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State Street Consumer Discretionary Select Sector SPDR ETF

967 hedge funds and large institutions have $11.2B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 310 increasing their positions, 362 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 91

12% more funds holding in top 10

Funds holding in top 10: 2629 (+3)

10% more capital invested

Capital invested by funds: $10.1B → $11.2B (+$1.05B)

1% more funds holding

Funds holding: 962967 (+5)

3.61% less ownership

Funds ownership: 157.1%153.5% (-3.6%)

14% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 362

38% less call options, than puts

Call options by funds: $1.57B | Put options by funds: $2.56B

Holders
967
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
15.41%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.46%
New
119
Increased
310
Reduced
362
Closed
91
Calls
$1.57B
Puts
$2.56B
Net Calls
-$982M
Net Calls Change
-$751M
Name Holding Trade Value Shares
Change
Change in
Stake
BFW
476
Brady Family Wealth
Missouri
$670K
WEG
477
World Equity Group
Illinois
$666K +$1.55M +21,654 New
CTC
478
Central Trust Company
Missouri
$665K -$36.9K -514 -5%
ARG
479
Advisory Resource Group
Oklahoma
$665K +$23.2K +324 +4%
MMG
480
Monetary Management Group
Missouri
$662K +$253K +3,530 +66%
AGM
481
Alpine Global Management
New York
$661K +$634K +8,842 New
EA
482
Eudaimonia Advisors
Tennessee
$657K +$336K +4,690 +114%
WS
483
Wedbush Securities
California
$657K +$95.1K +1,326 +18%
CGA
484
Crescent Grove Advisors
Illinois
$656K +$246K +3,434 +64%
SFA
485
Source Financial Advisors
New York
$639K -$20.5K -286 -3%
TA
486
Trellis Advisors
Washington
$633K
HAS
487
HBW Advisory Services
California
$633K -$39.3K -548 -6%
RWA
488
Ropes Wealth Advisors
Massachusetts
$630K
LWP
489
Lumature Wealth Partners
Georgia
$626K -$21.7K -302 -3%
ACS
490
Archford Capital Strategies
Illinois
$626K +$18.4K +256 +3%
MWP
491
Meredith Wealth Planning
Illinois
$624K
PFGIA
492
Patriot Financial Group Insurance Agency
Massachusetts
$611K +$259K +3,618 +79%
VBFG
493
Vishria Bird Financial Group
Tennessee
$603K
PWA
494
PCG Wealth Advisors
Kansas
$602K -$106K -1,478 -16%
RA
495
Rockingstone Advisors
Massachusetts
$597K +$292K +4,078 +105%
EGA
496
E&G Advisors
Texas
$589K -$22.9K -320 -4%
CCWM
497
Cassaday & Co Wealth Management
Virginia
$589K +$33.8K +472 +6%
AFS
498
AFG Fiduciary Services
Massachusetts
$588K -$37.4K -522 -6%
EWM
499
EPG Wealth Management
Georgia
$584K +$5.3K +74 +1%
BWP
500
Balboa Wealth Partners
Arizona
$584K +$331K +4,618 +145%

XLY Hedge Fund Activity: Q1 2023 in Review

967 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q1 2023, worth a combined $11.2B — up 10% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new XLY positions and 91 closed out — a net gain of 28 holders — while 310 added to existing stakes and 362 trimmed.

The largest buyer was Barclays, adding an estimated $147M. The largest seller was Bank of America, cutting an estimated $226M.

  • 967 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q1 2023, up from 962 in Q4 2022.
  • Funds reported $11.2B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q1 2023, up 10% quarter-over-quarter.
  • 119 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q1 2023 and 91 closed out, a net change of +28 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q1 2023 was Barclays, an estimated $147M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q1 2023 was Bank of America, an estimated $226M sold.

Based on aggregated 13F filings for Q1 2023.