XLY Consumer Discret Select Sector SPDR
Consumer Discret Select Sector SPDR (XLY) Institutional Ownership
What the institutions did with XLY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| NEVILLE RODIE & SHAW INC | 30.7K | 21.6% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30.1K | 21.2% |
| Boltwood Capital Management | 26.0K | 18.3% |
| Montecito Bank & Trust | 13.0K | 9.2% |
| Heartwood Wealth Advisors LLC | 11.7K | 8.3% |
| ROCKLAND TRUST CO | 9.3K | 6.5% |
| First Citizens Financial Corp | 7.7K | 5.5% |
| CX Institutional | 3.8K | 2.7% |
| EASTERN BANK | 3.7K | 2.6% |
| Olistico Wealth, LLC | 2.4K | 1.7% |
| Polaris Financial Partners | 1.2K | 0.9% |
| MassMutual Private Wealth & Trust, FSB | 731 | 0.5% |
| GoalVest Advisory LLC | 628 | 0.4% |
| Roxbury Financial LLC | 278 | 0.2% |
| Versant Capital Management, Inc | 218 | 0.2% |
| BURKETT FINANCIAL SERVICES, LLC | 182 | 0.1% |
| TOMPKINS FINANCIAL CORP | 111 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROCKLAND TRUST CO | Reduced | 22.5K | 9.3K | -13.2K |
| Heartwood Wealth Advisors LLC | Increased | 3.3K | 11.7K | +8.4K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 33.8K | 30.1K | -3.7K |
| DOLIVER ADVISORS, LP | Sold Out | 3.0K | 0 | -3.0K |
| CX Institutional | Increased | 2.9K | 3.8K | +893 |
| First Citizens Financial Corp | Increased | 7.5K | 7.7K | +196 |
| Boltwood Capital Management | Increased | 25.8K | 26.0K | +188 |
| NEVILLE RODIE & SHAW INC | Reduced | 30.8K | 30.7K | -150 |
| EASTERN BANK | Reduced | 3.8K | 3.7K | -103 |
| Montecito Bank & Trust | Reduced | 13.0K | 13.0K | -30 |
| Olistico Wealth, LLC | Increased | 2.4K | 2.4K | +24 |
| Roxbury Financial LLC | Increased | 277 | 278 | +1 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 181 | 182 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.