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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,259 managers (1,277 13F filers) reported a position in XLY shares at 2025-09-30, 83,856,851 shares in all. 123 filers opened a position and 85 filers sold out during the quarter.

Managers
1,259
13F filers
1,277
New
123
Added
421
Reduced
434
Sold out
85
Shares held by filers
83,856,851

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,598$5.89M0.03%+7,57613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,544$5.88M<0.01%+16,80913F-HRTimelineGroup
Accurate Wealth Management, LLC24,983$5.85M0.78%new13F-HRTimeline
Simmons Bankin group Simmons Bank24,007$5.75M0.38%-25013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp24,000$5.75M0.11%-36713F-HRTimelineGroup
MAI Capital Management23,955$5.74M0.04%+42413F-HRTimeline
Cooksen Wealth, LLC23,771$5.7M4.25%+56913F-HRTimeline
Venturi Wealth Management, LLC23,521$5.64M0.26%-3,21413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,508$5.63M<0.01%+37413F-HRTimelineGroup
Segment Wealth Management, LLC23,497$5.63M0.34%-4,64513F-HRTimeline
Encompass More Asset Management23,060$5.53M1.06%+15,83513F-HRTimeline
Midwest Trust Co22,806$5.47M0.07%-8913F-HRTimeline
TCV Trust & Wealth Management, Inc.22,724$5.45M0.46%+30813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…22,534$5.4M0.02%-14713F-HRTimelineGroup
THOR TRADING ADVISORS, LLC22,503$5.39M2.74%+4,21613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,494$5.39M<0.01%+3,06613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,213$5.32M0.28%-6,32213F-HRTimelineGroup
WCG Wealth Advisors LLC22,165$5.31M0.33%+41813F-HRTimeline
Mission Hills Financial Advisory, LLC22,128$5.3M2.82%-3813F-HRTimeline
FCA CORP /TX22,041$5.28M1.47%-1713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC22,002$5.27M0.29%-27,22013F-HRTimelineGroup
Merit Financial Group, LLC21,998$5.27M0.05%+1,63313F-HR/ATimeline
Wellspring Financial Advisors, LLC21,494$5.15M0.47%-7,06113F-HRTimeline
Coastal Bridge Advisors, LLC21,072$5.05M0.38%-4713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP21,027$5.04M<0.01%-11,69513F-HRTimelineGroup
Csenge Advisory Group20,983$5.03M0.24%+52013F-HRTimeline
SYKON CAPITAL LLC20,884$5M1.67%-44613F-HRTimeline
Long Run Wealth Advisors, LLC20,775$4.98M0.98%-20113F-HRTimeline
Algorithmic Investment Models, LLC20,705$4.96M3.29%-7,11613F-HRTimeline
FIL Ltdin group FIL Ltd20,645$4.95M<0.01%+1,99213F-HRTimelineGroup
Compass Wealth Management, LLC/GA20,411$4.89M2.17%+94813F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC20,401$4.89M2.36%-36913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC20,278$4.86M0.8%+2,63513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC20,179$4.84M0.34%-60313F-HRTimeline
Stockman Wealth Management, Inc.20,100$4.82M0.6%-913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,030$4.8M0.01%-34113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS20,007$4.79M0.01%-94313F-HRTimeline
Chicago Wealth Management, Inc.19,697$4.72M2.06%+59313F-HRTimeline
Robertson Stephens Wealth Management, L…19,478$4.67M0.14%-7513F-HRTimeline
Monument Capital Management19,447$4.66M1.17%-1,35613F-HRTimeline
Signal Advisors Wealth, LLC19,339$4.63M0.42%+3,91413F-HRTimeline
Glenmede Investment Management, LP18,935$4.54M0.02%-613F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,928$4.54M0.12%+52713F-HRTimeline
