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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
GKWIM
51
Gerber Kawasaki Wealth & Investment Management
California
$32.9M +$1.96M +23,190 +6%
Citigroup
52
Citigroup
New York
$32.9M -$119M -1,411,770 -78%
AAG
53
Armstrong Advisory Group
Massachusetts
$31.4M -$1.14M -13,476 -3%
AA
54
Advisory Alpha
Michigan
$31.3M +$368K +4,358 +1%
MML Investors Services
55
MML Investors Services
Massachusetts
$30.1M +$4.38M +51,842 +16%
KHLMVGHM
56
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$29.8M +$17.7M +209,550 +131%
GC
57
Grimes & Company
Massachusetts
$28.9M +$12.1M +143,126 +66%
Two Sigma Investments
58
Two Sigma Investments
New York
$28.7M +$28.4M +335,798 +1,584%
AA
59
ALPS Advisors
Colorado
$26.4M -$122K -1,440 -0.4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$25.1M -$1.74M -20,534 -6%
FIA
61
Foundations Investment Advisors
Arizona
$24.9M +$11.8M +139,072 +82%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$24.9M +$5.75M +68,002 +28%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$24.1M
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$23.1M +$1.72M +20,336 +8%
Lido Advisors
65
Lido Advisors
California
$22.7M +$21.8M +258,074 +1,089%
ACM
66
AlphaStar Capital Management
North Carolina
$22.5M -$884K -10,460 -4%
NAM
67
Nissay Asset Management
Japan
$22.4M +$11.6M +137,762 +98%
Mirae Asset Global Investments
68
Mirae Asset Global Investments
South Korea
$21.9M -$4.45M -52,600 -16%
Mariner
69
Mariner
Kansas
$21.3M +$1.15M +13,554 +5%
GS
70
GTS Securities
New York
$21.2M -$5.3M -62,718 -19%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$21.1M -$105K -1,242 -0.5%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$20.9M +$4M +47,370 +22%
ST
73
Spinnaker Trust
Maine
$20.8M -$321K -3,800 -1%
KWM
74
Kingsview Wealth Management
Oregon
$20M +$19.9M +235,872 +1,804%
Corient Private Wealth
75
Corient Private Wealth
Florida
$19.2M -$248K -2,930 -1%

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.