We are live on ! Find out more
XLY icon

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
BAM
776
Byrne Asset Management
New Jersey
$156K -$8.89K -124 -6%
BWM
777
BerganKDV Wealth Management
Minnesota
$154K +$2.44K +34 +2%
CHA
778
Carmichael Hill & Associates
Maryland
$152K -$574 -8 -0.4%
JFGIW
779
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$152K -$588K -8,208 -80%
AIC
780
Archer Investment Corporation
Indiana
$151K
PFBT
781
Parkside Financial Bank & Trust
Missouri
$150K -$143 -2 -0.1%
CA
782
Crewe Advisors
Utah
$147K -$12.8K -178 -8%
PMFA
783
Plante Moran Financial Advisors
Michigan
$136K
TCOV
784
Trust Company of Vermont
Vermont
$135K +$58.1K +810 +81%
AIM
785
Acropolis Investment Management
Missouri
$135K +$430 +6 +0.3%
MAWCM
786
Mine & Arao Wealth Creation & Management
California
$135K -$143 -2 -0.1%
WIM
787
Westside Investment Management
California
$135K
UB
788
UMB Bank
Missouri
$130K -$258K -3,592 -67%
HBW
789
Hazlett, Burt & Watson
West Virginia
$127K
CWP
790
Concord Wealth Partners
Virginia
$127K -$88.5K -1,234 -42%
DWA
791
Dougherty Wealth Advisers
Minnesota
$116K -$112K -1,556 -50%
CTA
792
Colonial Trust Advisors
South Carolina
$115K
GFPC
793
Global Financial Private Client
Florida
$110K +$41.7K +582 +64%
LFA
794
Legend Financial Advisors
Pennsylvania
$107K -$30.3K -422 -23%
OIA
795
Optimum Investment Advisors
Illinois
$105K
WP
796
WealthShield Partners
North Carolina
$101K +$96.8K +1,350 New
FMII
797
Farmers & Merchants Investments Inc
Nebraska
$99.6K
RP
798
Rice Partnership
Hawaii
$98.4K -$3.3K -46 -3%
CWM
799
Cranbrook Wealth Management
Michigan
$98.1K +$860 +12 +0.9%
FFA
800
Founders Financial Alliance
North Carolina
$97.6K -$58.2K -812 -38%

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.