13FPulse
XL

XLY SS CONSUMER DISC SELECT SECT

2026Q2 · CUSIP 81369Y407 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
1,274
Institutions that reported holding it to the SEC
Net decrease in holders
6
Last quarter 1,280 → now 1,274
How unusual is that
Bottom 20%
Stronger than only 19% of US stocks
What the filings say, in one paragraph

1,274 funds held XLY at the end of 2026Q2, down 6 from the quarter before. Fund flows are within the usual range — nothing unusual. XLY has had 30 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=269 2013Q4: holders=311 2014Q1: holders=289 2014Q2: holders=279 2014Q3: holders=299 2014Q4: holders=375 2015Q1: holders=407 2015Q2: holders=409 2015Q3: holders=407 2015Q4: holders=462 2016Q1: holders=428 2016Q2: holders=419 2016Q3: holders=415 2016Q4: holders=477 2017Q1: holders=483 2017Q2: holders=505 2017Q3: holders=485 2017Q4: holders=579 2018Q1: holders=603 2018Q2: holders=629 2018Q3: holders=646 2018Q4: holders=666 2019Q1: holders=694 2019Q2: holders=690 2019Q3: holders=715 2019Q4: holders=791 2020Q1: holders=706 2020Q2: holders=759 2020Q3: holders=798 2020Q4: holders=934 2021Q1: holders=921 2021Q2: holders=938 2021Q3: holders=938 2021Q4: holders=1097 2022Q1: holders=1017 2022Q2: holders=929 2022Q3: holders=933 2022Q4: holders=947 2023Q1: holders=956 2023Q2: holders=1021 2023Q3: holders=1033 2023Q4: holders=1134 2024Q1: holders=1122 2024Q2: holders=1105 2024Q3: holders=1127 2024Q4: holders=1279 2025Q1: holders=1201 2025Q2: holders=1231 2025Q3: holders=1261 2025Q4: holders=1347 2026Q1: holders=1280 2026Q2: holders=1274 -159 -79.5 +0 +79.5 +159 2428291415 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 30 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 5%
2025Q3 Top 20%
2025Q2 Top 10%
2024Q4 Top 5%
2024Q3 Top 20%
2023Q4 Top 5%
2023Q3 Top 20%
2023Q2 Top 5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
178
Change in large funds
+10
Total value they hold
$19.9B
Funds buying for the first time
138
Funds that sold out entirely
144
Price change that quarter
Funds holding puts (bearish)
27
Funds holding calls (bullish)
22

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.