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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,279 managers (1,296 13F filers) reported a position in XLY shares at 2024-12-31, 79,364,275 shares in all. 142 filers opened a position and 70 filers sold out during the quarter.

Managers
1,279
13F filers
1,296
New
142
Added
430
Reduced
380
Sold out
70
Shares held by filers
79,364,275

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Pallas Capital Advisors LLC27,743$6.22M0.27%-55713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …27,699$6.21M0.01%-17,48313F-HRTimelineGroup
AE Wealth Management LLC27,585$6.19M0.05%+20,63113F-HRTimeline
B. Riley Wealth Advisors, Inc.27,464$6.16M0.2%-27513F-HRTimeline
J.W. COLE ADVISORS, INC.27,455$6.16M0.25%+1,47613F-HRTimeline
EWG Elevate Inc.27,408$6.15M1.87%new13F-HRTimeline
Granite Harbor Advisors, Inc.27,335$6.13M3.39%+1,01513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP27,286$6.12M0.72%+28113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,194$6.1M0.01%+7,57313F-HRTimelineGroup
Trust Co27,176$6.1M0.7%+1,32613F-HRTimeline
Venturi Wealth Management, LLC27,147$6.09M0.3%+5,13413F-HRTimeline
Freedom Investment Management, Inc.26,916$6.04M0.5%-1,08813F-HRTimeline
Trilogy Capital Inc.26,904$6.04M0.31%+23,74413F-HRTimeline
Steele Capital Management, Inc.26,787$6.01M0.31%+1,22513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding26,744$6M-40,689Timeline
Innova Wealth Partners26,247$5.89M3.71%+24,93713F-HRTimeline
Integrated Advisors Network LLC26,123$5.86M0.28%+9,90213F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,936$5.82M<0.01%-178,69113F-HR/ATimelineGroup
COLTON GROOME FINANCIAL ADVISORS, LLC25,564$5.74M2.19%+47913F-HRTimeline
MAI Capital Management25,498$5.72M0.04%+1,73213F-HRTimeline
Sandy Spring Bank25,463$5.71M0.23%-98413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,112$5.63M0.01%-101,48913F-HRTimelineGroup
Simmons Bankin group Simmons Bank25,004$5.61M0.41%-1,03613F-HRTimelineGroup
Signal Advisors Wealth, LLC24,939$5.6M0.63%+16,24413F-HRTimeline
New Millennium Group LLC24,290$5.45M3.19%+24,23813F-HRTimeline
FINANCIAL COUNSELORS INC23,753$5.33M0.08%-17713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…23,651$5.31M0.02%+1,29313F-HRTimelineGroup
Mission Hills Financial Advisory, LLC23,510$5.27M4.09%+3,51013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…23,376$5.24M0.07%-3,39413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…22,729$5.23M0.3%+6,34513F-HRTimeline
Merit Financial Group, LLC23,096$5.18M0.09%+91313F-HRTimeline
Retirement Planning Group, LLC23,026$5.17M0.26%+96813F-HRTimeline
Cornerstone Wealth Group, LLC22,953$5.15M0.42%new13F-HRTimeline
Astor Investment Management LLC22,904$5.14M2.63%-17,09313F-HRTimeline
Csenge Advisory Group22,824$5.12M0.28%+1,76513F-HRTimeline
Sabal Trust CO22,729$5.1M0.29%+3,25413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,587$5.07M0.01%new13F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding22,479$5.04M+6,663Timeline
TCV Trust & Wealth Management, Inc.22,432$5.03M0.46%-22613F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…21,600$4.96M5.45%+10,50013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC22,096$4.96M0.09%-97013F-HRTimeline
Provident Co of the Employees of the He…22,025$4.94M5.75%013F-HRTimeline
&PARTNERS20,780$4.82M0.06%+8,78213F-HRTimeline
3EDGE Asset Management, LP21,422$4.81M0.3%+19,23113F-HRTimeline
