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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
BSW
676
Buckingham Strategic Wealth
Missouri
$350K +$7.78K +92 +2%
OCM
677
Orser Capital Management
Texas
$348K -$35.5K -420 -9%
BA
678
Bridge Advisory
California
$348K +$365K +4,320 New
MCCA
679
Mill Creek Capital Advisors
Pennsylvania
$347K
LGG
680
Luts & Greenleigh Group
Maryland
$345K
MWM
681
Modera Wealth Management
New Jersey
$345K +$38.6K +456 +12%
VWM
682
Valley Wealth Managers
New Jersey
$345K
TGAM
683
TBH Global Asset Management
Tennessee
$344K +$16.9K +200 +5%
FNBT
684
FineMark National Bank & Trust
Florida
$341K
PFSC
685
Peoples Financial Services Corp
Pennsylvania
$341K
RIA
686
Regal Investment Advisors
Michigan
$339K +$8.79K +104 +3%
MWM
687
Mission Wealth Management
California
$338K +$3.21K +38 +0.9%
SFA
688
Sequoia Financial Advisors
Ohio
$337K +$6.93K +82 +2%
FB
689
Fulton Bank
Pennsylvania
$335K +$352K +4,162 New
TWA
690
Talisman Wealth Advisors
New Jersey
$335K +$169 +2 +0%
PCM
691
Parsons Capital Management
Rhode Island
$333K -$32.1K -380 -8%
LPT
692
Legacy Private Trust
Wisconsin
$331K -$2.87K -34 -0.8%
BFM
693
Boothbay Fund Management
New York
$330K
BCP
694
Blue Chip Partners
Michigan
$328K -$7.27K -86 -2%
JFA
695
JNBA Financial Advisors
Minnesota
$326K
WCM
696
Whitener Capital Management
North Carolina
$324K +$4.9K +58 +1%
LFG
697
Larson Financial Group
Missouri
$323K -$24.5K -290 -7%
WCM
698
Windham Capital Management
Massachusetts
$323K +$676 +8 +0.2%
Point72 Asset Management
699
Point72 Asset Management
Connecticut
$322K -$6.58M -77,778 -95%
SFWC
700
Strategic Family Wealth Counselors
New Jersey
$322K

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.