We are live on ! Find out more
XLY icon

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
COCM
626
Charter Oak Capital Management
New Hampshire
$435K
MSAM
627
Moloney Securities Asset Management
Missouri
$433K -$113K -1,340 -20%
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$432K +$44.8K +530 +11%
SIM
629
Sterling Investment Management
Arizona
$427K -$22.7K -268 -5%
NFG
630
Nadler Financial Group
Illinois
$426K
DWP
631
Destiny Wealth Partners
Florida
$415K
CFB
632
Cullen/Frost Bankers
Texas
$414K +$38.6K +456 +10%
RPWA
633
Regent Peak Wealth Advisors
Georgia
$413K +$35.2K +416 +9%
MWM
634
Mattern Wealth Management
Kansas
$412K -$69.2K -818 -14%
JAG
635
Journey Advisory Group
Kentucky
$411K -$16.9K -200 -4%
SBIA
636
Sheaff Brock Investment Advisors
Indiana
$407K -$5.58K -66 -1%
BF
637
BOK Financial
Oklahoma
$405K -$13.5K -160 -3%
AQR Capital Management
638
AQR Capital Management
Connecticut
$401K
IW
639
Imprint Wealth
South Carolina
$397K +$123K +1,458 +42%
EPM
640
Elm Partners Management
Pennsylvania
$396K +$416K +4,926 New
EAM
641
Eschler Asset Management
United Kingdom
$396K -$213K -2,516 -34%
Chevy Chase Trust
642
Chevy Chase Trust
Maryland
$396K
RIA
643
Realta Investment Advisors
Delaware
$395K
WPP
644
Whalerock Point Partners
Rhode Island
$393K
MSFS
645
Main Street Financial Solutions
Pennsylvania
$391K -$2.2K -26 -0.5%
PSF
646
Pacific Sun Financial
California
$391K -$53.3K -630 -11%
LG
647
Leuthold Group
Minnesota
$389K +$84K +994 +26%
TSS
648
Two Sigma Securities
New York
$386K -$758K -8,962 -65%
MAM
649
MMA Asset Management
Pennsylvania
$385K -$1.86K -22 -0.5%
BCV
650
Banque Cantonale Vaudoise
Switzerland
$383K -$18.9K -224 -4%

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.