Cooksen Wealth, LLC21,359$4.79M4.41%+24313F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC21,357$4.79M2.46%-46113F-HRTimeline
NWAM LLC21,254$4.77M0.29%+3,19713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp21,095$4.73M<0.01%-51613F-HRTimelineGroup
Polymer Capital Management (HK) LTD21,000$4.71M0.83%+14,60013F-HRTimeline
ALERUS FINANCIAL NA20,996$4.71M0.36%+7,88613F-HRTimeline
Robertson Stephens Wealth Management, L…20,918$4.69M0.17%-15,90513F-HRTimeline
SCOTIA CAPITAL INC.20,709$4.65M0.02%+11,75413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,650$4.63M0.01%+2,63913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC20,500$4.6M0.33%-1,92213F-HRTimeline
BLAIR WILLIAM & CO/IL20,464$4.59M0.01%+17013F-HRTimeline
Cubist Systematic Strategies, LLC20,367$4.57M0.07%new13F-HRTimeline
Monument Capital Management20,256$4.54M1.25%new13F-HRTimeline
FCA CORP /TX20,223$4.54M1.42%+9213F-HRTimeline
Waverly Advisors, LLC20,198$4.53M0.07%+3,80413F-HRTimeline
Sharp Wealth Advisory, LLC20,178$4.53M3.44%new13F-HRTimeline
WORLD EQUITY GROUP, INC.20,144$4.52M0.97%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,063$4.5M0.14%+3,29713F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA20,086$4.49M2.51%+19013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding19,777$4.44M+590Timeline
Associated Banc-Corpin group Associated Banc-Corp19,728$4.43M0.13%-1,83613F-HRTimelineGroup
Howard Capital Management Group, LLC19,596$4.4M0.3%-64413F-HRTimeline
FSC Wealth Advisors, LLC19,449$4.36M2.81%+37313F-HRTimeline
Financially Speaking Inc19,363$4.34M2.95%13F-HRTimeline
Stockman Wealth Management, Inc.19,247$4.32M0.68%-37513F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,022$4.27M0.13%+16,71613F-HRTimeline
NEVILLE RODIE & SHAW INC18,940$4.25M0.31%013F-HRTimeline
TrinityPoint Wealth, LLC18,904$4.24M0.6%-77113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.18,893$4.24M1.63%+613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC18,582$4.17M0.01%-64,84413F-HRTimelineGroup
ROCKLAND TRUST CO18,486$4.15M0.21%+9,96413F-HRTimeline
CoreCap Advisors, LLC18,439$4.14M0.19%-3,68013F-HRTimeline
Attessa Capital LLC18,438$4.14M2.82%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.18,090$4.06M0.48%-32713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…18,031$4.04M0.07%new13F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC17,987$4.04M0.39%-10413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,793$3.99M0.01%-19213F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,757$3.98M0.36%-6213F-HRTimelineGroup
SRB CORPin group SRB CORP17,692$3.97M0.23%new13F-HRTimelineGroup
Foguth Wealth Management, LLC.17,073$3.93M1.03%+8,22313F-HRTimeline
AlphaMark Advisors, LLC17,478$3.92M1.7%+60813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS17,396$3.9M0.01%+1,05813F-HRTimeline
PCG ASSET MANAGEMENT, LLC17,323$3.89M3.41%13F-HRTimeline
Laidlaw Wealth Management LLC17,149$3.85M1.68%+35213F-HRTimeline
Mutual Advisors, LLC17,000$3.84M0.11%+64313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC16,925$3.8M0.13%+2,00413F-HRTimeline
Snowden Capital Advisors LLC16,694$3.75M0.12%+36313F-HRTimeline
Mathes Company, Inc.16,600$3.72M1.36%013F-HRTimeline
Long Run Wealth Advisors, LLC16,471$3.7M0.89%-3,51513F-HRTimeline
Chicago Wealth Management, Inc.16,323$3.66M1.9%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP16,162$3.63M<0.01%new13F-HRTimelineGroup