CX Institutional18,807$4.51M0.14%+12,78413F-HRTimeline
Innova Wealth Partners18,659$4.47M2.42%-2,09013F-HRTimeline
Sharper & Granite LLC18,628$4.46M1.6%+7,77113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…18,584$4.45M1.31%-6,56513F-HRTimelineGroup
HB Wealth Management, LLC18,246$4.37M0.03%+9,00013F-HRTimeline
Fiduciary Group, LLC17,907$4.29M0.38%+85013F-HRTimeline
Focus Financial Network, Inc.17,906$4.29M0.15%-3,99713F-HRTimeline
SkyView Investment Advisors, LLC17,837$4.27M0.54%+54513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp17,476$4.19M0.11%-29013F-HRTimelineGroup
GeoWealth Management, LLC17,315$4.15M0.15%+55313F-HRTimeline
Milestones Private Investment Advisors …17,294$4.14M2.83%-313F-HRTimeline
Fourth Dimension Wealth, LLC17,276$4.14M1.58%+75713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,264$4.14M0.1%-2,31713F-HRTimeline
PCG ASSET MANAGEMENT, LLC17,206$4.12M3.31%-12713F-HR/ATimeline
Howard Capital Management Group, LLC17,057$4.09M0.26%-83813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17,055$4.09M<0.01%-1,108,11413F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC16,976$4.07M0.35%-10513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC16,962$4.06M0.35%-613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC16,929$4.06M0.1%-4013F-HRTimelineGroup
Sigma Planning Corp16,912$4.05M0.12%-45613F-HRTimeline
Evolution Wealth Advisors, LLC16,867$4.04M0.54%+113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA16,667$3.99M0.01%-41313F-HRTimelineGroup
Mutual Advisors, LLC16,714$3.98M0.09%+1,10513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC16,563$3.97M0.06%-4,12013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…16,552$3.97M0.05%-1,84313F-HRTimelineGroup
AMG National Trust Bank16,292$3.9M0.1%+15013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.16,247$3.89M1.3%+1713F-HRTimeline
West Financial Advisors, LLC16,066$3.85M0.64%+15,72513F-HRTimeline
Geneos Wealth Management Inc.16,013$3.84M0.1%-53413F-HRTimeline
Attessa Capital LLC15,949$3.82M2.25%+46613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,807$3.79M0.02%+3,58113F-HRTimelineGroup
CHEMUNG CANAL TRUST CO15,755$3.78M0.75%+5,05513F-HRTimeline
FIRST HORIZON CORP15,686$3.76M0.18%13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.15,656$3.75M0.03%-1,58713F-HRTimelineGroup
NEVILLE RODIE & SHAW INC15,545$3.73M0.27%-30013F-HRTimeline
Dorsey & Whitney Trust CO LLC15,481$3.71M0.2%+65913F-HRTimeline
CENTAURUS FINANCIAL, INC.15,411$3.69M0.17%+13,21413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV15,360$3.68M1.07%-26913F-HRTimeline
CoreCap Advisors, LLC15,336$3.68M0.13%-1,55413F-HRTimeline
jvl associates llc14,787$3.54M1.17%013F-HRTimeline
Snowden Capital Advisors LLC14,766$3.54M0.1%+77313F-HRTimeline
Sequoia Financial Advisors, LLC14,749$3.53M0.02%+3,49313F-HRTimeline
Canton Hathaway, LLC14,590$3.5M0.67%+18013F-HRTimeline
One Wealth Map LLC14,604$3.49M1.86%-50413F-HRTimeline
SMI Advisory Services, LLC14,666$3.49M0.66%new13F-HRTimeline
Arkadios Wealth Advisors14,546$3.49M0.09%+36013F-HRTimeline
NWAM LLC14,516$3.43M0.19%+3,71013F-HR/ATimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA14,126$3.39M2.19%-4,81013F-HRTimeline
Nelson Capital Management, LLC14,020$3.36M0.4%+69613F-HRTimeline
Mathes Company, Inc.14,000$3.35M1.2%-1,50013F-HRTimeline
B. Riley Wealth Advisors, Inc.13,998$3.35M0.16%+59913F-HRTimeline
