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 %
BPA
201
Beacon Pointe Advisors
California
$5.45M +$165K +925 +3%
SWM
202
Segment Wealth Management
Texas
$5.39M -$25.9K -145 -0.5%
TS
203
Tamar Securities
California
$5.33M +$532K +2,977 +11%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$5.32M -$961K -5,377 -15%
AWS
205
Atria Wealth Solutions
New York
$5.06M -$65.3K -365 -1%
WCM
206
Winthrop Capital Management
Indiana
$5.04M +$5.04M +28,185 New
OC
207
Oppenheimer & Co
New York
$5.03M +$13.4K +75 +0.3%
AIA
208
Arrow Investment Advisors
Maryland
$5.01M -$1.16M -6,505 -19%
QFA
209
Quattro Financial Advisors
Texas
$4.99M -$806M -28,899 -99%
CA
210
CoreCap Advisors
Michigan
$4.84M +$558K +3,119 +13%
SB
211
Simmons Bank
Arkansas
$4.84M -$226K -1,266 -4%
FWCM
212
Ferguson Wellman Capital Management
Oregon
$4.81M +$519K +2,900 +12%
DWM
213
Dakota Wealth Management
Florida
$4.8M +$356K +1,990 +8%
IWP
214
Innova Wealth Partners
Pennsylvania
$4.78M -$416K -2,327 -8%
FTIS
215
First Trust Investment Solutions
Florida
$4.72M +$4.72M +26,390 New
MYIA
216
Mount Yale Investment Advisors
Colorado
$4.69M +$540K +3,022 +13%
FIM
217
Freedom Investment Management
Connecticut
$4.68M +$1.11M +6,200 +31%
NAG
218
Northstar Advisory Group
New Jersey
$4.66M +$4.66M +26,080 New
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$4.66M +$1.11M +6,186 +31%
HSBC Holdings
220
HSBC Holdings
United Kingdom
$4.64M -$1.44M -8,066 -24%
DWM
221
Darwin Wealth Management
Florida
$4.63M +$958K +5,355 +26%
HCMG
222
Howard Capital Management Group
California
$4.61M -$230K -1,285 -5%
FIA
223
Foundations Investment Advisors
Arizona
$4.6M -$22.4M -128,417 -83%
SI
224
Stephens Inc
Arkansas
$4.59M -$242K -1,351 -5%
JWCA
225
J.W. Cole Advisors
Florida
$4.56M +$1.75M +9,787 +62%