XLY Institutional Ownership Changes & 13F Activity

CONSUMER DISCRETIONARY SELT (XLY) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, and Matrix Private Capital Group.

Related XLY insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy515,600530,436$57,806,915
Q1 2026Sequoia Financial AdvisorsBuy12,27227,021$2,944,708
Q4 2025Renaissance Technologies LLCSell-79,46414,836$1,771,567
Q3 2025Sequoia Financial AdvisorsBuy3,49314,749$3,534,552
Q2 2025Sequoia Financial AdvisorsSell-66,23511,256$2,446,176
Q1 2025Sequoia Financial AdvisorsBuy73,76077,491$15,301,289
Q4 2024Renaissance Technologies LLCBuy51,70094,300$21,156,205
Q4 2024Sequoia Financial AdvisorsBuy5183,731$837,091
Q3 2024Renaissance Technologies LLCSell-58,60042,600$8,535,762
Q3 2024Sequoia Financial AdvisorsBuy603,213$643,739
Q2 2024Renaissance Technologies LLCBuy93,100101,200$18,458,880
Q2 2024Sequoia Financial AdvisorsBuy833,153$575,127
Q1 2024Renaissance Technologies LLCSell-32,1008,100$1,490
Q1 2024Sequoia Financial AdvisorsSell-6153,070$564,480
Q4 2023Sequoia Financial AdvisorsBuy1,5933,685$658,944
Q3 2023Matrix Private Capital GroupSell-10616$2,576
Q3 2023Sequoia Financial AdvisorsBuy412,092$336,733
Q2 2023Renaissance Technologies LLCSell-151,20040,200$6,826
Q2 2023Matrix Private Capital GroupSell-419122$20,717
Q2 2023Sequoia Financial AdvisorsBuy572,051$348,341
Q1 2023Renaissance Technologies LLCBuy187,800191,400$28,622
Q4 2022Renaissance Technologies LLCSell-45,9003,600$465
Q3 2022Renaissance Technologies LLCSell-167,56949,500$7,051
Q3 2022Sequoia Financial AdvisorsSell-4351,994$284
Q3 2022Matrix Private Capital GroupSell-412541$77
Q2 2022Renaissance Technologies LLCBuy133,660217,069$29,843
Q2 2022Matrix Private Capital GroupBuy615953$131
Q2 2022Sequoia Financial AdvisorsSell-812,429$334
Q1 2022Sequoia Financial AdvisorsBuy3082,510$464
Q1 2022Matrix Private Capital GroupSell-28338$63

Frequently asked questions about XLY activity

  • Which institutional owners are buying XLY?

    Institutional owners buying XLY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XLY activity?

    "Buy" means an investor increased their reported position in XLY compared to the prior reporting period. This reflects growing exposure to CONSUMER DISCRETIONARY SELT (XLY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XLY increasing?

    Institutional interest in XLY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.