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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
STA
401
Summit Trail Advisors
New York
$935K +$897K +12,508 New
B
402
Bailard
California
$928K -$128K -1,782 -13%
CH
403
Canton Hathaway
Rhode Island
$927K
PFMU
404
Privium Fund Management (UK)
United Kingdom
$921K
AF
405
Arrow Financial
New York
$917K -$97.6K -1,362 -10%
DADC
406
D.A. Davidson & Co
Montana
$917K +$157K +2,188 +22%
CG
407
Cutler Group
California
$916K -$620K -8,648 -41%
HWA
408
Heartwood Wealth Advisors
Virginia
$913K -$41.3K -576 -5%
APP
409
Avantax Planning Partners
Iowa
$913K
MAS
410
Madden Advisory Services
Florida
$909K +$143 +2 +0%
CWA
411
Clarus Wealth Advisors
Arizona
$909K -$8.03K -112 -0.9%
LOIP
412
Live Oak Investment Partners
Texas
$907K
SFP
413
Shepherd Financial Partners
Massachusetts
$905K
EFS
414
Econ Financial Services
Pennsylvania
$904K +$867K +12,088 New
ST
415
Sentinel Trust
Texas
$895K
PWM
416
Perigon Wealth Management
California
$888K -$133K -1,858 -14%
IA
417
IFG Advisory
Georgia
$883K -$28K -390 -3%
BFA
418
Beacon Financial Advisory
Ohio
$882K +$48.9K +682 +6%
Vontobel Holding
419
Vontobel Holding
Switzerland
$881K +$321K +4,474 +61%
ISL
420
Ingalls & Snyder LLC
New York
$875K
AP
421
Appleton Partners
Massachusetts
$869K +$140K +1,950 +20%
FWSM
422
First Wilshire Securities Management
California
$867K
Brown Advisory
423
Brown Advisory
Maryland
$863K +$5.45K +76 +0.7%
YAVAPFMC
424
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$862K
EWM
425
Endurance Wealth Management
Rhode Island
$857K -$4.16K -58 -0.5%

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.