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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.

New
Increased
Maintained
Reduced
Closed

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: 2629 (+3)

10% more capital invested

Capital invested by funds: $10.1B → $11.2B (+$1.05B)

1% more funds holding

Funds holding: 962967 (+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

Holders
967
Holders Change
+5
Holders Change %
+0.52%
% of All Funds
15.41%
Holding in Top 10
29
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.54%
% of All Funds
0.46%
New
119
Increased
310
Reduced
362
Closed
91
Calls
$1.57B
Puts
$2.56B
Net Calls
-$982M
Net Calls Change
-$751M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
101
Virtu Financial
New York
$11.6M -$6.57M -91,644 -37%
SPW
102
Surience Private Wealth
Washington
$11.2M +$10.8M +149,992 New
Jane Street
103
Jane Street
New York
$11.2M +$2M +27,912 +23%
KWM
104
Keebeck Wealth Management
Illinois
$11.2M -$27.2K -380 -0.3%
WA
105
WBH Advisory
Maryland
$10.9M +$10.4M +145,626 New
State Street
106
State Street
Massachusetts
$10.8M -$6.32M -88,162 -38%
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$10.5M +$852K +11,880 +9%
ZIG
108
Zurich Insurance Group
Switzerland
$10.4M -$499K -6,960 -5%
TCBWMS
109
Texas Capital Bank Wealth Management Services
Texas
$9.5M +$9.11M +127,088 New
SCA
110
Stillwater Capital Advisors
Pennsylvania
$9.46M +$139K +1,944 +2%
TI
111
Tidal Investments
Wisconsin
$9.33M +$8.6M +120,000 +2,499%
SPIA
112
Steward Partners Investment Advisory
New York
$8.98M +$160K +2,238 +2%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$8.9M +$431K +6,012 +5%
MIA
114
MMBG Investment Advisors
Florida
$8.87M +$50.9K +710 +0.6%
PIA
115
Petredis Investment Advisors
Pennsylvania
$8.74M +$1.41M +19,686 +20%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$8.52M +$321K +4,476 +4%
RMDI
117
R.M. Davis Inc
Maine
$8.38M -$1.72M -24,042 -18%
CI
118
CX Institutional
Indiana
$8.37M +$3.39M +47,260 +72%
W
119
WealthOne
New York
$8.3M +$70.7K +986 +0.9%
PAG
120
Private Advisor Group
New Jersey
$8.23M +$537K +7,490 +7%
FTC
121
Farmers Trust Company
Ohio
$7.91M +$53.6K +748 +0.7%
DC
122
Davenport & Co
Virginia
$7.89M +$904K +12,610 +14%
FIA
123
Foundations Investment Advisors
Arizona
$7.75M +$310K +4,318 +4%
AWM
124
Accurate Wealth Management
Florida
$7.53M +$7.32M +102,164 +8,044%
AWM
125
AE Wealth Management
Kansas
$7.49M +$174K +2,426 +2%

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.