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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
AAS
151
Avantax Advisory Services
Texas
$4.93M -$1.33M -18,610 -22%
CF
152
Centaurus Financial
California
$4.93M +$1.81M +25,308 +62%
HVIA
153
Hudson Valley Investment Advisors
New York
$4.9M +$163K +2,272 +4%
FIB
154
First Interstate Bank
Montana
$4.84M +$200K +2,792 +5%
RSWM
155
Robertson Stephens Wealth Management
California
$4.83M +$1.03M +14,412 +29%
BAM
156
Brave Asset Management
New Jersey
$4.71M +$474K +6,614 +12%
SWM
157
Segment Wealth Management
Texas
$4.68M -$47.5K -662 -1%
Fidelity Investments
158
Fidelity Investments
Massachusetts
$4.66M -$53.9K -752 -1%
SC
159
Scotia Capital
Ontario, Canada
$4.65M -$231K -3,228 -5%
KeyBank National Association
160
KeyBank National Association
Ohio
$4.44M -$1.26M -17,526 -23%
FC
161
FCA Corp
Texas
$4.44M +$77.1K +1,076 +2%
RHP
162
Royal Harbor Partners
Texas
$4.44M +$4.25M +59,350 New
CM
163
Capula Management
Cayman Islands
$4.44M +$4.25M +59,338 New
Parallax Volatility Advisers
164
Parallax Volatility Advisers
California
$4.33M +$4.15M +57,892 +2,894,600%
BGDI
165
BW Gestao de Investimentos
Brazil
$4.31M -$4.13M -57,590 -50%
AWS
166
Atria Wealth Solutions
New York
$4.27M +$82K +1,144 +2%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$4.24M +$2.04M +28,480 +101%
HCMG
168
Howard Capital Management Group
California
$4.24M -$165K -2,302 -4%
SB
169
Simmons Bank
Arkansas
$4.23M +$182K +2,534 +5%
FCI
170
Financial Counselors Inc
Kansas
$4.17M -$107K -1,486 -3%
CIC
171
Carnegie Investment Counsel
Ohio
$4.08M -$359K -5,012 -8%
MWM
172
Meridian Wealth Management
Kentucky
$4.05M -$1.16M -16,160 -23%
GIA
173
Gladstone Institutional Advisory
Florida
$4.05M +$2.11M +29,496 +120%
RZH
174
Relyea Zuckerberg Hanson
Connecticut
$4.02M +$3.6M +50,148 +1,374%
KCM
175
Kennicott Capital Management
California
$4M -$53.5K -746 -1%

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.