We are live on ! Find out more
XLY icon

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
DAC
901
Dividend Assets Capital
South Carolina
$17K
WWMSC
902
Wagner Wealth Management (South Carolina)
South Carolina
$16K
FFA
903
Fairfield Financial Advisors
Massachusetts
$15.8K +$143 +2 +0.9%
FCB
904
First Command Bank
Texas
$15.7K
FCFS
905
First Command Financial Services
Texas
$15.7K
SC
906
Steph & Co
Wisconsin
$15.6K
HS
907
Horan Securities
United States
$15.3K
BONH
908
Bank of New Hampshire
New Hampshire
$15.1K -$24.1K -336 -62%
DF
909
DecisionPoint Financial
Arizona
$15.1K -$6.45K -90 -31%
WTA
910
Washington Trust Advisors
Massachusetts
$15K -$11.5K -160 -44%
CSWM
911
Cassady Schiller Wealth Management
Ohio
$15K
MTIC
912
Missouri Trust & Investment Company
Missouri
$15K
Nomura Asset Management
913
Nomura Asset Management
Japan
$15K
AWM
914
Abound Wealth Management
Tennessee
$14.5K
PFPT
915
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.4K -$1.22M -16,994 -99%
NHT
916
New Hampshire Trust
New Hampshire
$14.1K -$8.03K -112 -37%
IRAG
917
Investment Research & Advisory Group
Georgia
$14.1K
TVWM
918
Tower View Wealth Management
Wisconsin
$14K
WWM
919
Wolff Wiese Magana
California
$13.5K
GWS
920
Glassman Wealth Services
Virginia
$13.5K +$8.46K +118 +190%
CFFP
921
Center for Financial Planning
Michigan
$13K
FCG
922
Financial Connections Group
California
$13K
NC
923
NewSquare Capital
Pennsylvania
$12.7K
EWA
924
EverSource Wealth Advisors
Alabama
$12.7K -$860 -12 -7%
LWA
925
Lowe Wealth Advisors
Maryland
$12.7K

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.