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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
SA
751
Strategic Advisors
New York
$268K +$169 +2 +0.1%
CIG
752
Cascade Investment Group
Colorado
$268K -$23.7K -280 -8%
CPRC
753
Consolidated Portfolio Review Corp
New York
$268K +$5.41K +64 +2%
MA
754
Montag & Associates
Georgia
$266K -$64.1K -758 -19%
EWM
755
Elevatus Welath Management
New York
$262K +$275K +3,256 New
HWAM
756
Hennion & Walsh Asset Management
New Jersey
$261K +$9.64K +114 +4%
EWM
757
Empirical Wealth Management
Washington
$261K
SFC
758
SYM Financial Corp
Indiana
$260K
WAM
759
WealthTrust Asset Management
Florida
$258K +$1.35K +16 +0.5%
NAS
760
NWF Advisory Services
California
$255K
JFGIW
761
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$255K
1WM
762
1900 Wealth Management
Texas
$254K
CWM
763
Campbell Wealth Management
Virginia
$252K -$5.24K -62 -2%
ZIM
764
Zacks Investment Management
Illinois
$252K +$23.2K +274 +10%
IWP
765
Icon Wealth Partners
Texas
$250K -$14.2K -168 -5%
BP
766
Ballentine Partners
Massachusetts
$248K
WC
767
Waterloo Capital
Texas
$248K +$50.4K +596 +24%
GWM
768
Geneos Wealth Management
Colorado
$248K -$4.57M -54,026 -95%
HHGA
769
Halbert Hargrove Global Advisors
California
$247K +$338 +4 +0.1%
BFA
770
Bragg Financial Advisors
North Carolina
$246K
GWM
771
Gray Wealth Management
Maine
$246K
PWM
772
Penobscot Wealth Management
Maine
$245K -$169 -2 -0.1%
HSA
773
HBK Sorce Advisory
Pennsylvania
$244K +$4.57K +54 +2%
KL
774
KWMG LLC
Kansas
$244K +$256K +3,028 New
RW
775
REDW Wealth
New Mexico
$241K -$107K -1,270 -30%

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.