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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
MM
76
Main Management
California
$16.3M -$17.5M -244,396 -53%
Squarepoint
77
Squarepoint
New York
$16.2M +$15.5M +216,150 New
JMPWA
78
JP Morgan Private Wealth Advisors
California
$15.9M -$8.91M -124,286 -37%
SG Americas Securities
79
SG Americas Securities
New York
$15.8M -$143M -1,998,860 -90%
Mariner
80
Mariner
Kansas
$15.7M +$145K +2,020 +1%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$15.6M +$14.9M +208,080 New
MC
82
Martin & Co
Tennessee
$15M -$333K -4,638 -2%
JCM
83
Janney Capital Management
Pennsylvania
$15M +$13.4M +187,002 +1,344%
FSC
84
Full Sail Capital
Oklahoma
$15M -$550K -7,678 -4%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$14.5M +$1.15M +16,036 +9%
RMC
86
Resources Management Corp
Connecticut
$14.3M +$7.02M +97,958 +4,296%
HCA
87
Harbor Capital Advisors
Illinois
$14.1M +$13.5M +188,608 New
KF
88
Krilogy Financial
Missouri
$14M +$648K +9,040 +5%
JGC
89
J. Goldman & Co
New York
$13.9M -$3.54M -49,428 -21%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$12.9M +$6.37M +88,814 +105%
V
91
Veritable
Delaware
$12.9M -$134K -1,870 -1%
EC
92
Estate Counselors
Wisconsin
$12.9M +$6.26M +87,270 +103%
HIIFS
93
Harel Insurance Investments & Financial Services
Israel
$12.8M +$63.7K +888 +0.5%
TF
94
Trek Financial
Arizona
$12.6M +$5.82M +81,198 +93%
AIC
95
Ayalon Insurance Company
Israel
$12.5M +$1.17M +16,280 +11%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$12.4M -$3.53M -49,192 -23%
ASRS
97
Arizona State Retirement System
Arizona
$12.1M +$11.6M +162,480 New
TAIM
98
TD Ameritrade Investment Management
Nebraska
$12M -$413K -5,766 -3%
VAS
99
Vestmark Advisory Solutions
Massachusetts
$12M +$1.39M +19,372 +14%
IC
100
Innealta Capital
Texas
$11.8M

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.