Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

$174.19
+1.65 (+0.96%)
(As of 04/24/2024 ET)

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)
694
Total
Institutional Inflows
(last 12 months)
$3.50B
Number of
Institutional Sellers
(last 12 months)
501
Total
Institutional Outflows
(last 12 months)
$1.63B
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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
4/25/2024Whalen Wealth Management Inc.1,304$240K0.2%N/A0.001%
4/25/2024Long Run Wealth Advisors LLC54,323$9.99M2.6%+5.4%0.049%
4/25/2024Cambridge Investment Research Advisors Inc.102,960$18.93M0.1%-31.3%0.093%
4/24/2024Krilogy Financial LLC65,128$11.98M0.9%-3.9%0.059%
4/24/2024Oak Family Advisors LLC12,337$2.27M0.9%-2.6%0.011%
4/24/2024Activest Wealth Management2,423$446K0.2%+187.8%0.002%
4/24/2024Newbridge Financial Services Group Inc.2,598$478K0.2%-13.7%0.002%
4/24/2024Fulcrum Equity Management1,549$285K0.3%-55.8%0.001%
4/24/2024Blue Bell Private Wealth Management LLC590$108K0.0%-9.2%0.001%
4/24/2024Premier Path Wealth Partners LLC45,190$8.31M1.6%+18.3%0.041%
4/24/2024Acorn Creek Capital LLC1,476$271K0.2%-18.0%0.001%
4/24/2024Zullo Investment Group Inc.11,214$2.06M1.0%+2.6%0.010%
4/24/2024Dakota Wealth Management27,271$5.02M0.1%+1.6%0.025%
4/24/2024Simplicity Wealth LLC27,118$4.99M0.1%+974.4%0.025%
4/24/2024Avitas Wealth Management LLC12,179$2.24M0.3%-1.9%0.011%
4/24/2024Spire Wealth Management25,666$4.72M0.2%-38.8%0.023%
4/24/2024Financial Freedom LLC12,529$2.30M1.4%-1.2%0.011%
4/24/2024H&H Retirement Design & Management INC14,199$2.42M1.6%-11.4%0.013%
4/24/2024Bar Harbor Wealth Management131,363$24.16M1.6%+0.1%0.119%
4/23/2024 Wetzel Investment Advisors Inc.1,302$223K0.1%+6.2%0.001%
4/23/2024 Bfsg LLC19,366$3.56M0.5%+7.7%0.017%
4/23/2024 Global Retirement Partners LLC5,243$964K0.0%+13.9%0.005%
4/23/2024 Sage Mountain Advisors LLC355$65K0.0%+51.1%0.000%
4/23/2024 United Asset Strategies Inc.10,835$1.99M0.2%-7.2%0.010%
4/23/2024 Venturi Wealth Management LLC19,883$3.66M0.2%-11.5%0.018%
4/23/2024 Nations Financial Group Inc. IA ADV7,529$1.39M0.1%-6.1%0.007%
4/23/2024 Tyche Wealth Partners LLC1,463$269K0.1%N/A0.001%
4/23/2024 Fifth Third Bancorp65,843$12.11M0.0%-9.3%0.059%
4/23/2024 McAdam LLC3,115$573K0.0%+3.6%0.003%
4/23/2024 Strategic Blueprint LLC2,074$381K0.0%+65.4%0.002%
4/23/2024 Herbst Group LLC10,021$1.84M1.1%-1.1%0.009%
4/23/2024 Raymond James Financial Services Advisors Inc.512,217$94.19M0.1%-9.3%0.460%
4/23/2024 Sapient Capital LLC10,652$1.96M0.0%-1.4%0.010%
4/22/2024 Confluence Wealth Services Inc.1,191$219K0.0%N/A0.001%
4/22/2024 Byrne Asset Management LLC930$171K0.1%+9.5%0.001%
4/22/2024 Rovin Capital UT ADV10,559$1.94M0.8%+5.2%0.009%
4/22/2024 Kessler Investment Group LLC4,415$812K0.5%-28.6%0.004%
4/22/2024 Harbour Trust & Investment Management Co33,194$6.10M0.8%-6.3%0.030%
4/22/2024 Bay Rivers Group1,753$322K0.2%-7.5%0.002%
4/22/2024 PFG Investments LLC4,027$741K0.0%N/A0.004%
