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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
Wealthfront Advisers
451
Wealthfront Advisers
California
$979K +$44K +520 +4%
LWANC
452
Laurel Wealth Advisors (North Carolina)
North Carolina
$978K +$33.8K +400 +3%
HWA
453
Heartwood Wealth Advisors
Virginia
$977K -$676 -8 -0.1%
Credit Agricole
454
Credit Agricole
France
$975K +$333K +3,938 +48%
CHC
455
City Holding Co
West Virginia
$972K -$138K -1,630 -12%
ST
456
Sentinel Trust
Texas
$963K
B
457
Bailard
California
$960K -$40.8K -482 -4%
CC
458
Centiva Capital
New York
$957K -$689K -8,148 -41%
BFA
459
Beacon Financial Advisory
Ohio
$952K +$1.18K +14 +0.1%
MAS
460
Madden Advisory Services
Florida
$939K -$41.9K -496 -4%
Jones Financial Companies
461
Jones Financial Companies
Missouri
$934K -$154K -1,826 -14%
FWSM
462
First Wilshire Securities Management
California
$933K
CAG
463
Crestwood Advisors Group
Massachusetts
$927K +$974K +11,520 New
BWM
464
BNC Wealth Management
Oregon
$924K +$350K +4,134 +56%
FAM
465
Family Asset Management
South Carolina
$921K +$778K +9,208 +411%
TWC
466
TD Waterhouse Canada
Ontario, Canada
$920K -$7.27K -86 -0.7%
YIH
467
Y-Intercept (HK)
Hong Kong
$913K +$103K +1,222 +12%
FBFS
468
First Business Financial Services
Wisconsin
$910K
PAM
469
Peak Asset Management
Colorado
$904K
RCAG
470
Rehmann Capital Advisory Group
Michigan
$902K -$31.8K -376 -3%
MCP
471
Mirador Capital Partners
California
$901K +$121K +1,436 +15%
MCCP
472
Mission Creek Capital Partners
California
$901K -$3.55K -42 -0.4%
TCWM
473
Total Clarity Wealth Management
Illinois
$897K +$67.6K +800 +8%
PMG
474
ProVise Management Group
Florida
$896K +$941K +11,132 New
ICG
475
InterOcean Capital Group
Tennessee
$893K -$35.5K -420 -4%

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.