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.
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: 26 → 29 (+3)
10% more capital invested
Capital invested by funds: $10.1B → $11.2B (+$1.05B)
1% more funds holding
Funds holding: 962 → 967 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$147M |
| 2 |
N
Natixis
Paris,
France
|
+$144M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$88.7M |
| 4 |
Goldman Sachs
New York
|
+$82.9M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$77.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$226M |
| 2 |
SG Americas Securities
New York
|
-$143M |
| 3 |
WA
WestEnd Advisors
Charlotte,
North Carolina
|
-$126M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$108M |
| 5 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$104M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
1051
Coppell Advisory Solutions
Coppell,
Texas
| – | -$9.69K | -150 | Closed |
|
|
CASC
1052
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$9.69K | -150 | Closed |
|
|
HPC
1053
HM Payson & Co
Portland,
Maine
| – | -$7.75K | -120 | Closed |
|
|
KOMWMG
1054
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| – | -$8K | -120 | Closed |
|
|
TCM
1055
Tradewinds Capital Management
Bellingham,
Washington
| – | -$5.17K | -80 | Closed |
|
|
BEI
1056
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$4K | -54 | Closed |
|
|
TWA
1057
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3.1K | -48 | Closed |
|
|
LFA
1058
LGT Financial Advisors
Dallas,
Texas
| – | -$2.6K | -40 | Closed |
|
1059
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$3K | -40 | Closed |
|
|
PPWM
1060
PFG Private Wealth Management
Lutz,
Florida
| – | -$2K | -32 | Closed |
|
|
NECFA
1061
New England Capital Financial Advisors
Meriden,
Connecticut
| – | -$560 | -8 | 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.