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State Street Consumer Discretionary Select Sector SPDR ETF

1,116 hedge funds and large institutions have $14.6B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 343 increasing their positions, 431 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.74% more ownership

Funds ownership: 148.45%151.19% (+2.7%)

2% less capital invested

Capital invested by funds: $14.9B → $14.6B (-$362M)

5% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1361,116 (-20)

7% less funds holding in top 10

Funds holding in top 10: 2927 (-2)

20% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 431

54% less call options, than puts

Call options by funds: $1.27B | Put options by funds: $2.78B

Holders
1,116
Holders Change
-20
Holders Change %
-1.76%
% of All Funds
16.12%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
93
Increased
343
Reduced
431
Closed
98
Calls
$1.27B
Puts
$2.78B
Net Calls
-$1.51B
Net Calls Change
-$612M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
151
Atria Wealth Solutions
New York
$6.6M +$512K +5,768 +9%
RMDI
152
R.M. Davis Inc
Maine
$6.54M -$424K -4,770 -6%
FTC
153
Farmers Trust Company
Ohio
$6.41M +$16.3K +184 +0.3%
KWM
154
Keebeck Wealth Management
Illinois
$6.36M -$77.1K -868 -1%
CCT
155
Chemung Canal Trust
New York
$6.3M -$65.6K -738 -1%
SC
156
Sykon Capital
New York
$6.29M -$183K -2,058 -3%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$6.26M -$442K -4,978 -5%
BAM
158
Brave Asset Management
New Jersey
$6.23M +$6.75K +76 +0.1%
HVIA
159
Hudson Valley Investment Advisors
New York
$6.2M -$38.6K -434 -0.6%
CIC
160
Carnegie Investment Counsel
Ohio
$6.16M -$26.8K -302 -0.4%
HTIM
161
Harbour Trust & Investment Management
Indiana
$6.03M -$27K -304 -0.5%
CIA
162
Concurrent Investment Advisors
Florida
$6.02M +$415K +4,674 +8%
PA
163
Pinnacle Associates
New York
$6.01M +$4.97K +56 +0.1%
FMC
164
First Merchants Corp
Indiana
$5.92M -$25.2K -284 -0.4%
TS
165
Tamar Securities
California
$5.9M +$557K +6,272 +11%
ACM
166
Anfield Capital Management
California
$5.74M +$5.58M +62,838 +44,884%
Mirae Asset Global Investments
167
Mirae Asset Global Investments
South Korea
$5.68M -$7.65M -86,060 -58%
RCP
168
Rothschild Capital Partners
New York
$5.64M
HSBC Holdings
169
HSBC Holdings
United Kingdom
$5.6M +$368K +4,138 +7%
CAM
170
Cresset Asset Management
Illinois
$5.56M -$530K -5,966 -9%
DWM
171
Dakota Wealth Management
Florida
$5.54M +$549K +6,174 +11%
CGFA
172
Colton Groome Financial Advisors
North Carolina
$5.52M +$541K +6,090 +11%
SWM
173
Segment Wealth Management
Texas
$5.52M -$25.6K -288 -0.5%
PWM
174
Peterson Wealth Management
Nevada
$5.29M +$1.07M +12,086 +26%
PCA
175
Pallas Capital Advisors
Massachusetts
$5.27M +$214K +2,408 +5%

XLY Hedge Fund Activity: Q2 2024 in Review

1,116 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2024, worth a combined $14.6B — down 2.4% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of XLY and 93 opened new positions — a net loss of 5 holders — while 431 trimmed existing stakes and 343 added.

The largest buyer was Barclays, adding an estimated $949M. The largest seller was Citigroup, cutting an estimated $178M.

  • 1,116 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2024, down from 1,136 in Q1 2024.
  • Funds reported $14.6B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 93 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2024 and 98 closed out, a net change of -5 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2024 was Barclays, an estimated $949M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2024 was Citigroup, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2024.