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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
VIM
501
Vista Investment Management
Pennsylvania
$584K
Credit Agricole
502
Credit Agricole
France
$584K -$667K -9,308 -54%
MGIA
503
Moneta Group Investment Advisors
Missouri
$578K +$60.4K +842 +12%
MWM
504
Mattern Wealth Management
Kansas
$574K
CWA
505
Clearview Wealth Advisors
Oregon
$574K +$542K +7,564 +6,876%
JWBC
506
J.W. Burns & Co
New York
$570K -$1.86K -26 -0.3%
VFG
507
V2 Financial group
Illinois
$568K
SDAM
508
Shulman DeMeo Asset Management
New York
$568K +$1.72K +24 +0.3%
EWA
509
Exencial Wealth Advisors
Oklahoma
$561K
GRP
510
Global Retirement Partners
California
$561K +$46.7K +652 +9%
GT
511
Greenleaf Trust
Michigan
$560K -$72.1K -1,006 -12%
FRA
512
Frank Rimerman Advisors
California
$560K +$138K +1,918 +34%
JPLA
513
Joseph P. Lucia & Associates
New York
$559K -$24.1K -336 -4%
OPW
514
Oxler Private Wealth
New York
$558K +$1.58K +22 +0.3%
EAM
515
Eschler Asset Management
United Kingdom
$556K +$533K +7,440 New
CMI
516
Clare Market Investments
Texas
$554K +$103K +1,436 +24%
Neuberger Berman Group
517
Neuberger Berman Group
New York
$553K -$198K -2,762 -27%
AF
518
Allworth Financial
California
$552K -$69K -962 -12%
FANJ
519
Financial Architects (New Jersey)
New Jersey
$551K -$2.87K -40 -0.5%
CFB
520
Cullen/Frost Bankers
Texas
$549K +$140K +1,956 +36%
CCM
521
Chilton Capital Management
Texas
$547K -$39K -544 -7%
TPCW
522
TD Private Client Wealth
New York
$546K +$55.3K +772 +12%
GP
523
Girard Partners
Pennsylvania
$546K -$2.02M -28,126 -79%
FFG
524
Frisch Financial Group
New York
$535K -$64K -892 -11%
CCM
525
Consolidated Capital Management
California
$533K +$10.6K +148 +2%

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.