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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
SIC
926
Salem Investment Counselors
North Carolina
$43.1K -$3.38K -40 -7%
AA
927
Ancora Advisors
Ohio
$42.5K
BTI
928
Blue Trust Inc
Georgia
$42K -$3.38K -40 -7%
MIM
929
Macroview Investment Management
Maryland
$41.4K
AP
930
Advisors Preferred
Maryland
$41.2K -$47M -555,528 -100%
NSIM
931
North Star Investment Management
Illinois
$40.6K
SPWM
932
Spartan Planning & Wealth Management
North Carolina
$39.1K +$41.1K +486 New
LC
933
Lindbrook Capital
California
$38.5K
SMA
934
Sage Mountain Advisors
Georgia
$37.8K
RW
935
RVW Wealth
California
$37.8K +$39.7K +470 New
IBOK
936
Independence Bank of Kentucky
Kentucky
$36.2K -$11K -130 -22%
DJSG
937
D.J. St. Germain
Massachusetts
$36.2K +$33.8K +400 +800%
CMP
938
Coston McIsaac & Partners
Maine
$36K
AIA
939
Armor Investment Advisors
North Carolina
$34.9K
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$34.6K -$7.95K -94 -18%
PO
941
Private Ocean
California
$33.5K -$1.01K -12 -3%
OSNBOA
942
Old Second National Bank of Aurora
Illinois
$32.2K
SOS
943
Silver Oak Securities
Tennessee
$31.9K +$33.5K +396 New
AAP
944
Arax Advisory Partners
Colorado
$31.6K +$9.3K +110 +39%
CPG
945
Cornerstone Planning Group
New Jersey
$30.7K
CCA
946
Column Capital Advisors
Indiana
$30.6K
HGERS
947
Householder Group Estate & Retirement Specialist
Arizona
$29.8K +$31.3K +370 New
FCT
948
First Community Trust
Iowa
$29.6K
BWM
949
Baystate Wealth Management
Massachusetts
$29.2K
BFO
950
Biltmore Family Office
North Carolina
$28.2K

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.