State Street Consumer Discretionary Select Sector SPDR ETF
1,314 hedge funds and large institutions have $18B invested in State Street Consumer Discretionary Select Sector SPDR ETF in 2026 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 457 increasing their positions, 450 reducing their positions, and 97 closing their positions.
43% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 97
6% more capital invested
Capital invested by funds: $17B → $18B (+$950M)
2.01% more ownership
Funds ownership: 78.15% → 80.16% (+2%)
2% more funds holding
Funds holding: 1,292 → 1,314 (+22)
2% more repeat investments, than reductions
Existing positions increased: 457 | Existing positions reduced: 450
16% less funds holding in top 10
Funds holding in top 10: 37 → 31 (-6)
65% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $3.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$188M |
| 2 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$186M |
| 3 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
+$83.4M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$75.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$176M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$139M |
| 3 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$103M |
| 4 |
Millennium Management
New York
|
-$99.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$86M |
XLY Hedge Fund Activity: Q2 2026 in Review
1,314 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) for Q2 2026, worth a combined $18B — up 5.6% from $17B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new XLY positions and 97 closed out — a net gain of 42 holders — while 457 added to existing stakes and 450 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $188M. The largest seller was Barclays, cutting an estimated $176M.
- 1,314 institutional investors held State Street Consumer Discretionary Select Sector SPDR ETF (XLY) as of Q2 2026, up from 1,292 in Q1 2026.
- Funds reported $18B of State Street Consumer Discretionary Select Sector SPDR ETF stock for Q2 2026, up 5.6% quarter-over-quarter.
- 139 funds opened new State Street Consumer Discretionary Select Sector SPDR ETF positions in Q2 2026 and 97 closed out, a net change of +42 holders.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF buyer in Q2 2026 was Janney Montgomery Scott, an estimated $188M added.
- The largest State Street Consumer Discretionary Select Sector SPDR ETF seller in Q2 2026 was Barclays, an estimated $176M sold.
Based on aggregated 13F filings for Q2 2026.