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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,232 managers (1,248 13F filers) reported a position in XLY shares at 2025-06-30, 85,025,344 shares in all. 129 filers opened a position and 99 filers sold out during the quarter.

Managers
1,232
13F filers
1,248
New
129
Added
379
Reduced
486
Sold out
99
Shares held by filers
85,025,344

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp24,367$5.3M0.12%new13F-HRTimelineGroup
Simmons Bankin group Simmons Bank24,257$5.27M0.38%-61013F-HRTimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co24,099$5.24M1.19%+23,14413F-HRTimelineGroup
Invst, LLC24,060$5.23M0.65%-9,28613F-HRTimeline
Retirement Planning Group, LLC24,006$5.22M0.22%-1,48613F-HRTimeline
MAI Capital Management23,531$5.11M0.04%-6,12313F-HRTimeline
Cooksen Wealth, LLC23,202$5.04M4.05%+4,71613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,134$5.03M<0.01%-29913F-HRTimelineGroup
Midwest Trust Co22,895$4.98M0.07%13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,681$4.93M0.02%+35413F-HRTimelineGroup
Caption Management, LLC22,516$4.89M0.45%new13F-HRTimeline
Dynamic Advisor Solutions LLC22,510$4.89M0.15%+14,06713F-HRTimeline
TCV Trust & Wealth Management, Inc.22,416$4.87M0.43%+23313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP22,348$4.86M0.57%-5,00413F-HRTimeline
Mission Hills Financial Advisory, LLC22,166$4.82M2.99%-88013F-HRTimeline
FCA CORP /TX22,058$4.79M1.44%+9413F-HRTimeline
Focus Financial Network, Inc.21,903$4.76M0.19%-5,60513F-HRTimeline
WCG Wealth Advisors LLC21,747$4.73M0.31%new13F-HRTimeline
SYKON CAPITAL LLC21,330$4.64M1.69%new13F-HRTimeline
Coastal Bridge Advisors, LLC21,119$4.59M0.38%+1,77913F-HRTimeline
Long Run Wealth Advisors, LLC20,976$4.56M0.96%-57913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,950$4.55M0.01%+62613F-HRTimeline
Monument Capital Management20,803$4.52M1.18%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC20,782$4.52M0.35%-13213F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC20,770$4.51M2.57%-51113F-HRTimeline
Innova Wealth Partners20,749$4.51M2.65%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC20,683$4.5M0.08%-38713F-HRTimeline
BlueCrest Capital Management Ltd20,591$4.48M0.5%+9,17313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,371$4.43M0.01%+2,28813F-HRTimelineGroup
Merit Financial Group, LLC20,365$4.43M0.05%-2,51513F-HRTimeline
Csenge Advisory Group20,463$4.37M0.23%-24113F-HRTimeline
Stockman Wealth Management, Inc.20,109$4.37M0.59%+27113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,581$4.26M0.12%+42713F-HRTimeline
Robertson Stephens Wealth Management, L…19,553$4.25M0.15%+66513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth19,513$4.24M0.01%-54013F-HRTimelineGroup
Compass Wealth Management, LLC/GA19,463$4.23M2.26%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,428$4.22M<0.01%+5,15613F-HRTimelineGroup
Summit Financial, LLC19,141$4.16M0.09%+1,45213F-HRTimeline
Chicago Wealth Management, Inc.19,104$4.15M1.98%+53613F-HRTimeline
Glenmede Investment Management, LP18,941$4.12M0.02%13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA18,936$4.12M2.18%-1,09513F-HRTimeline
FIL Ltdin group FIL Ltd18,653$4.05M<0.01%+4,18113F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL18,460$4.01M0.64%-1,19313F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.18,422$4M0.49%-5,15613F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,401$4M0.12%-33513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,395$4M0.05%+8813F-HRTimelineGroup
