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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
SFA
576
Source Financial Advisors
New York
$536K -$124K -1,466 -18%
CCM
577
Chilton Capital Management
Texas
$536K -$8.45K -100 -1%
WG
578
Winton Group
United Kingdom
$530K -$884K -10,460 -61%
CCM
579
Consolidated Capital Management
California
$530K -$49K -580 -8%
FFA
580
First Foundation Advisors
California
$530K -$75.9K -898 -12%
BWP
581
Balboa Wealth Partners
Arizona
$528K +$172K +2,032 +45%
USCWA
582
U.S. Capital Wealth Advisors
Texas
$528K
EWA
583
Exencial Wealth Advisors
Oklahoma
$526K -$45.7K -540 -8%
Vontobel Holding
584
Vontobel Holding
Switzerland
$523K -$103K -1,216 -16%
ATC
585
Argent Trust Co
Tennessee
$521K -$55K -650 -9%
CA
586
Claro Advisors
Massachusetts
$520K +$342K +4,048 +168%
MTIM
587
Marathon Trading Investment Management
Pennsylvania
$520K +$369K +4,360 +208%
IA
588
Insight Advisors
Pennsylvania
$519K +$20.1K +238 +4%
CGL
589
Clarius Group LLC
Washington
$513K
FG
590
Fiduciary Group
Georgia
$513K +$109K +1,294 +25%
FIM
591
Fernwood Investment Management
Massachusetts
$509K
KAS
592
KPP Advisory Services
Kentucky
$509K +$535K +6,324 New
Verition Fund Management
593
Verition Fund Management
Connecticut
$507K -$1.27M -14,988 -70%
FAM
594
Fenimore Asset Management
New York
$505K
LSPW
595
Lake Street Private Wealth
Illinois
$505K -$4.9K -58 -0.9%
SIA
596
Strategic Investment Advisors
Michigan
$504K -$82K -970 -13%
AF
597
Allworth Financial
California
$502K -$100K -1,188 -16%
PFGIA
598
Patriot Financial Group Insurance Agency
Massachusetts
$501K -$42.1K -498 -7%
NW
599
NewEdge Wealth
Pennsylvania
$499K +$845 +10 +0.2%
T
600
TRUADVICE
Florida
$496K +$519K +6,144 New

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.