AMG National Trust Bank16,117$3.63M0.1%-43013F-HRTimeline
SkyView Investment Advisors, LLC16,129$3.62M0.58%+1,14813F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.16,000$3.59M0.01%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC15,979$3.58M0.6%-1313F-HRTimeline
Terra Nova Asset Management LLC15,887$3.56M2.71%+7013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,754$3.53M0.02%+76313F-HRTimelineGroup
Atom Investors LP15,727$3.53M0.44%+2,44813F-HRTimeline
GREAT LAKES ADVISORS, LLC15,682$3.52M0.03%-68113F-HRTimeline
Canton Hathaway, LLC15,574$3.49M0.87%+2,06513F-HRTimeline
Sigma Planning Corp15,496$3.48M0.11%-80913F-HRTimeline
GeoWealth Management, LLC15,411$3.46M0.11%+71413F-HRTimeline
First Horizon Advisors, Inc.15,339$3.44M0.1%-1013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,327$3.44M1.18%013F-HRTimeline
MontVue Capital Management, Inc.15,296$3.43M2.62%-14713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,972$3.36M0.1%+1,69713F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.14,851$3.33M0.04%-4,70213F-HRTimelineGroup
Banco BTG Pactual S.A.14,997$3.32M0.78%-8,45713F-HRTimeline
jvl associates llc14,787$3.32M1.26%013F-HRTimeline
Caprock Group, LLC14,593$3.27M0.11%+3,64413F-HRTimeline
Fiduciary Group, LLC14,463$3.24M0.33%+3,42913F-HRTimeline
GenTrust, LLC14,449$3.24M0.14%new13F-HRTimeline
Bank of Marin14,236$3.19M2.53%-19013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,070$3.16M0.03%+5,10413F-HRTimeline
IMC-Chicago, LLC14,049$3.15M0.09%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,847$3.11M0.25%-10,43313F-HR/ATimeline
Relyea Zuckerberg Hanson LLC13,755$3.09M0.42%013F-HRTimeline
Marion Wealth Management13,745$3.08M0.82%+7113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV13,516$3.03M0.25%-1,46213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,423$3.01M0.06%+13,28213F-HRTimelineGroup
Ring Mountain Capital, LLC13,409$3.01M2.02%13F-HRTimeline
One Wealth Map LLC13,771$3.01M1.83%-1,18513F-HRTimeline
West Financial Advisors, LLC13,371$3M0.58%new13F-HRTimeline
First National Bank of Hutchinson13,370$3M1.81%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,313$2.99M0.07%-47613F-HRTimeline
Summit Financial, LLC13,313$2.99M0.1%+8,21213F-HRTimeline
Dorsey & Whitney Trust CO LLC13,274$2.98M0.16%+4,02113F-HRTimeline
Cresset Asset Management, LLC13,052$2.93M0.01%-11,97613F-HRTimeline
Diversified Enterprises, LLC12,956$2.91M0.28%-13513F-HRTimeline
Fourth Dimension Wealth, LLC12,851$2.88M1.5%13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC12,810$2.87M0.9%-51113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,752$2.86M0.23%+2,79113F-HR/ATimeline
CAMELOT TECHNOLOGY ADVISORS, INC.12,565$2.82M2.56%-23913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12,403$2.78M0.28%+6,99313F-HRTimelineGroup
HRT FINANCIAL LP12,370$2.77M0.01%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,369$2.77M0.03%-81513F-HRTimeline
SAPIENT CAPITAL LLC12,250$2.75M0.05%+1,41113F-HRTimeline
Provida Pension Fund Administrator12,210$2.74M0.06%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP12,112$2.72M0.05%new13F-HRTimelineGroup
IFG Advisory, LLC12,105$2.72M0.15%new13F-HRTimeline
Boltwood Capital Management12,070$2.71M0.83%-21813F-HRTimeline
OAK FAMILY ADVISORS, LLC12,022$2.7M1.06%-6513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp12,004$2.69M0.17%+6,30313F-HRTimelineGroup
Man Group plcin group Man Group plc11,969$2.69M0.01%-9,30413F-HRTimelineGroup
