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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
POIA
951
Pin Oak Investment Advisors
Texas
$4K
MIM
952
MTM Investment Management
South Carolina
$3.74K
SIS
953
Sound Income Strategies
Florida
$3.44K +$3.3K +46 New
AAMA
954
Advanced Asset Management Advisors
Ohio
$2.99K
AFS
955
Annapolis Financial Services
Maryland
$2.99K
CP
956
Castleview Partners
Texas
$2.84K
CAM
957
Costello Asset Management
Pennsylvania
$2.69K
BWL
958
Bogart Wealth LLC
Virginia
$2.24K -$10.6K -148 -83%
HFM
959
Hartford Financial Management
Connecticut
$1.95K
MA
960
MCF Advisors
Kentucky
$1.8K
EWM
961
Evermay Wealth Management
Virginia
$1.5K
MRCM
962
M&R Capital Management
New Jersey
$1.2K
RFA
963
Register Financial Advisors
Georgia
$1.05K +$1K +14 New
FMP
964
Financial Management Professionals
Texas
$1K
C
965
Covestor
United Kingdom
$1K +$574 +8 +100%
WP
966
WealthPLAN Partners
Nebraska
$897 +$860 +12 New
FGAM
967
Financial Gravity Asset Management
Texas
$634 +$29.8K +416 New
FWM
968
Focused Wealth Management
New York
$598 +$574 +8 New
IGWM
969
ICA Group Wealth Management
Colorado
$299 -$1.15K -16 -80%
PFA
970
Pathway Financial Advisers
Indiana
$93 -$27.7K -386 -99%
SFCL
971
Strengthening Families & Communities LLC
Massachusetts
$67 +$29.1K +406 +60%
PF
972
Phoenix Financial
Israel
-$104M -1,612,208 Closed
HIMCH
973
Hartford Investment Management Co (HIMCO)
Connecticut
-$73.3M -1,135,004 Closed
MMEA
974
Main Management ETF Advisors
California
-$46.2M -715,400 Closed
MTWSIF
975
Mivtachim The Workers Social Insurance Fund
Israel
-$41.5M -642,752 Closed

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.