State Street Consumer Discretionary Select Sector SPDR ETF
1,242 hedge funds and large institutions have $18.5B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 378 increasing their positions, 484 reducing their positions, and 100 closing their positions.
42% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 100
17% more capital invested
Capital invested by funds: $15.8B → $18.5B (+$2.66B)
7.52% more ownership
Funds ownership: 157.78% → 165.31% (+7.5%)
2% more funds holding
Funds holding: 1,219 → 1,242 (+23)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
22% less repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 484
41% less call options, than puts
Call options by funds: $1.51B | Put options by funds: $2.55B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$422M |
| 2 |
Morgan Stanley
New York
|
+$171M |
| 3 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$161M |
| 4 |
Goldman Sachs
New York
|
+$146M |
| 5 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$120M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$135M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$128M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$56.3M |
| 4 |
JF
Jump Financial
Chicago,
Illinois
|
-$55.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.5M |
XLY Hedge Fund Activity: Q2 2025 in Review
1,242 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2025, worth a combined $18.5B — up 17% from $15.8B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new XLY positions and 100 closed out — a net gain of 42 holders — while 378 added to existing stakes and 484 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $422M. The largest seller was CIBC World Market, cutting an estimated $135M.
- 1,242 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2025, up from 1,219 in Q1 2025.
- Funds reported $18.5B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2025, up 17% quarter-over-quarter.
- 142 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2025 and 100 closed out, a net change of +42 holders.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $422M added.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2025 was CIBC World Market, an estimated $135M sold.
Based on aggregated 13F filings for Q2 2025.