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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
FWCM
176
Ferguson Wellman Capital Management
Oregon
$3.99M -$10.9M -152,130 -74%
AAS
177
Ameritas Advisory Services
Nebraska
$3.95M -$484K -6,756 -11%
BRWA
178
B. Riley Wealth Advisors
Florida
$3.92M +$161K +2,248 +4%
TS
179
Tamar Securities
California
$3.89M -$245K -3,414 -6%
FFN
180
Focus Financial Network
Minnesota
$3.88M -$89.3K -1,246 -2%
Asset Management One
181
Asset Management One
Japan
$3.87M +$1.7M +23,740 +85%
GM
182
GeoWealth Management
Illinois
$3.75M -$779K -10,868 -18%
NRS
183
Neville Rodie & Shaw
New York
$3.69M -$717K -10,000 -17%
TCA
184
Transcend Capital Advisors
New Jersey
$3.65M +$378K +5,266 +12%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$3.63M +$202K +2,814 +6%
ASN
186
Advisory Services Network
Georgia
$3.63M +$269K +3,752 +8%
M&T Bank
187
M&T Bank
New York
$3.62M +$340K +4,742 +11%
AA
188
AlphaMark Advisors
Kentucky
$3.61M +$190K +2,646 +6%
HIP
189
Harrell Investment Partners
Texas
$3.6M -$256K -3,566 -7%
ABC
190
Associated Banc-Corp
Wisconsin
$3.59M -$87.9K -1,226 -2%
BCM
191
Brookstone Capital Management
Illinois
$3.58M +$3.12M +43,494 +885%
PA
192
Pinnacle Associates
New York
$3.56M -$1.18M -16,522 -26%
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
$3.56M -$172K -2,396 -5%
LWM
194
Laidlaw Wealth Management
New York
$3.52M -$470K -6,550 -12%
TTWM
195
TCV Trust & Wealth Management
Virginia
$3.52M +$86.6K +1,208 +3%
GT
196
Glenmede Trust
Pennsylvania
$3.49M -$242K -3,370 -7%
TFA
197
Toth Financial Advisory
Virginia
$3.46M -$6.6K -92 -0.2%
UCFA
198
United Capital Financial Advisors
Texas
$3.44M +$45.3K +632 +1%
CW
199
CreativeOne Wealth
Kansas
$3.41M -$50.9K -710 -2%
HSBC Holdings
200
HSBC Holdings
United Kingdom
$3.38M -$4.34M -60,598 -57%

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.