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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
PTC
601
Private Trust Company
Ohio
$494K +$135K +1,598 +35%
AC
602
Abbrea Capital
California
$489K
PWP
603
Phillips Wealth Planners
Mississippi
$489K -$30.9K -366 -5%
LA
604
Lynch & Associates
Indiana
$485K
PG
605
Prostatis Group
Maryland
$485K -$84.5M -999,370 -99%
ML
606
McAdam LLC
Pennsylvania
$484K -$10.3K -122 -2%
ERIM
607
Eagle Ridge Investment Management
Connecticut
$482K
PFA
608
Pure Financial Advisors
California
$472K +$25.4K +300 +5%
FTS
609
Fifth Third Securities
Ohio
$470K +$137K +1,616 +38%
FT
610
Fiduciary Trust
Massachusetts
$466K -$845 -10 -0.2%
BJL
611
Brighton Jones LLC
Washington
$466K +$19.3K +228 +4%
PAG
612
Private Advisory Group
Washington
$464K +$18.6K +220 +4%
CDH
613
Charles D. Hyman
$463K
AIA
614
Ally Invest Advisors
North Carolina
$461K +$102K +1,212 +27%
CW
615
Channel Wealth
California
$461K -$508K -6,014 -51%
CP
616
Cumberland Partners
Ontario, Canada
$460K +$7.61K +90 +2%
PAM
617
Private Asset Management
California
$449K +$20.6K +244 +5%
PCG
618
Prosperity Consulting Group
Maryland
$447K +$470K +5,554 New
BWP
619
Baldwin Wealth Partners
Massachusetts
$446K
BMWM
620
Brown Miller Wealth Management
Virginia
$446K +$468K +5,538 New
PWM
621
PRW Wealth Management
Massachusetts
$444K +$498K +5,886 New
TWP
622
Tempus Wealth Planning
California
$443K
GGS
623
Galvin Gaustad & Stein
Arizona
$442K +$169 +2 +0%
MWA
624
Meridian Wealth Advisors
Texas
$441K -$37.2K -440 -7%
WWM
625
WT Wealth Management
Arizona
$437K -$16.2K -192 -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.