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Institutional Holders of XLY

There is a long list of 1122 institutional holders of XLY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of XLY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-XLY table below, the initial column indicates the name of each top institutional holder of XLY, with a link to that fund's top holdings. The next columns indicate the amount of XLY stock held by each of the institutional holders of XLY, followed by the XLY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE $3,340,926 12/31/2023
     XLY18,669,224$3,338,244 12/31/2023
     Call957,000$171,121 12/31/2023
     Put942,000$168,439 12/31/2023
JPMorgan Chase & Co.3,764,435$673,119 12/31/2023
     XLY3,764,435$673,119 12/31/2023
Morgan Stanley3,473,416$621,082 12/31/2023
     XLY3,473,416$621,082 12/31/2023
Barclays PLC $557,737 12/31/2023
     XLY3,374,364$603,370 12/31/2023
     Put285,200$50,997 12/31/2023
     Call30,000$5,364 12/31/2023
UBS Group AG $402,925 12/31/2023
     XLY1,901,167$339,948 12/31/2023
     Call609,000$108,895 12/31/2023
     Put256,800$45,918 12/31/2023
Wells Fargo & Company MN $401,541 12/31/2023
     XLY2,635,623$471,276 12/31/2023
     Put540,000$96,557 12/31/2023
     Call150,000$26,822 12/31/2023
Envestnet Asset Management Inc.2,142,647$383,127 12/31/2023
     XLY2,142,647$383,127 12/31/2023
Raymond James & Associates1,639,749$293,203 12/31/2023
     XLY1,639,749$293,203 12/31/2023
CHURCHILL MANAGEMENT Corp1,578,353$290,243 03/31/2024
     XLY1,578,353$290,243 03/31/2024
Green Harvest Asset Management LLC1,485,276$265,582 12/31/2023
     XLY1,485,276$265,582 12/31/2023
Janney Montgomery Scott LLC1,352,725$241,881 12/31/2023
     XLY1,352,725$241,881 12/31/2023
CIBC World Markets Inc.1,262,261$225,705 12/31/2023
     XLY1,262,261$225,705 12/31/2023
Ameriprise Financial Inc.1,194,157$213,540 12/31/2023
     XLY1,194,157$213,540 12/31/2023
Goldman Sachs Group Inc. $212,682 12/31/2023
     XLY1,166,429$208,569 12/31/2023
     Call60,500$10,818 12/31/2023
     Put37,500$6,705 12/31/2023
LPL Financial LLC1,175,207$210,139 12/31/2023
     XLY1,175,207$210,139 12/31/2023
Truist Financial Corp1,162,381$207,845 12/31/2023
     XLY1,162,381$207,845 12/31/2023
WestEnd Advisors LLC964,300$172,426 12/31/2023
     XLY964,300$172,426 12/31/2023
BlackRock Inc.891,036$159,326 12/31/2023
     XLY891,036$159,326 12/31/2023
Fisher Asset Management LLC840,969$150,374 12/31/2023
     XLY840,969$150,374 12/31/2023
Charles Schwab Investment Management Inc.780,455$139,553 12/31/2023
     XLY780,455$139,553 12/31/2023
Migdal Insurance & Financial Holdings Ltd.674,128$120,543 12/31/2023
     XLY674,128$120,543 12/31/2023
Healthcare of Ontario Pension Plan Trust Fund650,000$116,226 12/31/2023
     XLY650,000$116,226 12/31/2023
Raymond James Financial Services Advisors Inc.565,007$101,029 12/31/2023
     XLY565,007$101,029 12/31/2023
Royal Bank of Canada $99,263 12/31/2023
     XLY632,128$113,031 12/31/2023
     Put77,000$13,768 12/31/2023
AGF Management Ltd.521,887$93,319 12/31/2023
     XLY521,887$93,319 12/31/2023
Bank of Montreal Can $91,689 12/31/2023
     XLY606,717$109,719 12/31/2023
     Put100,000$18,084 12/31/2023
     Call300$54 12/31/2023
Bank of Nova Scotia507,816$90,799 12/31/2023
     XLY507,816$90,799 12/31/2023
Factory Mutual Insurance Co.425,063$78,165 03/31/2024
     XLY425,063$78,165 03/31/2024
Marshall Wace LLP $76,066 12/31/2023
     XLY430,700$77,013 12/31/2023
     Put210,600$37,657 12/31/2023
     Call205,300$36,710 12/31/2023
Advisor Group Holdings Inc.415,757$74,355 12/31/2023
     XLY415,757$74,355 12/31/2023
Swan Global Investments LLC349,986$62,581 12/31/2023
     XLY349,986$62,581 12/31/2023
Stifel Financial Corp341,139$61,004 12/31/2023
     XLY341,139$61,004 12/31/2023
Squarepoint Ops LLC $59,627 12/31/2023
     XLY345,469$61,773 12/31/2023
     Put157,200$28,109 12/31/2023
     Call145,200$25,963 12/31/2023
Qube Research & Technologies Ltd322,285$57,628 12/31/2023
     XLY322,285$57,628 12/31/2023
US Bancorp DE301,015$53,825 12/31/2023
     XLY301,015$53,825 12/31/2023
HighTower Advisors LLC293,667$52,511 12/31/2023
     XLY293,667$52,511 12/31/2023
Northern Trust Corp293,435$52,469 12/31/2023
     XLY293,435$52,469 12/31/2023
Commonwealth Equity Services LLC286,004$51,140 12/31/2023
     XLY286,004$51,140 12/31/2023
Taiyo Life Insurance Co.279,500$49,977 12/31/2023
     XLY279,500$49,977 12/31/2023
Victory Capital Management Inc.274,020$48,998 12/31/2023
     XLY274,020$48,998 12/31/2023
State Street Corp273,720$48,944 12/31/2023
     XLY273,720$48,944 12/31/2023
Wolverine Trading LLC $41,992 12/31/2023
     Put575,700$102,941 12/31/2023
     Call553,200$98,918 12/31/2023
     XLY257,342$46,015 12/31/2023
Meitav Dash Investments Ltd.234,735$41,987 12/31/2023
     XLY234,735$41,987 12/31/2023
Capital Investment Advisors LLC222,168$40,854 03/31/2024
     XLY222,168$40,854 03/31/2024
RiverFront Investment Group LLC223,042$39,882 12/31/2023
     XLY223,042$39,882 12/31/2023
KCM Investment Advisors LLC222,630$39,808 12/31/2023
     XLY222,630$39,808 12/31/2023
Peapack Gladstone Financial Corp218,677$39,101 12/31/2023
     XLY218,677$39,101 12/31/2023
Grimes & Company Inc.210,488$38,707 03/31/2024
     XLY210,488$38,707 03/31/2024
Gerber Kawasaki Wealth & Investment Management214,098$38,282 12/31/2023
     XLY214,098$38,282 12/31/2023
MML Investors Services LLC198,158$35,433 12/31/2023
     XLY198,158$35,433 12/31/2023

See All: Funds Holding XLY
See Details: Top 10 Hedge Funds Holding XLY
Also See: XLY Holdings Changes

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