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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,344 managers (1,363 13F filers) reported a position in XLY shares at 2025-12-31, 161,426,825 shares in all. 114 filers opened a position and 78 filers sold out during the quarter.

Managers
1,344
13F filers
1,363
New
114
Added
1,124
Reduced
46
Sold out
78
Shares held by filers
161,426,825

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Dakota Wealth Management49,432$5.9M0.1%+24,61113F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC48,463$5.79M0.28%+23,83413F-HRTimeline
Cooksen Wealth, LLC48,219$5.76M4.21%+24,44813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp47,757$5.7M0.11%+23,75713F-HRTimelineGroup
Integrated Advisors Network LLC47,678$5.69M0.25%+17,71313F-HRTimeline
Simmons Bankin group Simmons Bank47,153$5.63M0.38%+23,14613F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC47,136$5.63M<0.01%+24,64213F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.46,688$5.58M0.45%+23,96413F-HRTimeline
Ensign Peak Advisors, Inc46,679$5.57M0.01%+19,70613F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…46,205$5.52M<0.01%+21,66113F-HR/ATimelineGroup
Midwest Trust Co45,813$5.47M0.07%+23,00713F-HRTimeline
Compass Wealth Management, LLC/GA45,530$5.44M2.24%+25,11913F-HRTimeline
Mutual Advisors, LLC45,050$5.38M0.12%+28,33613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC45,000$5.37M<0.01%new13F-HRTimelineGroup
Retirement Planning Group, LLC44,415$5.3M0.17%+19,58513F-HRTimeline
Mission Hills Financial Advisory, LLC44,404$5.3M2.8%+22,27613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…44,256$5.28M0.02%+21,72213F-HRTimelineGroup
Dynamic Advisor Solutions LLC43,774$5.23M0.17%+16,81513F-HRTimeline
Long Run Wealth Advisors, LLC43,722$5.22M0.98%+22,94713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp43,193$5.16M0.27%+41,58913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP43,146$5.15M<0.01%+22,11913F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …41,673$5.1M0.16%-42,06313F-HRTimelineGroup
Stockman Wealth Management, Inc.41,688$4.98M0.58%+21,58813F-HR/ATimeline
FCA CORP /TX41,577$4.96M1.4%+19,53613F-HRTimeline
U.S. Capital Wealth Advisors, LLC40,970$4.89M0.13%+22,04213F-HRTimeline
Algorithmic Investment Models, LLC40,636$4.85M5.98%+19,93113F-HRTimeline
Gotham Asset Management, LLC40,374$4.82M0.02%+31,99013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC40,021$4.78M0.64%new13F-HRTimeline
BLAIR WILLIAM & CO/IL39,965$4.77M0.01%+10,92313F-HRTimeline
J. Goldman & Co LP39,864$4.76M0.18%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA39,809$4.75M0.02%13F-HRTimelineGroup
Sharper & Granite LLC39,564$4.72M1.66%+20,93613F-HRTimeline
Fiduciary Group, LLC39,330$4.7M0.39%+21,42313F-HRTimeline
Csenge Advisory Group39,124$4.67M0.21%+18,14113F-HRTimeline
Vertex Investment Solutions Co., Ltd.38,000$4.59M4.55%13F-HRTimeline
CX Institutional38,458$4.59M0.14%+19,65113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,401$4.59M0.01%+18,39413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC38,334$4.58M0.01%+26,45613F-HRTimelineGroup
PETERSON WEALTH MANAGEMENT38,280$4.57M3.4%+13,08313F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC38,230$4.57M2.21%+17,82913F-HRTimeline
Vestmark Advisory Solutions, Inc.38,194$4.56M0.06%+32,75713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC38,194$4.56M0.22%+32,75713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC38,187$4.56M0.08%+35,10113F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK38,022$4.54M0.03%+22,21513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.37,437$4.47M0.5%13F-HRTimeline
