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Consumer Discretionary Select Sector SPDR Fund
XLY

Overview Fund Activity

1,025 hedge funds and large institutions have $13.5B invested in Consumer Discretionary Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+64
Holders Change %
+6.66%
% of All Funds
16.16%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
129
Increased
347
Reduced
331
Closed
58
Calls
$1.48B
Puts
$3.02B
Net Calls
-$1.55B
Net Calls Change
-$564M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$262M
2
CM
Churchill Management
California
+$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
4
WA
WestEnd Advisors
North Carolina
+$166M
5
State Street
State Street
Massachusetts
+$137M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.2B
2
NAM
Nissay Asset Management
Japan
-$242M
3
Goldman Sachs
Goldman Sachs
New York
-$188M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$91.2M
5
Bank of America
Bank of America
North Carolina
-$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
501
Prosperity Capital Advisors
Ohio
$844K +$844K +4,972 New
WJWM
502
Williams Jones Wealth Management
New York
$843K – – –
AWM
503
Apollon Wealth Management
South Carolina
$843K +$385K +2,270 +84%
TFF
504
The Family Firm
Maryland
$842K +$679 +4 +0.1%
VWA
505
Visionary Wealth Advisors
Illinois
$830K +$65.7K +387 +9%
MCP
506
Mirador Capital Partners
California
$829K +$829K +4,882 New
WPW
507
Waldron Private Wealth
Pennsylvania
$827K -$509 -3 -0.1%
TNB
508
Thomasville National Bank
Georgia
$826K +$59.6K +351 +8%
WS
509
Wedbush Securities
California
$813K +$67.4K +397 +9%
CAG
510
Csenge Advisory Group
Florida
$813K +$355K +2,093 +78%
BFS
511
Bradley Foster & Sargent
Connecticut
$798K -$21.2K -125 -3%
EA
512
Eudaimonia Advisors
Tennessee
$797K +$50.8K +299 +7%
IFWM
513
Institute for Wealth Management
Colorado
$795K – – –
FWM
514
Forza Wealth Management
Florida
$793K – – –
HIA
515
Harbor Investment Advisory
Maryland
$791K -$33.6K -198 -4%
NFSG
516
Newbridge Financial Services Group
Florida
$784K -$75.7K -446 -9%
MW
517
Marcum Wealth
Ohio
$780K -$128K -756 -14%
FNT
518
First National Trust
Pennsylvania
$778K -$29.5K -174 -4%
ARG
519
Advisory Resource Group
Oklahoma
$771K +$16.5K +97 +2%
Wealth Enhancement Advisory Services
520
Wealth Enhancement Advisory Services
Minnesota
$768K -$513K -3,023 -40%
SG
521
Sharper & Granite
California
$766K +$207K +1,220 +37%
MMG
522
Monetary Management Group
Missouri
$765K +$12.7K +75 +2%
PA
523
PFG Advisors
Arizona
$763K +$763K +4,491 New
TCM
524
Tuttle Capital Management
Connecticut
$762K -$69.3K -408 -8%
LWP
525
Lumature Wealth Partners
Georgia
$758K +$46.2K +272 +6%
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