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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,295 managers (1,315 13F filers) reported a position in XLY shares at 2026-06-30, 153,271,226 shares in all. 122 filers opened a position and 97 filers sold out during the quarter.

Managers
1,295
13F filers
1,315
New
122
Added
457
Reduced
448
Sold out
97
Shares held by filers
153,271,226

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dakota Wealth Management47,957$5.62M0.11%-5913F-HRTimeline
HANCOCK WHITNEY CORP47,747$5.6M0.09%-2,29013F-HRTimeline
Integrated Wealth Concepts LLC47,717$5.6M0.04%+4,28013F-HR/ATimeline
GERMAN AMERICAN BANCORP, INC.47,499$5.57M0.42%-1,21713F-HRTimeline
Hartford Financial Management Inc.47,270$5.54M1.24%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp46,641$5.47M0.09%-60813F-HRTimelineGroup
Stockman Wealth Management, Inc.45,923$5.39M0.56%+2,72213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC45,415$5.33M0.08%new13F-HRTimeline
Midwest Trust Co45,262$5.31M0.06%-37913F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.44,968$5.27M0.1%-59,89013F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.44,596$5.23M0.4%-64213F-HRTimeline
Algorithmic Investment Models, LLC44,104$5.17M5.99%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK43,601$5.11M0.02%+1,21213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…43,454$5.1M0.02%+9213F-HRTimelineGroup
Symmetry Investments LPin group Symmetry Investments LP42,800$5.02M0.56%+13,34013F-HRTimelineGroup
Simmons Bankin group Simmons Bank42,728$5.01M0.29%-2,06113F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC42,702$5.01M0.37%-71,28913F-HRTimeline
Cannon Advisors, Inc.43,116$5M3.04%new13F-HRTimeline
FCA CORP /TX42,403$4.97M1.22%+33613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM42,246$4.96M0.33%-3,44013F-HRTimelineGroup
United Asset Strategies, Inc.42,234$4.95M0.35%-28713F-HRTimeline
Fiduciary Group, LLC42,077$4.93M0.39%+1,40413F-HRTimeline
CoreCap Advisors, LLC42,073$4.93M0.15%+22,49013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding41,496$4.87M+21,722Timeline
Sharper & Granite LLC41,485$4.87M1.51%-40913F-HRTimeline
Fairvoy Private Wealth, LLC41,187$4.83M0.98%-10,15613F-HRTimeline
INNEALTA CAPITAL, LLC40,524$4.75M2.54%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC40,168$4.71M0.1%+20,64313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC40,001$4.69M0.09%+4,30113F-HRTimeline
Retirement Planning Group, LLC39,884$4.68M0.12%-2,33513F-HRTimeline
TWO SIGMA SECURITIES, LLC39,633$4.65M0.4%+30,56813F-HRTimeline
Csenge Advisory Group39,265$4.6M0.19%+90013F-HRTimeline
PFG Investments, LLC39,068$4.58M0.18%+70113F-HRTimeline
Caption Management, LLC38,675$4.54M0.16%new13F-HRTimeline
Fourth Dimension Wealth, LLC38,241$4.48M1.42%+60013F-HRTimeline
Beacon Pointe Advisors, LLC37,862$4.44M0.02%+98413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,548$4.4M<0.01%-61913F-HRTimelineGroup
HB Wealth Management, LLC37,162$4.36M0.02%-62813F-HRTimeline
GeoWealth Management, LLC36,826$4.32M0.14%+2,95813F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC36,687$4.3M1.99%-1,04213F-HRTimeline
Sequent Planning LLC36,659$4.3M0.92%+3,16913F-HRTimeline
Headlands Technologies LLC36,631$4.3M0.46%new13F-HRTimeline
Attessa Capital LLC36,487$4.28M1.92%+1,49213F-HRTimeline
ES4, LLC36,243$4.25M2.23%+9,08713F-HRTimeline
