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Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

Consumer Discretionary Select Sector SPDR Fund logo
$116.46 +1.60 (+1.39%)
As of 04:10 PM Eastern

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)
1190
Total
Institutional Inflows
(last 12 months)
$7.83B
Number of
Institutional Sellers
(last 12 months)
420
Total
Institutional Outflows
(last 12 months)
$956.34M
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XLY Institutional Buying and Selling by Quarter

Consumer Discretionary Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group2,840$333K0.0%+12.3%0.001%
9/2/2026 1607 Capital Partners LLC14,500$1.70M0.1%+107.1%0.007%
8/27/2026 Corient Private Wealth LP151,061$17.72M0.0%-3.9%0.078%
8/27/2026 Tucker Asset Management LLC2,755$323K0.1%+5.4%0.001%
8/26/2026 HORAN Wealth LLC2,757$323K0.0%+23.1%0.001%
8/26/2026 HighTower Advisors LLC476,099$55.84M0.1%-2.7%0.246%
8/25/2026 January Capital Advisors LLC20,725$2.43M2.1%+131.6%0.011%
8/23/2026 Hyundai Investments Co. Ltd.5,078$595K0.6%-37.3%0.003%
8/23/2026 Ameritas Advisory Services LLC34,725$4.07M0.1%+148.2%0.018%
8/23/2026 Straight Path Wealth Management2,835$333K0.1%+26.6%0.001%
8/23/2026 Kintra Wealth LLC22,774$2.70M0.1%-1.5%0.012%
8/23/2026 Endeavor Private Wealth Inc.2,401$282K0.1%-13.3%0.001%
8/23/2026 HB Wealth Management LLC37,162$4.36M0.0%-1.7%0.019%
8/23/2026 Semitam Bonam LLC1,737$204K0.1%N/A0.001%
8/22/2026 Advisory Solutions Group LLC7,288$855K0.3%N/A0.004%
8/22/2026 XP Advisory US Inc.278$33K0.0%N/A0.000%
8/22/2026 Compass Financial Management LLC2,173$256K0.0%N/A0.001%
8/22/2026 NBH Bank425$50K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC2,200$258K0.4%N/A0.001%
8/22/2026 Strive Financial Group LLC662$78K0.0%+284.9%0.000%
8/22/2026 Vertex Investment Solutions Co. Ltd.68,600$8.04M5.4%+334.2%0.035%
8/22/2026 TD Waterhouse Canada Inc.1,766$209K0.0%+11.9%0.001%
8/22/2026 Premier Path Wealth Partners LLC79,153$9.28M1.1%-6.3%0.041%
8/22/2026 Concurrent Investment Advisors LLC144,651$16.97M0.1%+25.2%0.075%
8/21/2026 Retireful LLC21,842$2.56M2.4%N/A0.011%
8/21/2026 Continuum Advisory LLC1,682$197K0.0%N/A0.001%
8/21/2026 Atticus Wealth Management LLC12,612$1.48M0.4%-6.6%0.007%
8/21/2026 Clarus Wealth Advisors19,980$2.30M0.8%+12.2%0.010%
8/21/2026 Chesapeake Wealth Management25,233$2.96M0.8%+1.7%0.013%
8/20/2026 Nwam LLC18,239$2.14M0.1%+15.1%0.009%
8/20/2026 CMH Wealth Management LLC1,730$203K0.0%N/A0.001%
8/20/2026 CTC Alternative Strategies Ltd.20,718$2.43M3.6%+17.2%0.011%
8/20/2026 Rothschild Capital Partners LLC2,461$289K0.1%N/A0.001%
8/20/2026 Headlands Technologies LLC36,631$4.30M0.5%N/A0.019%
8/20/2026 Straightline Group LLC17,971$2.11M1.0%-2.1%0.009%
8/20/2026 Quantitative Investment Management LLC54,284$6.37M0.7%-56.8%0.028%
8/20/2026 Sigma Planning Corp28,795$3.38M0.1%-17.8%0.015%
8/20/2026 Two Sigma Securities LLC39,633$4.65M0.4%+337.2%0.020%
8/20/2026 Benjamin Edwards Inc.81,186$9.52M0.1%+22.0%0.042%
8/20/2026 Northwestern Mutual Wealth Management Co.59,620$6.99M0.0%+64.2%0.031%
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8/20/2026 Okabena Investment Services Inc.19,597$2.30M0.4%+2.3%0.010%
8/20/2026 Spinnaker Trust163,677$19.20M0.9%-16.4%0.084%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC17,187$2.02M0.0%-93.6%0.009%
8/19/2026 Toth Financial Advisory Corp54,739$6.42M0.6%+1.9%0.028%
8/19/2026 Van ECK Associates Corp180,400$21.16M0.0%+74.4%0.093%
8/19/2026 Ferguson Wellman Capital Management Inc.33,812$3.97M0.0%-13.6%0.017%
