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Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

Consumer Discretionary Select Sector SPDR Fund logo
$112.36 +0.09 (+0.08%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$112.24 -0.12 (-0.10%)
As of 10/13/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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)
1197
Total
Institutional Inflows
(last 12 months)
$7.88B
Number of
Institutional Sellers
(last 12 months)
419
Total
Institutional Outflows
(last 12 months)
$1.16B
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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
10/14/2026Signal Advisors Wealth LLC34,555$3.76M0.2%+33.2%0.018%
10/14/2026B. Riley Wealth Advisors Inc.23,344$2.54M0.1%-0.9%0.012%
10/14/2026Krilogy Financial LLC268,738$30.17M0.8%+12.5%0.137%
10/13/2026Mechanics Bank Trust Department14,641$1.59M0.2%-2.1%0.007%
10/13/2026Fagan Associates Inc.3,595$391K0.0%-2.7%0.002%
10/13/2026Forvis Mazars Wealth Advisors LLC22,496$2.45M0.0%+1.0%0.011%
10/13/2026Contravisory Investment Management Inc.6,155$670K0.1%+4.1%0.003%
10/13/2026Ring Mountain Capital LLC22,938$2.50M1.0%-3.1%0.012%
10/13/2026Cooksen Wealth LLC55,904$6.31M4.0%+7.0%0.029%
10/13/2026Avior Wealth Management LLC10,755$1.17M0.0%-12.9%0.005%
10/10/2026HF Advisory Group LLC4,061$442K0.1%+12.4%0.002%
10/10/2026Armstrong Advisory Group Inc.293,353$31.93M1.9%+1.2%0.151%
10/10/2026Magnolia Capital Management Ltd.19,910$2.17M1.8%-8.4%0.010%
10/10/2026Valley Wealth Managers Inc.1,899$207K0.0%+12.6%0.001%
10/9/2026Biltmore Wealth Management LLC206,389$22.46M7.0%+3.4%0.106%
10/9/2026Camelot Technology Advisors Inc.14,175$1.54M1.1%+2.7%0.007%
10/9/2026Bullock Wealth Management Group13,438$1.46M0.6%+2.1%0.007%
10/9/2026Wedmont Private Capital4,940$552K0.0%+17.1%0.003%
10/9/2026Cadent Capital Advisors LLC122,449$13.33M2.9%-4.8%0.063%
10/9/2026Vilga Financial Planning LLC9,252$1.01M0.6%+2.4%0.005%
10/9/2026Graves Light Lenhart Wealth Inc.2,775$302K0.0%-5.9%0.001%
10/9/2026Attessa Capital LLC38,710$4.21M2.4%+6.1%0.020%
10/9/2026Acropolis Investment Management LLC1,900$207K0.0%-10.7%0.001%
10/9/2026GAMMA Investing LLC2,473$269K0.0%+4.1%0.001%
10/9/2026Galvin Gaustad & Stein LLC48,803$5.31M0.4%+14.3%0.025%
10/8/2026Farther Finance Advisors LLC24,047$2.62M0.0%-6.1%0.012%
10/8/2026Sapient Capital LLC10,852$1.18M0.0%+2.9%0.006%
10/8/2026CoreCap Advisors LLC29,595$3.22M0.1%-29.7%0.015%
10/8/2026YHB Investment Advisors Inc.6,667$726K0.0%N/A0.003%
10/8/2026Titleist Asset Management LLC2,298$250K0.0%-24.6%0.001%
10/8/2026Gradient Investments LLC2,201$240K0.0%-99.8%0.001%
10/8/2026Toth Financial Advisory Corp53,937$5.87M0.6%-1.5%0.028%
10/8/2026Kessler Investment Group LLC11,988$1.31M0.6%+173.0%0.006%
10/8/2026City Center Advisors LLC6,557$714K0.5%-44.0%0.003%
10/7/2026Kwmg LLC4,146$451K0.0%-2.4%0.002%
10/6/2026Bangor Savings Bank12,396$1.35M0.1%+6.0%0.006%
10/6/2026Congress Asset Management Co.50,880$5.54M0.0%N/A0.026%
10/6/2026Colton Groome Financial Advisors LLC76,830$8.36M2.0%+7.2%0.039%
10/6/2026Legacy Private Trust Co.8,822$960K0.1%+30.9%0.005%
10/5/2026Neville Rodie & Shaw Inc.30,680$3.34M0.2%-0.5%0.016%
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10/5/2026Ferguson Wellman Capital Management Inc.30,142$3.28M0.0%-10.9%0.015%
10/5/2026Eastern Bank3,689$402K0.0%-2.7%0.002%
10/5/2026Heartwood Wealth Advisors LLC11,743$1.28M0.1%+255.2%0.006%
10/5/2026Rockland Trust Co.9,297$1.01M0.0%-58.7%0.005%
10/2/2026 First Citizens Financial Corp7,742$843K0.4%+2.6%0.004%
10/2/2026 Polaris Financial Partners1,249$136K0.1%N/A0.001%
10/2/2026 Boltwood Capital Management26,008$2.83M0.6%+0.7%0.013%
10/2/2026 CX Institutional3,841$418K0.0%+30.3%0.002%
9/23/2026QRG Capital Management Inc.7,062$828K0.0%+26.0%0.004%
9/23/2026Envestnet Portfolio Solutions Inc.9,471$1.11M0.0%-64.4%0.005%
9/23/2026Envestnet Asset Management Inc.2,792,320$327.48M0.0%-20.9%1.427%
