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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
VIA
151
Vickerman Investment Advisors
Washington
$6.72M -$159K -1,886 -2%
Prudential Financial
152
Prudential Financial
New Jersey
$6.65M +$1.98M +23,446 +40%
ASN
153
Advisory Services Network
Georgia
$6.54M +$1.12M +13,252 +19%
FTC
154
Farmers Trust Company
Ohio
$6.51M -$2.11M -24,932 -24%
BCWM
155
Bartlett & Co Wealth Management
Ohio
$6.49M -$39.1K -462 -0.6%
BC
156
Bartlett & Co
Ohio
$6.49M -$39.1K -462 -0.6%
MMA
157
Mizuho Markets Americas
New York
$6.39M +$6.71M +79,400 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$6.14M +$877K +10,370 +16%
Qube Research & Technologies (QRT)
159
Qube Research & Technologies (QRT)
United Kingdom
$6.12M -$6.98M -82,512 -52%
Creative Planning
160
Creative Planning
Kansas
$6.1M +$309K +3,652 +5%
JGC
161
J. Goldman & Co
New York
$5.98M +$6.29M +74,354 New
ATPW
162
Ashton Thomas Private Wealth
Arizona
$5.91M -$1.29M -15,264 -17%
RSWM
163
Robertson Stephens Wealth Management
California
$5.91M +$47.9K +566 +0.8%
ACA
164
Atlas Capital Advisors
Wyoming
$5.89M +$2.15M +25,480 +53%
CIA
165
Capital Investment Advisors
Georgia
$5.89M +$195K +2,312 +3%
KWM
166
Keebeck Wealth Management
Illinois
$5.86M -$6.43M -76,004 -51%
CC
167
Callan Capital
California
$5.78M -$61.5K -728 -1%
SC
168
Sykon Capital
New York
$5.78M +$6.07M +71,840 New
SWM
169
Spire Wealth Management
Virginia
$5.78M +$2.72M +32,130 +81%
Bank of Nova Scotia
170
Bank of Nova Scotia
Ontario, Canada
$5.69M +$5.98M +70,760 New
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$5.66M -$1.14M -13,446 -16%
HVIA
172
Hudson Valley Investment Advisors
New York
$5.65M +$89.4K +1,058 +2%
WCG
173
Wall Capital Group
Arizona
$5.64M +$2.87M +33,958 +94%
FMC
174
First Merchants Corp
Indiana
$5.59M +$97.7K +1,156 +2%
AIA
175
Arrow Investment Advisors
Maryland
$5.55M +$5.83M +68,996 New

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.