Measured Wealth Private Client Group, L…36,212$4.25M1.03%+2,68413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.34,586$4.05M0.03%+11,56013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding34,244$4.02M+983Timeline
LightSquare Wealth Management, LLC34,174$4.01M2.76%-2,41213F-HRTimeline
TIAAgroup of 4 filers holding33,983$3.99M+4,242Timeline
Apollon Wealth Management, LLCgroup of 2 filers holding33,967$3.98M-587Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,848$3.97M0.01%-9,53313F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC33,812$3.97M0.05%-5,34313F-HRTimeline
Independence Wealth Advisors, LLC33,650$3.95M1.98%-43,00113F-HRTimeline
PCG ASSET MANAGEMENT, LLC33,468$3.93M2.81%-59613F-HRTimeline
Howard Capital Management Group, LLC33,312$3.91M0.24%-15413F-HRTimeline
Darwin Wealth Management, LLC32,816$3.85M1.05%+66613F-HRTimeline
Integrated Advisors Network LLC32,612$3.82M0.18%+74113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC32,510$3.81M0.29%-98513F-HRTimeline
SYKON CAPITAL LLC32,429$3.8M1.17%+30,47513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,312$3.79M0.04%+3113F-HRTimelineGroup
Dynamic Advisor Solutions LLC32,297$3.79M0.11%-11,52913F-HRTimeline
Vestmark Advisory Solutions, Inc.32,255$3.78M0.04%-20,13413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.32,008$3.75M1.17%+3613F-HRTimeline
Nelson Capital Management, LLC31,794$3.73M0.41%+1,43313F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP31,064$3.64M3.12%+7,77713F-HRTimelineGroup
NEVILLE RODIE & SHAW INC30,830$3.62M0.23%-26013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV30,720$3.6M0.91%013F-HRTimeline
One Wealth Map LLC32,154$3.59M1.67%+2,14513F-HRTimeline
Summit Financial, LLC30,485$3.58M0.04%-1,96913F-HRTimeline
AMG National Trust Bank29,661$3.48M0.07%-12,47413F-HRTimeline
jvl associates llc29,574$3.47M0.98%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…29,515$3.46M0.02%+14,31313F-HRTimelineGroup
Snowden Capital Advisors LLC29,510$3.46M0.08%-44713F-HRTimeline
HARBOUR INVESTMENTS, INC.29,141$3.42M0.05%+13,11913F-HRTimeline
TRUST CO OF OKLAHOMA28,972$3.4M0.87%-31713F-HRTimeline
Sigma Planning Corp28,795$3.38M0.09%-6,23613F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC28,785$3.38M0.84%+99813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC28,639$3.36M<0.01%-6,28113F-HRTimelineGroup
Arkadios Wealth Advisors28,363$3.33M0.05%-3,30613F-HRTimeline
FIL Ltdin group FIL Ltd28,239$3.31M<0.01%-27713F-HRTimelineGroup
Wall Capital Group, Inc.28,239$3.31M2.71%+1,49613F-HRTimeline
BLAIR WILLIAM & CO/IL28,149$3.3M0.01%-11,17113F-HRTimeline
Meridian Wealth Management, LLC27,863$3.27M0.1%+2,36613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,628$3.24M+399Timeline
Marion Wealth Management27,391$3.21M0.66%+28413F-HRTimeline
MontVue Capital Management, Inc.27,294$3.2M1.84%-15113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.27,186$3.19M0.35%-1,22413F-HR/ATimeline
Associated Banc-Corpin group Associated Banc-Corp27,024$3.17M0.08%+14213F-HRTimelineGroup
Bank of Marin26,872$3.15M2.2%-1,10013F-HRTimeline
Union Bancaire Privee, UBP SA26,620$3.11M0.03%-10,66013F-HRTimeline
10Elms LLP26,332$3.09M1.31%+8,88113F-HRTimeline
Gladstone Institutional Advisory LLC26,236$3.08M0.1%+15,45413F-HRTimeline
RPg Family Wealth Advisory, LLC26,144$3.07M0.51%+2,29013F-HR/ATimeline
J. Goldman & Co LP26,100$3.06M0.11%+16,86513F-HRTimeline
Coastal Bridge Advisors, LLC26,002$3.05M0.19%+2,32513F-HRTimeline
CV Advisors LLC26,000$3.05M0.58%013F-HRTimeline