HB Wealth Management, LLC37,349$4.46M0.03%+19,10313F-HRTimeline
3EDGE Asset Management, LP36,626$4.4M0.23%+23,81013F-HRTimeline
AdvisorShares Investments LLC36,818$4.4M0.73%+9,23713F-HRTimeline
Procyon Advisors, LLC36,535$4.36M0.22%new13F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.36,505$4.36M0.03%+20,84913F-HRTimelineGroup
SkyView Investment Advisors, LLC36,229$4.33M0.55%+18,39213F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP35,700$4.26M0.79%new13F-HRTimelineGroup
Banco BTG Pactual S.A.35,693$4.26M0.76%+23,00013F-HRTimeline
Innova Wealth Partners35,558$4.25M2.14%+16,89913F-HRTimeline
B. Riley Wealth Advisors, Inc.35,465$4.23M0.2%+21,46713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC35,459$4.23M0.9%+15,18113F-HRTimeline
Fourth Dimension Wealth, LLC35,065$4.19M1.53%+17,78913F-HRTimeline
Encompass More Asset Management35,041$4.18M0.78%+11,98113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,730$4.15M0.09%+17,46613F-HRTimeline
Evolution Wealth Advisors, LLC34,562$4.13M0.42%+17,69513F-HRTimeline
PCG ASSET MANAGEMENT, LLC33,909$4.08M3.26%+16,70313F-HRTimeline
Attessa Capital LLC34,035$4.06M2.22%+18,08613F-HRTimeline
CHEMUNG CANAL TRUST CO34,003$4.06M0.8%+18,24813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…34,000$4.06M1.28%+15,41613F-HRTimelineGroup
Sigma Planning Corp33,982$4.06M0.11%+17,07013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC33,935$4.05M0.34%+16,95913F-HRTimeline
Measured Wealth Private Client Group, L…33,935$4.05M1.07%+33,92213F-HRTimeline
Strategic Financial Partners, Ltd.33,806$4.04M1.75%new13F-HRTimeline
Howard Capital Management Group, LLC33,604$4.01M0.25%+16,54713F-HRTimeline
Venturi Wealth Management, LLC33,500$4M0.18%+9,97913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC33,387$3.99M0.4%+16,42513F-HRTimelineGroup
PFG Investments, LLC33,371$3.98M0.19%+31,84813F-HRTimeline
EHP Funds Inc.33,200$3.96M9.08%new13F-HRTimeline
FIL Ltdin group FIL Ltd33,128$3.96M<0.01%+12,48313F-HRTimelineGroup
Beacon Pointe Advisors, LLC32,901$3.93M0.03%+20,39913F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA32,780$3.91M0.01%+16,11313F-HRTimelineGroup
West Financial Advisors, LLC32,508$3.88M0.65%+16,44213F-HRTimeline
Darwin Wealth Management, LLC32,213$3.85M1.2%+20,19013F-HRTimeline
Milestones Private Investment Advisors …32,126$3.84M2.64%+14,83213F-HRTimeline
CENTAURUS FINANCIAL, INC.32,104$3.83M0.18%+16,69313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.31,938$3.81M1.26%+15,69113F-HRTimeline
AMG National Trust Bank31,480$3.76M0.09%+15,18813F-HRTimeline
FIRST HORIZON CORP31,384$3.75M0.17%+15,69813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding31,328$3.74M+26,052Timeline
NEVILLE RODIE & SHAW INC31,090$3.71M0.26%+15,54513F-HRTimeline
One Wealth Map LLC30,414$3.71M1.89%+15,81013F-HRTimeline
Dorsey & Whitney Trust CO LLC30,962$3.7M0.2%+15,48113F-HRTimeline
IFG Advisory, LLC30,895$3.69M0.16%+22,27613F-HRTimeline
Arkadios Wealth Advisors30,760$3.67M0.07%+16,21413F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV30,720$3.67M1%+15,36013F-HRTimeline
Canton Hathaway, LLC30,338$3.62M0.7%+15,74813F-HRTimeline
Snowden Capital Advisors LLC30,106$3.6M0.09%+15,34013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,765$3.55M0.04%+13,21313F-HRTimelineGroup
jvl associates llc29,574$3.53M1.15%+14,78713F-HRTimeline
Sequent Planning LLC29,469$3.52M0.9%+17,08013F-HRTimeline
