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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
OCM
551
Orleans Capital Management
Louisiana
$471K -$86K -1,200 -16%
FAM
552
Fenimore Asset Management
New York
$469K
CPCM
553
Cardinal Point Capital Management
Ontario, Canada
$464K +$445K +6,210 New
CPWMP
554
Cardinal Point Wealth Management Partners
California
$464K +$445K +6,210 New
IA
555
Insight Advisors
Pennsylvania
$463K -$15.2K -212 -3%
AF
556
Advisornet Financial
Minnesota
$462K -$22.7K -316 -5%
ML
557
McAdam LLC
Pennsylvania
$459K -$45.7K -638 -9%
AWA
558
Arkadios Wealth Advisors
Georgia
$455K -$12.2K -170 -3%
LA
559
Lynch & Associates
Indiana
$455K +$57.1K +796 +15%
CCM
560
Coldstream Capital Management
Washington
$452K
IA
561
IFP Advisors
Florida
$451K -$458K -6,388 -36%
LSPW
562
Lake Street Private Wealth
Illinois
$450K +$1.86K +26 +0.4%
ERIM
563
Eagle Ridge Investment Management
Connecticut
$448K
PG
564
Prostatis Group
Maryland
$448K -$17.4K -242 -4%
MCC
565
Money Concepts Capital
Florida
$448K +$5.27M +73,518 +539%
MWA
566
Meridian Wealth Advisors
Texas
$443K
NCM
567
Novare Capital Management
North Carolina
$441K -$1.28M -17,920 -75%
PWM
568
PRW Wealth Management
Massachusetts
$435K +$422K +5,886 New
PMG
569
ProVise Management Group
Florida
$435K +$417K +5,816 New
FT
570
Fiduciary Trust
Massachusetts
$434K -$177K -2,470 -30%
P
571
Pitcairn
Pennsylvania
$431K -$284K -3,956 -41%
CDH
572
Charles D. Hyman
$430K -$8.75K -122 -2%
PMEF
573
Point72 Middle East FZE
United Arab Emirates
$428K +$410K +5,724 New
SIM
574
Sterling Investment Management
Arizona
$428K -$25.2K -352 -6%
PAM
575
Private Asset Management
California
$425K -$44.4K -620 -10%

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.