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Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

$183.02
+0.62 (+0.34%)
(As of 07/1/2024 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)
$3.46B
Number of
Institutional Sellers
(last 12 months)
482
Total
Institutional Outflows
(last 12 months)
$1.35B
Skip Chart & View Institutional Buying and Selling Data

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
7/1/2024Neville Rodie & Shaw Inc.22,990$4.19M0.3%-2.6%0.022%
5/30/2024Cambridge Trust Co.1,213$223K0.0%-6.5%0.001%
5/29/2024Soltis Investment Advisors LLC12,763$2.35M0.3%+1.7%0.012%
5/24/2024Cetera Advisor Networks LLC200,776$36.92M0.2%+5.2%0.188%
5/24/2024Cetera Advisors LLC72,166$13.27M0.1%+19.1%0.068%
5/24/2024Cetera Investment Advisers327,152$60.16M0.1%+424.8%0.306%
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5/24/2024Invst LLC47,726$8.71M1.0%-0.2%0.045%
5/22/2024Orleans Capital Management Corp LA20,365$3.75M2.5%+3.6%0.019%
5/22/2024BigSur Wealth Management LLC2,785$512K0.2%N/A0.003%
5/21/2024Atria Investments Inc73,158$13.45M0.2%+12.4%0.068%
5/21/2024LRI Investments LLC400$74K0.0%N/A0.000%
5/20/2024Virtu Financial LLC16,559$3.05M0.2%-65.2%0.015%
5/17/2024Advisory Resource Group5,327$980K0.2%+15.5%0.005%
5/17/2024Jaffetilchin Investment Partners LLC1,166$214K0.0%N/A0.001%
5/17/2024Beacon Capital Management LLC655$120K0.0%+71.9%0.001%
5/17/2024Comerica Bank62,970$11.58M0.0%-0.9%0.059%
5/17/2024SkyView Investment Advisors LLC13,532$2.49M0.5%+7.7%0.013%
5/16/2024Jane Street Group LLC282,706$51.99M0.0%+419.9%0.263%
5/16/2024Global Financial Private Client LLC610$111K0.0%-11.1%0.001%
5/16/2024Innova Wealth Partners26,509$4.88M3.8%-0.8%0.025%
5/16/2024B. Riley Wealth Advisors Inc.22,684$4.17M0.1%+6.8%0.021%
5/16/2024Iron Gate Global Advisors LLC1,157$211K0.0%-7.1%0.001%
5/16/2024BlueCrest Capital Management Ltd20,382$3.75M0.2%N/A0.019%
5/16/2024Waverly Advisors LLC17,881$3.29M0.1%+1,403.9%0.017%
5/16/2024Zurich Insurance Group Ltd FI65,104$11.75M0.1%+2.3%0.061%
5/15/2024Ascent Group LLC3,321$611K0.1%-48.5%0.003%
5/15/2024SVB Wealth LLC4,666$858K0.0%+3.7%0.004%
5/15/2024Mount Yale Investment Advisors LLC27,810$5.11M0.4%+6.1%0.026%
5/15/2024Talisman Wealth Advisors LLC1,943$357K0.4%-3.0%0.002%
5/15/2024Price T Rowe Associates Inc. MD1,100$203K0.0%N/A0.001%
5/15/2024BOKF NA2,042$373K0.0%-4.9%0.002%
5/15/2024LRI Investments LLC400$71K0.0%N/A0.000%
5/15/20241832 Asset Management L.P.19,665$3.62M0.0%N/A0.018%
5/14/2024Axxcess Wealth Management LLC16,980$3.12M0.1%+7.1%0.016%
5/14/2024EP Wealth Advisors LLC200,939$36.95M0.4%+102.9%0.187%
5/14/2024Freestone Capital Holdings LLC2,048$377K0.0%+3.0%0.002%
5/14/2024CreativeOne Wealth LLC13,594$2.50M0.1%+190.2%0.013%
5/14/2024Mattern Wealth Management LLC2,310$425K0.1%-9.9%0.002%
5/14/2024Natixis600,180$110.37M0.6%+495.9%0.559%
5/14/2024InterOcean Capital Group LLC5,479$1.01M0.0%-9.0%0.005%
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5/14/2024Pitcairn Co.2,260$416K0.0%N/A0.002%
5/13/2024Bessemer Group Inc.329$61K0.0%-94.9%0.000%
5/13/2024Atlanta Consulting Group Advisors LLC892$164K0.1%N/A0.001%
5/13/2024Texas Capital Bank Wealth Management Services Inc1,816$334K0.0%-46.1%0.002%
5/13/2024O Shaughnessy Asset Management LLC5,922$1.09M0.0%+25.6%0.006%
5/13/2024Alerus Financial NA29,318$5.39M0.4%-43.6%0.027%
5/11/2024Davis R M Inc.38,244$7.03M0.1%-3.7%0.036%
5/11/2024Beaumont Financial Advisors LLC7,865$1.45M0.1%-9.7%0.007%
5/11/2024Ironwood Investment Counsel LLC1,595$293K0.1%N/A0.001%
5/11/2024Jacobi Capital Management LLC8,239$1.52M0.1%+28.6%0.008%
5/11/2024Edgestream Partners L.P.9,247$1.70M0.1%+60.4%0.009%
