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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
MIH
26
Meitav Investment House
Israel
$91.1M +$12.1M +143,498 +15%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$83M -$10.8M -128,266 -11%
AM
28
AGF Management
Ontario, Canada
$81.2M +$25.3M +299,190 +42%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$77.4M -$5.66M -66,920 -7%
Osaic Holdings
30
Osaic Holdings
Arizona
$73.5M +$3.36M +39,724 +5%
SGI
31
Swan Global Investments
Colorado
$68.4M -$8.55M -101,122 -11%
VMPIC
32
Varma Mutual Pension Insurance Co
Finland
$58.4M
Stifel Financial
33
Stifel Financial
Missouri
$51.7M +$3.01M +35,582 +6%
US Bancorp
34
US Bancorp
Minnesota
$49.6M -$577K -6,822 -1%
Northern Trust
35
Northern Trust
Illinois
$48.2M -$428K -5,062 -0.8%
Marshall Wace
36
Marshall Wace
United Kingdom
$46.6M +$33.6M +397,808 +219%
HighTower Advisors
37
HighTower Advisors
Illinois
$46.1M +$589K +6,972 +1%
TLIC
38
Taiyo Life Insurance Company
Japan
$45M +$20.5M +242,000 +76%
CAN
39
Cetera Advisor Networks
California
$44.8M +$4.61M +54,514 +11%
Victory Capital Management
40
Victory Capital Management
Texas
$44.4M +$1.97M +23,358 +4%
FMI
41
Factory Mutual Insurance
Massachusetts
$44.3M
CWM
42
Congress Wealth Management
Massachusetts
$43M +$782K +9,250 +2%
Wolverine Trading
43
Wolverine Trading
Illinois
$41.7M -$2.43M -28,702 -5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$41.3M -$9.23M -109,156 -18%
AssetMark Inc
45
AssetMark Inc
California
$37.4M -$1.51M -17,858 -4%
KIA
46
KCM Investment Advisors
California
$37M +$548K +6,486 +1%
RIG
47
RiverFront Investment Group
Virginia
$36.5M -$1.17M -13,848 -3%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$35.5M -$171K -2,024 -0.5%
MMFA
49
Main Management Fund Advisors
California
$35.4M +$4.97M +58,800 +15%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.7M +$27M +318,884 +284%

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.