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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
CCB
426
Country Club Bank
Missouri
$1.13M -$58.3K -690 -5%
PCIA
427
Prime Capital Investment Advisors
Kansas
$1.12M +$136K +1,608 +13%
CIM
428
Contravisory Investment Management
Massachusetts
$1.12M +$504K +5,966 +75%
SFM
429
Signet Financial Management
New Jersey
$1.12M +$21.6K +256 +2%
WTC
430
WhitTier Trust Company
Nevada
$1.11M -$84.9K -1,004 -7%
Koshinski Asset Management
431
Koshinski Asset Management
Illinois
$1.09M -$18.1K -214 -2%
TI
432
tru Independence
Oregon
$1.09M -$31.6K -374 -3%
KCM
433
Kanawha Capital Management
Virginia
$1.09M -$11.8K -140 -1%
MA
434
Mezzasalma Advisors
New Jersey
$1.07M -$13.9K -164 -1%
DADC
435
D.A. Davidson & Co
Montana
$1.06M +$83K +982 +8%
IA
436
IFG Advisory
Georgia
$1.06M +$1.11M +13,180 New
PCA
437
Prosperity Capital Advisors
Ohio
$1.05M +$264K +3,124 +31%
JCM
438
Jacobi Capital Management
Pennsylvania
$1.05M +$1.52K +18 +0.1%
HFS
439
Horizon Financial Services
North Carolina
$1.05M -$173K -2,042 -14%
FPCP
440
Fort Point Capital Partners
California
$1.04M -$14.2K -168 -1%
PWM
441
Perigon Wealth Management
California
$1.04M -$25K -296 -2%
SAG
442
SageView Advisory Group
California
$1.03M +$129K +1,528 +13%
WWM
443
Western Wealth Management
Colorado
$1.03M +$176K +2,080 +19%
GJIA
444
Glass Jacobson Investment Advisors
Maryland
$1.02M -$1.69K -20 -0.2%
SAM
445
Smithbridge Asset Management
Pennsylvania
$1.01M -$14.7K -174 -1%
H
446
HoyleCohen
California
$1M +$131K +1,548 +14%
SFP
447
Shepherd Financial Partners
Massachusetts
$998K +$3.89K +46 +0.4%
ISL
448
Ingalls & Snyder LLC
New York
$998K +$60K +710 +6%
APP
449
Avantax Planning Partners
Iowa
$987K -$6.09K -72 -0.6%
GIM
450
Grassi Investment Management
California
$985K -$95.5K -1,130 -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.