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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,207 managers (1,223 13F filers) reported a position in XLY shares at 2025-03-31, 80,060,453 shares in all. 92 filers opened a position and 156 filers sold out during the quarter.

Managers
1,207
13F filers
1,223
New
92
Added
393
Reduced
498
Sold out
156
Shares held by filers
80,060,453

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Merit Financial Group, LLC22,880$4.52M0.07%-21613F-HRTimeline
Advisor Resource Council31,927$4.45M0.36%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,327$4.41M0.02%-1,32413F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.22,183$4.38M0.41%-24913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC22,147$4.38M0.37%-11,57013F-HRTimeline
FCA CORP /TX21,964$4.34M1.38%+1,74113F-HRTimeline
Long Run Wealth Advisors, LLC21,555$4.26M0.97%+5,08413F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC21,281$4.2M2.74%-7613F-HRTimeline
AdvisorShares Investments LLC21,028$4.2M0.82%-7,18313F-HRTimeline
Symmetry Partners, LLC21,083$4.16M0.58%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC21,070$4.16M0.08%-1,02613F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.21,000$4.15M0.01%+5,00013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC20,914$4.13M0.3%+41413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA20,742$4.1M0.02%+11,11313F-HRTimelineGroup
Integrated Advisors Network LLC20,593$4.07M0.21%-5,53013F-HRTimeline
Waverly Advisors, LLC20,423$4.03M0.05%+22513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,324$4.01M0.01%+2,92813F-HRTimeline
Provident Co of the Employees of the He…20,255$4M4.59%-1,77013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding20,053$3.96M-2,426Timeline
Attessa Capital LLC20,041$3.96M2.59%+1,60313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA20,031$3.96M2.33%-5513F-HRTimeline
ALLIANCEBERNSTEIN L.P.19,967$3.94M<0.01%new13F-HRTimeline
Eisler Capital Management Ltd.19,859$3.93M0.12%-13,14113F-HRTimeline
Stockman Wealth Management, Inc.19,838$3.92M0.58%+59113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,738$3.9M0.12%-32513F-HRTimelineGroup
SIMPLEX TRADING, LLC19,730$3.9M0.14%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL19,653$3.88M0.7%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,646$3.88M0.12%-8213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,539$3.86M<0.01%+3,37713F-HRTimelineGroup
Csenge Advisory Group20,704$3.84M0.22%-2,12013F-HRTimeline
Coastal Bridge Advisors, LLC19,340$3.82M0.35%new13F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC19,154$3.78M0.13%+2,22913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC18,985$3.75M0.65%+12,31513F-HRTimeline
Sabal Trust CO18,979$3.75M0.21%-3,75013F-HRTimeline
Robertson Stephens Wealth Management, L…18,888$3.73M0.14%-2,03013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,942$3.72M0.01%-85,89513F-HR/ATimelineGroup
U.S. Capital Wealth Advisors, LLC18,736$3.7M0.11%-28613F-HRTimeline
NEVILLE RODIE & SHAW INC18,615$3.68M0.29%-32513F-HRTimeline
Chicago Wealth Management, Inc.18,568$3.67M1.92%+2,24513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,307$3.61M0.05%-5,06913F-HRTimelineGroup
Signal Advisors Wealth, LLC18,293$3.61M0.35%-6,64613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,083$3.57M0.01%-2,56713F-HRTimelineGroup
Howard Capital Management Group, LLC18,032$3.56M0.28%-1,56413F-HRTimeline
