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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $158.69 M.
Top institutional holders include Renaissance Technologies (RenTech) and Ken Fisher.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $60.34 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies (RenTech) who dramatically increased their stake. Conversely, Ken Fisher reduced exposure by 4.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for State Street Consumer Discretionary Select Sector SPDR ETF (XLY)
Major holders include Renaissance Technologies (RenTech) ($57.81 M), Ken Fisher ($47.71 M), Paul Tudor Jones ($27.98 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.33 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $60.34 M, with 5 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited XLY. The total reported sell value was $16.18 M.
Yes, 0 managers opened new positions in XLY, and 5 increased their existing holdings. The total reported buy value was $76.51 M.
