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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
RCA
526
Ranch Capital Advisors
Florida
$529K +$167K +2,330 +49%
CIM
527
Contravisory Investment Management
Massachusetts
$527K +$390K +5,436 +338%
SWMP
528
Signature Wealth Management Partners
New Jersey
$518K -$414K -5,774 -45%
SSWM
529
Smith Salley Wealth Management
North Carolina
$517K -$7.31K -102 -1%
AC
530
Abbrea Capital
California
$514K
TFGT
531
TS Financial Group (TSFG)
Illinois
$512K -$7.31K -102 -1%
PWP
532
Phillips Wealth Planners
Mississippi
$509K +$1.58K +22 +0.3%
CAMG
533
CWA Asset Management Group
Florida
$507K +$486K +6,776 New
AIM
534
Athena Investment Management
California
$501K
MCM
535
MV Capital Management
Maryland
$496K +$165K +2,308 +53%
EFI
536
EHP Funds Inc
Canada
$493K +$129K +1,800 +38%
SG
537
Sharper & Granite
California
$492K +$193K +2,690 +69%
CT
538
Chicago Trust
Illinois
$492K +$66.1K +922 +16%
FFA
539
First Foundation Advisors
California
$492K -$37.3K -520 -7%
PFS
540
Prospera Financial Services
Texas
$487K -$8.46K -118 -2%
AAS
541
Annex Advisory Services
Wisconsin
$483K -$155K -2,164 -25%
SWA
542
Stratos Wealth Advisors
Ohio
$480K -$27K -376 -6%
LSA
543
L & S Advisors
California
$479K +$459K +6,406 New
LCM
544
Laurion Capital Management
New York
$479K +$71.7K +1,000 +19%
AIA
545
Avalon Investment & Advisory
Texas
$478K -$28.4K -396 -6%
CGL
546
Clarius Group LLC
Washington
$477K
MSAM
547
Moloney Securities Asset Management
Missouri
$477K +$25.1K +350 +6%
FIM
548
Fernwood Investment Management
Massachusetts
$473K
SS
549
Simplicity Solutions
Minnesota
$472K +$453K +6,314 New
NW
550
NewEdge Wealth
Pennsylvania
$471K -$115K -1,606 -20%

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.