Larson Financial Group LLC17,802$3.52M0.17%+13,08113F-HRTimeline
Trust Co17,794$3.51M0.42%-9,38213F-HRTimeline
Summit Financial, LLC17,689$3.49M0.1%+4,37613F-HRTimeline
PCG ASSET MANAGEMENT, LLC17,638$3.48M3.26%+31513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC17,612$3.48M0.33%-14513F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,528$3.46M0.01%-26513F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.17,522$3.46M0.04%+2,67113F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.17,480$3.45M1.34%-1,41313F-HRTimeline
Sigma Planning Corp17,223$3.4M0.11%+1,72713F-HRTimeline
Cooksen Wealth, LLC18,486$3.4M3.45%-2,87313F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding17,186$3.39M-34,362Timeline
BRANDYWINE OAK PRIVATE WEALTH LLC17,111$3.38M0.33%-87613F-HRTimeline
SkyView Investment Advisors, LLC17,026$3.36M0.51%+89713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC16,999$3.36M0.03%+2,92913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,494$3.35M-3,283Timeline
Walleye Capital LLCgroup of 2 filers holding16,836$3.32M-9,908Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.16,952$3.31M0.03%new13F-HRTimeline
Evolution Wealth Advisors, LLC16,637$3.29M0.55%+65813F-HRTimeline
Fortis Group Advisors, LLC16,422$3.24M0.63%-17,62813F-HRTimeline
B. Riley Wealth Advisors, Inc.16,296$3.22M0.1%-11,16813F-HRTimeline
Dorsey & Whitney Trust CO LLC16,179$3.19M0.18%+2,90513F-HRTimeline
AMG National Trust Bank16,167$3.19M0.09%+5013F-HRTimeline
Snowden Capital Advisors LLC15,696$3.1M0.1%-99813F-HRTimeline
GeoWealth Management, LLC15,556$3.07M0.12%+14513F-HRTimeline
Fiduciary Group, LLC15,507$3.06M0.31%+1,04413F-HRTimeline
Mathes Company, Inc.15,500$3.06M1.24%-1,10013F-HRTimeline
IEQ CAPITAL, LLC15,476$3.06M0.02%+12,77213F-HRTimeline
Mutual Advisors, LLC15,378$3.04M0.09%-1,62213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,327$3.03M1.11%013F-HRTimeline
CTC Alternative Strategies, Ltd.15,227$3.01M3.68%new13F-HRTimeline
J.W. COLE ADVISORS, INC.15,211$3M0.09%-12,24413F-HRTimeline
Ensign Peak Advisors, Inc15,161$2.99M0.01%-27,12413F-HRTimeline
First Horizon Advisors, Inc.15,049$2.97M0.08%-29013F-HRTimeline
WIN ADVISORS, INC14,923$2.95M1.51%new13F-HRTimeline
Financial Management Professionals, Inc.14,814$2.93M0.37%+14,62813F-HRTimeline
jvl associates llc14,787$2.92M1.18%013F-HRTimeline
West Financial Advisors, LLC14,746$2.91M0.55%+1,37513F-HRTimeline
MontVue Capital Management, Inc.14,695$2.9M2.32%-60113F-HRTimeline
Canton Hathaway, LLC14,510$2.87M0.58%-1,06413F-HRTimeline
FIL Ltdin group FIL Ltd14,472$2.86M<0.01%-40,45813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…14,470$2.86M0.01%+14,03513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,387$2.84M0.24%+54013F-HR/ATimeline
Fourth Dimension Wealth, LLC14,279$2.82M1.36%+1,42813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,272$2.82M<0.01%+5,62713F-HRTimelineGroup
IFG Advisory, LLC13,833$2.73M0.15%+1,72813F-HRTimeline
Relyea Zuckerberg Hanson LLC13,756$2.72M0.37%+113F-HRTimeline
First National Bank of Hutchinson13,584$2.68M1.77%+21413F-HRTimeline
Arkadios Wealth Advisors13,578$2.68M0.1%+3,86413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,480$2.66M<0.01%-891,21913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK13,462$2.66M0.02%-2,29213F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC13,408$2.65M0.06%+9513F-HRTimeline
3EDGE Asset Management, LP13,276$2.62M0.18%-8,14613F-HRTimeline
Caprock Group, LLC13,217$2.61M0.08%-1,37613F-HRTimeline
