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Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

$175.97
+0.98 (+0.56%)
(As of 05/31/2024 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)
679
Total
Institutional Inflows
(last 12 months)
$3.50B
Number of
Institutional Sellers
(last 12 months)
482
Total
Institutional Outflows
(last 12 months)
$1.35B
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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
5/30/2024Cambridge Trust Co.1,213$223K0.0%-6.5%0.001%
5/29/2024 Soltis Investment Advisors LLC12,763$2.35M0.3%+1.7%0.012%
5/24/2024 Cetera Advisor Networks LLC200,776$36.92M0.2%+5.2%0.188%
5/24/2024 Cetera Advisors LLC72,166$13.27M0.1%+19.1%0.068%
5/24/2024 Cetera Investment Advisers327,152$60.16M0.1%+424.8%0.306%
5/24/2024 Invst LLC47,726$8.71M1.0%-0.2%0.045%
5/22/2024 Orleans Capital Management Corp LA20,365$3.75M2.5%+3.6%0.019%
5/22/2024 BigSur Wealth Management LLC2,785$512K0.2%N/A0.003%
5/21/2024 Atria Investments Inc73,158$13.45M0.2%+12.4%0.068%
5/21/2024 LRI Investments LLC400$74K0.0%N/A0.000%
5/20/2024 Virtu Financial LLC16,559$3.05M0.2%-65.2%0.015%
5/17/2024 Advisory Resource Group5,327$980K0.2%+15.5%0.005%
5/17/2024 Jaffetilchin Investment Partners LLC1,166$214K0.0%N/A0.001%
5/17/2024 Beacon Capital Management LLC655$120K0.0%+71.9%0.001%
5/17/2024 Comerica Bank62,970$11.58M0.0%-0.9%0.059%
5/17/2024 SkyView Investment Advisors LLC13,532$2.49M0.5%+7.7%0.013%
5/16/2024 Jane Street Group LLC282,706$51.99M0.0%+419.9%0.263%
5/16/2024 Global Financial Private Client LLC610$111K0.0%-11.1%0.001%
5/16/2024 Innova Wealth Partners26,509$4.88M3.8%-0.8%0.025%
5/16/2024 B. Riley Wealth Advisors Inc.22,684$4.17M0.1%+6.8%0.021%
5/16/2024 Iron Gate Global Advisors LLC1,157$211K0.0%-7.1%0.001%
5/16/2024 BlueCrest Capital Management Ltd20,382$3.75M0.2%N/A0.019%
5/16/2024 Waverly Advisors LLC17,881$3.29M0.1%+1,403.9%0.017%
5/16/2024 Zurich Insurance Group Ltd FI65,104$11.75M0.1%+2.3%0.061%
5/15/2024 Ascent Group LLC3,321$611K0.1%-48.5%0.003%
5/15/2024 SVB Wealth LLC4,666$858K0.0%+3.7%0.004%
5/15/2024 Mount Yale Investment Advisors LLC27,810$5.11M0.4%+6.1%0.026%
5/15/2024 Talisman Wealth Advisors LLC1,943$357K0.4%-3.0%0.002%
5/15/2024 Price T Rowe Associates Inc. MD1,100$203K0.0%N/A0.001%
5/15/2024 BOKF NA2,042$373K0.0%-4.9%0.002%
5/15/2024 LRI Investments LLC400$71K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.19,665$3.62M0.0%N/A0.018%
5/14/2024 Axxcess Wealth Management LLC16,980$3.12M0.1%+7.1%0.016%
5/14/2024 EP Wealth Advisors LLC200,939$36.95M0.4%+102.9%0.187%
5/14/2024 Freestone Capital Holdings LLC2,048$377K0.0%+3.0%0.002%
5/14/2024 CreativeOne Wealth LLC13,594$2.50M0.1%+190.2%0.013%
5/14/2024 Mattern Wealth Management LLC2,310$425K0.1%-9.9%0.002%
5/14/2024 Natixis600,180$110.37M0.6%+495.9%0.559%
5/14/2024 InterOcean Capital Group LLC5,479$1.01M0.0%-9.0%0.005%
5/14/2024 Pitcairn Co.2,260$416K0.0%N/A0.002%
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5/13/2024 Bessemer Group Inc.329$61K0.0%-94.9%0.000%
5/13/2024 Atlanta Consulting Group Advisors LLC892$164K0.1%N/A0.001%
5/13/2024 Texas Capital Bank Wealth Management Services Inc1,816$334K0.0%-46.1%0.002%
5/13/2024 O Shaughnessy Asset Management LLC5,922$1.09M0.0%+25.6%0.006%
5/13/2024 Alerus Financial NA29,318$5.39M0.4%-43.6%0.027%
5/11/2024 Davis R M Inc.38,244$7.03M0.1%-3.7%0.036%
5/11/2024 Beaumont Financial Advisors LLC7,865$1.45M0.1%-9.7%0.007%
5/11/2024 Ironwood Investment Counsel LLC1,595$293K0.1%N/A0.001%
5/11/2024 Jacobi Capital Management LLC8,239$1.52M0.1%+28.6%0.008%
5/11/2024 Edgestream Partners L.P.9,247$1.70M0.1%+60.4%0.009%
5/10/2024 Osaic Holdings Inc.254,673$46.86M0.1%-38.7%0.237%
5/10/2024 TIAA Trust National Association17,578$3.23M0.0%-1.4%0.016%
5/10/2024 Cornerstone Advisors LLC15,400$2.83M0.1%N/A0.014%
5/10/2024 Councilmark Asset Management LLC2,700$497K0.4%N/A0.003%
