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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
SPWM
526
Schrum Private Wealth Management
Florida
$673K
3LCM
527
3D/L Capital Management
Connecticut
$671K +$705K +8,334 New
TI
528
Trexquant Investment
Connecticut
$665K +$699K +8,264 New
YAVAPFMC
529
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$657K
RA
530
Rockingstone Advisors
Massachusetts
$653K +$11.7K +138 +2%
MGIA
531
Moneta Group Investment Advisors
Missouri
$652K +$40.1K +474 +6%
VBFG
532
Vishria Bird Financial Group
Tennessee
$649K
OL
533
Optas LLC
Texas
$645K
FNT
534
First National Trust
Pennsylvania
$643K -$98.9K -1,170 -13%
CTC
535
Central Trust Company
Missouri
$643K -$8.12K -96 -1%
NFSG
536
Newbridge Financial Services Group
Florida
$641K -$107K -1,268 -14%
CCM
537
Chiron Capital Management
Florida
$633K -$727K -8,604 -52%
AIIMS
538
Analyst IMS Investment Management Services
Israel
$630K +$365K +4,316 +122%
VIM
539
Vista Investment Management
Pennsylvania
$623K
WPW
540
Waldron Private Wealth
Pennsylvania
$619K -$173K -2,048 -21%
AG
541
Ascent Group
Virginia
$616K -$483K -5,714 -42%
EGA
542
E&G Advisors
Texas
$614K -$19.3K -228 -3%
SDAM
543
Shulman DeMeo Asset Management
New York
$612K +$643K +7,606 New
LCM
544
Laurion Capital Management
New York
$612K
VFG
545
V2 Financial group
Illinois
$612K
GT
546
Greenleaf Trust
Michigan
$603K
AFS
547
AFG Fiduciary Services
Massachusetts
$603K -$902K -10,664 -58%
OPW
548
Oxler Private Wealth
New York
$602K -$676 -8 -0.1%
CCWM
549
Cassaday & Co Wealth Management
Virginia
$596K +$171K +2,020 +38%
JPLA
550
Joseph P. Lucia & Associates
New York
$594K -$12.7K -150 -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.