Sage Advisory Services, Ltd.Co.25,997$3.05M1.5%+1,12513F-HRTimeline
Risk Paradigm Group, LLC25,952$3.04M2.39%+2,59113F-HRTimeline
Signal Advisors Wealth, LLC25,945$3.04M0.16%+22,99613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.25,907$3.04M0.02%-21,07013F-HRTimelineGroup
Boltwood Capital Management25,820$3.03M0.69%+26013F-HRTimeline
Caprock Group, LLC25,797$3.03M0.06%-5813F-HRTimeline
Farther Finance Advisors, LLC25,618$3M0.02%+8,34913F-HRTimeline
Mathes Company, Inc.25,400$2.98M0.93%-1,20013F-HRTimeline
Diversified Enterprises, LLC25,365$2.97M0.14%-8213F-HRTimeline
Empowered Funds, LLC25,307$2.97M0.02%-40513F-HRTimeline
Chesapeake Wealth Management25,233$2.96M0.83%+43113F-HRTimeline
Mission Hills Financial Advisory, LLC24,471$2.87M1.26%-20,51713F-HRTimeline
FIRST HORIZON CORP24,290$2.85M0.11%-6,80013F-HRTimeline
Crew Capital Management, Ltd24,194$2.84M1.55%+42213F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA24,002$2.81M1.45%013F-HRTimeline
Trust Co23,752$2.79M0.25%-69413F-HRTimeline
Ring Mountain Capital, LLC23,676$2.78M1.17%-18413F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A23,655$2.77M0.01%+10,14113F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.23,556$2.76M0.15%-32913F-HRTimeline
Simplicity Wealth,LLC23,476$2.75M0.09%+15,82013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC23,433$2.75M0.02%+2,04213F-HRTimeline
Hansen & Associates Financial Group, In…23,238$2.74M1.57%+6,79913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,350$2.74M0.01%+31113F-HRTimelineGroup
Sowell Financial Services LLC23,208$2.72M0.09%+1,96913F-HRTimeline
AAFMAA Wealth Management & Trust LLC23,155$2.72M0.95%+1,12513F-HRTimeline
Zullo Investment Group, Inc.23,137$2.71M0.93%-1,34513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC23,064$2.7M0.15%+1,76413F-HRTimeline
KINTRA WEALTH, LLC22,774$2.7M0.14%-35813F-HRTimeline
Relyea Zuckerberg Hanson LLC22,718$2.66M0.22%+113F-HR/ATimeline
ROCKLAND TRUST CO22,486$2.64M0.1%+18,53013F-HRTimeline
Advisor Resource Council22,326$2.63M0.88%-88613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,813$2.62M0.01%+14,56313F-HRTimelineGroup
Evercore Wealth Management, LLC22,315$2.62M0.04%+40013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC22,279$2.61M1%+1,94413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,566$2.61M+17,642Timeline
Forvis Mazars Wealth Advisors, LLC22,267$2.61M0.04%-10913F-HRTimeline
SBI Okasan Asset Management Co.Ltd.22,250$2.61M0.09%-6,61013F-HRTimeline
Advisory Resource Group22,178$2.6M0.39%+4,95813F-HRTimeline
Constitution Capital LLC21,993$2.58M1.32%-13013F-HRTimeline
Retireful, LLC21,842$2.56M2.38%new13F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD21,742$2.55M1.76%-2,03413F-HRTimeline
Certified Advisory Corp21,692$2.54M0.21%-2,26213F-HRTimeline
Point Windward Advisors Inc.21,641$2.54M1.12%+71513F-HRTimeline
Dorsey & Whitney Trust CO LLC21,481$2.52M0.12%-5,13513F-HRTimeline
Valeo Financial Advisors, LLC21,478$2.52M0.05%-69013F-HRTimeline
Colony Family Offices, LLC21,424$2.51M0.55%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…21,423$2.51M0.64%+18513F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC21,397$2.51M0.01%+16,28113F-HRTimelineGroup
Essex LLC21,390$2.51M0.38%+1,48713F-HRTimeline
ARS Investment Partners, LLC21,284$2.5M0.11%+27213F-HRTimeline
D.A. DAVIDSON & CO.21,254$2.49M0.01%-73113F-HRTimeline
OpenArc Corporate Advisory, LLC21,215$2.49M0.03%-2,40913F-HRTimeline
Western Wealth Management, LLC21,067$2.47M0.08%-44413F-HRTimeline
