State Street Consumer Discretionary Select Sector SPDR ETF (XLY) was the only ETF selling on Friday, Oct. 30, with no funds buying. Its $184.7 million in gross trades were all sales, producing a net outflow of the same amount, and it decreased all 47 of its holdings without increasing any. Its largest sale was Amazon (AMZN), with $39.4 million worth of shares, which still accounts for 21.33% of assets, followed by Tesla (TSLA) at $34.7 million, Home Depot (HD) at $10.1 million, McDonald's (MCD) at $8.2 million and TJX (TJX) at $7.5 million. The fund has $22.40 billion in assets.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 11/02/2026 | 245.63 |
| Change that session | +2.20% |
TSLA
• NeutralTesla, Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.6T |
| Close on 11/02/2026 | 403.82 |
| Change that session | +1.00% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- ETFs Are Buying Amazon.com (AMZN) on Nov. 2
On Monday, 53 ETFs bought Amazon.com shares and 23 sold, for net buying of $483.2 million, extending a two-day run of ETF buying. The prior session on Oct. 30 saw net buying of $185.8 million, while Oct. 29 posted net selling of $146.8 million. QQQ led with $169.4 million, followed by SPY ($145.0 million) and IVV ($63.0 million). Amazon has a market cap of $2.71 trillion; its trailing revenue of $797.46 billion rose 14.4% year over year, and its GF Value of $258.01 compares with a price of $250.69.
- Amazon (AMZN) Sees $185.8 Million in Net ETF Buying on Friday
ETFs net bought $185.8 million of Amazon (AMZN) on Friday, snapping a one-day outflow streak after a $146.8 million net outflow on Thursday. In the three prior sessions, flows alternated between inflows of $308.2 million and $65.7 million and an outflow of $225.8 million. 44 ETFs bought shares and 23 sold, led by SPY ($185.5 million), IVV ($53.4 million) and JEPQ ($10.3 million). Amazon, which operates through North America, International and Amazon Web Services segments, has a market cap of $2.66 trillion and trailing-12-month revenue of $797.46 billion, up 14.4%. The shares are up 6.42% year to date, and ETFs were net buyers on 3 of the last 5 reported days.
- What iShares Russell 1000 Value ETF (IWD) Bought: Apple Leads on Thursday
iShares Russell 1000 Value ETF (IWD) was the only ETF buying on Thursday, with no ETFs selling, recording $140.6 million in gross trades that were all net buying. The fund increased 849 positions and decreased none, with assets under management of $83.22 billion. Its largest purchases were Apple ($8.7 million), Amazon.com ($8.1 million) and Microsoft ($7.4 million), followed by Berkshire Hathaway Class B ($3.8 million) and JPMorgan Chase ($3.5 million). None of the largest buys were new positions, and there were no sellouts.
- ETFs Are Net Sellers of Amazon (AMZN) on Oct. 29
On Thursday, QQQ led the selling by cutting 387,136 shares worth $94.4 million, leaving ETFs with net selling of $146.8 million in Amazon (AMZN). Although 44 ETFs bought and 25 sold, the sellers moved larger amounts, snapping a two-day run of inflows of $308.2 million on Wednesday and $65.7 million on Tuesday. The largest sellers were QQQ ($94.4 million), SPY ($73.3 million) and IVV ($20.8 million), while QLD cut $18.3 million. Over the last five reported days, ETFs were net buyers on three and net sellers on two. Amazon operates through North America, International and Amazon Web Services segments, with a $2.59 trillion market cap and trailing-12-month revenue of $797.46 billion, up 14.4%; the stock is up 4.13% year to date.
- ETFs Bought $263.0 Million of Tesla (TSLA) on Nov. 2
On Monday, 41 ETFs bought Tesla shares and 23 sold, for net ETF buying of $263.0 million. The prior session had net inflows of $76.3 million, following a net outflow of $108.6 million on Oct. 29. QQQ led with $135.6 million, followed by SPY ($68.5 million), IVV ($29.7 million) and XLY ($16.4 million), where Tesla carries an 18.57% weight. Tesla has a market cap of $1.58 trillion, and its GF Value of $358.08 compares with a price of $398.50, while the stock is down 11.39% year to date.