5/10/2024Osaic Holdings Inc.254,673$46.86M0.1%-38.7%0.237%
5/10/2024TIAA Trust National Association17,578$3.23M0.0%-1.4%0.016%
5/10/2024Cornerstone Advisors LLC15,400$2.83M0.1%N/A0.014%
5/10/2024Councilmark Asset Management LLC2,700$497K0.4%N/A0.003%
5/10/2024Banco Santander S.A.9,510$1.75M0.0%-3.8%0.009%
5/10/2024Tocqueville Asset Management L.P.9,347$1.72M0.0%-14.6%0.009%
5/10/2024Cumberland Partners Ltd2,929$539K0.0%+2.4%0.003%
5/10/2024Nwam LLC20,285$3.62M0.3%-1.3%0.019%
5/9/2024Private Portfolio Partners LLC1,628$299K0.1%-4.0%0.002%
5/9/2024Orion Portfolio Solutions LLC10,034$1.85M0.0%+32.3%0.009%
5/9/2024Blair William & Co. IL19,389$3.57M0.0%-3.1%0.018%
5/9/2024Kingsview Wealth Management LLC71,218$13.10M0.3%-42.3%0.066%
5/9/2024Ledyard National Bank8,344$1.53M0.1%-17.9%0.008%
5/9/2024Dearborn Partners LLC3,109$572K0.0%+30.9%0.003%
5/9/2024Pettyjohn Wood & White Inc.9,138$1.68M0.3%+4.1%0.009%
5/9/2024Koshinski Asset Management Inc.3,035$558K0.1%N/A0.003%
5/8/2024Camarda Financial Advisors LLC69,682$12.81M5.2%-1.7%0.065%
5/8/2024Private Wealth Advisors LLC6,022$1.11M0.5%-28.5%0.006%
5/8/2024Financial & Tax Architects LLC3,494$643K0.2%-8.0%0.003%
5/8/2024Motley Fool Wealth Management LLC1,142$210K0.0%-16.9%0.001%
5/8/2024Advisors Preferred LLC1,458$266K0.0%N/A0.001%
5/8/2024Avantax Advisory Services Inc.67,871$12.48M0.1%+15.4%0.063%
5/8/2024US Bancorp DE297,728$54.75M0.1%-1.1%0.277%
5/8/2024Russell Investments Group Ltd.429$79K0.0%+20.5%0.000%
5/8/2024QRG Capital Management Inc.2,669$491K0.0%-14.7%0.002%
5/8/2024Headlands Technologies LLC2,528$465K0.1%N/A0.002%
5/8/2024Williams Jones Wealth Management LLC.4,890$899K0.0%-1.5%0.005%
5/8/2024Thoroughbred Financial Services LLC1,471$270K0.0%-10.8%0.001%
5/7/2024Choate Investment Advisors11,192$2.06M0.1%+22.9%0.010%
5/7/2024Concurrent Investment Advisors LLC30,686$5.64M0.2%+0.2%0.028%
5/7/2024Atomi Financial Group Inc.2,749$506K0.0%-12.5%0.003%
5/7/2024Susquehanna International Group Ltd.3,612$664K0.2%N/A0.003%
5/7/2024KCM Investment Advisors LLC224,063$41.20M1.5%+0.6%0.208%
5/7/2024Oppenheimer Asset Management Inc.96,800$17.80M0.3%+91.4%0.090%
5/7/2024Oppenheimer & Co. Inc.13,719$2.52M0.0%-51.2%0.013%
5/7/2024PFG Advisors5,461$1.00M0.1%+6.0%0.005%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,236$411K0.0%+20.2%0.002%
5/7/2024Obermeyer Wood Investment Counsel Lllp1,200$221K0.0%N/A0.001%
5/7/2024Wealthspire Advisors LLC2,937$540K0.0%+16.9%0.003%
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5/7/2024SG Americas Securities LLC115,135$21.17M0.1%-133.2%0.107%
5/6/2024Envestnet Portfolio Solutions Inc.49,807$9.16M0.0%+91.0%0.046%
5/6/2024Leuthold Group LLC2,831$521K0.1%+2.4%0.003%
5/6/2024MGB Wealth Management LLC310$57K0.0%+47.6%0.000%
5/6/2024Advisory Services Network LLC43,750$8.05M0.2%+6.1%0.041%
5/6/2024Advisory Alpha LLC192,737$35.44M1.5%+0.3%0.179%
5/4/2024Howland Capital Management LLC1,875$345K0.0%N/A0.002%
5/4/2024Geneos Wealth Management Inc.2,571$473K0.0%+28.2%0.002%
5/4/2024Essex LLC2,937$540K0.1%-20.9%0.003%
5/4/2024Riggs Asset Managment Co. Inc.1,230$226K0.1%-69.9%0.001%
(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, 1,134 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 39,632,564 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 708 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 25,782,527 shares in the last 24 months. This volume of shares sold represents approximately $3.86B in transactions.


This page (NYSEARCA:XLY) was last updated on 7/2/2024 by MarketBeat.com Staff

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