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State Street Consumer Discretionary Select Sector SPDR ETF

1,043 hedge funds and large institutions have $13.2B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 344 increasing their positions, 367 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 83

1% more funds holding

Funds holding: 1,0311,043 (+12)

2% less capital invested

Capital invested by funds: $13.5B → $13.2B (-$242M)

6% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 367

6.87% less ownership

Funds ownership: 157.14%150.27% (-6.9%)

15% less funds holding in top 10

Funds holding in top 10: 4135 (-6)

34% less call options, than puts

Call options by funds: $1.49B | Put options by funds: $2.26B

Holders
1,043
Holders Change
+12
Holders Change %
+1.16%
% of All Funds
16.55%
Holding in Top 10
35
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-14.63%
% of All Funds
0.56%
New
111
Increased
344
Reduced
367
Closed
83
Calls
$1.49B
Puts
$2.26B
Net Calls
-$776M
Net Calls Change
+$770M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
251
Clal Insurance
Israel
$3.22M
MCM
252
MAI Capital Management
Ohio
$3.22M +$63.9K +756 +2%
FIM
253
Freedom Investment Management
Connecticut
$3.21M +$3.37M +39,914 New
CGFA
254
Colton Groome Financial Advisors
North Carolina
$3.21M +$448K +5,300 +15%
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$3.2M +$3.36M +39,774 New
LWM
256
Laidlaw Wealth Management
New York
$3.08M -$641K -7,586 -17%
BOPW
257
Brandywine Oak Private Wealth
Pennsylvania
$3.08M -$86.4K -1,022 -3%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$3.06M +$90.3K +1,068 +3%
GCP
259
GSA Capital Partners
United Kingdom
$3M +$441K +5,214 +16%
PWM
260
Peterson Wealth Management
Nevada
$3M +$1.4M +16,502 +79%
TIAA Trust, National Association
261
TIAA Trust, National Association
North Carolina
$2.99M +$3.14M +37,134 New
NL
262
NWAM LLC
Washington
$2.97M +$1.73M +20,420 +124%
AA
263
AlphaMark Advisors
Kentucky
$2.97M +$47K +556 +2%
TW
264
TrinityPoint Wealth
Connecticut
$2.96M +$12.5K +148 +0.4%
IF
265
Intrua Financial
Texas
$2.9M +$3.04M +35,968 New
PAS
266
Park Avenue Securities
New York
$2.89M +$928K +10,982 +44%
SPC
267
Sigma Planning Corp
Michigan
$2.86M -$36K -426 -1%
UAS
268
United Asset Strategies
New York
$2.82M +$653K +7,724 +28%
PCA
269
Pallas Capital Advisors
Massachusetts
$2.82M +$5.58K +66 +0.2%
DWA
270
Dorsey Wright & Associates
California
$2.81M +$2.95M +34,944 New
SWM
271
Stockman Wealth Management
Montana
$2.81M +$164K +1,938 +6%
BFA
272
Beaumont Financial Advisors
Massachusetts
$2.79M +$22.5K +266 +0.8%
William Blair & Company
273
William Blair & Company
Illinois
$2.79M +$230K +2,726 +9%
BL
274
BFSG LLC
California
$2.76M +$731K +8,642 +34%
SAM
275
Silphium Asset Management
United Kingdom
$2.75M +$304K +3,600 +12%

XLY Hedge Fund Activity: Q3 2023 in Review

1,043 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2023, worth a combined $13.2B — down 1.8% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new XLY positions and 83 closed out — a net gain of 28 holders — while 344 added to existing stakes and 367 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $216M. The largest seller was Barclays, cutting an estimated $256M.

  • 1,043 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2023, up from 1,031 in Q2 2023.
  • Funds reported $13.2B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 111 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2023 and 83 closed out, a net change of +28 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $216M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2023 was Barclays, an estimated $256M sold.

Based on aggregated 13F filings for Q3 2023.