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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
BL
926
Balentine LLC
Georgia
$12.3K
AWM
927
Accel Wealth Management
Iowa
$12.1K
CWC
928
Carolinas Wealth Consulting
North Carolina
$10.9K +$143 +2 +1%
JWM
929
Janiczek Wealth Management
Colorado
$10.8K
FIM
930
FWL Investment Management
Texas
$10.6K +$10.2K +142 New
AC
931
AlphaCore Capital
California
$10.5K -$2.87K -40 -22%
TIM
932
Tortoise Investment Management
New York
$9.87K
MHR
933
Matthew Hamilton Rosenberg
$8.07K
PCA
934
Providence Capital Advisors
North Carolina
$7.93K +$7.6K +106 New
PPC
935
Park Place Capital
Alabama
$7.63K -$9.18K -128 -56%
SIS
936
Strategic Investment Solutions
Illinois
$7.63K +$7.31K +102 New
OHWP
937
Oak Harbor Wealth Partners
North Carolina
$7.48K
CLOS
938
Compagnie Lombard Odier SCmA
Switzerland
$7.33K
LSA
939
Lansing Street Advisors
Pennsylvania
$7.03K
ADL
940
Asset Dedication LLC
California
$7K
LF
941
Lee Financial
Texas
$6.58K +$6.31K +88 New
OFG
942
Oxford Financial Group
Indiana
$6.58K +$6.31K +88 New
CFO
943
CVA Family Office
Colorado
$6.43K -$143 -2 -2%
BCM
944
Bourgeon Capital Management
Connecticut
$5.68K
RAM
945
Riggs Asset Management
Pennsylvania
$5.08K -$717 -10 -13%
CMA
946
Cedar Mountain Advisors
Oregon
$5.08K
OLVIG
947
Oliver Lagore Vanvalin Investment Group
Michigan
$4.92K
CAM
948
Chesapeake Asset Management
New York
$4.63K +$4.45K +62 New
TCWA
949
Ten Capital Wealth Advisors
Washington
$4.19K
EAM
950
Eukles Asset Management
Ohio
$4.04K

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.