Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership

$178.10
-0.96 (-0.54%)
(As of 05/10/2024 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)
682
Total
Institutional Inflows
(last 12 months)
$3.41B
Number of
Institutional Sellers
(last 12 months)
495
Total
Institutional Outflows
(last 12 months)
$1.49B
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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
5/10/2024Osaic 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%
5/10/2024 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%
5/4/2024 Joseph P. Lucia & Associates LLC2,811$517K0.3%-6.8%0.003%
5/3/2024 STAR Financial Bank2,146$395K0.3%-4.5%0.002%
5/3/2024 Avidian Wealth Solutions LLC9,452$1.74M0.1%-1.9%0.009%
5/3/2024 Larson Financial Group LLC4,611$848K0.1%+105.7%0.004%
5/3/2024 Callan Capital LLC38,223$7.03M0.6%-2.3%0.035%
5/3/2024 WealthTrust Asset Management LLC1,520$280K0.2%-5.0%0.001%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors7,506$1.38M0.2%+2.2%0.007%
5/3/2024 Rehmann Capital Advisory Group1,501$276K0.0%-6.1%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC2,311$425K0.0%-19.6%0.002%
5/3/2024 GSA Capital Partners LLP7,986$1.47M0.1%-38.6%0.007%
5/3/2024 United Community Bank671$123K0.0%-48.5%0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.6,930$1.27M0.0%-3.4%0.006%
5/3/2024 Whittier Trust Co.10,075$1.85M0.0%+2.4%0.009%
5/2/2024 Mutual Advisors LLC53,849$9.90M0.3%-14.9%0.049%
5/2/2024 Diversified LLC13,551$2.49M0.3%-2.2%0.012%
5/2/2024 RiverFront Investment Group LLC227,300$41.80M1.2%+1.9%0.209%
5/2/2024 Financial Counselors Inc.24,968$4.59M0.1%-2.0%0.023%
5/2/2024 Magnolia Capital Advisors LLC2,312$392K0.3%+49.8%0.002%
5/2/2024 Lionsbridge Wealth Management LLC9,272$1.71M1.3%N/A0.009%
5/2/2024 Graypoint LLC109,376$20.11M1.5%+0.7%0.101%
5/2/2024 Pittenger & Anderson Inc.435$80K0.0%-20.9%0.000%
5/2/2024 Thompson Davis & CO. Inc.1,194$220K0.1%N/A0.001%
5/2/2024 Goelzer Investment Management Inc.2,204$405K0.0%+28.6%0.002%
5/2/2024 Seelaus Asset Management LLC1,325$244K0.2%+6.0%0.001%
5/2/2024 Moloney Securities Asset Management LLC2,825$520K0.1%+4.9%0.003%
5/2/2024 Hollencrest Capital Management60,285$11.09M0.5%+15,239.7%0.055%
5/2/2024 REDW Wealth LLC1,260$232K0.1%-8.4%0.001%
5/2/2024 Hanlon Investment Management Inc.3,378$621K0.2%-3.9%0.003%
5/1/2024 Janney Capital Management LLC97,076$17.85M1.2%-2.7%0.089%
5/1/2024 Janney Montgomery Scott LLC1,357,166$249.57M0.7%+0.3%1.239%
5/1/2024 Source Financial Advisors LLC2,111$388K0.1%-38.2%0.002%
5/1/2024 Meitav Investment House Ltd.235,416$43.29M0.8%+0.3%0.215%
5/1/2024 Alta Wealth Advisors LLC1,503$276K0.1%+8.8%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.73,820$13.58M0.0%-54.7%0.067%
5/1/2024 Concourse Financial Group Securities Inc.14,259$2.62M0.2%+133.0%0.013%
5/1/2024 BOK Financial Private Wealth Inc.250$46K0.0%+242.5%0.000%
5/1/2024 Prosperity Consulting Group LLC3,172$583K0.1%+14.2%0.003%
5/1/2024 Mission Wealth Management LP2,785$512K0.0%+33.9%0.003%
5/1/2024 Bray Capital Advisors10,456$1.92M0.5%-6.5%0.009%
5/1/2024 Sequoia Financial Advisors LLC3,070$564K0.0%-16.7%0.003%
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5/1/2024 Diversify Advisory Services LLC3,405$621K0.0%N/A0.003%
4/30/2024 Private Advisor Group LLC77,319$14.22M0.1%-29.9%0.070%
4/30/2024 J.W. Cole Advisors Inc.29,634$5.43M0.3%+16.2%0.027%
4/30/2024 Astor Investment Management LLC46,598$8.57M3.4%+30.4%0.042%
4/30/2024 Granite Harbor Advisors Inc.23,774$4.37M3.0%+1.3%0.022%
4/30/2024 Hartline Investment Corp2,047$376K0.1%N/A0.002%
4/30/2024 Longbow Finance SA478,534$88.05M8.9%N/A0.433%
4/30/2024 Turtle Creek Wealth Advisors LLC25,012$4.60M1.1%+7.0%0.023%
4/30/2024 Mitchell Sinkler & Starr PA750$138K0.0%-65.9%0.001%
4/30/2024Concord Wealth Partners648$119K0.0%-26.5%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, 1,136 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 979 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 38,892,082 shares in the last 24 months. This purchase volume represents approximately $6.04B in transactions.

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

Of the 719 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 27,007,915 shares in the last 24 months. This volume of shares sold represents approximately $4.08B in transactions.


This page (NYSEARCA:XLY) was last updated on 5/11/2024 by MarketBeat.com Staff

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