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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
MMH
376
Menora Mivtachim Holdings
Israel
$1.12M +$1.08M +15,000 New
IFG
377
Independent Financial Group
California
$1.12M +$438K +6,104 +69%
SFM
378
Signet Financial Management
New Jersey
$1.11M -$758K -10,576 -42%
CCS
379
Concentric Capital Strategies
Connecticut
$1.1M +$1.05M +14,648 New
NL
380
NWAM LLC
Washington
$1.08M -$258K -3,596 -20%
KA
381
Kovack Advisors
Florida
$1.06M -$28K -390 -3%
BL
382
BFSG LLC
California
$1.05M +$380K +5,294 +60%
TI
383
tru Independence
Oregon
$1.05M -$98.9K -1,380 -9%
MA
384
Mezzasalma Advisors
New Jersey
$1.05M -$17.2K -240 -2%
CCB
385
Country Club Bank
Missouri
$1.05M -$324K -4,524 -24%
KCM
386
Kanawha Capital Management
Virginia
$1.03M -$9.32K -130 -0.9%
WTC
387
WhitTier Trust Company
Nevada
$1.03M +$64.1K +894 +7%
MSS
388
Mitchell Sinkler & Starr
Pennsylvania
$1.02M -$33K -460 -3%
GIM
389
Grassi Investment Management
California
$1.02M +$3.58K +50 +0.4%
HI
390
Harbour Investments
Wisconsin
$1.02M -$3.87K -54 -0.4%
MFG
391
Merit Financial Group
Georgia
$1.02M -$2.16M -30,190 -69%
AG
392
Ascent Group
Virginia
$1.01M -$9.75K -136 -1%
ECA
393
Elevated Capital Advisors
Utah
$1M -$39.4K -550 -4%
LC
394
Lavaca Capital
Texas
$999K
FPCP
395
Fort Point Capital Partners
California
$998K -$43K -600 -4%
EL
396
Essex LLC
Illinois
$991K
JCM
397
Jacobi Capital Management
Pennsylvania
$977K -$19.8K -276 -2%
FCAG
398
First Capital Advisors Group
New Jersey
$973K -$26.8K -374 -3%
SAM
399
Smithbridge Asset Management
Pennsylvania
$949K -$537K -7,496 -37%
Cerity Partners
400
Cerity Partners
New York
$944K -$186K -2,588 -17%

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.