Bank of Marin13,705$3.28M2.32%-36213F-HRTimeline
First National Bank of Hutchinson13,584$3.26M1.72%013F-HRTimeline
MontVue Capital Management, Inc.13,551$3.25M2.18%-70913F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC13,509$3.24M0.9%+6613F-HRTimeline
Trust Co13,432$3.22M0.33%+95813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,196$3.16M0.06%+1313F-HRTimeline
RPg Family Wealth Advisory, LLC13,174$3.16M0.69%-1,33513F-HRTimeline
CV Advisors LLC13,000$3.12M0.86%new13F-HRTimeline
Marion Wealth Management12,941$3.1M0.74%+2213F-HRTimeline
Ring Mountain Capital, LLC12,910$3.09M1.71%-2513F-HRTimeline
3EDGE Asset Management, LP12,816$3.08M0.17%-52913F-HRTimeline
Diversified Enterprises, LLC12,794$3.07M0.21%-11713F-HRTimeline
TRUST CO OF OKLAHOMA12,766$3.06M0.91%+22913F-HRTimeline
Caprock Group, LLC13,153$3.05M0.08%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,695$3.04M0.01%+2,59713F-HRTimelineGroup
Banco BTG Pactual S.A.12,693$3.04M0.44%+2,66913F-HRTimeline
Atom Investors LP12,670$3.04M0.23%-3,13613F-HRTimeline
Boltwood Capital Management12,516$3M0.8%+6813F-HRTimeline
Beacon Pointe Advisors, LLC12,502$3M0.03%+1,68113F-HRTimeline
Sequent Planning LLC12,389$2.97M0.84%+2,08513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,315$2.95M0.18%+66713F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP12,309$2.95M<0.01%new13F-HRTimelineGroup
Chesapeake Wealth Management12,259$2.94M0.9%+47213F-HRTimeline
Fairvoy Private Wealth, LLC12,247$2.93M0.67%-1,45813F-HRTimeline
Crew Capital Management, Ltd12,063$2.89M1.93%+31613F-HRTimeline
Darwin Wealth Management, LLC12,023$2.88M0.92%-2,16613F-HRTimeline
Valeo Financial Advisors, LLC11,906$2.85M0.07%-1,05213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,878$2.85M<0.01%+1,95813F-HRTimelineGroup
Wealth Quarterback LLC11,735$2.81M1.09%+32013F-HRTimeline
Zullo Investment Group, Inc.11,710$2.81M1.04%+22913F-HRTimeline
Constitution Capital LLC11,494$2.75M1.29%-4313F-HRTimeline
Certified Advisory Corp11,467$2.75M0.26%+3,17513F-HRTimeline
Quantessence Capital LLC11,416$2.74M0.87%+8,34313F-HRTimeline
Relyea Zuckerberg Hanson LLC11,357$2.72M0.29%-2,40013F-HRTimeline
Jain Global LLC11,274$2.7M0.04%new13F-HRTimeline
Pallas Capital Advisors LLC11,267$2.7M0.1%-22113F-HRTimeline
Prospera Financial Services Inc11,245$2.7M0.05%-3313F-HRTimeline
SteelPeak Wealth, LLC11,234$2.69M0.09%+9,05413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP11,144$2.67M0.02%+29913F-HR/ATimelineGroup
Evercore Wealth Management, LLC11,100$2.66M0.04%-10013F-HRTimeline
ARS Investment Partners, LLC11,015$2.64M0.17%+1,58213F-HRTimeline
Polymer Capital Management (HK) LTD11,000$2.64M0.37%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD10,921$2.62M2.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…10,912$2.62M0.74%-20813F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC10,905$2.61M0.62%-1,16213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,899$2.61M0.02%013F-HRTimeline
Meridian Wealth Management, LLC11,081$2.61M0.1%+8413F-HRTimeline
SAPIENT CAPITAL LLC10,637$2.56M0.04%013F-HRTimeline
Windsor Capital Management, LLC10,621$2.55M0.7%+15813F-HRTimeline
Colony Family Offices, LLC10,587$2.54M0.66%013F-HRTimeline
PLANWISER FINANCIAL, LLC10,405$2.52M2%-3,03513F-HRTimeline
NorthRock Partners, LLC10,498$2.52M0.05%+8,81513F-HRTimeline
