Ss Consumer Disc Select Sect
$112.46-0.8%
+$1.1B
Net Activity
+2.44% total shares
Institutions Holding
1325
Popularity Rank
#303
Avg Weight
0.29%
Total Value
$22.3B
1325 institutions currently hold XLY, with 601 net buyers and 554 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
554
Net Buying Institutions
601
Top 5 by Value
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Across its top 20 institutional holders, XLY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 36/100).
XLY ranks #303 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
XLY is a disclosed holding of Ken Griffin (Citadel Advisors LLC), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.
XLY is a top-conviction position for Main Management ETF Advisors, LLC — at 7.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in XLY belongs to Bank Of America CORP /de/, but the position matters far more to Main Management ETF Advisors, LLC, who has 7.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Signal Advisors Wealth, LLC has added to its XLY position for two straight quarters, increasing it by $3.4M to reach $3.8M today.
Dynamic Advisor Solutions LLC has trimmed its XLY position for two straight quarters, cutting it by $2.0M while still holding $2.8M.
XLY is down 0.8% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.
+$3.4B
Total Buy Value
$2.3B
Total Sell Value
601
Net Buyers
554
Net Sellers
XLY
Q2 2026
Top 5 Institutional Movers
+$493.8M
+$398.7M
+$364.1M
+$323.4M
+$269.4M
XLY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
81369Y407
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,610
Total reported value
$529.1B
Held by 4610 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,442
Total reported value
$354.7B
Held by 4442 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,353
Total reported value
$864.4B
Held by 4353 institutions — one of the most-tracked stocks on AlphaSMO
Access XLY's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/XLYCLI
npx alphasmo stocks get XLY