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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
OHWP
1001
Oak Harbor Wealth Partners
North Carolina
$8.05K
CLOS
1002
Compagnie Lombard Odier SCmA
Switzerland
$7.89K
FGA
1003
Fortis Group Advisors
New Jersey
$7.69K +$8.12K +96 New
NCM
1004
Northwest Capital Management
Oregon
$7.47K
ADL
1005
Asset Dedication LLC
California
$7K
LF
1006
Lee Financial
Texas
$6.6K +$6.93K +82 New
GWS
1007
Glassman Wealth Services
Virginia
$6.44K +$1.52K +18 +29%
BCM
1008
Bourgeon Capital Management
Connecticut
$6.12K
C
1009
Covestor
United Kingdom
$6K +$1.52K +18 +36%
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$5.8K -$152K -1,796 -96%
CMA
1011
Cedar Mountain Advisors
Oregon
$5.47K
JWM
1012
Janiczek Wealth Management
Colorado
$5.45K -$6.76K -80 -54%
IHWM
1013
Iron Horse Wealth Management
Iowa
$5.31K +$5.58K +66 New
VAG
1014
VisionPoint Advisory Group
Texas
$5.15K +$5.41K +64 New
POIA
1015
Pin Oak Investment Advisors
Texas
$5K
CAM
1016
Chesapeake Asset Management
New York
$4.99K
JPWM
1017
Jamison Private Wealth Management
Georgia
$4.83K +$5.07K +60 New
RG
1018
Retirement Group
California
$4.67K +$4.9K +58 New
KA
1019
Kozak & Associates
Colorado
$4.66K +$4.9K +58 New
BWL
1020
Bogart Wealth LLC
Virginia
$4.51K +$4.73K +56 New
EAM
1021
Eukles Asset Management
Ohio
$4.35K
MIM
1022
MTM Investment Management
South Carolina
$4.03K
LWCFA
1023
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.79K +$4.06K +48 New
HWP
1024
Hibernia Wealth Partners
Louisiana
$3.4K +$3.55K +42 New
AFS
1025
Annapolis Financial Services
Maryland
$3.22K -$11.8K -140 -78%

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.