THOR TRADING ADVISORS, LLC18,287$3.97M4.98%new13F-HRTimeline
Daiichi Life Group, Inc.in group Daiichi Life Insurance Co., L…18,200$3.97M4.64%+7,10013F-HRTimelineGroup
Howard Capital Management Group, LLC17,895$3.89M0.27%-13713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp17,766$3.86M0.11%-1,88013F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC17,643$3.83M0.67%-1,34213F-HRTimeline
SkyView Investment Advisors, LLC17,292$3.78M0.54%+26613F-HRTimeline
Sigma Planning Corp17,368$3.77M0.11%+14513F-HRTimeline
PCG ASSET MANAGEMENT, LLC17,333$3.77M3.24%-30513F-HRTimeline
Milestones Private Investment Advisors …17,297$3.76M2.78%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.17,243$3.75M0.04%-27913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Integrated Wealth Concepts LLC17,129$3.72M0.04%-14,30513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA17,080$3.71M0.01%-44813F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC17,081$3.71M0.34%-3013F-HRTimeline
Fiduciary Group, LLC17,057$3.71M0.35%+1,55013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,022$3.7M0.03%+2313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,969$3.69M0.1%+9,62113F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,968$3.69M0.34%-64413F-HRTimelineGroup
CoreCap Advisors, LLC16,890$3.67M0.15%+6,99813F-HRTimeline
Evolution Wealth Advisors, LLC16,866$3.67M0.54%+22913F-HRTimeline
GeoWealth Management, LLC16,762$3.64M0.14%+1,20613F-HRTimeline
Strategic Financial Partners, Ltd.16,586$3.6M1.67%new13F-HRTimeline
Geneos Wealth Management Inc.16,547$3.6M0.09%+13,91913F-HRTimeline
Fourth Dimension Wealth, LLC16,519$3.59M1.52%+2,24013F-HRTimeline
AdvisorShares Investments LLC16,400$3.56M0.64%-4,62813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.16,230$3.53M1.3%-1,25013F-HRTimeline
Mutual Advisors, LLC15,609$3.51M0.09%+23113F-HRTimeline
First Horizon Advisors, Inc.16,140$3.51M0.09%+1,09113F-HRTimeline
AMG National Trust Bank16,142$3.51M0.09%-2513F-HRTimeline
NEVILLE RODIE & SHAW INC15,845$3.44M0.26%-2,77013F-HRTimeline
Atom Investors LP15,806$3.44M0.3%new13F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,629$3.4M1.09%+30213F-HRTimeline
One Wealth Map LLC15,108$3.37M1.85%+1,23613F-HRTimeline
Mathes Company, Inc.15,500$3.37M1.25%013F-HRTimeline
Attessa Capital LLC15,483$3.37M2.15%-4,55813F-HRTimeline
Signal Advisors Wealth, LLC15,425$3.35M0.26%-2,86813F-HRTimeline
Dorsey & Whitney Trust CO LLC14,822$3.22M0.17%-1,35713F-HRTimeline
jvl associates llc14,787$3.21M1.15%013F-HRTimeline
Alpine Global Management, LLC14,546$3.16M0.75%new13F-HRTimeline
RPg Family Wealth Advisory, LLC14,509$3.15M0.84%+1,53513F-HRTimeline
Canton Hathaway, LLC14,410$3.13M0.64%-10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,332$3.11M0.11%-5,40613F-HRTimelineGroup
MontVue Capital Management, Inc.14,260$3.1M2.21%-43513F-HRTimeline
Darwin Wealth Management, LLC14,189$3.08M1.07%+3,96313F-HRTimeline
Arkadios Wealth Advisors14,186$3.08M0.09%+60813F-HRTimeline
Bank of Marin14,067$3.06M2.31%new13F-HRTimeline
Snowden Capital Advisors LLC13,993$3.04M0.09%-1,70313F-HRTimeline
PLANWISER FINANCIAL, LLC13,440$3.04M2.59%+2,79213F-HRTimeline
Relyea Zuckerberg Hanson LLC13,757$2.99M0.35%+113F-HRTimeline
