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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
HCM
901
Hollencrest Capital Management
California
$63.3K
PCFFS
902
Pacific Center for Financial Services
California
$63.1K
VC
903
Vestor Capital
Illinois
$63K
PFM
904
Phillips Financial Management
Indiana
$62.8K
TSWM
905
Tyler-Stone Wealth Management
Ohio
$62K
EDRH
906
Edmond de Rothschild Holding
Switzerland
$62K
HPIA
907
Hamilton Point Investment Advisors
North Carolina
$60.7K
HCM
908
Horrell Capital Management
Arkansas
$59K
Russell Investments Group
909
Russell Investments Group
United Kingdom
$57.3K
FGAM
910
Financial Gravity Asset Management
Texas
$56.9K +$63.9K +756 New
CFD
911
Creative Financial Designs
Indiana
$56.5K -$4.06K -48 -6%
AIP
912
Ameritas Investment Partners
Nebraska
$56.2K -$10.1K -120 -15%
SFCL
913
Strengthening Families & Communities LLC
Massachusetts
$55K
CWM
914
Cedar Wealth Management
California
$53.6K
JWA
915
JFS Wealth Advisors
Pennsylvania
$53.3K
AWM
916
Angeles Wealth Management
California
$53K +$55.6K +658 New
RFA
917
Resurgent Financial Advisors
Georgia
$52.2K +$28.9K +342 +112%
RBC
918
Roble Belko & Company
Pennsylvania
$52K
PCTC
919
Perkins Coie Trust Company
Washington
$51K +$53.6K +634 New
WB
920
Webster Bank
Connecticut
$50.4K
HDIM
921
Hanson & Doremus Investment Management
Vermont
$49K
TF
922
Tompkins Financial
New York
$46.8K -$2.71K -32 -5%
RP
923
Rice Partnership
Hawaii
$45.9K -$63.1K -746 -57%
SC
924
SouthState Corp
Florida
$44.4K -$70.5K -834 -60%
OLVIG
925
Oliver Lagore Vanvalin Investment Group
Michigan
$44.4K

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.