We are live on ! Find out more
XLY icon

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
Bank of America
1
Bank of America
North Carolina
$2.86B -$226M -3,149,650 -8%
Morgan Stanley
2
Morgan Stanley
New York
$458M -$2.11M -29,458 -0.5%
Barclays
3
Barclays
United Kingdom
$447M +$147M +2,055,842 +52%
JP Morgan Chase
4
JP Morgan Chase
New York
$422M -$102M -1,427,362 -20%
Goldman Sachs
5
Goldman Sachs
New York
$330M +$82.9M +1,156,634 +35%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$270M +$34.6M +482,150 +15%
Wells Fargo
7
Wells Fargo
California
$260M -$63M -878,936 -20%
RJA
8
Raymond James & Associates
Florida
$259M +$24.9M +346,684 +11%
UBS Group
9
UBS Group
Switzerland
$259M -$108M -1,508,696 -30%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$223M +$19.2M +268,318 +10%
NAM
11
Nissay Asset Management
Japan
$223M
PCH
12
PGIM Custom Harvest
New Jersey
$202M +$397K +5,540 +0.2%
Truist Financial
13
Truist Financial
North Carolina
$185M +$14.7M +205,202 +9%
BlackRock
14
BlackRock
New York
$162M +$37.9M +529,076 +32%
WA
15
WestEnd Advisors
North Carolina
$153M -$126M -1,762,884 Closed
Ameriprise
16
Ameriprise
Minnesota
$153M +$14.1M +196,544 +11%
N
17
Natixis
France
$150M +$144M +2,004,700 New
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$141M +$77.6M +1,082,194 +134%
Fisher Asset Management
19
Fisher Asset Management
Washington
$135M +$4.91M +68,460 +4%
LPL Financial
20
LPL Financial
California
$134M +$3.93M +54,844 +3%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$128M +$88.7M +1,236,822 +260%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$122M -$42.7M -596,068 -27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
23
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$97.2M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$93.1M -$6.59M -91,964 -7%
Citigroup
25
Citigroup
New York
$78.6M -$92.4M -1,289,346 -55%

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.