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Consumer Discretionary Select Sector SPDR Fund
XLY

Overview Fund Activity

1,138 hedge funds and large institutions have $14.7B invested in Consumer Discretionary Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 356 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+101
Holders Change %
+9.74%
% of All Funds
16.68%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
192
Increased
356
Reduced
391
Closed
78
Calls
$1.99B
Puts
$3.24B
Net Calls
-$1.24B
Net Calls Change
-$467M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.24B
2
Charles Schwab
2
Charles Schwab
California
$140M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$110M
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$90.8M
5
Barclays
5
Barclays
United Kingdom
$603M

Top Sellers

1
QFA
1
Quattro Financial Advisors
Texas
$4.99M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$673M
3
Bessemer Group
3
Bessemer Group
New Jersey
$1.16M
4
N
4
Natixis
France
$18M
5
Bank of America
5
Bank of America
North Carolina
$3.34B
Name Holding Trade Value Shares
Change 		Shares
Change %
BOPW
276
Brandywine Oak Private Wealth
Pennsylvania
$3.31M -$107K -600 -3%
AA
277
AlphaMark Advisors
Kentucky
$3.26M -$44.7K -250 -1%
LWM
278
Laidlaw Wealth Management
New York
$3.24M -$185K -1,035 -5%
BL
279
BFSG LLC
California
$3.21M +$152K +848 +5%
TW
280
TritonPoint Wealth
Maryland
$3.21M +$3.21M +17,938 New
BFEC
281
Benjamin F. Edwards & Company
Missouri
$3.19M +$1.49M +8,355 +88%
TIAA Trust, National Association
282
TIAA Trust, National Association
North Carolina
$3.19M -$132K -740 -4%
TW
283
TrinityPoint Wealth
Connecticut
$3.14M -$144K -807 -4%
SWM
284
Stockman Wealth Management
Montana
$3.05M -$65.6K -367 -2%
CW
285
Cooksen Wealth
Texas
$2.99M +$2.99M +16,721 New
DWA
286
Dorsey Wright & Associates
California
$2.98M -$149K -831 -5%
MC
287
Mathes Company
New York
$2.97M – – –
BCM
288
Boltwood Capital Management
California
$2.96M +$51.9K +290 +2%
SW
289
SteelPeak Wealth
California
$2.95M -$2.84M -15,855 -49%
GLA
290
Great Lakes Advisors
Illinois
$2.92M -$85.1K -476 -3%
SCA
291
Snowden Capital Advisors
New York
$2.88M +$74.4K +416 +3%
Bank of New York Mellon
292
Bank of New York Mellon
New York
$2.87M -$2.03M -11,380 -41%
CB
293
Commerce Bank
Missouri
$2.86M +$545K +3,050 +24%
HHRDM
294
H&H Retirement Design & Management
Nevada
$2.86M -$209K -1,171 -7%
ECA
295
Elevated Capital Advisors
Utah
$2.86M +$777K +4,347 +37%
TI
296
Trexquant Investment
Connecticut
$2.85M +$2.11M +11,795 +285%
IAN
297
Integrated Advisors Network
Texas
$2.84M +$43.3K +242 +2%
AWM
298
Axxcess Wealth Management
California
$2.84M +$189K +1,058 +7%
SFS
299
Sowell Financial Services
Arkansas
$2.82M +$593K +3,317 +27%
TNAM
300
Terra Nova Asset Management
New York
$2.82M -$48.8K -273 -2%
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