Nelson Capital Management, LLC13,162$2.6M0.45%+1,33913F-HRTimeline
Ring Mountain Capital, LLC13,026$2.57M1.93%-38313F-HRTimeline
RPg Family Wealth Advisory, LLC12,974$2.56M0.73%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,925$2.55M0.19%+8,33413F-HRTimeline
Diversified Enterprises, LLC12,861$2.54M0.21%-9513F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC12,720$2.51M0.77%-9013F-HRTimeline
Marion Wealth Management12,678$2.5M0.67%-1,06713F-HRTimeline
One Wealth Map LLC13,872$2.5M1.67%+10113F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.12,513$2.47M2.28%-5213F-HRTimeline
HB Wealth Management, LLC12,506$2.47M0.02%+1,88113F-HRTimeline
Sowell Financial Services LLC12,468$2.46M0.11%+59713F-HRTimeline
Fairvoy Private Wealth, LLC12,285$2.43M0.67%+32913F-HRTimeline
Boltwood Capital Management12,284$2.43M0.74%+21413F-HRTimeline
Provida Pension Fund Administrator12,210$2.41M0.05%013F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP12,100$2.39M0.21%new13F-HRTimelineGroup
GenTrust, LLC11,886$2.35M0.11%-2,56313F-HRTimeline
EWG Elevate Inc.11,885$2.35M0.89%-15,52313F-HRTimeline
TRUST CO OF OKLAHOMA11,699$2.31M0.8%-20613F-HRTimeline
Darwin Wealth Management, LLC10,226$2.29M0.77%013F-HRTimeline
Constitution Capital LLC11,577$2.29M1.27%-27013F-HRTimeline
Centiva Capital, LP11,500$2.27M0.13%+7,35913F-HRTimeline
BlueCrest Capital Management Ltd11,418$2.25M0.36%new13F-HRTimeline
Financial Freedom, LLC11,418$2.25M1.29%-41013F-HRTimeline
Windsor Capital Management, LLC11,377$2.25M0.69%-29913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,367$2.24M0.02%-26013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…11,334$2.24M0.79%+21313F-HRTimeline
Zullo Investment Group, Inc.11,273$2.23M0.95%+2313F-HRTimeline
D.A. DAVIDSON & CO.11,223$2.22M0.02%+2,79813F-HRTimeline
Evercore Wealth Management, LLC11,200$2.21M0.04%-55213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC11,167$2.21M0.99%+2,93713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,162$2.2M0.01%+1,18213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp11,156$2.2M0.01%-19,20413F-HRTimelineGroup
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…11,100$2.19M2.46%-10,50013F-HRTimelineGroup
Meridian Wealth Management, LLC11,103$2.19M0.11%+34213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV11,060$2.18M0.17%-2,45613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,922$2.18M0.17%-1,83013F-HRTimeline
Polymer Capital Management (HK) LTD11,000$2.17M0.38%-10,00013F-HRTimeline
Agate Pass Investment Management, LLC10,990$2.17M0.93%+3,16213F-HRTimeline
SAPIENT CAPITAL LLC10,970$2.17M0.04%-1,28013F-HRTimeline
Chesapeake Wealth Management10,944$2.16M0.77%-19513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,920$2.16M0.02%-10513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD10,921$2.16M1.85%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP10,895$2.15M0.53%new13F-HRTimeline
Magnus Financial Group LLC10,820$2.14M0.21%-99513F-HRTimeline
Everstar Asset Management, LLC10,759$2.12M1.41%+4513F-HR/ATimeline
PLANWISER FINANCIAL, LLC10,648$2.12M1.92%13F-HRTimeline
Point Windward Advisors Inc.10,654$2.1M0.84%+9113F-HRTimeline
Colony Family Offices, LLC10,642$2.1M0.66%-74913F-HRTimeline
5th Street Advisors, LLC10,563$2.09M1.01%new13F-HRTimeline
Stonebridge Financial Planning Group, L…10,527$2.08M0.95%-6213F-HRTimeline
Valeo Financial Advisors, LLC32,782$2.07M0.06%-47813F-HRTimeline
