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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
HGERS
876
Householder Group Estate & Retirement Specialist
Arizona
$28K +$26.5K +370 New
NMG
877
New Millennium Group
Utah
$27.9K -$1.29K -18 -5%
BBPWM
878
Blue Bell Private Wealth Management
Pennsylvania
$27.5K
FCT
879
First Community Trust
Iowa
$27.5K
FA
880
Faithward Advisors
Pennsylvania
$26.8K +$7.31K +102 +40%
WT
881
Washington Trust
Rhode Island
$26.2K -$38K -530 -60%
BFO
882
Biltmore Family Office
North Carolina
$26.2K
IRC
883
Investors Research Corp
Georgia
$25K
WFA
884
WestHill Financial Advisors
California
$25K
FFA
885
Farther Finance Advisors
California
$24.8K +$8.75K +122 +58%
RCM
886
Raleigh Capital Management
North Carolina
$24.5K +$10.8K +150 +84%
OA
887
Operose Advisors
Wisconsin
$24.1K
FP
888
Financial Perspectives
Minnesota
$23.2K
BWM
889
Baystate Wealth Management
Massachusetts
$23.1K
RFA
890
Resurgent Financial Advisors
Georgia
$23K -$6.45K -90 -23%
HCM
891
Highlander Capital Management
New Jersey
$23K
KC
892
Kenfarb & Co
Kentucky
$21.7K -$18.6K -260 -47%
NSG
893
Nalls Sherbakoff Group
Tennessee
$21.1K +$20.8K +290 New
BAM
894
Bellevue Asset Management
Washington
$20.6K
AAP
895
Arax Advisory Partners
Colorado
$20.3K
WWP
896
WR Wealth Planners
Missouri
$19.4K +$16.2K +226 +665%
APC
897
Aspire Private Capital
North Carolina
$19.1K -$6.45K -90 -26%
WAS
898
Winch Advisory Services
Wisconsin
$19K
TAM
899
Tucker Asset Management
Colorado
$18.1K +$3.44K +48 +25%
GI
900
Gradient Investments
Minnesota
$17.8K +$9.32K +130 +120%

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.