We are live on ! Find out more
XLY icon

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
IC
601
IEQ Capital
California
$373K
SA
602
Strategic Advisors
New York
$371K -$1.76M -24,578 -83%
SLWA
603
San Luis Wealth Advisors
California
$370K -$15.3K -214 -4%
NF
604
Norwood Financial
Pennsylvania
$370K -$22.9K -320 -6%
MSFS
605
Main Street Financial Solutions
Pennsylvania
$367K -$22.7K -316 -6%
RIA
606
Realta Investment Advisors
Delaware
$366K -$93.9K -1,310 -21%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$363K +$24.1K +336 +7%
BSW
608
Buckingham Strategic Wealth
Missouri
$362K
RA
609
RFG Advisory
Alabama
$359K +$345K +4,806 New
FA
610
Fagan Associates
New York
$357K -$11.9K -166 -3%
SAG
611
SageView Advisory Group
California
$357K +$342K +4,776 New
FDCDDQ
612
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K +$287K +4,000 +533%
OCM
613
Orser Capital Management
Texas
$354K
WPP
614
Whalerock Point Partners
Rhode Island
$351K
MWM
615
Mission Wealth Management
California
$351K +$81.3K +1,134 +32%
SW
616
SkyOak Wealth
Michigan
$350K -$66.2K -924 -16%
CWM
617
Chemistry Wealth Management
New York
$350K
LW
618
Linscomb Wealth
Texas
$349K -$20.4K -284 -6%
RWA
619
River Wealth Advisors
Pennsylvania
$349K -$42.7K -596 -11%
SHFA
620
SS&H Financial Advisors
Michigan
$349K +$335K +4,666 New
OW
621
Olistico Wealth
Oklahoma
$345K -$1.15K -16 -0.3%
SFB
622
STAR Financial Bank
Indiana
$345K
FNBT
623
FineMark National Bank & Trust
Florida
$343K +$70.3K +980 +27%
AGP
624
Autumn Glory Partners
Texas
$343K +$48.6K +678 +17%
KCFA
625
Key Client Fiduciary Advisors
New Jersey
$343K +$89K +1,242 +37%

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.