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State Street Consumer Discretionary Select Sector SPDR ETF

967 hedge funds and large institutions have $11.2B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 310 increasing their positions, 362 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

10% more capital invested

Capital invested by funds: $10.1B → $11.2B (+$1.05B)

1% more funds holding

Funds holding: 962967 (+5)

3.61% less ownership

Funds ownership: 157.1%153.5% (-3.6%)

14% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 362

38% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.56B

Holders
967
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
15.41%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.46%
New
119
Increased
310
Reduced
362
Closed
91
Calls
$1.57B
Puts
$2.56B
Net Calls
-$982M
Net Calls Change
-$751M
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
276
Financial Freedom LLC
Ohio
$1.94M +$11K +154 +0.6%
SFS
277
Sowell Financial Services
Arkansas
$1.91M -$9.46K -132 -0.5%
MWM
278
Marion Wealth Management
Pennsylvania
$1.91M +$102K +1,418 +6%
GFA
279
Gallagher Fiduciary Advisors
Illinois
$1.9M +$1.82M +25,432 New
SW
280
SteelPeak Wealth
California
$1.89M -$2.71M -37,744 -60%
CB
281
Commerce Bank
Missouri
$1.89M -$22.5K -314 -1%
CGFA
282
Colton Groome Financial Advisors
North Carolina
$1.89M +$460K +6,418 +34%
AWM
283
Axxcess Wealth Management
California
$1.89M +$1.81M +25,232 New
KPWS
284
Kestra Private Wealth Services
Texas
$1.88M -$144K -2,010 -7%
CC
285
Constitution Capital
Connecticut
$1.87M +$17.2K +240 +1%
Tudor Investment Corp
286
Tudor Investment Corp
Connecticut
$1.84M -$2.47M -34,412 -58%
AWM
287
Avitas Wealth Management
California
$1.83M +$442K +6,172 +34%
CCM
288
Chiron Capital Management
Florida
$1.81M +$230K +3,208 +15%
BAM
289
Belpointe Asset Management
Nevada
$1.81M +$25.2K +352 +1%
SWP
290
Stratos Wealth Partners
Ohio
$1.81M -$287K -4,010 -14%
EPWM
291
Essex Private Wealth Management
Massachusetts
$1.8M +$19.2K +268 +1%
Fidelity International
292
Fidelity International
Bermuda
$1.8M -$911K -12,706 -35%
PFT
293
Providence First Trust
Arizona
$1.79M -$63.1K -880 -4%
BS
294
Banco Santander
Spain
$1.76M -$26.7K -372 -2%
KAS
295
Kestra Advisory Services
Texas
$1.74M -$646K -9,016 -28%
Point72 Asset Management
296
Point72 Asset Management
Connecticut
$1.73M +$1.66M +23,170 New
HNB
297
Huntington National Bank
Ohio
$1.72M
FMTCOCP
298
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.72M +$119K +1,664 +8%
TCOO
299
Trust Company of Oklahoma
Oklahoma
$1.7M -$1.66M -23,148 -51%
CCT
300
Chemung Canal Trust
New York
$1.68M +$122K +1,706 +8%

XLY Hedge Fund Activity: Q1 2023 in Review

967 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2023, worth a combined $11.2B — up 10% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new XLY positions and 91 closed out — a net gain of 28 holders — while 310 added to existing stakes and 362 trimmed.

The largest buyer was Barclays, adding an estimated $147M. The largest seller was Bank of America, cutting an estimated $226M.

  • 967 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2023, up from 962 in Q4 2022.
  • Funds reported $11.2B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 119 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2023 and 91 closed out, a net change of +28 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2023 was Barclays, an estimated $147M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2023 was Bank of America, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2023.