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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
TCOO
351
Trust Company of Oklahoma
Oklahoma
$1.74M +$9.13K +108 +0.5%
KAS
352
Kestra Advisory Services
Texas
$1.73M +$250K +2,956 +16%
CG
353
Caprock Group
Idaho
$1.73M +$507 +6 +0%
CAC
354
Core Alternative Capital
Georgia
$1.72M +$1.79M +21,224 +12,059%
NCM
355
Nelson Capital Management
California
$1.66M +$131K +1,544 +8%
HG
356
Herbst Group
Connecticut
$1.66M +$18.9K +224 +1%
EP
357
Eudaimonia Partners
Tennessee
$1.65M +$797K +9,430 +85%
LNB
358
Ledyard National Bank
$1.65M -$57.2K -676 -3%
BS
359
Banco Santander
Spain
$1.64M +$91.1K +1,078 +6%
RC
360
Rovin Capital
Arizona
$1.63M -$15.9K -188 -0.9%
LFAS
361
Level Four Advisory Services
Texas
$1.62M +$21K +248 +1%
AI
362
Atom Investors
Texas
$1.61M -$4.23M -50,000 -71%
FEM
363
Fulcrum Equity Management
Texas
$1.59M +$296K +3,502 +21%
GAM
364
Gotham Asset Management
New York
$1.53M
BFEC
365
Benjamin F. Edwards & Company
Missouri
$1.53M -$98.9K -1,170 -6%
IUHSA
366
Itau Unibanco Holding S.A.
Brazil
$1.52M -$355K -4,200 -18%
FA
367
FDx Advisors
Illinois
$1.51M +$1.36M +16,060 +597%
KWA
368
Kingswood Wealth Advisors
California
$1.5M -$2.02M -23,838 -85%
GVAG
369
Great Valley Advisor Group
Delaware
$1.5M +$676 +8 +0%
VA
370
Valmark Advisers
Ohio
$1.5M -$4.9K -58 -0.3%
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$1.5M +$220K +2,600 +16%
CA
372
Cumberland Advisors
Florida
$1.49M +$1.57M +18,520 New
OCPWS
373
One Charles Private Wealth Services
Massachusetts
$1.49M -$16.1K -190 -1%
AAIM
374
Asset Advisors Investment Management
Georgia
$1.48M +$235K +2,774 +18%
WHC
375
Wulff, Hansen & Co
California
$1.48M -$85.4K -1,010 -5%

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.