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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
CAL
376
Capital Advisors Ltd
Ohio
$1.46M +$169 +2 +0%
CIA
377
Choate Investment Advisors
Massachusetts
$1.45M -$27.1K -320 -2%
DWT
378
Dorsey & Whitney Trust
South Dakota
$1.45M +$1.69K +20 +0.1%
GFA
379
Gallagher Fiduciary Advisors
Illinois
$1.44M -$229K -2,706 -13%
MBT
380
Montecito Bank & Trust
California
$1.44M -$6.76K -80 -0.4%
RFO
381
RiverGlades Family Offices
Florida
$1.44M +$17.9K +212 +1%
Macquarie Group
382
Macquarie Group
Australia
$1.42M
IOOF
383
Independent Order of Foresters
Ontario, Canada
$1.41M
TFA
384
Transamerica Financial Advisors
Florida
$1.4M -$17.8K -210 -1%
CWM
385
C2C Wealth Management
Arizona
$1.4M
SG
386
StoneX Group
New York
$1.39M -$146K -1,722 -9%
PWW
387
Pettyjohn Wood & White
Virginia
$1.39M +$25.4K +300 +2%
AF
388
Advisornet Financial
Minnesota
$1.38M -$454K -5,366 -24%
RFN
389
Redwood Financial Network
Ohio
$1.38M -$266K -3,142 -16%
API
390
Advisor Partners II
California
$1.37M +$540K +6,390 +60%
AWE
391
Avidian Wealth Enterprises
Texas
$1.36M -$26.4K -312 -2%
PA
392
Parallel Advisors
California
$1.35M -$127K -1,500 -8%
ECM
393
Exchange Capital Management
Michigan
$1.35M -$8.62K -102 -0.6%
VFA
394
Valeo Financial Advisors
Indiana
$1.34M +$4.4K +52 +0.3%
RA
395
RFG Advisory
Alabama
$1.34M -$467K -5,522 -25%
MFG
396
Magnus Financial Group
New York
$1.33M +$42.9K +508 +3%
RJT
397
Raymond James Trust
Florida
$1.32M -$13.2K -156 -0.9%
AIP
398
ARS Investment Partners
New York
$1.32M +$45.3K +536 +3%
PWAC
399
Private Wealth Advisors (California)
California
$1.32M -$52.8K -624 -4%
RCMU
400
Rokos Capital Management (UK)
United Kingdom
$1.31M -$4.28M -50,600 -76%

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.