HARBOUR INVESTMENTS, INC.10,270$2.03M0.06%-44213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management10,225$2.02M0.03%+2,69413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.10,200$2.01M0.15%-2113F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC10,162$2.01M0.31%new13F-HRTimeline
HBW ADVISORY SERVICES LLC10,140$2M0.28%+1,40513F-HRTimeline
AAFMAA Wealth Management & Trust LLC10,063$1.99M0.9%+5,81913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,047$1.98M0.55%+23313F-HRTimeline
DRW Securities, LLC10,000$1.97M0.17%-39,44613F-HRTimeline
Crews Bank & Trust9,973$1.97M0.34%-3013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,945$1.96M<0.01%+40613F-HRTimelineGroup
BFSG, LLC9,927$1.96M0.24%-1,43513F-HRTimeline
WHITTIER TRUST CO9,910$1.96M0.03%+38913F-HRTimeline
CoreCap Advisors, LLC9,892$1.95M0.09%-8,54713F-HRTimeline
Narus Financial Partners, LLC9,733$1.92M0.65%+4113F-HRTimeline
RiverGlades Family Offices LLC9,732$1.92M1.38%+18413F-HRTimeline
Foguth Wealth Management, LLC.9,655$1.91M0.46%-7,41813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,629$1.9M0.36%+13513F-HRTimeline
Mechanics Bank Trust Department9,581$1.89M0.26%-40013F-HRTimeline
Beaumont Financial Advisors, LLC9,578$1.89M0.15%+1,13913F-HRTimeline
Koshinski Asset Management, Inc.9,565$1.89M0.16%+4,93213F-HRTimeline
Wilmington Savings Fund Society, FSB9,541$1.88M0.04%-23113F-HRTimeline
Beacon Pointe Advisors, LLC9,530$1.88M0.02%-2,83913F-HRTimeline
Summit Trail Advisors, LLC9,492$1.87M0.06%-2,41613F-HRTimeline
Terra Nova Asset Management LLC9,481$1.87M1.47%-6,40613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,557$1.86M<0.01%-1,05813F-HRTimelineGroup
HRT FINANCIAL LP9,420$1.86M0.01%-2,95013F-HRTimeline
ARS Investment Partners, LLC8,255$1.85M0.17%-15513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC9,335$1.84M<0.01%+2213F-HRTimelineGroup
United Asset Strategies, Inc.9,257$1.83M0.17%-82813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC9,215$1.82M1.01%+66913F-HR/ATimeline
CX Institutional9,197$1.82M0.07%+95613F-HRTimeline
Jacobi Capital Management LLC9,112$1.8M0.13%+1,97413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,035$1.78M0.05%-197,05513F-HRTimelineGroup
Redwood Financial Network Corp9,019$1.78M1.36%-3013F-HRTimeline
Cresset Asset Management, LLC8,963$1.77M0.01%-4,08913F-HRTimeline
Clarus Wealth Advisors8,979$1.76M0.94%+1,76713F-HRTimeline
HANCOCK WHITNEY CORP8,847$1.75M0.06%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC8,743$1.73M0.43%+6913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,734$1.73M0.18%-3,66913F-HRTimelineGroup
AE Wealth Management LLC8,697$1.72M0.01%-18,88813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,673$1.71M0.09%-79,38213F-HRTimeline
CFC Planning Co LLC8,652$1.71M1.87%new13F-HR/ATimeline
Avidian Wealth Enterprises, LLC8,641$1.71M0.08%-40013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,568$1.69M0.96%+21813F-HRTimeline
PROFFITT & GOODSON INC8,550$1.69M0.28%-95813F-HRTimeline
Bangor Savings Bank8,539$1.69M0.16%-18413F-HRTimeline
DSG Capital Advisors, LLC8,491$1.68M0.34%-96213F-HRTimeline
Dynamic Advisor Solutions LLC8,443$1.67M0.05%new13F-HRTimeline
Frank, Rimerman Advisors LLC8,399$1.66M0.13%+2,27513F-HRTimeline
Gotham Asset Management, LLC8,384$1.66M0.01%new13F-HRTimeline
Certified Advisory Corp8,358$1.65M0.19%+14813F-HRTimeline
AdvisorNet Financial, Inc8,333$1.65M0.12%+7,91713F-HRTimeline
GWN SECURITIES INC.7,667$1.62M0.09%new13F-HRTimeline