We are live on ! Find out more
XLY icon

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
Citadel Advisors
126
Citadel Advisors
Florida
$9.17M -$83.5M -987,762 -90%
MIA
127
MMBG Investment Advisors
Florida
$9.13M -$438K -5,180 -4%
I
128
INVST
Indiana
$9.05M +$9.5M +112,418 New
TCM
129
Tradewinds Capital Management
Washington
$9.03M +$9.48M +112,178 New
CF
130
Clarity Financial
Texas
$9.02M +$5.35M +63,238 +130%
AAM
131
Ameraudi Asset Management
New York
$8.95M +$9.4M +111,146 New
PS
132
Portfolio Strategies
New York
$8.9M +$9.35M +110,592 New
AAS
133
Avantax Advisory Services
Texas
$8.68M +$1.15M +13,556 +14%
MA
134
Mutual Advisors
Nebraska
$8.42M +$281K +3,320 +3%
W
135
WealthOne
New York
$8.36M -$469K -5,546 -5%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$8.29M +$7.94M +93,934 +1,039%
TAM
137
Tucker Asset Management
Colorado
$8.2M +$1.3M +15,318 +18%
OAM
138
Oppenheimer Asset Management
New York
$8.15M -$64.6K -764 -0.7%
HCP
139
Holt Capital Partners
Texas
$8M -$193K -2,280 -2%
Allspring Global Investments
140
Allspring Global Investments
North Carolina
$7.91M +$1.92M +22,730 +30%
DC
141
Davenport & Co
Virginia
$7.9M -$186K -2,204 -2%
LRWA
142
Long Run Wealth Advisors
New York
$7.81M +$335K +3,964 +4%
RMDI
143
R.M. Davis Inc
Maine
$7.79M -$874K -10,338 -10%
FEG
144
Financial Enhancement Group
Indiana
$7.62M +$637K +7,534 +9%
PP
145
Paloma Partners
Connecticut
$7.44M +$7.81M +92,398 New
HF
146
HRT Financial
New York
$7.22M +$7.58M +89,714 New
JMFC
147
J.M. Forbes & Co
Massachusetts
$7.07M -$164K -1,934 -2%
TRCT
148
Tower Research Capital (TRC)
New York
$7.01M +$1.92M +22,658 +35%
BGDI
149
BW Gestao de Investimentos
Brazil
$6.86M -$9.47M -111,970 -57%
CI
150
CX Institutional
Indiana
$6.77M -$2.51M -29,706 -26%

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.