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
SS
826
Sunbelt Securities
Texas
$64.2K +$63.2K +882 New
TAM
827
Townsend Asset Management
North Carolina
$63.2K +$1.29K +18 +2%
TH
828
TCTC Holdings
Texas
$63K
MRC
829
Millburn Ridgefield Corp
New York
$60.3K -$39K -544 -40%
PP
830
PrairieView Partners
Minnesota
$59K
AIM
831
Anchor Investment Management
South Carolina
$58.8K
HCM
832
Hollencrest Capital Management
California
$58.8K
PCFFS
833
Pacific Center for Financial Services
California
$58.6K +$56.2K +784 New
PCMC
834
Private Capital Management (Colorado)
Colorado
$58.5K +$56.1K +782 New
PFM
835
Phillips Financial Management
Indiana
$58.3K
BTI
836
Blue Trust Inc
Georgia
$58K +$10.3K +144 +19%
EDRH
837
Edmond de Rothschild Holding
Switzerland
$57.6K -$165K -2,300 -75%
BCMLT
838
Beacon Capital Management LLC (Tennessee)
Tennessee
$57K
HPIA
839
Hamilton Point Investment Advisors
North Carolina
$56.4K +$54.1K +754 New
HCM
840
Horrell Capital Management
Arkansas
$54K
JWA
841
JFS Wealth Advisors
Pennsylvania
$53.2K -$17.9K -250 -26%
Russell Investments Group
842
Russell Investments Group
United Kingdom
$53.2K +$51K +712 New
DI
843
Disciplined Investments
Oklahoma
$52.3K
KFI
844
Key Financial Inc
Pennsylvania
$50.2K +$17.9K +250 +59%
AA
845
Ancora Advisors
Ohio
$49.9K +$10K +140 +27%
GFWA
846
Grey Fox Wealth Advisors
Delaware
$49.8K +$47.7K +666 New
CWM
847
Cedar Wealth Management
California
$49.8K
RBC
848
Roble Belko & Company
Pennsylvania
$48K
IBOK
849
Independence Bank of Kentucky
Kentucky
$47.9K
CIA
850
Cape Investment Advisory
Georgia
$47K +$45K +628 New

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.