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4/22/2024 Provident Wealth Management LLC198$36K0.0%N/A0.000%
4/22/2024 Sterling Investment Management LLC1,979$364K0.3%-3.4%0.002%
4/22/2024 Parsons Capital Management Inc. RI2,208$406K0.0%+13.6%0.002%
4/22/2024 Donaldson Capital Management LLC1,094$201K0.0%-17.3%0.001%
4/22/2024 Raymond James & Associates1,686,630$310.15M0.2%+2.9%1.516%
4/22/2024 Essex Private Wealth Management LLC10,937$2.01M5.7%-2.3%0.010%
4/22/2024Ashton Thomas Private Wealth LLC68,659$12.63M0.7%+21.0%0.062%
4/20/2024 Mezzasalma Advisors LLC5,325$979K0.5%-14.8%0.005%
4/19/2024 FORVIS Wealth Advisors LLC14,513$2.67M0.1%-1.0%0.013%
4/19/2024 Everett Harris & Co. CA1,786$328K0.0%-24.0%0.002%
4/19/2024 GenTrust LLC13,067$2.40M0.1%-12.2%0.012%
4/19/2024 Advisor Resource Council3,203$574K0.2%-91.8%0.003%
4/19/2024 Westside Investment Management Inc.1,193$219K0.1%+7.2%0.001%
4/19/2024 Trust Co. of Oklahoma11,056$2.03M0.7%-3.3%0.010%
4/19/2024 TCP Asset Management LLC34,925$6.42M1.7%+44.6%0.031%
4/19/2024 Valeo Financial Advisors LLC9,130$1.68M0.0%+7.1%0.008%
4/19/2024 Evolution Wealth Advisors LLC14,995$2.76M0.5%+0.9%0.013%
4/19/2024 Tradewinds Capital Management LLC55,518$10.21M2.8%+555,080.0%0.050%
4/18/2024 Silverlake Wealth Management LLC1,771$326K0.2%N/A0.002%
4/18/2024 SeaCrest Wealth Management LLC1,391$256K0.0%-18.2%0.001%
4/18/2024 InTrack Investment Management Inc1,812$333K0.2%-5.2%0.002%
4/18/2024 MV Capital Management Inc.3,796$698K0.1%-23.9%0.003%
4/18/2024 Capital Advisors Ltd. LLC8,824$1.62M0.2%-2.5%0.008%
4/18/2024 Woodmont Investment Counsel LLC221$41K0.0%N/A0.000%
4/18/2024 Exchange Capital Management Inc.7,895$1.45M0.2%-4.4%0.007%
4/18/2024 Narus Financial Partners LLC8,720$1.60M0.7%+29.0%0.008%
4/18/2024 tru Independence LLC2,712$499K0.1%-3.1%0.002%
4/18/2024 Allspring Global Investments Holdings LLC54,237$9.97M0.0%-13.8%0.049%
4/18/2024 Colton Groome Financial Advisors LLC27,239$5.01M2.0%+11.7%0.025%
4/18/2024 Steele Capital Management Inc.27,172$5.00M0.3%+9.8%0.024%
4/18/2024 Congress Wealth Management LLC DE 132,393$24.35M0.4%-47.7%0.119%
4/18/2024 Park Place Capital Corp762$140K0.1%+26.6%0.001%
4/18/2024 Claro Advisors LLC8,008$1.47M0.3%+72.3%0.007%
4/18/2024 Horizon Wealth Management LLC1,420$261K0.1%-15.6%0.001%
4/18/2024 Aviance Capital Partners LLC1,108$204K0.0%N/A0.001%
4/18/2024 Roberts Wealth Advisors LLC6,626$1.15M0.4%N/A0.006%
4/18/2024 SteelPeak Wealth LLC8,084$1.49M0.1%-52.7%0.007%
4/18/2024 Waterway Wealth Management LLC9,019$1.66M0.7%+3.2%0.008%
4/17/2024 Dumont & Blake Investment Advisors LLC4,041$743K0.2%+20.7%0.004%
4/17/2024 D.B. Root & Company LLC3,505$645K0.2%N/A0.003%
4/17/2024 Trilogy Capital Inc.29,729$5.47M0.3%-38.5%0.027%
4/17/2024 Cornerstone Wealth Group LLC47,280$8.69M0.8%N/A0.042%
4/17/2024 Founders Financial Securities LLC22,959$4.22M0.4%-3.9%0.021%
4/17/2024 Atticus Wealth Management LLC11,277$2.07M0.7%-7.6%0.010%
4/17/2024 Foguth Wealth Management LLC.6,004$1.10M0.6%N/A0.005%
4/17/2024 Grimes & Company Inc.210,488$38.71M1.2%+285.6%0.188%