Fairvoy Private Wealth, LLC13,705$2.98M0.74%+1,42013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,637$2.96M0.23%-75013F-HR/ATimeline
First National Bank of Hutchinson13,584$2.95M1.84%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC13,443$2.92M0.87%+72313F-HRTimeline
3EDGE Asset Management, LP13,345$2.91M0.18%+6913F-HRTimeline
B. Riley Wealth Advisors, Inc.13,399$2.91M0.14%-2,89713F-HRTimeline
Nelson Capital Management, LLC13,324$2.9M0.38%+16213F-HRTimeline
Ring Mountain Capital, LLC12,935$2.87M1.75%-9113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,183$2.87M0.06%-22513F-HRTimeline
Atria Wealth Solutions, Inc.13,132$2.86M0.06%-17,34813F-HRTimeline
Valeo Financial Advisors, LLC12,958$2.82M0.07%-19,82413F-HR/ATimeline
Marion Wealth Management12,919$2.81M0.7%+24113F-HRTimeline
Diversified Enterprises, LLC12,911$2.81M0.21%+5013F-HRTimeline
EHP Funds Inc.12,800$2.78M3.19%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,705$2.76M-3,789Timeline
Global Retirement Partners, LLC12,597$2.74M0.07%13F-HRTimeline
TRUST CO OF OKLAHOMA12,537$2.72M0.87%+83813F-HRTimeline
Trust Co12,474$2.71M0.31%-5,32013F-HRTimeline
Boltwood Capital Management12,448$2.71M0.77%+16413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,226$2.66M0.02%-1,23613F-HRTimelineGroup
Provida Pension Fund Administrator12,210$2.65M0.05%013F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC12,067$2.62M0.66%-17,69513F-HRTimeline
Chesapeake Wealth Management11,787$2.56M0.85%+84313F-HRTimeline
Crew Capital Management, Ltd11,747$2.55M1.83%+6,58713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.11,653$2.53M2.19%-86013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP11,648$2.53M0.17%-1,27713F-HRTimeline
Constitution Capital LLC11,537$2.51M1.28%-4013F-HRTimeline
Pallas Capital Advisors LLC11,488$2.5M0.1%-13,74013F-HRTimeline
Zullo Investment Group, Inc.11,481$2.5M1.01%+20813F-HRTimeline
Wealth Quarterback LLC11,415$2.48M1.18%+9,32213F-HRTimeline
Prospera Financial Services Inc11,278$2.45M0.05%+4,68013F-HRTimeline
Sequoia Financial Advisors, LLC11,256$2.45M0.02%-66,23513F-HRTimeline
Evercore Wealth Management, LLC11,200$2.43M0.04%013F-HRTimeline
Simplicity Wealth,LLC11,188$2.43M0.1%+4,49813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…11,120$2.42M0.76%-21413F-HRTimeline
Financial Freedom, LLC11,046$2.4M1.29%-37213F-HRTimeline
Talon Private Wealth, LLC11,033$2.4M0.33%new13F-HRTimeline
NWAM LLC10,806$2.39M0.14%new13F-HR/ATimeline
Polymer Capital Management (HK) LTD11,000$2.39M0.37%013F-HRTimeline
Sharper & Granite LLC10,857$2.39M0.91%+5,24513F-HRTimeline
Meridian Wealth Management, LLC10,997$2.38M0.1%-10613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD10,921$2.37M1.9%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,899$2.37M0.02%-2113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,873$2.36M0.01%-28913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP10,845$2.36M0.02%-52213F-HRTimelineGroup
Beacon Pointe Advisors, LLC10,821$2.35M0.02%+1,29113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,817$2.35M0.17%-24313F-HRTimeline
GenTrust, LLC10,766$2.34M0.11%-1,12013F-HRTimeline
5th Street Advisors, LLC10,743$2.33M1.16%+18013F-HRTimeline
Donald L. Hagan, LLC10,717$2.33M1.16%+3,26513F-HRTimeline
CHEMUNG CANAL TRUST CO10,700$2.33M0.49%-18,80213F-HRTimeline
Everstar Asset Management, LLC10,669$2.32M1.41%-9013F-HRTimeline
SAPIENT CAPITAL LLC10,637$2.31M0.04%-33313F-HRTimeline
