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.

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$60,751,623557,457
Q4 20251$1,771,56714,836
Q3 20251$3,534,55214,749
Q2 20251$2,446,17611,256
Q1 20251$15,301,28977,491
Q4 20242$21,993,29698,031
Q3 20242$9,179,50145,813
Q2 20242$19,034,007104,353
Q1 20242$565,97011,170
Q4 20231$658,9443,685
Q3 20232$339,3092,108
Q2 20233$375,88442,373