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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 %
AFG
801
Albion Financial Group
Utah
$218K – – –
DI
802
Diligent Investors
California
$218K +$218K +1,281 New
GSEP
803
Golden State Equity Partners
California
$216K -$16K -94 -7%
AG
804
Appleton Group
Wisconsin
$215K +$215K +1,266 New
IGGA
805
Iron Gate Global Advisors
Utah
$214K +$214K +1,245 New
EW
806
Element Wealth
Mississippi
$213K +$3.06K +18 +1%
SCM
807
Sebold Capital Management
Illinois
$212K +$212K +1,251 New
WC
808
Waterloo Capital
Texas
$211K -$27.3K -161 -11%
BSSFA
809
Baron Silver Stevens Financial Advisors
Florida
$211K +$211K +1,241 New
HWMG
810
Hurlow Wealth Management Group
Indiana
$211K +$211K +1,240 New
ACM
811
Allred Capital Management
Texas
$209K +$209K +1,234 New
MAWA
812
Moss Adams Wealth Advisors
Washington
$209K -$2.04K -12 -1%
LA
813
Latitude Advisors
Florida
$209K +$209K +1,229 New
JHCP
814
Jackson Hole Capital Partners
Oklahoma
$209K – – –
BW
815
BIP Wealth
Georgia
$208K -$22.1K -130 -10%
SC
816
Savant Capital
Illinois
$208K +$208K +1,222 New
TMWM
817
Taylor & Morgan Wealth Management
Michigan
$207K -$71K -418 -26%
AT
818
American Trust
Kentucky
$205K +$205K +1,208 New
CA
819
Claro Advisors
Massachusetts
$204K +$204K +1,204 New
BFIC
820
Bedell Frazier Investment Counselling
California
$204K -$55.2K -325 -21%
TCA
821
Trifecta Capital Advisors
Illinois
$204K – – –
OC
822
Oakworth Capital
Alabama
$201K -$1.7K -10 -0.8%
MFG
823
Midwest Financial Group
Kansas
$200K +$200K +1,178 New
NRG
824
Nemes Rush Group
Michigan
$195K +$195K +1,148 New
AWM
825
Avior Wealth Management
Nebraska
$194K +$170 +1 +0.1%
31 32
33
34 35