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Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

Consumer Discretionary Select Sector SPDR Fund logo
$236.40 +0.70 (+0.30%)
Closing price 10/8/2025 04:10 PM Eastern
Extended Trading
$236.37 -0.03 (-0.01%)
As of 04:01 AM Eastern
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Institutional Ownership Changes (13F Filings) for Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY)

Current
Institutional Ownership
Percentage
69.93%
Number of
Institutional Buyers
(last 12 months)
925
Total
Institutional Inflows
(last 12 months)
$12.32B
Number of
Institutional Sellers
(last 12 months)
659
Total
Institutional Outflows
(last 12 months)
$4.75B
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XLY Institutional Buying and Selling by Quarter

Consumer Discretionary Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2025Agate Pass Investment Management LLC7,847$1.88M0.7%-5.5%0.008%
10/8/2025Armstrong Advisory Group Inc.152,344$36.51M2.6%-0.3%0.148%
10/8/2025Peoples Bank KS1,101$264K0.3%-24.4%0.001%
10/8/2025Fiduciary Alliance LLC2,696$646K0.0%+7.5%0.003%
10/8/2025RDA Financial Network1,960$470K0.1%+94.3%0.002%
10/8/2025Legacy Private Trust Co.3,040$729K0.0%-16.0%0.003%
10/8/2025Kwmg LLC3,177$761K0.1%-4.9%0.003%
10/8/2025Moulton Wealth Management Inc.4,061$973K0.7%+1.8%0.004%
10/8/2025Balefire LLC1,474$353K0.1%N/A0.001%
10/8/2025M.E. Allison & CO. Inc.2,776$665K0.5%+3.9%0.003%
10/7/2025 TCP Asset Management LLC44,176$10.59M1.9%+3.1%0.043%
10/7/2025 Montecito Bank & Trust6,899$1.65M0.3%N/A0.007%
10/7/2025 Acropolis Investment Management LLC1,071$257K0.0%N/A0.001%
10/7/2025 Doliver Advisors LP1,490$357K0.1%N/A0.001%
10/7/2025 Mirador Capital Partners LP4,721$1.13M0.2%-4.5%0.005%
10/6/2025 SMI Advisory Services LLC14,666$3.49M0.7%N/A0.014%
10/6/2025 Gradient Investments LLC1,062$254K0.0%-9.2%0.001%
10/6/2025 City Center Advisors LLC3,067$735K0.7%N/A0.003%
10/6/2025 HF Advisory Group LLC1,750$420K0.2%+6.5%0.002%
10/6/2025 Heartwood Wealth Advisors LLC1,637$392K0.0%+4.2%0.002%
10/6/2025 Grove Bank & Trust365$87K0.0%+112.2%0.000%
10/6/2025 Boltwood Capital Management12,516$3.00M0.8%+0.5%0.012%
10/6/2025 Clarus Wealth Advisors7,843$1.87M0.8%+2.1%0.008%
10/6/2025 Venture Visionary Partners LLC2,014$483K0.0%+8.9%0.002%
10/3/2025 HCR Wealth Advisors862$206K0.0%N/A0.001%
10/3/2025 First Citizens Financial Corp3,768$903K0.4%+12.8%0.004%
10/2/2025 Global Wealth Strategies & Associates242$58K0.0%N/A0.000%
10/1/2025 Farmers Trust Co.37,895$9.08M1.6%-4.2%0.038%
10/1/2025 Neville Rodie & Shaw Inc.15,545$3.73M0.3%-1.9%0.015%
9/30/2025Cullen Capital Management LLC1,074$233K0.0%-57.3%0.001%
9/26/2025Corient Private Wealth LLC80,895$17.58M0.0%+35.1%0.081%
9/22/2025Caldwell Trust Co901$196K0.0%N/A0.001%
9/19/2025Watts Gwilliam & Co. LLC2,801$674K0.1%-9.4%0.003%
9/12/2025Valeo Financial Advisors LLC12,958$2.82M0.1%-60.5%0.013%
9/11/2025Milestones Private Investment Advisors LLC17,297$3.76M2.8%N/A0.017%
9/10/2025WT Wealth Management2,976$647K0.2%-17.6%0.003%
9/9/2025NWF Advisory Services Inc.2,363$513K0.1%+14.1%0.002%
9/4/2025Osaic Holdings Inc.252,532$54.57M0.1%-6.2%0.252%
8/29/2025Total Investment Management Inc.275$60K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.2,197$477K0.0%-29.6%0.002%
8/27/2025Orion Porfolio Solutions LLC6,882$1.50M0.0%+11.5%0.007%
8/26/2025Thrivent Financial for Lutherans25,054$5.45M0.0%+47.9%0.025%
8/25/2025Promus Capital LLC2,755$599K0.4%+712.7%0.003%
8/25/2025Silverlake Wealth Management LLC1,248$271K0.1%-58.5%0.001%