Nelson Capital Management, LLC29,199$3.49M0.41%+15,17913F-HRTimeline
Cullen Capital Management, LLC29,126$3.48M0.04%+27,63313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp28,841$3.44M0.09%+11,36513F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…28,207$3.37M0.04%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP28,196$3.37M0.19%+15,88113F-HRTimeline
Focus Financial Network, Inc.28,107$3.36M0.12%+10,20113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,970$3.34M+18,710Timeline
Geneos Wealth Management Inc.27,553$3.29M0.08%+11,54013F-HRTimeline
Park Edge Advisors, LLC27,284$3.26M0.74%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC27,166$3.24M0.88%+13,65713F-HRTimeline
MontVue Capital Management, Inc.27,105$3.24M2.15%+13,55413F-HRTimeline
Marion Wealth Management26,220$3.23M0.72%+13,27913F-HRTimeline
Headlands Technologies LLC26,990$3.22M0.27%new13F-HRTimeline
Caprock Group, LLC26,962$3.22M0.07%+13,80913F-HRTimeline
TRUST CO OF OKLAHOMA26,942$3.22M0.94%+14,17613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,911$3.21M0.08%+9,98213F-HRTimelineGroup
Bank of Marin26,890$3.21M2.22%+13,18513F-HRTimeline
J.W. COLE ADVISORS, INC.59,136$3.2M0.08%+28,83413F-HRTimeline
Federation des caisses Desjardins du Qu…26,653$3.18M0.01%+25,76813F-HRTimeline
Mathes Company, Inc.26,600$3.18M1.13%+12,60013F-HRTimeline
CV Advisors LLC26,032$3.11M0.79%+13,03213F-HRTimeline
Trust Co25,923$3.1M0.29%+12,49113F-HRTimeline
NorthRock Partners, LLC25,865$3.09M0.05%+15,36713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management25,838$3.09M0.04%-3,44413F-HRTimelineGroup
Chesapeake Wealth Management25,670$3.07M0.91%+13,41113F-HRTimeline
Diversified Enterprises, LLC25,560$3.05M0.18%+12,76613F-HRTimeline
Sequoia Financial Advisors, LLC25,408$3.03M0.02%+10,65913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp25,360$3.03M0.01%+12,66513F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC25,151$3M0.05%13F-HRTimeline
Ring Mountain Capital, LLC24,553$3M1.54%+11,64313F-HRTimeline
Boltwood Capital Management25,133$3M0.78%+12,61713F-HRTimeline
Fairvoy Private Wealth, LLC25,121$3M0.67%+12,87413F-HRTimeline
Evercore Wealth Management, LLC24,996$2.98M0.04%+13,89613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,932$2.98M0.18%+2,71913F-HRTimelineGroup
CoreCap Advisors, LLC24,746$2.95M0.1%+9,41013F-HRTimeline
Crew Capital Management, Ltd24,711$2.95M1.86%+12,64813F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA24,502$2.93M1.82%+10,37613F-HRTimeline
Advisor Resource Council23,922$2.92M1.04%new13F-HRTimeline
RPg Family Wealth Advisory, LLC24,330$2.91M0.64%+11,15613F-HRTimeline
SteelPeak Wealth, LLC24,323$2.9M0.1%+13,08913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management24,038$2.87M0.1%+15,15213F-HRTimelineGroup
Wellspring Financial Advisors, LLC23,758$2.84M0.22%+2,26413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC23,541$2.81M0.05%+10,34513F-HRTimeline
ARS Investment Partners, LLC23,533$2.81M0.16%+12,51813F-HRTimeline
Risk Paradigm Group, LLC23,471$2.8M2.7%13F-HRTimeline
Zullo Investment Group, Inc.23,291$2.78M1.02%+11,58113F-HRTimeline
Constitution Capital LLC23,113$2.76M1.31%+11,61913F-HRTimeline
Certified Advisory Corp23,014$2.75M0.25%+11,54713F-HRTimeline
Prospera Financial Services Inc22,750$2.72M0.04%+11,50513F-HRTimeline
Relyea Zuckerberg Hanson LLC22,716$2.71M0.27%+11,35913F-HRTimeline
Wall Capital Group, Inc.22,651$2.7M2.58%13F-HRTimeline
Pallas Capital Advisors LLC22,427$2.68M0.09%+11,16013F-HRTimeline
Valeo Financial Advisors, LLC22,202$2.65M0.06%+10,29613F-HRTimeline
