We are live on ! Find out more
XLY icon

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
Cerity Partners
501
Cerity Partners
New York
$756K -$770K -9,102 -49%
FWM
502
Forza Wealth Management
Florida
$752K
HIA
503
Harbor Investment Advisory
Maryland
$750K
IFWM
504
Institute for Wealth Management
Colorado
$747K -$6.59K -78 -0.8%
GRP
505
Global Retirement Partners
California
$743K +$136K +1,604 +21%
BCM
506
Brookstone Capital Management
Illinois
$741K -$5.09M -60,168 -86%
TNB
507
Thomasville National Bank
Georgia
$738K -$47.9K -566 -6%
NA
508
Navellier & Associates
Nevada
$737K +$774K +9,156 New
AA
509
Alesco Advisors
New York
$736K +$773K +9,146 New
IAIM
510
International Assets Investment Management
Florida
$729K +$797K +9,426 New
MW
511
Marcum Wealth
Ohio
$725K -$15.2K -180 -2%
CW
512
CreativeOne Wealth
Kansas
$720K -$2.85M -33,756 -79%
FHA
513
Flagship Harbor Advisors
Massachusetts
$718K -$13.4M -158,920 -95%
HAS
514
HBW Advisory Services
California
$717K -$403K -4,764 -35%
ARG
515
Advisory Resource Group
Oklahoma
$713K -$18.6K -220 -2%
PSCM
516
Per Stirling Capital Management
Texas
$712K +$476K +5,632 +175%
ACS
517
Archford Capital Strategies
Illinois
$695K
FTWA
518
Fifth Third Wealth Advisors
Ohio
$695K +$163K +1,924 +29%
PA
519
PFG Advisors
Arizona
$690K -$34.2K -404 -4%
RWA
520
Ropes Wealth Advisors
Massachusetts
$688K +$10.3K +122 +1%
HIM
521
Hanlon Investment Management
New Jersey
$683K +$717K +8,486 New
TA
522
Trellis Advisors
Washington
$681K
FRA
523
Frank Rimerman Advisors
California
$681K +$23.5K +278 +3%
SIA
524
SkyView Investment Advisors
New Jersey
$678K -$909K -10,752 -56%
PWA
525
PCG Wealth Advisors
Kansas
$673K +$35.5K +420 +5%

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.