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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
CF
101
Centaurus Financial
California
$12.3M +$4.04M +47,792 +45%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$12.1M +$1.48M +17,512 +13%
CS
103
Credit Suisse
Switzerland
$12.1M +$4.13M +48,882 +48%
Millennium Management
104
Millennium Management
New York
$11.9M -$7.61M -90,056 -38%
SP
105
Symmetry Partners
Connecticut
$11.8M +$12.4M +146,384 New
TF
106
Trek Financial
Arizona
$11.7M -$4.66M -55,088 -27%
ACM
107
Anfield Capital Management
California
$11.5M +$4.17M +49,376 +53%
Charles Schwab
108
Charles Schwab
California
$11.4M +$12M +141,854 New
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$11.2M -$601K -7,106 -5%
CA
110
Cetera Advisors
Colorado
$10.9M +$964K +11,408 +9%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$10.7M -$41.1M -485,954 -79%
SCA
112
Stillwater Capital Advisors
Pennsylvania
$10.6M +$227K +2,686 +2%
KHLMTHM
113
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$10.4M +$6.21M +73,490 +131%
ZIG
114
Zurich Insurance Group
Switzerland
$10.3M -$845K -10,000 -7%
Comerica Bank
115
Comerica Bank
Texas
$10.2M +$10.7M +126,812 New
SPIA
116
Steward Partners Investment Advisory
New York
$10.2M +$113K +1,336 +1%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$10.1M +$5.85M +69,146 +122%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$10M +$289K +3,420 +3%
EC
119
Estate Counselors
Wisconsin
$9.79M +$519K +6,140 +5%
IWM
120
IHT Wealth Management
Illinois
$9.73M +$5.13M +60,672 +101%
SWIG
121
Strategic Wealth Investment Group
Kentucky
$9.65M +$296K +3,506 +3%
AF
122
Alerus Financial
North Dakota
$9.61M -$1.6M -18,982 -14%
PIA
123
Petredis Investment Advisors
Pennsylvania
$9.56M -$39.2K -464 -0.4%
AI
124
Atria Investments
North Carolina
$9.51M +$3.17M +37,444 +46%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$9.44M -$13M -153,524 -58%

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.