IronBridge Private Wealth, LLC11,962$2.68M0.99%new13F-HRTimeline
Fairvoy Private Wealth, LLC11,956$2.68M0.71%13F-HRTimeline
Summit Trail Advisors, LLC11,908$2.67M0.1%+713F-HRTimeline
TRUST CO OF OKLAHOMA11,905$2.67M0.85%+30313F-HRTimeline
Sowell Financial Services LLC11,871$2.66M0.14%new13F-HRTimeline
Constitution Capital LLC11,847$2.66M1.49%+50413F-HRTimeline
Financial Freedom, LLC11,828$2.65M1.4%-28513F-HRTimeline
Nelson Capital Management, LLC11,823$2.65M0.44%+11913F-HRTimeline
Magnus Financial Group LLC11,815$2.65M0.26%+90413F-HRTimeline
Evercore Wealth Management, LLC11,752$2.64M0.04%-33013F-HRTimeline
Windsor Capital Management, LLC11,676$2.62M0.78%-10013F-HRTimeline
Cavalier Investments, LLC11,675$2.62M0.88%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,627$2.61M0.02%-24713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,615$2.59M<0.01%+70713F-HRTimelineGroup
Avitas Wealth Management LLC11,410$2.56M0.35%-62913F-HRTimeline
Colony Family Offices, LLC11,391$2.56M0.8%013F-HRTimeline
BFSG, LLC11,362$2.55M0.3%-2,76013F-HRTimeline
Zullo Investment Group, Inc.11,250$2.52M1.02%-43613F-HRTimeline
Chesapeake Wealth Management11,139$2.5M0.86%-50713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…11,121$2.5M0.94%-29113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,025$2.47M0.02%-81513F-HRTimeline
Valeo Financial Advisors, LLC33,260$2.45M0.07%+22,98613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD10,921$2.45M1.95%013F-HRTimeline
Richard W. Paul & Associates, LLC10,887$2.44M0.89%-63413F-HRTimeline
Meridian Wealth Management, LLC10,761$2.4M0.11%-5613F-HRTimeline
Everstar Asset Management, LLC10,714$2.4M1.7%+26513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,712$2.4M0.07%+7913F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC10,669$2.39M1.84%+5,58813F-HRTimeline
HB Wealth Management, LLC10,625$2.38M0.02%-25413F-HRTimeline
CENTAURUS FINANCIAL, INC.10,607$2.38M0.15%-7,36413F-HRTimeline
Stonebridge Financial Planning Group, L…10,589$2.38M1.06%-29813F-HRTimeline
Point Windward Advisors Inc.10,563$2.37M0.89%+8113F-HRTimeline
Darwin Wealth Management, LLC10,226$2.29M0.77%-5,67413F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,221$2.29M0.16%-32813F-HRTimelineGroup
HERBST GROUP, LLC10,115$2.27M1.41%+37613F-HRTimeline
United Asset Strategies, Inc.10,085$2.26M0.21%-36013F-HRTimeline
Crews Bank & Trust10,003$2.24M0.38%13F-HRTimeline
BLKBRD Asset Management, LP10,000$2.24M10.46%13F-HRTimeline
Mechanics Bank Trust Department9,981$2.24M0.3%-88813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,980$2.24M0.01%-4,22413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC9,814$2.2M0.64%13F-HRTimeline
Wilmington Savings Fund Society, FSB9,772$2.19M0.04%-97313F-HRTimeline
Arkadios Wealth Advisors9,714$2.18M0.12%+66813F-HRTimeline
Narus Financial Partners, LLC9,692$2.17M0.74%+12713F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,629$2.16M0.01%-14,03113F-HRTimelineGroup
Bray Capital Advisors9,610$2.16M0.58%-19513F-HRTimeline
Janney Capital Management LLC9,569$2.15M0.14%+50513F-HRTimeline
RiverGlades Family Offices LLC9,548$2.14M1.53%+34013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,539$2.14M<0.01%+1,01113F-HRTimelineGroup
WHITTIER TRUST CO9,521$2.14M0.03%-20913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,518$2.14M0.16%-1,67413F-HRTimeline
PROFFITT & GOODSON INC9,508$2.13M0.35%+15613F-HRTimeline