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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
TFS
701
Thoroughbred Financial Services
Tennessee
$248K -$77.4K -1,080 -25%
CPRC
702
Consolidated Portfolio Review Corp
New York
$248K +$238K +3,314 New
WA
703
Wealthstar Advisors
Texas
$247K +$11.6K +162 +5%
RT
704
Rockland Trust
Massachusetts
$247K +$237K +3,308 New
ACA
705
Aptus Capital Advisors
Alabama
$247K -$2.18M -30,416 -90%
EWM
706
Executive Wealth Management
Michigan
$247K -$4.73K -66 -2%
MA
707
Montag & Associates
Georgia
$246K
IWP
708
Icon Wealth Partners
Texas
$245K +$235K +3,280 New
TMWM
709
Taylor & Morgan Wealth Management
Michigan
$245K -$14.3K -200 -6%
GIM
710
Goelzer Investment Management
Indiana
$241K -$4.16K -58 -2%
WAM
711
WealthTrust Asset Management
Florida
$241K -$15.2K -212 -6%
RWS
712
Resolute Wealth Strategies
Mississippi
$240K +$230K +3,208 New
IWA
713
Intercontinental Wealth Advisors
Texas
$239K -$62.7K -874 -22%
MC
714
Moors & Cabot
Massachusetts
$238K -$1.43K -20 -0.6%
CSPIA
715
Cary Street Partners Investment Advisory
Virginia
$238K +$860 +12 +0.4%
BFA
716
Bragg Financial Advisors
North Carolina
$233K -$26.2K -366 -11%
MCM
717
Manchester Capital Management
Vermont
$231K +$199K +2,778 +885%
GWM
718
Gray Wealth Management
Maine
$231K +$221K +3,086 New
VVP
719
Venture Visionary Partners
Ohio
$230K +$220K +3,074 New
BCM
720
Bayesian Capital Management
New York
$229K +$220K +3,062 New
BFIC
721
Bedell Frazier Investment Counselling
California
$229K -$293K -4,084 -57%
HHGA
722
Halbert Hargrove Global Advisors
California
$228K -$18.8K -262 -8%
PWM
723
Penobscot Wealth Management
Maine
$228K +$218K +3,046 New
VWM
724
Vigilare Wealth Management
Arizona
$227K +$218K +3,040 New
GBWM
725
Granite Bay Wealth Management
New Hampshire
$226K +$217K +3,024 New

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.