9/22/2026State Street Corp371,556$43.58M0.0%+2,908.8%0.190%
9/11/2026Talon Private Wealth LLC59,106$6.93M0.8%+70.0%0.030%
9/9/2026Miramontes Capital LLC3,603$423K0.1%+14.1%0.002%
9/9/2026Sequoia Financial Advisors LLC19,437$2.28M0.0%-28.1%0.010%
9/9/2026Tidal Investments LLC21,397$2.51M0.0%+318.2%0.011%
9/9/2026IPG Investment Advisors LLC2,180$256K0.0%N/A0.001%
9/9/2026MCF Advisors LLC655$77K0.0%+2,629.2%0.000%
9/9/2026Lotus Asset Management LLC3,965$465K0.4%N/A0.002%
9/9/2026Plimoth Trust Co. LLC12,603$1.48M0.3%-1.1%0.007%
9/9/2026Capital Analysts LLC5,986$702K0.0%-21.3%0.003%
9/9/2026Teamwork Financial Advisors LLC2,144$251K0.0%-30.3%0.001%
9/9/2026NorthRock Partners LLC13,374$1.57M0.0%-55.6%0.007%
9/9/2026Integrated Wealth Concepts LLC47,717$5.60M0.0%+9.9%0.025%
9/9/2026RFG Advisory LLC68,827$8.07M0.1%+15.7%0.036%
9/9/2026NewEdge Advisors LLC125,225$14.69M0.0%-6.6%0.065%
9/9/2026IFP Advisors Inc18,885$2.22M0.0%+6.5%0.010%
9/9/2026Baird Financial Group Inc.33,848$3.97M0.0%-22.0%0.017%
9/9/2026Beacon Investment Advisory Services Inc.896$105K0.0%+133.3%0.000%
9/9/2026One Charles Private Wealth Services LLC13,220$1.55M0.4%-12.1%0.007%
9/8/2026Waverly Advisors LLC52,532$6.16M0.0%-4.8%0.027%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group2,840$333K0.0%+12.3%0.001%
9/2/20261607 Capital Partners LLC14,500$1.70M0.1%+107.1%0.007%
8/27/2026Corient Private Wealth LP151,061$17.72M0.0%-3.9%0.078%
8/27/2026Tucker Asset Management LLC2,755$323K0.1%+5.4%0.001%
8/26/2026HORAN Wealth LLC2,757$323K0.0%+23.1%0.001%
8/26/2026HighTower Advisors LLC476,099$55.84M0.1%-2.7%0.246%
8/25/2026January Capital Advisors LLC20,725$2.43M2.1%+131.6%0.011%
8/23/2026Hyundai Investments Co. Ltd.5,078$595K0.6%-37.3%0.003%
8/23/2026Ameritas Advisory Services LLC34,725$4.07M0.1%+148.2%0.018%
8/23/2026Straight Path Wealth Management2,835$333K0.1%+26.6%0.001%
8/23/2026Kintra Wealth LLC22,774$2.70M0.1%-1.5%0.012%
8/23/2026Endeavor Private Wealth Inc.2,401$282K0.1%-13.3%0.001%
8/23/2026HB Wealth Management LLC37,162$4.36M0.0%-1.7%0.019%
8/23/2026Semitam Bonam LLC1,737$204K0.1%N/A0.001%
8/22/2026Advisory Solutions Group LLC7,288$855K0.3%N/A0.004%
8/22/2026XP Advisory US Inc.278$33K0.0%N/A0.000%
8/22/2026Compass Financial Management LLC2,173$256K0.0%N/A0.001%
8/22/2026NBH Bank425$50K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC2,200$258K0.4%N/A0.001%
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8/22/2026Strive Financial Group LLC662$78K0.0%+284.9%0.000%
8/22/2026Vertex Investment Solutions Co. Ltd.68,600$8.04M5.4%+334.2%0.035%
8/22/2026TD Waterhouse Canada Inc.1,766$209K0.0%+11.9%0.001%
8/22/2026Premier Path Wealth Partners LLC79,153$9.28M1.1%-6.3%0.041%
8/22/2026Concurrent Investment Advisors LLC144,651$16.97M0.1%+25.2%0.075%
8/21/2026Retireful LLC21,842$2.56M2.4%N/A0.011%
8/21/2026Continuum Advisory LLC1,682$197K0.0%N/A0.001%
8/21/2026Atticus Wealth Management LLC12,612$1.48M0.4%-6.6%0.007%
8/21/2026Clarus Wealth Advisors19,980$2.30M0.8%+12.2%0.010%
8/21/2026Chesapeake Wealth Management25,233$2.96M0.8%+1.7%0.013%


XLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,503 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), Goldman Sachs Group Inc. ($520.18M), Ameriprise Financial Inc. ($446.94M), LPL Financial LLC ($403.33M), and PGIM Custom Harvest LLC ($384.62M).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 66,296,686 shares in the last 24 months. This purchase volume represents approximately $7.87B in transactions.

Of the 419 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), Gradient Investments LLC ($1.05M), Envestnet Asset Management Inc. ($736.55K), State Street Corp ($344.79K), Bellwether Advisors LLC ($343.31K), and Capital Investment Advisors LLC ($262.65K).

Institutional investors have sold a total of 10,091,724 shares in the last 24 months. This volume of shares sold represents approximately $1.16B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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