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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
SFPG
326
Stonebridge Financial Planning Group
Florida
$2M +$11.8K +140 +0.6%
AWM
327
Avitas Wealth Management
California
$1.98M -$3.72K -44 -0.2%
RWPA
328
Richard W. Paul & Associates
Michigan
$1.93M +$596K +7,048 +42%
FMTCOCP
329
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.92M +$83.2K +984 +4%
FTUS
330
Flow Traders U.S.
New York
$1.92M +$2.02M +23,876 New
CAL
331
Capital Analysts LLC
Pennsylvania
$1.91M +$1.56M +18,398 +343%
WFA
332
West Financial Advisors
Iowa
$1.91M +$110K +1,296 +6%
DAS
333
Dynamic Advisor Solutions
Arizona
$1.9M +$129K +1,522 +7%
BCI
334
Brinker Capital Investments
Pennsylvania
$1.89M +$57.5K +680 +3%
OPS
335
Orion Portfolio Solutions
Nebraska
$1.89M +$57.5K +680 +3%
ECA
336
Elevated Capital Advisors
Utah
$1.88M +$293K +3,460 +17%
GBWM
337
Granite Bay Wealth Management
New Hampshire
$1.86M +$1.86M +21,988 New
ORAM
338
One River Asset Management
Connecticut
$1.85M +$1.95M +23,106 New
EA
339
Eudaimonia Advisors
Tennessee
$1.83M +$1.13M +13,406 +143%
EPWM
340
Essex Private Wealth Management
Massachusetts
$1.82M -$95K -1,124 -5%
GAB
341
German American Bancorp
Indiana
$1.81M +$18.1K +214 +1%
BCA
342
Bray Capital Advisors
Florida
$1.8M -$22K -260 -1%
PG
343
Proffitt & Goodson
Tennessee
$1.8M -$1.86K -22 -0.1%
ZIG
344
Zullo Investment Group
Pennsylvania
$1.77M +$105K +1,242 +6%
NB
345
NBT Bank
New York
$1.77M +$107K +1,268 +6%
TAM
346
Tocqueville Asset Management
New York
$1.76M -$26.4K -312 -1%
MCM
347
Magnolia Capital Management
New York
$1.76M
HNB
348
Huntington National Bank
Ohio
$1.75M
SJIM
349
St. Johns Investment Management
Florida
$1.75M +$26.7K +316 +1%
JIC
350
Johnson Investment Counsel
Ohio
$1.75M -$4.9K -58 -0.3%

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.