8/25/2025Fulcrum Equity Management3,901$848K0.9%-52.4%0.004%
8/20/2025Thompson Davis & CO. Inc.2,854$620K0.3%-11.9%0.003%
8/20/2025Coppell Advisory Solutions LLC2,763$604K0.1%N/A0.003%
8/19/2025Newbridge Financial Services Group Inc.1,207$262K0.0%-23.5%0.001%
8/19/2025Advisory Services Network LLC26,574$5.88M0.1%-2.6%0.026%
8/18/2025Geneos Wealth Management Inc.16,547$3.60M0.1%+1,389.4%0.016%
8/18/2025V2 Financial group LLC4,550$989K0.6%+3.4%0.005%
8/18/2025Goodman Advisory Group LLC616$134K0.0%N/A0.001%
8/15/2025Nikulski Financial Inc.1,098$239K0.1%N/A0.001%
8/15/2025Howland Capital Management LLC1,458$317K0.0%-12.8%0.001%
8/15/2025SkyView Investment Advisors LLC17,292$3.78M0.5%+1.6%0.017%
8/15/2025Corient Private Wealth LLC160,624$34.91M0.0%+168.3%0.160%
8/15/2025Equitable Holdings Inc.39,303$8.54M0.1%-5.8%0.039%
8/15/2025Florida Financial Advisors LLC2,230$485K0.2%+33.2%0.002%
8/15/2025Sender Co & Partners Inc.1,012$220K0.1%N/A0.001%
8/15/2025Captrust Financial Advisors20,950$4.55M0.0%+3.1%0.021%
8/15/2025Blue Chip Partners LLC2,299$500K0.0%-7.0%0.002%
8/15/2025Manhattan West Asset Management LLC1,403$305K0.1%-38.5%0.001%
8/15/2025Cooksen Wealth LLC23,202$5.04M4.1%+25.5%0.023%
8/15/2025Visionary Wealth Advisors1,722$374K0.0%+7.5%0.002%
8/15/2025Two Sigma Securities LLC6,240$1.36M0.2%-38.6%0.006%
8/15/2025Talisman Wealth Advisors LLC1,610$350K0.3%-4.1%0.002%
8/15/2025Tidal Investments LLC1,289$280K0.0%+5.2%0.001%
8/15/2025Sherman Asset Management Inc.4,744$1.03M0.9%+128.4%0.005%
8/15/2025Snowden Capital Advisors LLC13,993$3.04M0.1%-10.8%0.014%
8/15/2025Redwood Financial Network Corp8,856$1.93M1.3%-1.8%0.009%
8/15/2025Riggs Asset Managment Co. Inc.119$26K0.0%-43.6%0.000%
8/15/2025Orion Porfolio Solutions LLC6,882$1.50M0.0%+11.5%0.007%
8/15/2025MML Investors Services LLC164,058$35.66M0.1%-35.6%0.163%
8/15/2025Man Group plc4,303$935K0.0%-36.2%0.004%
8/15/2025Mendel Capital Management LLC4,442$965K0.6%-8.9%0.004%
8/15/2025Modern Wealth Management LLC1,337$291K0.0%+9.8%0.001%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.57,184$12.43M2.1%+0.3%0.057%
8/15/2025IHT Wealth Management LLC40,636$8.83M0.2%-8.2%0.040%
8/15/2025Great Valley Advisor Group Inc.6,356$1.38M0.0%-1.6%0.006%
8/15/2025Group One Trading LLC27,458$5.97M0.0%+1,197.6%0.027%
8/15/2025Gallagher Fiduciary Advisors LLC6,205$1.35M0.0%+1.8%0.006%
8/15/2025EHP Funds Inc.12,800$2.78M1.0%N/A0.013%
8/15/2025EP Wealth Advisors LLC193,559$42.07M0.3%+9.5%0.193%
8/15/2025Curi Capital LLC935$203K0.0%N/A0.001%
8/15/2025Benjamin Edwards Inc.29,348$6.38M0.1%-11.5%0.029%
8/15/2025Byrne Financial Freedom LLC9,114$1.98M1.0%+6.4%0.009%
8/15/2025BlueCrest Capital Management Ltd20,591$4.48M0.2%+80.3%0.021%
8/15/2025AQR Capital Management LLC19,428$4.22M0.0%+36.1%0.019%
8/15/2025Ameriprise Financial Inc.2,037,719$442.79M0.1%+16.5%2.030%
8/14/2025Paloma Partners Management Co24,099$5.24M0.8%+2,423.5%0.024%
8/14/2025Ausdal Financial Partners Inc.3,922$840K0.1%+20.2%0.004%
8/14/2025Raymond James Financial Inc.2,043,426$444.10M0.2%+0.3%2.035%
8/14/2025Darwin Wealth Management LLC14,189$3.08M1.1%N/A0.014%
8/14/2025Transamerica Financial Advisors LLC4,295$933K0.1%-50.8%0.004%
8/14/2025Chicago Wealth Management Inc.19,104$4.15M2.0%+2.9%0.019%
8/14/2025Banco BTG Pactual S.A.10,024$2.18M0.4%+24.7%0.010%
8/14/2025Quantinno Capital Management LP46,853$10.18M0.0%+10.3%0.047%
8/14/2025Diversify Advisory Services LLC55,385$12.56M0.5%+1,213.1%0.055%
8/14/2025Peapack Gladstone Financial Corp206,517$44.88M0.6%-0.3%0.206%
8/14/2025Caption Management LLC22,516$4.89M0.1%N/A0.022%
(Data available from 1/1/2016 forward)

XLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLY shares?

During the previous two years, 1,348 institutional investors and hedge funds held shares of Consumer Discretionary Select Sector SPDR Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($6.78B), JPMorgan Chase & Co. ($1.63B), Morgan Stanley ($591.01M), Envestnet Asset Management Inc. ($490.41M), Barclays PLC ($485.79M), Raymond James Financial Inc. ($444.10M), and Ameriprise Financial Inc. ($442.79M).Learn more on Consumer Discretionary Select Sector SPDR Fund's institutional investors.

What percentage of Consumer Discretionary Select Sector SPDR Fund's stock is owned by institutional investors?

69.93% of Consumer Discretionary Select Sector SPDR Fund's stock is owned by institutional investors. Learn more on XLY's institutional investor holdings.

Which institutional investors have been buying Consumer Discretionary Select Sector SPDR Fund's stock?

Of the 1,175 institutional investors that purchased Consumer Discretionary Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($31.18M), JPMorgan Chase & Co. ($3.70M), Raymond James Financial Inc. ($2.04M), Laurel Wealth Advisors LLC ($1.82M), International Assets Investment Management LLC ($1.72M), Clal Insurance Enterprises Holdings Ltd ($1.56M), and Wulff Hansen & CO. ($1.48M).

How much institutional buying is happening at Consumer Discretionary Select Sector SPDR Fund?

Institutional investors have bought a total of 57,087,917 shares in the last 24 months. This purchase volume represents approximately $12.32B in transactions.

Which of Consumer Discretionary Select Sector SPDR Fund's major shareholders have been selling company stock?

Of the 657 institutional investors that sold Consumer Discretionary Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($12.57M), International Assets Investment Management LLC ($920.84K), Cibc World Market Inc. ($649.05K), Ameriprise Financial Inc. ($608.41K), CHURCHILL MANAGEMENT Corp ($533.73K), Envestnet Asset Management Inc. ($414.01K), and SG Americas Securities LLC ($255.24K).

How much institutional selling is happening at Consumer Discretionary Select Sector SPDR Fund?

Institutional investors have sold a total of 21,755,709 shares in the last 24 months. This volume of shares sold represents approximately $4.75B in transactions.


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This page (NYSEARCA:XLY) was last updated on 10/9/2025 by MarketBeat.com Staff
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