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Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

Consumer Discretionary Select Sector SPDR Fund logo
$109.41 +0.65 (+0.60%)
Closing price 04:10 PM Eastern
Extended Trading
$109.52 +0.11 (+0.10%)
As of 07:34 PM 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)
1223
Total
Institutional Inflows
(last 12 months)
$8.48B
Number of
Institutional Sellers
(last 12 months)
511
Total
Institutional Outflows
(last 12 months)
$1.08B
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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
7/24/2026Barrett & Company Inc.1,130$133K0.0%-36.2%0.001%
7/24/2026D.A. Davidson & CO.21,254$2.49M0.0%-3.3%0.011%
7/24/2026Benjamin Edwards Inc.81,186$9.52M0.1%+22.0%0.041%
7/24/2026KPP Advisory Services LLC4,979$584K0.1%-5.1%0.003%
7/24/2026EverSource Wealth Advisors LLC1,480$174K0.0%-48.4%0.001%
7/24/2026Fairway Wealth LLC510$60K0.0%+45.7%0.000%
7/24/2026Lodestone Wealth Management LLC2,128$250K0.1%+11.2%0.001%
7/24/2026Essex LLC21,390$2.51M0.4%+7.5%0.011%
7/24/2026Signaturefd 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%
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%
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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%
7/20/2026 Sowell Financial Services LLC23,208$2.72M0.1%+9.3%0.012%
7/10/2026 Butensky & Cohen Financial Security Inc.28,785$3.38M0.8%+3.6%0.015%
7/10/2026 Whitener Capital Management Inc.4,797$563K0.1%-4.8%0.002%
7/10/2026 Kennicott Capital Management LLC36,687$4.30M2.0%-2.8%0.019%
7/10/2026 Magnolia Capital Management Ltd.21,742$2.55M1.8%-8.6%0.011%
7/10/2026 West Branch Capital LLC414$49K0.0%-29.0%0.000%
7/10/2026 Clarus Wealth Advisors19,980$2.30M0.9%+12.2%0.010%
7/10/2026 Camelot Technology Advisors Inc.13,803$1.62M1.1%+2.3%0.007%
7/10/2026 SMI Advisory Services LLC3,109$367K0.1%-74.2%0.002%
7/10/2026 Fulcrum Equity Management13,229$1.55M1.1%+16.2%0.007%
7/10/2026 Sage Capital Advisors llc3,937$462K0.1%-3.0%0.002%
7/10/2026 Constitution Capital LLC21,993$2.58M1.3%-0.6%0.011%
7/10/2026 Wealthcare Advisory Partners LLC4,616$541K0.0%-6.5%0.002%
7/9/2026 Harrell Investment Partners LLC13,891$1.63M0.4%-2.1%0.007%
7/9/2026 Contravisory Investment Management Inc.5,913$693K0.1%+10.0%0.003%
7/9/2026 AFG Fiduciary Services Limited Partnership12,330$1.44M1.1%+3.1%0.006%
7/9/2026 Focus Financial Network Inc.19,165$2.25M0.1%-7.5%0.010%
7/9/2026 HF Advisory Group LLC3,614$424K0.1%+3.8%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.14,548$1.71M0.0%+64.5%0.008%
7/9/2026 Windsor Capital Management LLC20,464$2.40M0.6%-0.4%0.011%
7/9/2026 Valeo Financial Advisors LLC21,478$2.52M0.1%-3.1%0.011%
7/8/2026 Rockland Trust Co.22,486$2.64M0.1%+468.4%0.012%
7/8/2026 Beacon Investment Advisory Services Inc.896$105K0.0%+133.3%0.000%
7/8/2026 Shulman DeMeo Asset Management LLC1,817$213K0.0%N/A0.001%
7/8/2026 AAFMAA Wealth Management & Trust LLC23,155$2.72M0.9%+5.1%0.012%
7/8/2026 Kwmg LLC4,248$498K0.0%-7.5%0.002%
7/8/2026 Teamwork Financial Advisors LLC2,144$251K0.0%-30.3%0.001%
7/8/2026 OFS Enterprise LLC1,898$223K0.1%N/A0.001%
7/8/2026 Brave Asset Management Inc.73,097$8.57M1.8%+4.1%0.038%
7/8/2026 Attessa Capital LLC36,487$4.28M1.9%+4.3%0.019%
7/8/2026 Elmwood Wealth Management Inc.1,792$210K0.1%-8.4%0.001%
7/8/2026 IMZ Advisory Inc213,105$24.99M7.9%+4.9%0.110%
7/7/2026 180 Wealth Advisors LLC1,995$234K0.0%-4.5%0.001%
7/7/2026 Mechanics Bank Trust Department14,959$1.75M0.2%-3.0%0.008%
7/7/2026 Mirador Capital Partners LP2,686$315K0.0%-39.6%0.001%
7/7/2026 M.E. Allison & CO. Inc.5,793$679K0.4%+2.2%0.003%
7/7/2026 Dynamic Advisor Solutions LLC32,297$3.79M0.1%-26.3%0.017%
7/7/2026 GAMMA Investing LLC2,375$279K0.0%+31.1%0.001%
7/7/2026 CoreCap Advisors LLC42,073$4.93M0.1%+114.8%0.022%
7/7/2026 City Center Advisors LLC11,699$1.37M1.1%N/A0.006%
7/7/2026 Moulton Wealth Management Inc.2,375$282K0.2%N/A0.001%
7/6/2026 Bangor Savings Bank11,693$1.37M0.1%-3.7%0.006%
7/6/2026 RDA Financial Network2,481$291K0.1%-42.3%0.001%
7/6/2026 Boltwood Capital Management25,820$3.03M0.7%+1.0%0.013%
7/6/2026 Trilogy Capital Inc.336,087$39.42M1.5%-7.3%0.174%
7/2/2026 MassMutual Private Wealth & Trust FSB731$86K0.0%+70.0%0.000%
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7/2/2026 CX Institutional2,948$346K0.0%-26.1%0.002%
7/1/2026 Eastern Bank3,792$445K0.0%-2.6%0.002%
6/22/2026 Sapient Capital LLC10,542$1.15M0.0%-50.4%0.005%
6/22/2026 Vilga Financial Planning LLC8,748$953K0.9%+5.7%0.005%
6/8/2026Pine Valley Investments Ltd Liability Co19,116$2.08M0.1%+2.1%0.010%
6/3/2026DV Trading LLC33,251$3.62M0.1%-182.4%0.017%
6/3/2026Parallel Advisors LLC8,277$902K0.0%-35.8%0.004%
6/3/2026NewEdge Advisors LLC134,088$14.61M0.1%-7.8%0.069%
6/1/2026Flagship Wealth Advisors LLC521$57K0.0%-71.3%0.000%
6/1/2026Keel Point LLC5,874$640K0.0%-26.7%0.003%


XLY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,505 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 1,448 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 72,036,686 shares in the last 24 months. This purchase volume represents approximately $8.48B in transactions.

Of the 509 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), Bank of America Corp DE ($230.14K), and Envestnet Asset Management Inc. ($217.48K).

Institutional investors have sold a total of 9,435,046 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.



This page (NYSEARCA:XLY) was last updated on 7/24/2026 by MarketBeat.com Staff.
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