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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
WA
726
Wambolt & Associates
Colorado
$226K -$8.89K -124 -4%
NGA
727
Naples Global Advisors
Florida
$224K +$215K +2,998 New
HSA
728
HBK Sorce Advisory
Pennsylvania
$223K -$225K -3,136 -51%
HWAM
729
Hennion & Walsh Asset Management
New Jersey
$221K -$123K -1,714 -37%
NP
730
Nilsine Partners
Colorado
$220K +$211K +2,938 New
CWM
731
Cornerstone Wealth Management
Missouri
$220K +$210K +2,936 New
YDMI
732
Y.D. More Investments
Israel
$218K
QT
733
Quantbot Technologies
New York
$218K +$209K +2,922 New
EWM
734
Empirical Wealth Management
Washington
$218K -$118K -1,648 -36%
CFGS
735
Concourse Financial Group Securities
Alabama
$216K +$83K +1,158 +67%
SAM
736
Seelaus Asset Management
New Jersey
$215K +$208K +2,900 New
AIIMS
737
Analyst IMS Investment Management Services
Israel
$215K +$212K +2,952 New
LIA
738
LBMC Investment Advisors
Tennessee
$215K +$206K +2,870 New
PFO
739
Pathstone Family Office
New Jersey
$214K -$929K -12,954 -82%
DDC
740
DF Dent & Co
Maryland
$214K +$205K +2,862 New
ZIM
741
Zacks Investment Management
Illinois
$213K -$125K -1,744 -38%
3F
742
360 Financial
Minnesota
$211K -$9.03K -126 -4%
IF
743
Ironwood Financial
Arizona
$211K +$202K +2,822 New
SPFA
744
Summit Place Financial Advisors
New Jersey
$211K +$202K +2,816 New
WC
745
Waterloo Capital
Texas
$210K +$201K +2,810 New
AWM
746
Aries Wealth Management
Maine
$209K +$201K +2,798 New
WIA
747
World Investment Advisors
California
$209K +$200K +2,796 New
PG
748
Patten Group
Tennessee
$208K +$200K +2,788 New
WPC
749
Wedmont Private Capital
Pennsylvania
$207K +$204K +2,842 New
CSC
750
Caldwell Sutter Capital
California
$207K

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.