- 35 ETFs Add to Tesla (TSLA) Holdings on Friday
ETFs bought a net $76.3 million of Tesla (TSLA) stock on Friday, Oct. 30, with 35 ETFs buying and 20 selling, snapping a one-day selling streak. This followed a net outflow of $108.6 million on Oct. 29, after inflows of $196.5 million on Oct. 28 and $40.5 million on Oct. 27, and an outflow of $113.0 million on Oct. 26. The largest buyers were SPY at $88.6 million, IVV at $25.5 million and JEPQ at $6.5 million. Tesla, in the Auto Manufacturers industry with a $1.60 trillion market cap, reported trailing-12-month revenue of $103.57 billion, up 7.7%, and its year-to-date return is -10.21%.
Related markets
Latest news
- What sets AMD data centers apart as Intel stock keeps sliding?
AMD beat Wall Street estimates for its third-quarter earnings, as AI data center revenue nearly doubled to $8.55 billion. Guests said Intel posted strong data center numbers but weak PC sales, and its stock plunged, while AMD's forward guidance, contracts, backlog and margins were seen as stronger. Revenue could grow 80% in 2027, up from an earlier estimate of 35%. They noted that higher memory prices and component costs were hurting PC demand, with 2027 PC shipments projected to fall by a double-digit percentage and gaming sales down 8% year-on-year. Commentators compared AMD's focus on data centers to Nvidia's shift from gaming chips to AI.
- Dow Jones futures surge 1,000 points after Democratic win, Trump makes surprising new move
Dow Jones futures jumped as much as 1,083 points, or 2.1%, after Democrats won majorities in both the House and Senate in the midterm elections and took several key governorships, including Texas. The result could curb President Trump's policies, which combined business tax cuts with tariffs and the war in Iran, contributing to higher inflation. S&P 500 futures rose 1.1%, while Nasdaq-100 gained only 0.4% as AI-linked stocks came under pressure. Trump told the New York Times he was “fully prepared” to accept the results and said he and Republican lawmakers would work with Democrats, while Walmart rose 2%, Bank of America 1.9%, UnitedHealth 1.4% and Molina Healthcare 6.3%. Investors remain wary of possible restrictions on data center construction, as Gina Hinojosa, who pledged to pause new data center projects, won the Texas governor's race.
- What i-80 Gold (IAU) Said on Its Q3 Earnings Call
i-80 Gold said the feasibility study for Granite Creek Underground is complete, outlining an 8.5-year mine life, while Archimedes is set to begin mining in Q4 2026. The Lone Tree refurbishment is on schedule for first gold in Q4 2027, with its $430 million capital estimate largely intact. The company expects production to rise from 40,000–50,000 ounces annually to 150,000–200,000 ounces from 2028, with 2026 output in the lower half of guidance. In Q3, Granite Creek produced about 9,100 ounces of gold, though processing lagged mining due to limited availability at a third-party processor. At quarter-end, the company held about $411 million in cash and could access up to roughly $350 million in additional liquidity over the next 18 months, subject to financing arrangements and approvals.
- CoreWeave, Nebius Slide As Blue Wave Clouds AI Boom
CoreWeave and Nebius shares fell as investors worried that the “blue wave” result in the midterm elections could slow the build-out of AI data centers.
- AI data center stocks dip as midterm elections shake up Wall Street
CNBC cited $173 million in General Election data center advertising, almost all negative, with $140 million from Democratic advertisers. An NBC exit poll found 56% of voters called AI and data centers a crucial or major factor in their vote. In Texas, Hinojosa defeated Abbott, and her platform includes a moratorium or new requirements for data centers in a state expected to account for a quarter of capacity by 2030. Panelists said investors are wary, pushing down neocloud stocks such as CoreWeave and Applied Digital, along with Tesla and SpaceX, while hyperscalers were holding up better. They also noted that public opposition to nearby data centers over noise, gas turbines, fumes and water use had grown.
- Tesla (TSLA) Shares Underperform as Record Q2 Revenue Is Overshadowed by Margin Pressure
Polen Capital's 5Perspectives Large Growth Composite returned 0.0% in Q3 2026, trailing the Russell 1000 Growth Index's 0.9%, as volatility hit AI stocks amid concerns over hyperscaler capex and crowded trades. The firm views the pullback as a necessary reset rather than a deterioration in fundamentals and is gradually shifting toward companies applying AI to boost productivity. On Tesla, shares underperformed after second-quarter results, when record revenue was overshadowed by margin pressure and a sharp rise in capital spending for AI and robotics. Tesla closed at $398.50 on November 3, 2026, with a $1.58 trillion market cap; shares rose 5.48% over the past month but are down 13.76% over 52 weeks. The number of hedge fund portfolios holding Tesla fell to 123 at the end of Q1 from 137 the previous quarter.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.