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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
CHA
851
Carmichael Hill & Associates
Maryland
$140K -$23.2K -274 -14%
CT
852
Caldwell Trust
Florida
$140K -$4.9K -58 -3%
NS
853
NBC Securities
Alabama
$139K +$147K +1,738 New
SC
854
Solstein Capital
California
$133K
FCA
855
FinTrust Capital Advisors
South Carolina
$128K +$15.9K +188 +13%
CA
856
Crewe Advisors
Utah
$126K
WAM
857
Weiss Asset Management
Massachusetts
$117K -$5.73M -67,750 -98%
CTA
858
Colonial Trust Advisors
South Carolina
$116K
OP
859
ORG Partners
Indiana
$115K -$173K -2,050 -59%
LFA
860
Legend Financial Advisors
Pennsylvania
$115K
CBT
861
Central Bank & Trust
Kentucky
$115K -$1.01K -12 -0.8%
OIA
862
Optimum Investment Advisors
Illinois
$113K
WWP
863
WR Wealth Planners
Missouri
$107K
FMII
864
Farmers & Merchants Investments Inc
Nebraska
$107K
FFA
865
Founders Financial Alliance
North Carolina
$107K -$2.87K -34 -3%
GFPC
866
Global Financial Private Client
Florida
$106K
CWM
867
Cranbrook Wealth Management
Michigan
$106K
ATC
868
Adirondack Trust Company
New York
$103K
PAG
869
Paladin Advisory Group
Iowa
$103K -$2.37K -28 -2%
HCP
870
Hexagon Capital Partners
Arkansas
$101K
First Manhattan
871
First Manhattan
New York
$99.6K +$15.6K +184 +17%
VNA
872
Valley National Advisers
Pennsylvania
$95K
ANBT
873
American National Bank & Trust
Texas
$94.7K -$9.47K -112 -9%
APW
874
Atlantic Private Wealth
North Carolina
$92.6K
AWA
875
Alaska Wealth Advisors
Alaska
$90.5K

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.