Colony Family Offices, LLC10,587$2.3M0.59%-5513F-HRTimeline
Sowell Financial Services LLC10,508$2.28M0.09%-1,96013F-HRTimeline
Windsor Capital Management, LLC10,463$2.27M0.66%-91413F-HRTimeline
Stonebridge Financial Planning Group, L…10,436$2.27M0.95%-9113F-HRTimeline
Cavalier Investments, LLC10,400$2.26M0.68%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,342$2.25M0.56%+29513F-HRTimeline
Sequent Planning LLC10,304$2.24M0.71%+2,74213F-HRTimeline
CFC Planning Co LLC10,205$2.22M2.14%+1,55313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,196$2.22M<0.01%+86113F-HRTimelineGroup
Crews Bank & Trust10,152$2.21M0.35%+17913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,098$2.19M0.01%-1,05813F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC10,078$2.19M0.91%+1513F-HRTimeline
Banco BTG Pactual S.A.10,024$2.18M0.44%+1,98713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.10,005$2.17M0.15%-19513F-HRTimelineGroup
Point Windward Advisors Inc.10,000$2.17M0.98%-65413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,920$2.16M<0.01%-2513F-HRTimelineGroup
WHITTIER TRUST CO9,909$2.15M0.03%-113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,817$2.13M0.38%+18813F-HRTimeline
RiverGlades Family Offices LLC9,764$2.12M1.39%+3213F-HRTimeline
United Asset Strategies, Inc.9,705$2.11M0.18%+44813F-HRTimeline
Advisor Resource Council9,613$2.09M1.03%-22,31413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC9,578$2.08M0.88%-1,58913F-HRTimeline
Wilmington Savings Fund Society, FSB9,549$2.08M0.04%+813F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,454$2.05M+1,863Timeline
ARS Investment Partners, LLC9,433$2.05M0.15%+1,17813F-HRTimeline
IFG Advisory, LLC9,285$2.02M0.1%-4,54813F-HRTimeline
Turtle Creek Wealth Advisors, LLC9,252$2.01M0.24%new13F-HRTimeline
HB Wealth Management, LLC9,246$2.01M0.02%-3,26013F-HRTimeline
Jacobi Capital Management LLC9,155$1.99M0.13%+4313F-HRTimeline
FIRST MANHATTAN CO. LLC.9,135$1.99M0.01%+3,42613F-HRTimeline
Mechanics Bank Trust Department9,120$1.98M0.28%-46113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC9,114$1.98M0.99%+54613F-HRTimeline
CHOREO, LLC9,053$1.97M0.03%+5,79813F-HRTimeline
Terra Nova Asset Management LLC9,052$1.97M1.38%-42913F-HRTimeline
D.A. DAVIDSON & CO.9,051$1.97M0.01%-2,17213F-HRTimeline
OKABENA INVESTMENT SERVICES INC8,960$1.95M0.43%+21713F-HRTimeline
Brueske Advisory Services, LLC8,943$1.94M1.32%new13F-HRTimeline
Cresset Asset Management, LLC8,916$1.94M0.01%-4713F-HR/ATimeline
PROFFITT & GOODSON INC8,862$1.93M0.29%+31213F-HRTimeline
Redwood Financial Network Corp8,856$1.92M1.3%-16313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,813$1.92M1.02%-40213F-HRTimeline
HARBOUR INVESTMENTS, INC.8,745$1.9M0.05%-1,52513F-HRTimeline
Avidian Wealth Enterprises, LLC8,694$1.89M0.08%+5313F-HRTimeline
Curat Global, LLC8,674$1.89M1.8%+1,87613F-HR/ATimeline
Schonfeld Strategic Advisors LLC8,629$1.88M0.01%+8,62813F-HRTimeline
Avior Wealth Management, LLC8,586$1.87M0.06%+78513F-HRTimeline
BFSG, LLC8,546$1.86M0.21%-1,38113F-HRTimeline
Realta Investment Advisors8,509$1.85M0.73%+82113F-HRTimeline
Laurel Wealth Advisors LLC8,404$1.83M0.27%+1,00913F-HR/ATimeline
Frank, Rimerman Advisors LLC8,399$1.83M0.12%013F-HRTimeline
Gotham Asset Management, LLC8,384$1.82M0.01%013F-HRTimeline
AdvisorNet Financial, Inc8,364$1.82M0.12%+3113F-HRTimeline
Advisory Resource Group8,357$1.82M0.35%+2,39513F-HRTimeline