XLY icon

Consumer Discretionary Select Sector SPDR Fund

1,138 hedge funds and large institutions have $14.7B invested in Consumer Discretionary Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 356 increasing their positions, 391 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
+101
Holders Change %
+9.74%
% of All Funds
16.69%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.57%
New
192
Increased
356
Reduced
391
Closed
78
Calls
$1.99B
Puts
$3.24B
Net Calls
-$1.24B
Net Calls Change
-$467M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
151
Weiss Asset Management
Massachusetts
$8.41M +$8.27M +46,278 +6,348%
AWM
152
AE Wealth Management
Kansas
$8.27M -$7.5M -43,704 -48%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$8.03M -$3.22M -18,022 -29%
JMFC
154
J.M. Forbes & Co
Massachusetts
$7.77M -$86.9K -486 -1%
BGDI
155
BW Gestao de Investimentos
Brazil
$7.62M
Fidelity Investments
156
Fidelity Investments
Massachusetts
$7.56M +$749K +4,186 +11%
Creative Planning
157
Creative Planning
Kansas
$7.47M +$697K +3,897 +10%
ASN
158
Advisory Services Network
Georgia
$7.37M +$109K +608 +1%
SWM
159
Spire Wealth Management
Virginia
$7.33M +$1.05M +6,015 +17%
EC
160
Estate Counselors
Wisconsin
$7.28M -$3.59M -20,090 -33%
KHLMTHM
161
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.24M -$4.32M -24,200 -37%
RMDI
162
R.M. Davis Inc
Maine
$7.1M -$1.55M -8,672 -18%
BC
163
Bartlett & Co
Ohio
$7.05M -$212K -1,177 -3%
BCWM
164
Bartlett & Co Wealth Management
Ohio
$7.05M -$212K -1,177 -3%
VIA
165
Vickerman Investment Advisors
Washington
$7.03M -$437K -2,443 -6%
ARC
166
Advisor Resource Council
Texas
$7.02M +$7.02M +39,237 New
CC
167
Callan Capital
California
$6.99M +$569K +3,183 +9%
MS
168
Maven Securities
Jersey
$6.95M +$6.34M +35,444 +1,028%
BHB
169
Bank Hapoalim BM
Israel
$6.92M +$1.62M +9,071 +31%
PPWP
170
Premier Path Wealth Partners
New Jersey
$6.92M +$6.92M +38,199 New
CIA
171
Capital Investment Advisors
Georgia
$6.84M +$302K +1,687 +5%
CI
172
CX Institutional
Indiana
$6.8M -$724K -4,051 -10%
PPWP
173
Proquility Private Wealth Partners
Nevada
$6.69M +$722K +4,036 +12%
ACA
174
Atlas Capital Advisors
Wyoming
$6.48M -$67.8K -379 -1%
FWA
175
FSC Wealth Advisors
New York
$6.46M +$6.46M +36,102 +401,133%