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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
RF
476
Rollins Financial
Georgia
$893K -$17.4K -206 -2%
LOIP
477
Live Oak Investment Partners
Texas
$889K
DGAM
478
Desjardins Global Asset Management
Quebec, Canada
$886K -$605K -7,158 -39%
AF
479
Arrow Financial
New York
$883K -$48.2K -570 -5%
SG
480
Sharper & Granite
California
$870K +$151K +1,790 +20%
IA
481
IFP Advisors
Florida
$850K +$147K +1,736 +20%
MA
482
MKT Advisors
California
$838K -$112K -1,324 -11%
Brown Advisory
483
Brown Advisory
Maryland
$819K -$54.6K -646 -6%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$810K +$545K +6,452 +179%
CNBT
485
Cornerstone National Bank & Trust
Illinois
$805K -$9.81K -116 -1%
9WM
486
9258 Wealth Management
Ohio
$803K
MCM
487
MV Capital Management
Maryland
$803K
AP
488
Appleton Partners
Massachusetts
$803K +$2.54K +30 +0.3%
Northwestern Mutual Wealth Management
489
Northwestern Mutual Wealth Management
Wisconsin
$802K -$59.4K -702 -7%
WJWM
490
Williams Jones Wealth Management
New York
$799K
TFF
491
The Family Firm
Maryland
$799K +$676 +8 +0.1%
BFS
492
Bradley Foster & Sargent
Connecticut
$798K
WS
493
Wedbush Securities
California
$797K +$27.4K +324 +3%
FTA
494
Financial & Tax Architects
Missouri
$792K -$47.7K -564 -5%
SFG
495
StrategIQ Financial Group
Indiana
$790K -$25.9K -306 -3%
EL
496
Essex LLC
Illinois
$789K -$279K -3,304 -25%
CGA
497
Crescent Grove Advisors
Illinois
$787K +$84.9K +1,004 +11%
MMG
498
Monetary Management Group
Missouri
$774K +$50.7K +600 +7%
CFGS
499
Concourse Financial Group Securities
Alabama
$773K +$559K +6,614 +221%
VWA
500
Visionary Wealth Advisors
Illinois
$771K -$16.7K -198 -2%

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.