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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
PFPT
801
Pinnacle Financial Partners (Tennessee)
Tennessee
$219K +$213K +2,524 +1,315%
PWP
802
Private Wealth Partners
California
$218K
Deutsche Bank
803
Deutsche Bank
Germany
$218K +$41.3K +488 +22%
AWM
804
Aries Wealth Management
Maine
$216K -$10.1K -120 -4%
CA
805
Continuum Advisory
Idaho
$215K +$226K +2,672 New
FPB
806
First PREMIER Bank
South Dakota
$213K -$1.35K -16 -0.6%
BSSFA
807
Baron Silver Stevens Financial Advisors
Florida
$212K +$13.4K +158 +6%
BP
808
Broadleaf Partners
Ohio
$212K
BCM
809
Beaumont Capital Management
Massachusetts
$211K +$222K +2,620 New
UCB
810
United Community Bank
South Carolina
$210K +$220K +2,608 New
CT
811
Cambridge Trust
Massachusetts
$209K -$46.5K -550 -17%
AF
812
Apexium Financial
Texas
$208K
MSCM
813
McElhenny Sheffield Capital Management
Texas
$208K -$16.1M -190,756 -99%
SAM
814
Secure Asset Management
Michigan
$208K -$185K -2,194 -46%
MAM
815
MWA Asset Management
Massachusetts
$207K +$217K +2,566 New
AFG
816
Albion Financial Group
Utah
$206K
DI
817
Diligent Investors
California
$206K
EE
818
EWG Elevate
California
$204K +$214K +2,532 New
LPAM
819
Lodestar Private Asset Management
California
$204K +$214K +2,532 New
LWM
820
Lodestone Wealth Management
Washington
$204K +$214K +2,532 New
NFP
821
Narus Financial Partners
Utah
$203K +$214K +2,528 New
MWAM
822
Manhattan West Asset Management
California
$203K +$226K +2,668 New
PGWM
823
Parisi Gray Wealth Management
New Jersey
$202K +$213K +2,514 New
EW
824
Element Wealth
Mississippi
$202K
PVH
825
Psagot Value Holdings
Israel
$202K -$49K -580 -19%

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.