State Street Consumer Discretionary Select Sector SPDR ETF
1,145 hedge funds and large institutions have $14.7B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2023 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 359 increasing their positions, 392 reducing their positions, and 78 closing their positions.
147% more first-time investments, than exits
New positions opened: 193 | Existing positions closed: 78
11% more funds holding in top 10
Funds holding in top 10: 35 → 39 (+4)
11% more capital invested
Capital invested by funds: $13.2B → $14.7B (+$1.51B)
10% more funds holding
Funds holding: 1,043 → 1,145 (+102)
0.81% more ownership
Funds ownership: 150.27% → 151.08% (+0.81%)
8% less repeat investments, than reductions
Existing positions increased: 359 | Existing positions reduced: 392
38% less call options, than puts
Call options by funds: $1.99B | Put options by funds: $3.24B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$543M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$118M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$91.4M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$78.3M |
| 5 |
Barclays
London,
United Kingdom
|
+$59.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$249M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$177M |
| 3 |
N
Natixis
Paris,
France
|
-$149M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$122M |
| 5 |
State Street
Boston,
Massachusetts
|
-$99.3M |
XLY Hedge Fund Activity: Q4 2023 in Review
1,145 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2023, worth a combined $14.7B — up 11% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 193 funds opened new XLY positions and 78 closed out — a net gain of 115 holders — while 359 added to existing stakes and 392 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $543M. The largest seller was JP Morgan Chase, cutting an estimated $249M.
- 1,145 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2023, up from 1,043 in Q3 2023.
- Funds reported $14.7B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 193 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2023 and 78 closed out, a net change of +115 holders.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2023 was Morgan Stanley, an estimated $543M added.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2023 was JP Morgan Chase, an estimated $249M sold.
Based on aggregated 13F filings for Q4 2023.