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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
HHRDM
276
H&H Retirement Design & Management
Nevada
$2.73M -$17.9K -212 -0.6%
TNAM
277
Terra Nova Asset Management
New York
$2.72M
GLA
278
Great Lakes Advisors
Illinois
$2.71M +$22.3K +264 +0.8%
OCM
279
Orleans Capital Management
Louisiana
$2.69M +$933K +11,040 +49%
MC
280
Mathes Company
New York
$2.67M -$33.8K -400 -1%
BCM
281
Boltwood Capital Management
California
$2.62M -$16.7K -198 -0.6%
JWCA
282
J.W. Cole Advisors
Florida
$2.53M +$66.6K +788 +3%
SCA
283
Snowden Capital Advisors
New York
$2.53M -$565K -6,688 -18%
IAN
284
Integrated Advisors Network
Texas
$2.52M -$204K -2,414 -7%
FMWA
285
Forvis Mazars Wealth Advisors
Missouri
$2.52M -$1.18K -14 -0%
NA
286
NewEdge Advisors
Louisiana
$2.51M -$2.26M -26,768 -46%
JA
287
JVL Associates
Michigan
$2.49M
ANTB
288
AMG National Trust Bank
Colorado
$2.47M -$8.45K -100 -0.3%
SW
289
SVB Wealth
Massachusetts
$2.47M -$16.2K -192 -0.6%
FHA
290
First Horizon Advisors
Tennessee
$2.45M -$50.7K -600 -2%
G
291
GenTrust
Florida
$2.45M +$2.58M +30,462 New
Fidelity International
292
Fidelity International
Bermuda
$2.41M -$6.79M -80,268 -73%
AWM
293
Axxcess Wealth Management
California
$2.38M -$222K -2,626 -8%
National Bank of Canada
294
National Bank of Canada
Quebec, Canada
$2.36M -$1.01K -12 -0%
DS
295
DRW Securities
Illinois
$2.36M -$2.95M -34,942 -54%
EWA
296
Evolution Wealth Advisors
Florida
$2.35M +$33.8K +400 +1%
BWM
297
Birchcreek Wealth Management
Ohio
$2.33M +$571K +6,748 +30%
VWM
298
Venturi Wealth Management
Texas
$2.32M -$602K -7,122 -20%
CCM
299
Crew Capital Management
Ohio
$2.29M +$495K +5,858 +26%
AWM
300
Atticus Wealth Management
Florida
$2.27M -$49K -580 -2%

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.