
Louisiana
$3.74M +$126K +1,410 +4%
SPC
250
Sigma Planning Corp
Michigan
$3.71M +$1.96M +21,960 +120%

XLY Hedge Fund Activity: Q1 2024 in Review

1,137 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2024, worth a combined $14.9B — up 1.2% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new XLY positions and 92 closed out — a net gain of 11 holders — while 411 added to existing stakes and 392 trimmed.

The largest buyer was Bank of America, adding an estimated $388M. The largest seller was Morgan Stanley, cutting an estimated $629M.

  • 1,137 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2024, down from 1,145 in Q4 2023.
  • Funds reported $14.9B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2024, up 1.2% quarter-over-quarter.
  • 103 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2024 and 92 closed out, a net change of +11 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2024 was Bank of America, an estimated $388M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $629M sold.

Based on aggregated 13F filings for Q1 2024.