Guru Ownership Trend
Guru Analysis for State Street Consumer Discretionary Select Sector SPDR ETF (XLY)
State Street Consumer Discretionary Select Sector SPDR ETF (XLY), a key player in the Market sector, continues to attract institutional attention.
As of Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $141.97 M.
Top institutional holders include Ken Fisher and Steven Cohen.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $11.26 M net outflow during the quarter.
Recent activity highlights Joel Greenblatt who increased their stake by 233.7%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 70.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for State Street Consumer Discretionary Select Sector SPDR ETF (XLY)
Major holders include Ken Fisher ($49.24 M), Steven Cohen ($29.32 M), Paul Tudor Jones ($21.96 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.24 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $11.26 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited XLY. The total reported sell value was $54.33 M.
Yes, 1 managers opened new positions in XLY, and 2 increased their existing holdings. The total reported buy value was $43.07 M.
