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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
IGGA
826
Iron Gate Global Advisors
Utah
$200K
WA
827
Wealth Architects
California
$200K +$211K +2,490 New
MAWA
828
Moss Adams Wealth Advisors
Washington
$198K
TCA
829
Trifecta Capital Advisors
Illinois
$193K
PMFA
830
Plante Moran Financial Advisors
Michigan
$192K +$19.1K +226 +10%
OC
831
Oakworth Capital
Alabama
$190K -$338 -4 -0.2%
KI
832
Kapitalo Investimentos
Brazil
$184K +$193K +2,284 New
AWM
833
Avior Wealth Management
Nebraska
$183K -$1.18K -14 -0.6%
JHCP
834
Jackson Hole Capital Partners
Oklahoma
$183K -$15.7K -186 -8%
CA
835
Clearstead Advisors
Ohio
$182K +$95.5K +1,130 +100%
AWM
836
AllSquare Wealth Management
New York
$181K
Franklin Resources
837
Franklin Resources
California
$181K -$2.71K -32 -1%
AIC
838
Archer Investment Corporation
Indiana
$177K +$8.79K +104 +5%
AWM
839
Activest Wealth Management
Florida
$175K +$184K +2,174 New
NRG
840
Nemes Rush Group
Michigan
$163K -$22.5K -266 -12%
TCOV
841
Trust Company of Vermont
Vermont
$162K -$13.5K -160 -7%
CWP
842
Concord Wealth Partners
Virginia
$161K -$10.7K -126 -6%
HL
843
HeadInvest LLC
Maine
$157K +$165K +1,954 New
BAM
844
Byrne Asset Management
New Jersey
$156K +$164K +1,944 New
S
845
SignatureFD
Georgia
$155K -$365K -4,320 -69%
HBW
846
Hazlett, Burt & Watson
West Virginia
$146K +$9.3K +110 +6%
AIM
847
Acropolis Investment Management
Missouri
$146K +$169 +2 +0.1%
MAWCM
848
Mine & Arao Wealth Creation & Management
California
$145K
WIM
849
Westside Investment Management
California
$145K
UB
850
UMB Bank
Missouri
$141K +$1.52K +18 +1%

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.