Sowell Financial Services LLC10,385$2.49M0.1%-12313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC10,275$2.46M0.58%-6713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,261$2.46M0.07%+10,25313F-HRTimelineGroup
Crews Bank & Trust10,256$2.46M0.36%+10413F-HRTimeline
AAFMAA Wealth Management & Trust LLC10,200$2.44M0.97%+12213F-HRTimeline
Cavalier Investments, LLC10,073$2.41M0.97%-32713F-HRTimeline
Everstar Asset Management, LLC10,021$2.4M1.36%-64813F-HRTimeline
Financial Freedom, LLC9,914$2.38M1.18%-1,13213F-HRTimeline
Magnus Financial Group LLC9,840$2.36M0.19%+1,49913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,839$2.36M0.16%-16613F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC9,817$2.35M0.39%013F-HRTimeline
Provida Pension Fund Administrator9,810$2.35M0.04%-2,40013F-HRTimeline
Brueske Advisory Services, LLC9,778$2.34M1.28%+83513F-HRTimeline
Donald L. Hagan, LLC9,691$2.32M1.14%-1,02613F-HRTimeline
Realta Investment Advisors9,681$2.32M0.78%+1,17213F-HRTimeline
Point Windward Advisors Inc.9,669$2.32M1.08%-33113F-HRTimeline
WHITTIER TRUST CO9,724$2.31M0.03%-18513F-HRTimeline
Empowered Funds, LLC9,563$2.29M0.02%+2,42913F-HRTimeline
RiverGlades Family Offices LLC9,544$2.29M1.4%-22013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,505$2.28M0.1%+1,24113F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC9,375$2.25M0.17%+3,37113F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,350$2.24M0.15%-1,46713F-HRTimeline
Jacobi Capital Management LLC9,326$2.23M0.14%+17113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,314$2.23M0.03%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.9,285$2.23M0.01%+23413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,260$2.22M-194Timeline
Stonebridge Financial Planning Group, L…9,200$2.2M0.83%-1,23613F-HRTimeline
United Asset Strategies, Inc.9,173$2.2M0.18%-53213F-HRTimeline
CHOREO, LLC9,165$2.2M0.03%+11213F-HRTimeline
OKABENA INVESTMENT SERVICES INC9,156$2.19M0.43%+19613F-HRTimeline
Terra Nova Asset Management LLC9,066$2.17M1.37%+1413F-HRTimeline
AdvisorNet Financial, Inc9,041$2.17M0.12%+67713F-HRTimeline
Cresset Asset Management, LLC9,028$2.16M0.01%+11213F-HR/ATimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.9,000$2.16M0.03%-180,46713F-HR/ATimelineGroup
Turtle Creek Wealth Advisors, LLC8,897$2.13M0.19%-35513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,886$2.13M0.07%-5,44613F-HRTimelineGroup
CAMELOT TECHNOLOGY ADVISORS, INC.8,884$2.13M1.71%-2,76913F-HRTimeline
Pine Valley Investments Ltd Liability Co8,764$2.1M0.11%+67513F-HRTimeline
Curat Global, LLC8,674$2.08M1.95%013F-HRTimeline
IFG Advisory, LLC8,619$2.07M0.09%-66613F-HRTimeline
Laurel Wealth Advisors LLC8,599$2.06M0.29%+19513F-HRTimeline
Advisory Resource Group8,511$2.04M0.37%+15413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,496$2.04M0.56%+16013F-HR/ATimeline
FIRST MANHATTAN CO. LLC.8,426$2.02M0.01%-70913F-HRTimeline
Essex LLC8,425$2.02M0.37%+57713F-HRTimeline
Mechanics Bank Trust Department8,425$2.02M0.28%-69513F-HRTimeline
Redwood Financial Network Corp8,406$2.01M1.28%-45013F-HRTimeline
Frank, Rimerman Advisors LLC8,399$2.01M0.13%013F-HRTimeline
Gotham Asset Management, LLC8,384$2.01M0.01%013F-HRTimeline
PROFFITT & GOODSON INC8,319$1.99M0.29%-54313F-HRTimeline
HARBOUR INVESTMENTS, INC.8,243$1.98M0.04%-50213F-HRTimeline
Hansen & Associates Financial Group, In…8,212$1.97M0.82%new13F-HRTimeline
Summit Trail Advisors, LLC8,116$1.94M0.03%+3013F-HRTimeline
BFSG, LLC8,096$1.94M0.19%-45013F-HRTimeline