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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
IAS
651
Insigneo Advisory Services
Florida
$382K +$401K +4,748 New
AAS
652
Annex Advisory Services
Wisconsin
$381K
MCM
653
Mendel Capital Management
Arkansas
$377K +$149K +1,768 +61%
SHFA
654
SS&H Financial Advisors
Michigan
$376K +$394K +4,666 New
DI
655
DFPG Investments
Utah
$375K -$62.4K -738 -13%
CCFM
656
Clear Creek Financial Management
Washington
$373K -$20.3K -240 -5%
CT
657
Chicago Trust
Illinois
$373K +$22.8K +270 +6%
SW
658
SkyOak Wealth
Michigan
$373K -$3.72K -44 -0.9%
ACP
659
Aveo Capital Partners
Colorado
$373K -$8.29K -98 -2%
OBWG
660
Onyx Bridge Wealth Group
New York
$373K -$22.5K -266 -5%
FA
661
Fagan Associates
New York
$372K -$6.09K -72 -2%
AIM
662
Allen Investment Management
New York
$367K
P
663
Pitcairn
Pennsylvania
$364K
FC
664
Financial Consulate
Maryland
$362K
CWM
665
Chemistry Wealth Management
New York
$362K
BS
666
Bessemer Securities
New York
$362K +$380K +4,500 New
SFB
667
STAR Financial Bank
Indiana
$362K -$845 -10 -0.2%
BMCM
668
Burns Matteson Capital Management
New York
$362K +$380K +4,492 New
OW
669
Olistico Wealth
Oklahoma
$360K -$845 -10 -0.2%
SCA
670
Sage Capital Advisors
South Dakota
$359K -$9.47K -112 -2%
NL
671
NVWM LLC
Pennsylvania
$358K
AWM
672
Apollon Wealth Management
South Carolina
$354K -$467K -5,524 -56%
MC
673
Moors & Cabot
Massachusetts
$354K +$90.6K +1,072 +32%
GEA
674
Glen Eagle Advisors
New Jersey
$352K -$584K -6,908 -61%
PWG
675
Private Wealth Group
Florida
$351K +$68.1K +806 +23%

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.