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Consumer Discretionary Select Sector SPDR Fund
XLY

Overview Fund Activity

1,025 hedge funds and large institutions have $13.5B invested in Consumer Discretionary Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+64
Holders Change %
+6.66%
% of All Funds
16.16%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
129
Increased
347
Reduced
331
Closed
58
Calls
$1.48B
Puts
$3.02B
Net Calls
-$1.55B
Net Calls Change
-$564M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$262M
2
CM
Churchill Management
California
+$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
4
WA
WestEnd Advisors
North Carolina
+$166M
5
State Street
State Street
Massachusetts
+$137M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.2B
2
NAM
Nissay Asset Management
Japan
-$242M
3
Goldman Sachs
Goldman Sachs
New York
-$188M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$91.2M
5
Bank of America
Bank of America
North Carolina
-$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
451
Shepherd Financial Partners
Massachusetts
$1.05M +$21.6K +127 +2%
APP
452
Avantax Planning Partners
Iowa
$1.05M +$10.9K +64 +1%
PCIA
453
Prime Capital Investment Advisors
Kansas
$1.05M +$130K +766 +14%
EFS
454
Econ Financial Services
Pennsylvania
$1.05M +$19.5K +115 +2%
DADC
455
D.A. Davidson & Co
Montana
$1.04M -$5.26K -31 -0.5%
MAS
456
Madden Advisory Services
Florida
$1.03M – – –
HWA
457
Heartwood Wealth Advisors
Virginia
$1.03M -$6.45K -38 -0.6%
TWC
458
TD Waterhouse Canada
Ontario, Canada
$1.02M +$143K +808 +16%
ST
459
Sentinel Trust
Texas
$1.02M – – –
MA
460
MKT Advisors
California
$1.01M -$1.73K -10 -0.2%
BFA
461
Beacon Financial Advisory
Ohio
$1M +$1.36K +8 +0.1%
LWANC
462
Laurel Wealth Advisors (North Carolina)
North Carolina
$997K +$105K +617 +12%
CW
463
Channel Wealth
California
$997K +$111K +654 +13%
ISL
464
Ingalls & Snyder LLC
New York
$992K -$1.7K -10 -0.2%
Wealthfront Advisers
465
Wealthfront Advisers
California
$989K +$190K +1,116 +24%
FWSM
466
First Wilshire Securities Management
California
$985K – – –
RCAG
467
Rehmann Capital Advisory Group
Michigan
$984K +$130K +766 +15%
EWM
468
Endurance Wealth Management
Rhode Island
$983K +$10.2K +60 +1%
AF
469
Arrow Financial
New York
$979K -$62.3K -367 -6%
ICG
470
InterOcean Capital Group
Tennessee
$978K +$52.6K +310 +6%
SBH
471
Segall Bryant & Hamill
Illinois
$966K +$170 +1 +0%
SAG
472
SageView Advisory Group
California
$962K +$556K +3,274 +137%
FBFS
473
First Business Financial Services
Wisconsin
$960K – – –
RF
474
Rollins Financial
Georgia
$959K +$197K +1,162 +26%
MSS
475
Mitchell Sinkler & Starr
Pennsylvania
$959K -$204K -1,200 -18%
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