Pine Valley Investments Ltd Liability Co20,741$2.43M0.1%+1,62513F-HRTimeline
January Capital Advisors LLC20,725$2.43M2.03%+11,77813F-HRTimeline
CTC Alternative Strategies, Ltd.20,718$2.43M3.5%+3,04113F-HRTimeline
Windsor Capital Management, LLC20,464$2.4M0.62%-8813F-HRTimeline
Pallas Capital Advisors LLC20,343$2.39M0.07%+28113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP20,289$2.38M0.01%+74213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.20,101$2.36M0.1%+2,31413F-HRTimelineGroup
Crews Bank & Trust20,074$2.35M0.31%013F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.20,065$2.35M2.03%-1,84913F-HRTimeline
Wellspring Financial Advisors, LLC19,805$2.32M0.15%-3013F-HRTimeline
PROFFITT & GOODSON INC19,762$2.32M0.32%-95613F-HRTimeline
Clarus Wealth Advisors19,980$2.3M0.89%+2,17513F-HRTimeline
OKABENA INVESTMENT SERVICES INC19,597$2.3M0.41%+43413F-HRTimeline
RiverGlades Family Offices LLC19,573$2.3M1.05%+28013F-HRTimeline
Sequoia Financial Advisors, LLC19,437$2.28M0.01%-7,58413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC19,389$2.27M0.33%+21513F-HRTimeline
Capital Investment Counsel, LLC19,241$2.26M0.28%+44113F-HRTimeline
Focus Financial Network, Inc.19,165$2.25M0.07%-1,55213F-HRTimeline
Terra Nova Asset Management LLC19,103$2.24M1.37%+1,24313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,082$2.24M0.15%-31413F-HRTimelineGroup
Everstar Asset Management, LLC19,062$2.24M1.08%+74713F-HRTimeline
Vise Technologies, Inc.19,032$2.23M0.03%+11,66313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.19,029$2.23M0.18%+1,21913F-HRTimelineGroup
IFP Advisors, Inc18,885$2.21M0.04%+1,16013F-HRTimeline
Financial Freedom, LLC18,857$2.21M1.02%-5213F-HRTimeline
CHOREO, LLC18,391$2.16M0.02%+16813F-HRTimeline
Laurel Wealth Advisors LLC18,384$2.16M0.21%-19913F-HRTimeline
NWAM LLC18,239$2.14M0.11%+2,39313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC18,147$2.13M0.42%-46213F-HRTimeline
HOWE & RUSLING INC18,121$2.13M0.12%+2,04813F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,000$2.11M0.01%013F-HRTimelineGroup
STRAIGHTLINE GROUP LLC17,971$2.11M0.99%-38613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,885$2.1M0.06%-2,80313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA17,693$2.08M0.01%-18,89013F-HRTimelineGroup
Calamos Advisors LLCgroup of 2 filers holding17,672$2.07M-16,252Timeline
Curat Global, LLC19,526$2.05M1.67%+77813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,305$2.03M0.12%+12,51313F-HRTimeline
Redwood Financial Network Corp17,194$2.02M1.12%+5713F-HRTimeline
WEDBUSH SECURITIES INC16,522$1.94M0.05%-30813F-HRTimeline
Avidian Wealth Enterprises, LLC16,371$1.92M0.05%-16413F-HRTimeline
Foundations Investment Advisors, LLC16,362$1.92M0.02%-204,95013F-HRTimeline
Wealthspire Advisors, LLC16,248$1.91M0.01%+3,55013F-HRTimeline
IFG Advisory, LLC15,997$1.88M0.07%new13F-HRTimeline
Beacon Capital Management, Inc.15,982$1.87M0.11%+2,24813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,941$1.87M0.13%+31913F-HRTimeline
MONETARY MANAGEMENT GROUP INC15,930$1.87M0.38%+45013F-HRTimeline
Cresset Asset Management, LLC15,889$1.86M0.01%-4,05213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/15,825$1.86M0.6%+21213F-HRTimelineGroup
Roberts Wealth Advisors, LLC15,804$1.85M0.42%+3,40713F-HRTimeline
Summit Trail Advisors, LLC15,696$1.84M0.02%+10013F-HRTimeline
Stonebridge Financial Planning Group, L…15,626$1.83M0.58%-1,84313F-HRTimeline