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State Street Consumer Discretionary Select Sector SPDR ETF

1,139 hedge funds and large institutions have $15B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 371 increasing their positions, 430 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 69

6.39% more ownership

Funds ownership: 151.19%157.58% (+6.4%)

2% more funds holding

Funds holding: 1,1161,139 (+23)

3% more capital invested

Capital invested by funds: $14.6B → $15B (+$482M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

14% less repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 430

58% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $3.74B

Holders
1,139
Holders Change
+23
Holders Change %
+2.06%
% of All Funds
16.36%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
103
Increased
371
Reduced
430
Closed
69
Calls
$1.58B
Puts
$3.74B
Net Calls
-$2.16B
Net Calls Change
-$651M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$3.8B -$363M -3,883,810 -9%
JP Morgan Chase
2
JP Morgan Chase
New York
$870M +$39.7M +425,120 +5%
Morgan Stanley
3
Morgan Stanley
New York
$686M -$46.6M -498,380 -7%
Wells Fargo
4
Wells Fargo
California
$566M -$2.87M -30,748 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$520M +$20.2M +216,058 +4%
Ameriprise
6
Ameriprise
Minnesota
$413M +$29M +309,968 +8%
UBS Group
7
UBS Group
Switzerland
$352M +$1.74M +18,620 +0.5%
RJA
8
Raymond James & Associates
Florida
$347M +$6.43M +68,816 +2%
Goldman Sachs
9
Goldman Sachs
New York
$301M +$27.3M +291,882 +11%
PCH
10
PGIM Custom Harvest
New Jersey
$298M +$3.79M +40,566 +1%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$282M +$8.33M +89,078 +3%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$281M +$233M +2,490,022 +787%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$273M +$99.3M +1,062,194 +64%
LPL Financial
14
LPL Financial
California
$244M +$7.05M +75,398 +3%
Truist Financial
15
Truist Financial
North Carolina
$227M +$6.62M +70,814 +3%
WA
16
WestEnd Advisors
North Carolina
$208M +$6.61M +70,754 +4%
Fisher Asset Management
17
Fisher Asset Management
Washington
$181M +$40.9M +437,954 +32%
MIFH
18
Migdal Insurance & Financial Holdings
Israel
$167M +$116M +1,235,898 +286%
CM
19
Churchill Management
California
$157M -$67.6M -722,936 -32%
CI
20
Clal Insurance
Israel
$138M +$125M +1,340,000 +3,350%
BlackRock
21
BlackRock
New York
$138M -$26.2M -280,180 -17%
Charles Schwab
22
Charles Schwab
California
$138M -$3.95M -42,228 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$133M +$8.61M +92,092 +7%
Citadel Advisors
24
Citadel Advisors
Florida
$108M +$101M +1,079,360 New
MIH
25
Meitav Investment House
Israel
$98.7M +$43.6M +466,670 +90%

XLY Hedge Fund Activity: Q3 2024 in Review

1,139 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q3 2024, worth a combined $15B — up 3.3% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new XLY positions and 69 closed out — a net gain of 34 holders — while 371 added to existing stakes and 430 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $233M. The largest seller was Barclays, cutting an estimated $1,000M.

  • 1,139 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q3 2024, up from 1,116 in Q2 2024.
  • Funds reported $15B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q3 2024, up 3.3% quarter-over-quarter.
  • 103 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q3 2024 and 69 closed out, a net change of +34 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $233M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q3 2024 was Barclays, an estimated $1,000M sold.

Based on aggregated 13F filings for Q3 2024.