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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
SCM
1101
Sebold Capital Management
Illinois
-$212K -2,502 Closed
HWMG
1102
Hurlow Wealth Management Group
Indiana
-$211K -2,480 Closed
ACM
1103
Allred Capital Management
Texas
-$209K -2,468 Closed
LA
1104
Latitude Advisors
Florida
-$209K -2,458 Closed
BW
1105
BIP Wealth
Georgia
-$208K -2,454 Closed
SC
1106
Savant Capital
Illinois
-$208K -2,444 Closed
TMWM
1107
Taylor & Morgan Wealth Management
Michigan
-$207K -2,438 Closed
AT
1108
American Trust
Kentucky
-$205K -2,416 Closed
BFIC
1109
Bedell Frazier Investment Counselling
California
-$204K -2,408 Closed
MFG
1110
Midwest Financial Group
Kansas
-$200K -2,356 Closed
SF
1111
Safeguard Financial
Wisconsin
-$89K -1,060 Closed
FA
1112
Fiduciary Alliance
South Carolina
-$67.4K -794 Closed
PP
1113
PrairieView Partners
Minnesota
-$67K -794 Closed
DI
1114
Disciplined Investments
Oklahoma
-$59.4K -700 Closed
TFP
1115
Tilia Fiduciary Partners
North Carolina
-$47.6K -560 Closed
FBC
1116
Fairfield, Bush & Co
Connecticut
-$37.5K -442 Closed
NRC
1117
New Republic Capital
North Carolina
-$23.8K -280 Closed
PIAS
1118
PCA Investment Advisory Services
Ohio
-$22.6K -266 Closed
HS
1119
Horan Securities
United States
-$17.4K -204 Closed
CSWM
1120
Cassady Schiller Wealth Management
Ohio
-$17K -200 Closed
SIS
1121
Sound Income Strategies
Florida
-$12.7K -150 Closed
MHR
1122
Matthew Hamilton Rosenberg
-$9.17K -108 Closed
IGWM
1123
ICA Group Wealth Management
Colorado
-$7.98K -94 Closed
OFG
1124
Oxford Financial Group
Indiana
-$7.47K -88 Closed
CFO
1125
CVA Family Office
Colorado
-$7.3K -86 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.