Graetz Wealth LLC22,115$2.64M2.4%13F-HRTimeline
Coastal Bridge Advisors, LLC22,096$2.64M0.2%+1,02413F-HRTimeline
PROFFITT & GOODSON INC22,010$2.63M0.37%+13,69113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD22,012$2.63M1.95%+11,09113F-HRTimeline
Polymer Capital Management (HK) LTD22,000$2.63M0.41%+11,00013F-HRTimeline
Integrated Wealth Concepts LLC21,983$2.63M0.03%-3,38913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.21,931$2.62M0.01%+15,53913F-HRTimelineGroup
Meridian Wealth Management, LLC21,898$2.61M0.09%+10,81713F-HRTimeline
Farmers & Merchants Trust Co of Chamber…21,893$2.61M0.73%+10,98113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,783$2.6M0.02%+10,88413F-HRTimeline
Advisory Resource Group21,550$2.57M0.45%+13,03913F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.21,444$2.56M2.4%13F-HRTimeline
SAPIENT CAPITAL LLC21,274$2.56M0.04%+10,63713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources21,413$2.56M<0.01%+20,41113F-HRTimelineGroup
United Asset Strategies, Inc.21,260$2.54M0.2%+12,08713F-HRTimeline
GeoWealth Management, LLC21,251$2.54M0.09%+3,93613F-HRTimeline
Colony Family Offices, LLC21,174$2.53M0.63%+10,58713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,899$2.5M+16,420Timeline
Symmetry Partners, LLC20,889$2.49M0.15%new13F-HRTimeline
Windsor Capital Management, LLC20,842$2.49M0.69%+10,22113F-HRTimeline
D.A. DAVIDSON & CO.20,744$2.48M0.02%+11,45913F-HRTimeline
Point Windward Advisors Inc.20,724$2.47M1.18%+11,05513F-HRTimeline
Providence First Trust Co20,637$2.46M0.85%+16,70613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,611$2.46M<0.01%+3,55613F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC20,458$2.44M0.55%+10,18313F-HRTimeline
Crews Bank & Trust20,368$2.43M0.35%+10,11213F-HRTimeline
AAFMAA Wealth Management & Trust LLC20,297$2.42M0.95%+10,09713F-HRTimeline
Gallacher Capital Management LLC20,073$2.4M0.93%+18,15213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC20,012$2.39M0.16%+10,63713F-HR/ATimeline
Sowell Financial Services LLC19,898$2.38M0.09%+9,51313F-HRTimeline
Financial Freedom, LLC19,830$2.37M1.18%+9,91613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,635$2.34M0.16%+9,79613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP19,632$2.34M0.02%+8,48813F-HRTimelineGroup
Provida Pension Fund Administrator19,620$2.34M0.04%+9,81013F-HRTimeline
WHITTIER TRUST CO19,322$2.34M0.03%+9,59813F-HRTimeline
Everstar Asset Management, LLC19,562$2.34M1.25%+9,54113F-HRTimeline
SMI Advisory Services, LLC18,612$2.32M0.4%+3,94613F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP19,207$2.29M2.52%13F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC19,174$2.29M0.36%+9,35713F-HRTimeline
CHOREO, LLC18,995$2.29M0.03%+9,83013F-HRTimeline
Empowered Funds, LLC19,093$2.28M0.04%+9,53013F-HR/ATimeline
WIN ADVISORS, INC19,005$2.27M0.96%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC18,845$2.25M1.02%+12,56613F-HRTimeline
ROVIN CAPITAL /UT/ /ADV18,806$2.25M0.6%+10,31013F-HRTimeline
Kovack Advisors, Inc.18,794$2.24M0.11%+12,25113F-HR/ATimeline
Cresset Asset Management, LLC18,768$2.24M0.01%+9,74013F-HRTimeline
Pine Valley Investments Ltd Liability Co18,724$2.24M0.11%+9,96013F-HRTimeline
OKABENA INVESTMENT SERVICES INC18,695$2.23M0.43%+9,53913F-HRTimeline
Magnus Financial Group LLC18,640$2.23M0.17%+8,80013F-HRTimeline
Cavalier Investments, LLC18,613$2.22M0.69%+8,54013F-HRTimeline
World Investment Advisors18,573$2.22M0.04%+13,33413F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …18,519$2.21M0.02%13F-HR/ATimelineGroup