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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
AAMA
1026
Advanced Asset Management Advisors
Ohio
$3.22K
GWMIA
1027
Global Wealth Management Investment Advisory
Florida
$3.22K
LWA
1028
Lowe Wealth Advisors
Maryland
$3.22K
NIC
1029
Northwest Investment Counselors
Oregon
$3.1K +$3.21K +38 New
CP
1030
Castleview Partners
Texas
$3.06K
CAM
1031
Costello Asset Management
Pennsylvania
$2.9K
MPCG
1032
Matrix Private Capital Group
New York
$2.58K -$17.9K -212 -87%
HFM
1033
Hartford Financial Management
Connecticut
$2.09K
MA
1034
MCF Advisors
Kentucky
$1.94K
CTWM
1035
Cherry Tree Wealth Management
Minnesota
$1.93K
EWM
1036
Evermay Wealth Management
Virginia
$1.61K
FWA
1037
FSC Wealth Advisors
New York
$1.45K -$2.86M -33,804 -100%
MRCM
1038
M&R Capital Management
New Jersey
$1.29K
RFA
1039
Register Financial Advisors
Georgia
$1.13K
RCM
1040
Raleigh Capital Management
North Carolina
$830 -$1.33M -15,674 -100%
SFA
1041
Semmax Financial Advisors
North Carolina
$757 +$845 +10 New
FWM
1042
Focused Wealth Management
New York
$644
Parallax Volatility Advisers
1043
Parallax Volatility Advisers
California
$161
FIM
1044
FWL Investment Management
Texas
$161 +$169 +2 New
PFA
1045
Pathway Financial Advisers
Indiana
$100 +$169 +2 New
ETC
1046
Exchange Traded Concepts
Oklahoma
-$49.1M -577,888 Closed
Squarepoint
1047
Squarepoint
New York
-$41.1M -486,350 Closed
MTWSIF
1048
Mivtachim The Workers Social Insurance Fund
Israel
-$23.1M -272,000 Closed
V
1049
Veritable
Delaware
-$14.7M -172,672 Closed
VAS
1050
Vestmark Advisory Solutions
Massachusetts
-$13.3M -156,460 Closed

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.