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State Street Consumer Discretionary Select Sector SPDR ETF

1,031 hedge funds and large institutions have $13.5B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 348 increasing their positions, 334 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 58

41% more funds holding in top 10

Funds holding in top 10: 2941 (+12)

21% more capital invested

Capital invested by funds: $11.2B → $13.5B (+$2.32B)

7% more funds holding

Funds holding: 9671,031 (+64)

3.65% more ownership

Funds ownership: 153.5%157.14% (+3.6%)

4% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 334

51% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $3.02B

Holders
1,031
Holders Change
+64
Holders Change %
+6.62%
% of All Funds
16.19%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.64%
New
129
Increased
348
Reduced
334
Closed
58
Calls
$1.48B
Puts
$3.02B
Net Calls
-$1.55B
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
851
Crewe Advisors
Utah
$133K -$30.3K -396 -20%
CTA
852
Colonial Trust Advisors
South Carolina
$122K -$7.35K -96 -6%
CBT
853
Central Bank & Trust
Kentucky
$122K -$71.8K -938 -39%
LFA
854
Legend Financial Advisors
Pennsylvania
$122K
OIA
855
Optimum Investment Advisors
Illinois
$119K
SC
856
SouthState Corp
Florida
$118K +$62.9K +822 +146%
FFA
857
Founders Financial Alliance
North Carolina
$115K +$4.13K +54 +4%
GFPC
858
Global Financial Private Client
Florida
$113K -$13K -170 -11%
WWP
859
WR Wealth Planners
Missouri
$113K +$82.2K +1,074 +413%
FMII
860
Farmers & Merchants Investments Inc
Nebraska
$113K
RP
861
Rice Partnership
Hawaii
$112K
CWM
862
Cranbrook Wealth Management
Michigan
$111K
ATC
863
Adirondack Trust Company
New York
$111K
PAG
864
Paladin Advisory Group
Iowa
$111K
ANBT
865
American National Bank & Trust
Texas
$109K
HCP
866
Hexagon Capital Partners
Arkansas
$106K
VNA
867
Valley National Advisers
Pennsylvania
$101K
PWMG
868
Prestige Wealth Management Group
New Jersey
$99.5K
APW
869
Atlantic Private Wealth
North Carolina
$97.6K +$88K +1,150 New
CA
870
Clearstead Advisors
Ohio
$95.9K +$153 +2 +0.2%
AWA
871
Alaska Wealth Advisors
Alaska
$95.4K
PAI
872
Pittenger & Anderson Inc
Nebraska
$93.4K
AW
873
Avion Wealth
Texas
$91K
FCA
874
FinTrust Capital Advisors
South Carolina
$90.8K
WP
875
WealthShield Partners
North Carolina
$90.8K -$21.6K -282 -21%

XLY Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2023, worth a combined $13.5B — up 21% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLY positions and 58 closed out — a net gain of 71 holders — while 348 added to existing stakes and 334 trimmed.

The largest buyer was Barclays, adding an estimated $236M. The largest seller was Nissay Asset Management, cutting an estimated $218M.

  • 1,031 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2023, up from 967 in Q1 2023.
  • Funds reported $13.5B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 129 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +71 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2023 was Barclays, an estimated $236M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2023 was Nissay Asset Management, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2023.