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State Street Consumer Discretionary Select Sector SPDR ETF

1,292 hedge funds and large institutions have $18.8B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 428 increasing their positions, 379 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

246% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 70

96% more funds holding in top 10

Funds holding in top 10: 2753 (+26)

25% more capital invested

Capital invested by funds: $15B → $18.8B (+$3.8B)

13% more funds holding

Funds holding: 1,1391,292 (+153)

13% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 379

1.75% less ownership

Funds ownership: 157.58%155.83% (-1.8%)

58% less call options, than puts

Call options by funds: $1.82B | Put options by funds: $4.34B

Holders
1,292
Holders Change
+153
Holders Change %
+13.43%
% of All Funds
17.02%
Holding in Top 10
53
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+96.3%
% of All Funds
0.7%
New
242
Increased
428
Reduced
379
Closed
70
Calls
$1.82B
Puts
$4.34B
Net Calls
-$2.52B
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.16B -$92.2M -862,176 -2%
JP Morgan Chase
2
JP Morgan Chase
New York
$1.14B +$157M +1,468,410 +17%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$1.04B -$4.49K -42 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$836M +$65.5M +612,914 +9%
Wells Fargo
5
Wells Fargo
California
$664M +$29.8M +278,652 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$599M +$15.9M +148,784 +3%
Ameriprise
7
Ameriprise
Minnesota
$529M +$63.5M +593,812 +14%
Raymond James Financial
8
Raymond James Financial
Florida
$457M +$436M +4,074,842 New
LPL Financial
9
LPL Financial
California
$403M +$124M +1,155,384 +47%
UBS Group
10
UBS Group
Switzerland
$401M +$5.8M +54,256 +2%
CM
11
Churchill Management
California
$345M +$161M +1,509,124 +96%
Goldman Sachs
12
Goldman Sachs
New York
$343M +$5.47M +51,130 +2%
PCH
13
PGIM Custom Harvest
New Jersey
$336M +$2.74M +25,652 +0.9%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$290M -$24.3M -227,120 -8%
Truist Financial
15
Truist Financial
North Carolina
$239M -$14.2M -133,156 -6%
WA
16
WestEnd Advisors
North Carolina
$218M -$14.4M -134,880 -6%
BlackRock
17
BlackRock
New York
$218M +$60.4M +565,160 +41%
Citadel Advisors
18
Citadel Advisors
Florida
$203M +$78.1M +730,038 +68%
Fisher Asset Management
19
Fisher Asset Management
Washington
$195M -$7.15M -66,838 -4%
State Street
20
State Street
Massachusetts
$191M +$182M +1,701,144 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
21
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$184M +$107M +1,000,000 +156%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$160M -$139M -1,298,094 -48%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$157M -$29.1M -271,760 -16%
Charles Schwab
24
Charles Schwab
California
$145M -$8.71M -81,466 -6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$144M -$5.35M -50,060 -4%

XLY Hedge Fund Activity: Q4 2024 in Review

1,292 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q4 2024, worth a combined $18.8B — up 25% from $15B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new XLY positions and 70 closed out — a net gain of 172 holders — while 428 added to existing stakes and 379 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $182M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $207M.

  • 1,292 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q4 2024, up from 1,139 in Q3 2024.
  • Funds reported $18.8B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q4 2024, up 25% quarter-over-quarter.
  • 242 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q4 2024 and 70 closed out, a net change of +172 holders.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q4 2024 was State Street, an estimated $182M added.
  • The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2024.