Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 39.0M | $4.25B | -0.6% | β | 0.31% |
| 2 | MORGAN STANLEY | 8.1M | $882.7M | +10.3% | β | 0.05% |
| 3 | UBS Group AG | 5.5M | $602.0M | +12.8% | β | 0.09% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5.0M | $545.4M | -20.5% | β | 0.06% |
| 5 | CITADEL ADVISORS LLC | 4.6M | $501.4M | +33.5% | β | 0.23% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 3.5M | $384.6M | +4.7% | β | 0.10% |
| 7 | GOLDMAN SACHS GROUP INC | 3.4M | $371.9M | -21.7% | β | 0.04% |
| 8 | LPL Financial LLC | 3.1M | $333.4M | -9.4% | β | 0.09% |
| 9 | Focus Partners Wealth | 3.0M | $328.9M | -0.9% | β | 0.37% |
| 10 | RAYMOND JAMES FINANCIAL INC | 3.0M | $326.7M | -0.3% | β | 0.10% |
| 11 | Migdal Insurance & Financial Holdings Ltd. | 3.0M | $322.6M | +4.2% | β | 2.80% |
| 12 | AMERIPRISE FINANCIAL INC | 2.5M | $307.8M | -32.3% | β | 0.07% |
| 13 | BARCLAYS PLC | 2.7M | $294.8M | -46.5% | β | 0.12% |
| 14 | Green Harvest Asset Management LLC | 2.4M | $264.5M | -25.7% | β | 4.13% |
| 15 | MEITAV DASH INVESTMENTS LTD | 2.0M | $216.3M | +94.7% | β | 2.37% |
| 16 | CIBC World Markets Inc. | 1.9M | $205.4M | +41.9% | β | 0.34% |
| 17 | TWO SIGMA INVESTMENTS, LP | 1.8M | $193.4M | -47.5% | β | 0.16% |
| 18 | ROYAL BANK OF CANADA | 1.4M | $149.9M | +13.7% | β | 0.03% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $138.8M | +17.4% | β | 0.02% |
| 20 | TRUIST FINANCIAL CORP | 1.2M | $129.8M | -1.1% | β | 0.19% |
| 21 | MENORA MIVTACHIM HOLDINGS LTD. | 1.1M | $121.6M | -37.2% | β | 0.58% |
| 22 | WestEnd Advisors, LLC | 936K | $102.1M | +0.9% | β | 2.46% |
| 23 | BlackRock, Inc. | 902K | $98.3M | -5.5% | β | 0.00% |
| 24 | Squarepoint Ops LLC | 878K | $95.6M | β | β | 0.12% |
| 25 | NATIXIS | 864K | $94.1M | +114.9% | β | 0.34% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XLY β a direct measure of their conviction.
Filings activity in XLY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,257 | 4.0% | β | β | $15.38B | 22% |
| Q4 2025 | 1,309 | +6.4% | β | β | $19.60B | 3.4% |
| Q3 2025 | 1,230 | +2.2% | β | β | $20.30B | +6.1% |
| Q2 2025 | 1,204 | +2.5% | β | β | $19.13B | +14% |
| Q1 2025 | 1,175 | 4.2% | β | β | $16.72B | 11% |
| Q4 2024 | 1,227 | +12% | β | β | $18.76B | +16% |
| Q3 2024 | 1,093 | +2.0% | β | β | $16.13B | +1.1% |
| Q2 2024 | 1,072 | β | β | β | $15.95B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying XLY stock.
Based on Q1 2026 13F filings, institutional ownership of Consumer Discretionary Select Sector SPDR Fund stands at not currently reported, held across 1,257 reporting institutions.
BANK OF AMERICA CORP /DE/ is the largest reported institutional holder of XLY, with approximately 38,975,662 shares worth $4.25B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of XLY, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for XLY is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
128 institutions opened new positions in XLY during Q1 2026, while 180 fully exited. 185 added to existing positions and 939 trimmed.
Quarter-over-quarter ownership change for XLY is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 55.4% of all reported 13F value in XLY, and the top 25 account for 73.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Consumer Discretionary Select Sector SPDR Fund (XLY) Institutional Ownership