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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
CFO
751
Collective Family Office
Pennsylvania
$206K -$86K -1,200 -30%
GSEP
752
Golden State Equity Partners
California
$204K +$196K +2,730 New
1WM
753
1900 Wealth Management
Texas
$203K
BW
754
BIP Wealth
Georgia
$203K +$195K +2,714 New
PWP
755
Private Wealth Partners
California
$203K +$194K +2,712 New
SWM
756
SeaCrest Wealth Management
New York
$201K +$193K +2,688 New
TC
757
Truvestments Capital
Florida
$200K +$574 +8 +0.3%
MWM
758
Modera Wealth Management
New Jersey
$200K -$50K -698 -21%
ES
759
Eagle Strategies
New York
$200K +$192K +2,674 New
FAM
760
Family Asset Management
South Carolina
$200K +$108K +1,508 +130%
FNBOSM
761
First National Bank of South Miami
Florida
$195K -$1.58K -22 -0.8%
FPB
762
First PREMIER Bank
South Dakota
$195K +$860 +12 +0.5%
AFG
763
Albion Financial Group
Utah
$192K
MAWA
764
Moss Adams Wealth Advisors
Washington
$186K +$1.72K +24 +1%
EW
765
Element Wealth
Mississippi
$185K
JHCP
766
Jackson Hole Capital Partners
Oklahoma
$184K +$1.72K +24 +1%
TCA
767
Trifecta Capital Advisors
Illinois
$179K +$172K +2,400 New
OC
768
Oakworth Capital
Alabama
$179K -$2.44K -34 -1%
CBT
769
Central Bank & Trust
Kentucky
$178K -$388K -5,412 -69%
AWM
770
Avior Wealth Management
Nebraska
$171K +$15.5K +216 +10%
AWM
771
AllSquare Wealth Management
New York
$169K +$79.1K +1,104 +96%
Deutsche Bank
772
Deutsche Bank
Germany
$166K -$90.3K -1,260 -36%
Franklin Resources
773
Franklin Resources
California
$164K -$39.4K -550 -20%
GWM
774
Geneos Wealth Management
Colorado
$160K -$51.6K -720 -25%
BWA
775
BDO Wealth Advisors
Florida
$160K

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.