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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
OC
201
Oppenheimer & Co
New York
$4.51M +$1.85M +21,838 +64%
FC
202
FCA Corp
Texas
$4.46M +$135K +1,598 +3%
Bank of New York Mellon
203
Bank of New York Mellon
New York
$4.42M +$621K +7,340 +15%
RWA
204
Redhawk Wealth Advisors
Minnesota
$4.39M +$4.62M +54,588 New
HCMG
205
Howard Capital Management Group
California
$4.36M -$118K -1,396 -3%
SI
206
Stephens Inc
Arkansas
$4.35M +$251K +2,974 +6%
TS
207
Tamar Securities
California
$4.32M +$180K +2,134 +4%
AAS
208
Ameritas Advisory Services
Nebraska
$4.23M +$3.58M +42,322 +407%
FCI
209
Financial Counselors Inc
Kansas
$4.11M -$368K -4,352 -8%
RCS
210
Retirement Capital Strategies
California
$4.07M +$4.28M +50,614 New
JIR
211
James Investment Research
Ohio
$4.04M +$5.58K +66 +0.1%
KeyBank National Association
212
KeyBank National Association
Ohio
$4.03M +$187K +2,212 +5%
CAM
213
Cresset Asset Management
Illinois
$4.03M +$157K +1,854 +4%
NRS
214
Neville Rodie & Shaw
New York
$4.01M +$78.6K +930 +2%
UCFA
215
United Capital Financial Advisors
Texas
$4.01M -$40.8K -482 -1%
DWM
216
Dakota Wealth Management
Florida
$4M +$713K +8,428 +20%
M&T Bank
217
M&T Bank
New York
$3.95M -$125K -1,484 -3%
Asset Management One
218
Asset Management One
Japan
$3.94M +$856K +10,120 +26%
BAAM
219
Baker Avenue Asset Management
California
$3.93M +$2.96M +35,064 +254%
TFA
220
Toth Financial Advisory
Virginia
$3.88M +$357K +4,222 +10%
AllianceBernstein
221
AllianceBernstein
Tennessee
$3.88M +$4.07M +48,182 New
TCA
222
Transcend Capital Advisors
New Jersey
$3.87M +$309K +3,652 +8%
FWCM
223
Ferguson Wellman Capital Management
Oregon
$3.86M -$296K -3,502 -7%
CA
224
CoreCap Advisors
Michigan
$3.86M -$932K -11,028 -19%
GHA
225
Granite Harbor Advisors
Texas
$3.83M +$167K +1,978 +4%

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.