5/10/2024 Banco Santander S.A.9,510$1.75M0.0%-3.8%0.009%
5/10/2024 Tocqueville Asset Management L.P.9,347$1.72M0.0%-14.6%0.009%
5/10/2024 Cumberland Partners Ltd2,929$539K0.0%+2.4%0.003%
5/10/2024 Nwam LLC20,285$3.62M0.3%-1.3%0.019%
5/9/2024 Private Portfolio Partners LLC1,628$299K0.1%-4.0%0.002%
5/9/2024 Orion Portfolio Solutions LLC10,034$1.85M0.0%+32.3%0.009%
5/9/2024 Blair William & Co. IL19,389$3.57M0.0%-3.1%0.018%
5/9/2024 Kingsview Wealth Management LLC71,218$13.10M0.3%-42.3%0.066%
5/9/2024 Ledyard National Bank8,344$1.53M0.1%-17.9%0.008%
5/9/2024 Dearborn Partners LLC3,109$572K0.0%+30.9%0.003%
5/9/2024 Pettyjohn Wood & White Inc.9,138$1.68M0.3%+4.1%0.009%
5/9/2024 Koshinski Asset Management Inc.3,035$558K0.1%N/A0.003%
5/8/2024 Camarda Financial Advisors LLC69,682$12.81M5.2%-1.7%0.065%
5/8/2024 Private Wealth Advisors LLC6,022$1.11M0.5%-28.5%0.006%
5/8/2024 Financial & Tax Architects LLC3,494$643K0.2%-8.0%0.003%
5/8/2024 Motley Fool Wealth Management LLC1,142$210K0.0%-16.9%0.001%
5/8/2024 Advisors Preferred LLC1,458$266K0.0%N/A0.001%
5/8/2024 Avantax Advisory Services Inc.67,871$12.48M0.1%+15.4%0.063%
5/8/2024 US Bancorp DE297,728$54.75M0.1%-1.1%0.277%
5/8/2024 Russell Investments Group Ltd.429$79K0.0%+20.5%0.000%
5/8/2024 QRG Capital Management Inc.2,669$491K0.0%-14.7%0.002%
5/8/2024 Headlands Technologies LLC2,528$465K0.1%N/A0.002%
5/8/2024 Williams Jones Wealth Management LLC.4,890$899K0.0%-1.5%0.005%
5/8/2024 Thoroughbred Financial Services LLC1,471$270K0.0%-10.8%0.001%
5/7/2024 Choate Investment Advisors11,192$2.06M0.1%+22.9%0.010%
5/7/2024 Concurrent Investment Advisors LLC30,686$5.64M0.2%+0.2%0.028%
5/7/2024 Atomi Financial Group Inc.2,749$506K0.0%-12.5%0.003%
5/7/2024Susquehanna International Group Ltd.3,612$664K0.2%N/A0.003%
5/7/2024 KCM Investment Advisors LLC224,063$41.20M1.5%+0.6%0.208%
5/7/2024 Oppenheimer Asset Management Inc.96,800$17.80M0.3%+91.4%0.090%
5/7/2024 Oppenheimer & Co. Inc.13,719$2.52M0.0%-51.2%0.013%
5/7/2024 PFG Advisors5,461$1.00M0.1%+6.0%0.005%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,236$411K0.0%+20.2%0.002%
5/7/2024 Obermeyer Wood Investment Counsel Lllp1,200$221K0.0%N/A0.001%
5/7/2024 Wealthspire Advisors LLC2,937$540K0.0%+16.9%0.003%
5/7/2024 SG Americas Securities LLC115,135$21.17M0.1%-133.2%0.107%
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5/6/2024 Envestnet Portfolio Solutions Inc.49,807$9.16M0.0%+91.0%0.046%
5/6/2024 Leuthold Group LLC2,831$521K0.1%+2.4%0.003%
5/6/2024 MGB Wealth Management LLC310$57K0.0%+47.6%0.000%
5/6/2024 Advisory Services Network LLC43,750$8.05M0.2%+6.1%0.041%
5/6/2024 Advisory Alpha LLC192,737$35.44M1.5%+0.3%0.179%
5/4/2024 Howland Capital Management LLC1,875$345K0.0%N/A0.002%
5/4/2024 Geneos Wealth Management Inc.2,571$473K0.0%+28.2%0.002%
5/4/2024 Essex LLC2,937$540K0.1%-20.9%0.003%
5/4/2024 Riggs Asset Managment Co. Inc.1,230$226K0.1%-69.9%0.001%
5/4/2024 Csenge Advisory Group18,161$3.34M0.2%+18.0%0.017%
(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, 1,135 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 981 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), SG Americas Securities LLC ($1.51M), Migdal Insurance & Financial Holdings Ltd. ($1.47M), 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 39,632,795 shares in the last 24 months. This purchase volume represents approximately $6.18B in transactions.

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

Of the 709 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), Migdal Insurance & Financial Holdings Ltd. ($1.36M), JPMorgan Chase & Co. ($1.30M), 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 25,886,372 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


This page (NYSEARCA:XLY) was last updated on 6/1/2024 by MarketBeat.com Staff

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