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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
TC
1051
Trilogy Capital
California
-$13.4M -156,320 Closed
TAIM
1052
TD Ameritrade Investment Management
Nebraska
-$13M -152,884 Closed
CFA
1053
Camarda Financial Advisors
Florida
-$11.7M -137,976 Closed
QAM
1054
Q3 Asset Management
Michigan
-$10.9M -128,400 Closed
JF
1055
Jump Financial
Illinois
-$9.59M -113,006 Closed
SMM
1056
Stadion Money Management
Georgia
-$9.11M -107,330 Closed
TCBWMS
1057
Texas Capital Bank Wealth Management Services
Texas
-$8.48M -99,844 Closed
AWM
1058
Accurate Wealth Management
Florida
-$8.11M -92,766 Closed
Renaissance Technologies
1059
Renaissance Technologies
New York
-$6.83M -80,400 Closed
VF
1060
Virtu Financial
New York
-$5.61M -66,078 Closed
RHP
1061
Royal Harbor Partners
Texas
-$4.97M -58,550 Closed
CWA
1062
Continuum Wealth Advisors
New York
-$4.58M -53,900 Closed
CI
1063
Cavalier Investments
Georgia
-$3.98M -46,932 Closed
Man Group
1064
Man Group
United Kingdom
-$3.96M -46,860 Closed
IPW
1065
IronBridge Private Wealth
Texas
-$3.51M -41,398 Closed
SW
1066
Signify Wealth
Missouri
-$3.13M -36,884 Closed
TCB
1067
Texas Capital Bancshares
Texas
-$2.11M -24,830 Closed
CL
1068
Cabana LLC
Arkansas
-$1.8M -21,172 Closed
CCM
1069
Cullen Capital Management
New York
-$1.6M -18,888 Closed
WC
1070
Wexford Capital
Florida
-$1.59M -18,778 Closed
EP
1071
Edgestream Partners
New Jersey
-$1.33M -15,644 Closed
EFS
1072
Econ Financial Services
Pennsylvania
-$1.05M -12,318 Closed
SBH
1073
Segall Bryant & Hamill
Illinois
-$966K -11,374 Closed
MSS
1074
Mitchell Sinkler & Starr
Pennsylvania
-$959K -11,300 Closed
PP
1075
Prudential plc
United Kingdom
-$958K -11,280 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.