XLY
State Street Consumer Discretionary Select Sector SPDR ETF · Financial Services · Asset Management
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +1.2% ·
netto nieuwe posities +12.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 230.82K | $25.34M | n/a | n/a |
| Q2 2026 | 95 | 0 | 107.03M | $12.55B | +6 | −6 |
| Q1 2026 | 96 | 0 | 113.11M | $12.31B | +7 | −7 |
| Q4 2025 | 95 | +1 | 115.66M | $13.80B | +2 | −1 |
| Q3 2025 | 16 | +2 | 22.70M | $5.44B | +3 | −1 |
| Q2 2025 | 11 | 0 | 2.01M | $437.20M | n/a | n/a |
| Q1 2025 | 9 | -1 | 1.13M | $222.17M | +2 | −3 |
| Q4 2024 | 10 | -1 | 2.87M | $644.87M | +1 | −2 |
| Q3 2024 | 10 | +1 | 1.73M | $346.66M | +2 | −1 |
| Q2 2024 | 9 | n/a | 1.39M | $253.12M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 14.71M | n/a | $3.53B | 0.1% | n/c | 1 | SEC ↗ ×24 |
| 2 | Morgan Stanley ✦ | 3.55M | n/a | $850.89M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 3 | Goldman Sachs Group ✦ | 2.16M | n/a | $517.64M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 4 | BlackRock ✦ (passief) | 472.75K | -22.4% | $113.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Marshall Wace ✦ | 467.72K | Nieuw | $112.08M | 0.1% | New | 1 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passief) | 355.06K | +19.5% | $85.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 352.24K | Nieuw | $84.41M | 0.1% | New | 1 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 241.97K | -2.7% | $57.98M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 9 | Millennium Management ✦ | 130.09K | -74.2% | $31.18M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 99.72K | +0.5% | $23.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | D. E. Shaw & Co. ✦ | 76.75K | -63.8% | $18.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 47.04K | Nieuw | $11.27M | 0.0% | New | 1 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 22.49K | +15.8% | $5.39M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 14 | Gotham Asset Management ✦ | 8.38K | 0.0% | $2.01M | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 1.21K | -75.2% | $290,204 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 1.10K | 0.0% | $264,000 | 0.0% | Held | 6 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Marshall Wace | $112.08M | 0.1% |
| Two Sigma Investments | $84.41M | 0.1% |
| Point72 Asset Management | $11.27M | 0.0% |
Verlaten
| Citadel Advisors | $1.79M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,280 houders, 143.13M aandelen, $14.90B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.