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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
HH
401
Hilltop Holdings
Texas
$1.31M +$636K +7,526 +86%
SYBT
402
Stock Yards Bank & Trust
Kentucky
$1.3M -$16.7K -198 -1%
SWA
403
Stratos Wealth Advisors
Ohio
$1.29M +$832K +9,836 +158%
NFG
404
Nations Financial Group
Iowa
$1.29M -$31.8K -376 -2%
BA
405
Bristlecone Advisors
Washington
$1.26M +$63.7K +754 +5%
AFM
406
Abbot Financial Management
Massachusetts
$1.26M
CWM
407
Calamos Wealth Management
Illinois
$1.26M
PFS
408
Prospera Financial Services
Texas
$1.26M +$681K +8,060 +106%
LC
409
Lavaca Capital
Texas
$1.25M
KAH
410
Kathryn A. Hall
$1.25M
BMCM
411
Bryn Mawr Capital Management
Pennsylvania
$1.24M -$14.4K -170 -1%
BSB
412
Bangor Savings Bank
Maine
$1.24M -$88.1K -1,042 -6%
DLHL
413
Donald L. Hagan LLC
Florida
$1.23M -$107K -1,270 -8%
BAM
414
Belpointe Asset Management
Nevada
$1.23M +$191K +2,262 +17%
PFMU
415
Privium Fund Management (UK)
United Kingdom
$1.22M +$214K +2,530 +20%
LI
416
LVZ Inc
Michigan
$1.22M -$15.2K -180 -1%
SF
417
Synovus Financial
Georgia
$1.19M +$68.8K +814 +6%
CAC
418
Certified Advisory Corp
Florida
$1.18M -$26K -308 -2%
CIP
419
Capital Insight Partners
Arizona
$1.18M -$59.9K -708 -5%
CAM
420
CenterStar Asset Management
Illinois
$1.17M -$943K -11,154 -43%
HWM
421
HB Wealth Management
Georgia
$1.16M -$8.79K -104 -0.7%
PVI
422
Pine Valley Investments
New Jersey
$1.16M +$1.22M +14,388 New
PT
423
Plimoth Trust
Massachusetts
$1.14M +$11.7K +138 +1%
KA
424
Kovack Advisors
Florida
$1.14M -$8.96K -106 -0.7%
RWA
425
Roberts Wealth Advisors
California
$1.13M -$99.6K -1,178 -8%

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.