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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
QCM
551
Quantinno Capital Management
New York
$587K -$12.5K -148 -2%
KP
552
Keel Point
Alabama
$585K +$97.4K +1,152 +19%
FUBT
553
First United Bank & Trust
Maryland
$585K -$845 -10 -0.1%
KIG
554
Kessler Investment Group
Indiana
$583K -$331K -3,912 -35%
PWM
555
Purus Wealth Management
California
$583K -$18.1K -214 -3%
EWM
556
EPG Wealth Management
Georgia
$582K +$5.58K +66 +0.9%
CAMG
557
CWA Asset Management Group
Florida
$579K +$19.6K +232 +3%
JWBC
558
J.W. Burns & Co
New York
$575K +$338 +4 +0.1%
CWA
559
Clearview Wealth Advisors
Oregon
$573K +$591K +6,988 +5,375%
TC
560
TownSquare Capital
Utah
$573K +$313K +3,708 +109%
TFGT
561
TS Financial Group (TSFG)
Illinois
$572K +$23.3K +276 +4%
Optiver Holding
562
Optiver Holding
Netherlands
$572K +$281K +3,324 +88%
CMI
563
Clare Market Investments
Texas
$564K -$46.5K -550 -7%
Neuberger Berman Group
564
Neuberger Berman Group
New York
$563K -$34K -402 -5%
MS
565
Maven Securities
Jersey
$555K +$583K +6,898 New
SSWM
566
Smith Salley Wealth Management
North Carolina
$553K -$1.69K -20 -0.3%
OIA
567
OneDigital Investment Advisors
Kansas
$549K -$17.6K -208 -3%
IC
568
IEQ Capital
California
$548K +$845 +10 +0.1%
GFS
569
GYL Financial Synergies
Connecticut
$547K +$12.5K +148 +2%
SL
570
SWMG LLC
Texas
$545K +$151K +1,784 +36%
SIS
571
Strategic Investment Solutions
Illinois
$543K +$535K +6,324 +6,200%
SWMP
572
Signature Wealth Management Partners
New Jersey
$539K
AIM
573
Athena Investment Management
California
$539K
AWA
574
Arkadios Wealth Advisors
Georgia
$537K +$28.1K +332 +5%
RCA
575
Ranch Capital Advisors
Florida
$536K -$19.1K -226 -3%

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.