XLY Institutional Ownership Trend
Institutional ownership trends for CONSUMER DISCRETIONARY SELT provide insight into how hedge funds, mutual funds, pension managers, and long-term asset managers have adjusted exposure to the company across multiple SEC Form 13F reporting periods.
Institutional investors tracked by InsiderSet collectively reported approximately $60.75M in XLY holdings for the quarter ended March 31, 2026, compared with approximately $1.77M reported during the prior quarter. The number of tracked institutional holders also increased during the latest reporting period, reflecting continued smart money interest in CONSUMER DISCRETIONARY SELT.
Based on current market prices and the latest disclosed share counts, the combined estimated current value of tracked XLY institutional positions has increased significantly since the filing period due to continued share price appreciation.
This page tracks historical institutional ownership trends for XLY, including:
- total institutional holders by quarter
- aggregate reported value
- estimated live portfolio value
- ownership concentration changes
- largest ownership increases and reductions
- long-term smart money positioning trends
Institutional ownership trend analysis can help investors evaluate accumulation patterns, investor conviction, sector leadership, and portfolio concentration changes across major investment firms investing in CONSUMER DISCRETIONARY SELT.
Related Ownership Trend Insights
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $60,751,623 | 557,457 |
| Q4 2025 | 1 | $1,771,567 | 14,836 |
| Q3 2025 | 1 | $3,534,552 | 14,749 |
| Q2 2025 | 1 | $2,446,176 | 11,256 |
| Q1 2025 | 1 | $15,301,289 | 77,491 |
| Q4 2024 | 2 | $21,993,296 | 98,031 |
| Q3 2024 | 2 | $9,179,501 | 45,813 |
| Q2 2024 | 2 | $19,034,007 | 104,353 |
| Q1 2024 | 2 | $565,970 | 11,170 |
| Q4 2023 | 1 | $658,944 | 3,685 |
| Q3 2023 | 2 | $339,309 | 2,108 |
| Q2 2023 | 3 | $375,884 | 42,373 |