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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
TPWA
201
TRUE Private Wealth Advisors
Oregon
$3.33M -$226K -3,158 -7%
TC
202
Trust Company
Kansas
$3.32M +$584K +8,140 +22%
DWM
203
Darwin Wealth Management
Florida
$3.3M -$812K -11,332 -20%
Prudential Financial
204
Prudential Financial
New Jersey
$3.29M -$5.74K -80 -0.2%
Man Group
205
Man Group
United Kingdom
$3.25M
ST
206
Sabal Trust
Florida
$3.24M -$240K -3,350 -7%
GHA
207
Granite Harbor Advisors
Texas
$3.23M -$33.1K -462 -1%
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$3.18M -$36M -502,328 -92%
PCM
209
Pennsylvania Capital Management
Pennsylvania
$3.16M -$2.01M -28,024 -40%
JGIA
210
Jackson Grant Investment Advisers
Connecticut
$3.1M -$68.1K -950 -2%
VWM
211
Venturi Wealth Management
Texas
$3.05M +$849K +11,842 +41%
SWM
212
Spire Wealth Management
Virginia
$3.03M +$92.5K +1,290 +3%
BOPW
213
Brandywine Oak Private Wealth
Pennsylvania
$3.03M -$11.2K -156 -0.4%
CI
214
Clal Insurance
Israel
$2.99M
MCM
215
MAI Capital Management
Ohio
$2.99M -$687K -9,584 -19%
RCMU
216
Rokos Capital Management (UK)
United Kingdom
$2.94M +$2.85M +39,800 New
SPC
217
Sigma Planning Corp
Michigan
$2.91M +$242K +3,374 +9%
WT
218
Whittier Trust
California
$2.9M -$214K -2,978 -7%
SI
219
Stephens Inc
Arkansas
$2.89M +$174K +2,430 +7%
TW
220
TrinityPoint Wealth
Connecticut
$2.89M +$391K +5,458 +16%
DWM
221
Dakota Wealth Management
Florida
$2.86M +$206K +2,874 +8%
CA
222
Cumberland Advisors
Florida
$2.83M +$2.71M +37,820 New
TF
223
TIAA FSB
Florida
$2.78M -$48.6K -678 -2%
GCMG
224
Gyroscope Capital Management Group
Florida
$2.78M +$328K +4,580 +14%
JWCA
225
J.W. Cole Advisors
Florida
$2.77M -$6.6K -92 -0.2%

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.