8/19/2026 Nissay Asset Management Corp Japan1,589,552$186.42M0.8%N/A0.820%
8/19/2026 Hsbc Holdings PLC28,639$3.36M0.0%-18.0%0.015%
8/7/2026 Trust Co. of Vermont2,180$256K0.0%N/A0.001%
8/5/2026USA Financial Formulas1,891$206K0.0%-14.7%0.001%
7/25/2026 Farmers & Merchants Trust Co of Chambersburg PA21,423$2.51M0.6%+0.9%0.011%
7/25/2026 Bogart Wealth LLC364$43K0.0%+38.4%0.000%
7/25/2026 Bartlett & CO. Wealth Management LLC67,664$7.94M0.1%-0.5%0.035%
7/25/2026 TCV Trust & Wealth Management Inc.44,596$5.23M0.4%-1.4%0.023%
7/25/2026 Nelson Capital Management LLC31,794$3.73M0.4%+4.7%0.016%
7/25/2026 Pine Valley Investments Ltd Liability Co20,741$2.43M0.1%+8.5%0.011%
7/24/2026 Barrett & Company Inc.1,130$133K0.0%-36.2%0.001%
7/24/2026 D.A. Davidson & CO.21,254$2.49M0.0%-3.3%0.011%
7/24/2026 Benjamin Edwards Inc.81,186$9.52M0.1%+22.0%0.041%
7/24/2026 KPP Advisory Services LLC4,979$584K0.1%-5.1%0.003%
7/24/2026 EverSource Wealth Advisors LLC1,480$174K0.0%-48.4%0.001%
7/24/2026 Fairway Wealth LLC510$60K0.0%+45.7%0.000%
7/24/2026 Lodestone Wealth Management LLC2,128$250K0.1%+11.2%0.001%
7/24/2026 Essex LLC21,390$2.51M0.4%+7.5%0.011%
7/24/2026 Signaturefd LLC422$49K0.0%-17.9%0.000%
7/24/2026 Financial Consulate Inc.4,259$499K0.1%+5.5%0.002%
7/23/2026 PFG Investments LLC39,068$4.58M0.2%+1.8%0.020%
7/23/2026 Johnson Investment Counsel Inc.23,433$2.75M0.0%+9.5%0.012%
7/23/2026 Wealth Architects LLC2,555$300K0.0%-36.6%0.001%
7/23/2026 Foronjy Financial LLC57,175$6.71M2.5%-10.1%0.029%
7/23/2026 Nations Financial Group Inc. IA ADV12,934$1.52M0.1%-1.2%0.007%
7/23/2026 Capital Investment Advisory Services LLC1,261$148K0.0%+79.9%0.001%
7/23/2026 Financial & Tax Architects LLC10,406$1.22M0.3%+2.3%0.005%
7/23/2026 Mosley Wealth Management591$69K0.0%-67.8%0.000%
7/23/2026 SBI Securities Co. Ltd.1,678$197K0.0%-5.0%0.001%
7/23/2026 Retireful LLC21,842$2.56M2.4%N/A0.011%
7/23/2026 Asset Advisors Investment Management LLC72,265$8.48M0.8%-0.8%0.037%
7/22/2026 Exchange Traded Concepts LLC4,959$582K0.0%+1,350.0%0.003%
7/22/2026 Entelevest LLC1,815$213K0.2%N/A0.001%
7/22/2026 Fourpath Capital Management LLC7,089$831K0.1%+10.7%0.004%
7/22/2026 Pines Wealth Management LLC11,220$1.32M0.4%+3.5%0.006%
7/22/2026 Balance Wealth Partners LLC3,083$362K0.1%N/A0.002%
7/22/2026 SBI Okasan Asset Management Co.Ltd.22,250$2.61M0.1%-22.9%0.011%
7/22/2026 Sterling Investment Management LLC2,146$252K0.1%-10.0%0.001%
7/22/2026 Laurel Oak Wealth Management LLC3,044$357K0.1%+7.3%0.002%
7/22/2026 Biltmore Wealth Management LLC199,665$23.42M7.3%+2.9%0.102%
7/21/2026 Midwest Financial Group LLC2,660$312K0.1%+4.6%0.001%
7/21/2026 Envestnet Portfolio Solutions Inc.9,471$1.11M0.0%-64.4%0.005%
7/21/2026 IFP Advisors Inc18,885$2.22M0.0%+6.5%0.010%
7/21/2026 Oak Family Advisors LLC9,652$1.13M0.3%-2.7%0.005%
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7/21/2026 Webster Bank N. A.832$98K0.0%-14.0%0.000%
7/21/2026 Merit Financial Group LLC128,321$15.05M0.1%+42.8%0.066%
7/20/2026 Hansen & Associates Financial Group Inc.23,238$2.74M1.6%+41.4%0.012%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors2,158$253K0.0%-87.3%0.001%
7/20/2026 Acorn Financial Advisory Services Inc. ADV10,401$1.22M0.2%+12.6%0.005%
7/20/2026 Thomasville National Bank8,548$1.00M0.1%N/A0.004%
7/20/2026 Clarity Financial LLC114,884$13.47M1.1%+1.8%0.059%
7/20/2026 Farmers & Merchants Investments Inc.898$105K0.0%-10.0%0.000%
7/20/2026 Venturi Wealth Management LLC67,958$7.97M0.3%+28.8%0.035%
7/20/2026 Mission Wealth Management LP4,564$535K0.0%+76.1%0.002%


XLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,502 institutional investors and hedge funds held shares of Consumer Discretionary Select Sector SPDR Fund. The most heavily invested institutionals were Bank of America Corp DE ($4.25B), JPMorgan Chase & Co. ($1.76B), Morgan Stanley ($876.47M), Envestnet Asset Management Inc. ($635.92M), Goldman Sachs Group Inc. ($520.18M), Ameriprise Financial Inc. ($446.94M), and LPL Financial LLC ($403.33M).Learn more on Consumer Discretionary Select Sector SPDR Fund's 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.

Of the 1,444 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 ($31.19M), Bank of America Corp DE ($19.47M), Morgan Stanley ($3.79M), Raymond James Financial Inc. ($3.08M), Focus Partners Wealth ($3.03M), Migdal Insurance & Financial Holdings Ltd. ($2.76M), and Main Management ETF Advisors LLC ($2.45M).

Institutional investors have bought a total of 65,880,128 shares in the last 24 months. This purchase volume represents approximately $7.83B in transactions.

Of the 420 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: Laurel Wealth Advisors LLC ($1.82M), Harel Insurance Investments & Financial Services Ltd. ($1.23M), State Street Corp ($344.79K), Bellwether Advisors LLC ($343.31K), Capital Investment Advisors LLC ($262.65K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($251.35K), and Bank of America Corp DE ($230.14K).

Institutional investors have sold a total of 8,248,747 shares in the last 24 months. This volume of shares sold represents approximately $956.34M in transactions.



Institutional ownership data for NYSEARCA:XLY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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