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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
FG
651
Fiduciary Group
Georgia
$306K -$17.8K -248 -6%
LNC
652
Lincoln National Corp
Pennsylvania
$305K -$4.45K -62 -1%
API
653
Advisor Partners II
California
$305K +$22.7K +316 +8%
TGAM
654
TBH Global Asset Management
Tennessee
$304K +$292K +4,068 New
FEM
655
Fulcrum Equity Management
Texas
$304K -$18.1K -252 -6%
JIP
656
Jaffetilchin Investment Partners
Florida
$300K -$739K -10,302 -72%
AFP
657
Ausdal Financial Partners
Iowa
$300K +$31.3K +436 +12%
HWM
658
Horizon Wealth Management
Illinois
$299K
TSS
659
Two Sigma Securities
New York
$299K -$815K -11,364 -74%
SFWC
660
Strategic Family Wealth Counselors
New Jersey
$299K
WCM
661
Windham Capital Management
Massachusetts
$299K
WSTAM
662
Wilbanks Smith & Thomas Asset Management
Virginia
$299K +$286K +3,994 New
JFA
663
JNBA Financial Advisors
Minnesota
$298K
BRG
664
Bay Rivers Group
Virginia
$297K -$2.29K -32 -0.8%
CT
665
Cambridge Trust
Massachusetts
$296K -$135K -1,880 -32%
T
666
TCWP
Ohio
$294K -$109K -1,522 -28%
LPT
667
Legacy Private Trust
Wisconsin
$292K +$15.2K +212 +6%
AIA
668
Ally Invest Advisors
North Carolina
$291K +$54.1K +754 +24%
WAP
669
Wealthcare Advisory Partners
Pennsylvania
$288K +$53.9K +752 +24%
WCM
670
Whitener Capital Management
North Carolina
$287K +$27.1K +378 +11%
AWCI
671
Alpine Woods Capital Investors
New York
$284K
RIA
672
Regal Investment Advisors
Michigan
$281K +$270K +3,760 New
S
673
SignatureFD
Georgia
$280K +$118K +1,652 +79%
AWM
674
Arista Wealth Management
Nevada
$280K -$6.02K -84 -2%
SFC
675
SYM Financial Corp
Indiana
$276K

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.