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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
JAG
576
Journey Advisory Group
Kentucky
$421K -$34K -474 -8%
ATC
577
Argent Trust Co
Tennessee
$417K
BJL
578
Brighton Jones LLC
Washington
$416K +$717 +10 +0.2%
FTWA
579
Fifth Third Wealth Advisors
Ohio
$415K +$398K +5,556 New
USCWA
580
U.S. Capital Wealth Advisors
Texas
$415K +$78.1K +1,090 +24%
CAL
581
Capital Analysts LLC
Pennsylvania
$415K -$179K -2,492 -31%
BWP
582
Baldwin Wealth Partners
Massachusetts
$414K
GGS
583
Galvin Gaustad & Stein
Arizona
$413K -$19.9K -278 -5%
FA
584
Flagstar Advisors
New York
$412K -$200K -2,792 -34%
TWP
585
Tempus Wealth Planning
California
$411K
PVH
586
Psagot Value Holdings
Israel
$409K -$69.8K -974 -15%
PFA
587
Pure Financial Advisors
California
$409K +$122K +1,696 +45%
EP
588
Edgestream Partners
New Jersey
$407K +$22.8K +318 +6%
FTS
589
Fifth Third Securities
Ohio
$407K +$40.9K +570 +12%
COCM
590
Charter Oak Capital Management
New Hampshire
$404K +$95.4K +1,330 +33%
CAG
591
Csenge Advisory Group
Florida
$403K -$43.6K -608 -10%
AWM
592
Apollon Wealth Management
South Carolina
$403K -$290K -4,042 -43%
SBIA
593
Sheaff Brock Investment Advisors
Indiana
$402K -$3.3K -46 -0.8%
NFG
594
Nadler Financial Group
Illinois
$396K
CC
595
Cypress Capital
Tennessee
$390K -$13.3K -186 -3%
CCFM
596
Clear Creek Financial Management
Washington
$386K -$54.3K -758 -13%
DWP
597
Destiny Wealth Partners
Florida
$386K +$160K +2,230 +76%
RPWA
598
Regent Peak Wealth Advisors
Georgia
$385K
FUBT
599
First United Bank & Trust
Maryland
$378K -$8.6K -120 -2%
CAM
600
CenterStar Asset Management
Illinois
$375K +$359K +5,012 New

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.