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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
CG
726
Colony Group
Massachusetts
$289K +$1.86K +22 +0.6%
HWM
727
Horizon Wealth Management
Illinois
$287K
SWM
728
SeaCrest Wealth Management
New York
$287K +$8.45K +100 +3%
RWA
729
River Wealth Advisors
Pennsylvania
$284K -$95.9K -1,134 -24%
NWMG
730
National Wealth Management Group
Ohio
$284K +$298K +3,526 New
BFG
731
Bleakley Financial Group
New Jersey
$284K -$16.9K -200 -5%
SS
732
Simplicity Solutions
Minnesota
$284K -$16.9K -200 -5%
ASBI
733
American State Bank (Iowa)
Iowa
$283K
NF
734
Norwood Financial
Pennsylvania
$283K -$110K -1,300 -27%
LSA
735
L & S Advisors
California
$281K -$623K -7,364 -68%
LNC
736
Lincoln National Corp
Pennsylvania
$281K +$9.64K +114 +3%
RT
737
Rockland Trust
Massachusetts
$281K
LCM
738
LVM Capital Management
Michigan
$278K
FA
739
Flagstar Advisors
New York
$278K -$212K -2,508 -42%
TFS
740
Thoroughbred Financial Services
Tennessee
$276K +$30.6K +362 +12%
GIM
741
Goelzer Investment Management
Indiana
$276K +$22.5K +266 +8%
GLLW
742
Graves Light Lenhart Wealth
Virginia
$275K
SSWG
743
Seven Springs Wealth Group
Tennessee
$275K
FAIM
744
Financial Advocates Investment Management
Washington
$274K -$71K -840 -20%
EFI
745
EHP Funds Inc
Canada
$274K
CB
746
Community Bank
New York
$272K
DCM
747
Dimension Capital Management
Florida
$271K
PPP
748
Private Portfolio Partners
New Jersey
$270K -$19.3K -228 -6%
EHC
749
Everett Harris & Co
California
$270K
Jane Street
750
Jane Street
New York
$270K -$1.41M -16,650 -83%

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.