4/17/2024 Burns J W & Co. Inc. NY3,313$609K0.1%-6.0%0.003%
4/16/2024 Toth Financial Advisory Corp26,415$4.86M0.6%+5.1%0.024%
4/16/2024 Occidental Asset Management LLC1,831$337K0.1%+22.0%0.002%
4/16/2024 Independence Bank of Kentucky377$69K0.0%+135.6%0.000%
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4/16/2024 OneAscent Wealth Management LLC4,125$759K0.3%+74.1%0.004%
4/16/2024 Financial Management Professionals Inc.513$94K0.0%+237.5%0.000%
4/16/2024Kathmere Capital Management LLC2,072$381K0.0%N/A0.002%
4/16/2024 Stillwater Capital Advisors LLC59,426$10.93M1.6%-1.1%0.053%
4/16/2024 Capital Insight Partners LLC7,247$1.33M0.2%-0.9%0.006%
4/16/2024 Tsfg LLC2,495$459K0.1%-26.5%0.002%
4/16/2024 Fifth Third Wealth Advisors LLC4,435$816K0.1%+2.3%0.004%
4/16/2024 Jessup Wealth Management Inc38,322$7.05M3.0%+6.5%0.034%
4/16/2024 IMZ Advisory Inc87,507$16.09M8.3%+1.9%0.078%
4/16/2024 Wealth Enhancement Advisory Services LLC46,820$8.61M0.0%-5.3%0.042%
(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, 1,150 institutional investors and hedge funds held shares of Consumer Discretionary Select Sector SPDR Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($268.89B), Aspire Private Capital LLC ($19.14B), JPMorgan Chase & Co. ($848.29M), Morgan Stanley ($591.01M), Barclays PLC ($485.79M), Envestnet Asset Management Inc. ($383.13M), and Whalerock Point Partners LLC ($334.76M).Learn more on XLY's institutional investors.

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

69.93% of Consumer Discretionary Select Sector SPDR Fund 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 stock?

Of the 993 institutional investors that purchased Consumer Discretionary Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bessemer Group Inc. ($3.20M), JPMorgan Chase & Co. ($2.65M), CHURCHILL MANAGEMENT Corp ($1.68M), Migdal Insurance & Financial Holdings Ltd. ($1.52M), SG Americas Securities LLC ($1.14M), Twin Tree Management LP ($1.03M), and Cibc World Market Inc. ($939.92K).

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

Institutional investors have bought a total of 38,527,276 shares in the last 24 months. This purchase volume represents approximately $5.98B in transactions.

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

Of the 730 institutional investors that sold Consumer Discretionary Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Barclays PLC ($6.62M), JPMorgan Chase & Co. ($1.67M), Migdal Insurance & Financial Holdings Ltd. ($1.36M), SG Americas Securities LLC ($1.07M), LPL Financial LLC ($801.17K), Assetmark Inc. ($696.85K), and Citigroup Inc. ($560.67K).

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

Institutional investors have sold a total of 28,925,282 shares in the last 24 months. This volume of shares sold represents approximately $4.44B in transactions.


This page (NYSEARCA:XLY) was last updated on 4/25/2024 by MarketBeat.com Staff

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