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Consumer Discretionary Select Sector SPDR Fund
XLY

Overview Fund Activity

1,025 hedge funds and large institutions have $13.5B invested in Consumer Discretionary Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 347 increasing their positions, 331 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+64
Holders Change %
+6.66%
% of All Funds
16.16%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.65%
New
129
Increased
347
Reduced
331
Closed
58
Calls
$1.48B
Puts
$3.02B
Net Calls
-$1.55B
Net Calls Change
-$564M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$262M
2
CM
Churchill Management
California
+$221M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$199M
4
WA
WestEnd Advisors
North Carolina
+$166M
5
State Street
State Street
Massachusetts
+$137M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.2B
2
NAM
Nissay Asset Management
Japan
-$242M
3
Goldman Sachs
Goldman Sachs
New York
-$188M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$91.2M
5
Bank of America
Bank of America
North Carolina
-$81.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
751
WealthTrust Asset Management
Florida
$271K -$2.21K -13 -0.8%
CWM
752
Campbell Wealth Management
Virginia
$271K -$26.3K -155 -9%
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$95.9K +565 +56%
GIM
754
Goelzer Investment Management
Indiana
$268K -$5.1K -30 -2%
1WM
755
1900 Wealth Management
Texas
$267K – – –
IWA
756
Intercontinental Wealth Advisors
Texas
$267K -$3.57K -21 -1%
CT
757
Cambridge Trust
Massachusetts
$267K -$68.6K -404 -20%
HWAM
758
Hennion & Walsh Asset Management
New Jersey
$266K +$15K +88 +6%
QT
759
Quantbot Technologies
New York
$265K +$17.2K +101 +7%
BP
760
Ballentine Partners
Massachusetts
$262K +$262K +1,543 New
PVH
761
Psagot Value Holdings
Israel
$261K -$215K -1,281 -45%
TFS
762
Thoroughbred Financial Services
Tennessee
$261K -$20.7K -122 -7%
HHGA
763
Halbert Hargrove Global Advisors
California
$260K +$509 +3 +0.2%
BFA
764
Bragg Financial Advisors
North Carolina
$260K -$4.92K -29 -2%
GWM
765
Gray Wealth Management
Maine
$260K -$2.38K -14 -0.9%
PWM
766
Penobscot Wealth Management
Maine
$259K +$340 +2 +0.1%
NGA
767
Naples Global Advisors
Florida
$254K -$849 -5 -0.3%
CFGS
768
Concourse Financial Group Securities
Alabama
$254K +$8.15K +48 +3%
HSA
769
HBK Sorce Advisory
Pennsylvania
$253K +$170 +1 +0.1%
ARC
770
Advisor Resource Council
Texas
$253K -$2.15M -12,654 -89%
WEG
771
World Equity Group
Illinois
$251K -$1.59M -9,351 -86%
CWM
772
Cornerstone Wealth Management
Missouri
$249K – – –
YDMI
773
Y.D. More Investments
Israel
$248K – – –
MCM
774
Mendel Capital Management
Arkansas
$248K +$248K +1,461 New
WA
775
Wambolt & Associates
Colorado
$247K -$12.4K -73 -5%
29 30
31
32 33