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State Street Consumer Discretionary Select Sector SPDR ETF

1,031 hedge funds and large institutions have $13.5B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2023 Q2 according to their latest regulatory filings, with 129 funds opening new positions, 348 increasing their positions, 334 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 58

41% more funds holding in top 10

Funds holding in top 10: 2941 (+12)

21% more capital invested

Capital invested by funds: $11.2B → $13.5B (+$2.32B)

7% more funds holding

Funds holding: 9671,031 (+64)

3.65% more ownership

Funds ownership: 153.5%157.14% (+3.6%)

4% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 334

51% less call options, than puts

Call options by funds: $1.48B | Put options by funds: $3.02B

Holders
1,031
Holders Change
+64
Holders Change %
+6.62%
% of All Funds
16.19%
Holding in Top 10
41
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+41.38%
% of All Funds
0.64%
New
129
Increased
348
Reduced
334
Closed
58
Calls
$1.48B
Puts
$3.02B
Net Calls
-$1.55B
Net Calls Change
-$564M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
976
Tower View Wealth Management
Wisconsin
$16K
IRAG
977
Investment Research & Advisory Group
Georgia
$16K
WWM
978
Wolff Wiese Magana
California
$15.3K
AFS
979
Annapolis Financial Services
Maryland
$15.3K +$10.7K +140 +350%
BBPWM
980
Blue Bell Private Wealth Management
Pennsylvania
$15.1K -$14.5K -190 -52%
FCG
981
Financial Connections Group
California
$15K
CAC
982
Core Alternative Capital
Georgia
$14.9K +$13.5K +176 New
CFFP
983
Center for Financial Planning
Michigan
$14.8K
NC
984
NewSquare Capital
Pennsylvania
$14.5K
BL
985
Balentine LLC
Georgia
$13.9K
AC
986
AlphaCore Capital
California
$13.6K +$1.53K +20 +14%
CT
987
Colonial Trust
South Carolina
$13.6K +$12.3K +160 New
DAC
988
Dividend Assets Capital
South Carolina
$13K -$9.19K -120 -44%
SIS
989
Sound Income Strategies
Florida
$12.7K +$7.96K +104 +226%
JWM
990
Janiczek Wealth Management
Colorado
$12.5K
CWC
991
Carolinas Wealth Consulting
North Carolina
$12.4K
TIM
992
Tortoise Investment Management
New York
$11.2K
CWA
993
Clearview Wealth Advisors
Oregon
$11K -$578K -7,544 -98%
GI
994
Gradient Investments
Minnesota
$9.17K -$9.95K -130 -55%
MHR
995
Matthew Hamilton Rosenberg
$9.17K
PCA
996
Providence Capital Advisors
North Carolina
$9K
PPC
997
Park Place Capital
Alabama
$8.68K
OHWP
998
Oak Harbor Wealth Partners
North Carolina
$8.49K
CLOS
999
Compagnie Lombard Odier SCmA
Switzerland
$8.32K
ADL
1000
Asset Dedication LLC
California
$8K

XLY Hedge Fund Activity: Q2 2023 in Review

1,031 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2023, worth a combined $13.5B — up 21% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XLY positions and 58 closed out — a net gain of 71 holders — while 348 added to existing stakes and 334 trimmed.

The largest buyer was Barclays, adding an estimated $236M. The largest seller was Nissay Asset Management, cutting an estimated $218M.

  • 1,031 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2023, up from 967 in Q1 2023.
  • Funds reported $13.5B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2023, up 21% quarter-over-quarter.
  • 129 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2023 and 58 closed out, a net change of +71 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2023 was Barclays, an estimated $236M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2023 was Nissay Asset Management, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2023.