Skip to content
Disclosery

XLY SELECT SECTOR SPDR TR

Follow

SBI CONS DISCR (fund)

1,274 managers (1,292 13F filers) reported a position in XLY shares at 2026-03-31, 156,275,383 shares in all. 82 filers opened a position and 155 filers sold out during the quarter.

Managers
1,274
13F filers
1,292
New
82
Added
419
Reduced
497
Sold out
155
Shares held by filers
156,275,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Banco Santander, S.A.in group Banco Santander, S.A.46,977$5.12M0.04%+10,47213F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management46,958$5.12M0.06%+21,12013F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM45,686$4.98M0.76%-13,52113F-HRTimelineGroup
Midwest Trust Co45,641$4.97M0.06%-17213F-HRTimeline
TCV Trust & Wealth Management, Inc.45,238$4.93M0.41%-1,45013F-HRTimeline
Mission Hills Financial Advisory, LLC44,988$4.9M2.51%+58413F-HRTimeline
Simmons Bankin group Simmons Bank44,789$4.88M0.33%-2,36413F-HRTimelineGroup
Jain Global LLC44,498$4.85M0.06%new13F-HRTimeline
Independent Advisor Alliance44,496$4.85M0.05%+41,31413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,424$4.84M0.01%+6,02313F-HRTimeline
U.S. Capital Wealth Advisors, LLC43,932$4.79M0.12%+2,96213F-HRTimeline
Dynamic Advisor Solutions LLC43,826$4.78M0.15%+5213F-HRTimeline
Integrated Wealth Concepts LLC43,437$4.73M0.04%+21,45413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.43,381$4.73M0.01%-37,26313F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…43,362$4.73M0.02%-89413F-HRTimelineGroup
Stockman Wealth Management, Inc.43,201$4.71M0.52%+1,51313F-HRTimeline
Advisory Services Network, LLC42,698$4.65M0.06%-8,48713F-HRTimeline
United Asset Strategies, Inc.42,521$4.63M0.37%+21,26113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK42,389$4.62M0.02%+4,36713F-HRTimelineGroup
Retirement Planning Group, LLC42,219$4.6M0.14%-2,19613F-HRTimeline
AMG National Trust Bank42,135$4.59M0.1%+10,65513F-HRTimeline
FCA CORP /TX42,067$4.58M1.29%+49013F-HRTimeline
Sharper & Granite LLC41,894$4.57M1.56%+2,33013F-HRTimeline
3EDGE Asset Management, LP42,946$4.55M0.22%+6,32013F-HRTimeline
Gotham Asset Management, LLC40,826$4.45M0.01%+45213F-HRTimeline
Fiduciary Group, LLC40,673$4.43M0.38%+1,34313F-HRTimeline
INNEALTA CAPITAL, LLC40,524$4.42M2.74%-22,01813F-HRTimeline
PETERSON WEALTH MANAGEMENT40,030$4.36M2.53%+1,75013F-HRTimeline
BLAIR WILLIAM & CO/IL39,320$4.29M0.01%-64513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC39,155$4.27M0.06%-87,00013F-HRTimeline
PFG Investments, LLC38,367$4.18M0.19%+4,99613F-HRTimeline
Csenge Advisory Group38,365$4.18M0.19%-75913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP38,167$4.16M<0.01%-4,97913F-HRTimelineGroup
HB Wealth Management, LLC37,790$4.12M0.03%+44113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC37,729$4.11M2.25%-50113F-HRTimeline
Fourth Dimension Wealth, LLC37,641$4.1M1.56%+2,57613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd37,538$4.09M0.07%new13F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…37,175$4.05M1.11%+3,17513F-HRTimelineGroup
SkyView Investment Advisors, LLC36,899$4.02M0.54%+67013F-HRTimeline
Beacon Pointe Advisors, LLC36,878$4.02M0.02%+3,97713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS36,649$3.99M<0.01%+16,03813F-HRTimelineGroup
LightSquare Wealth Management, LLC36,586$3.99M2.99%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA36,583$3.99M0.02%-3,22613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,316$3.96M<0.01%-9,88913F-HRTimelineGroup
Union Bancaire Privee, UBP SA37,280$3.94M0.05%+37,02013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC35,768$3.9M0.01%-2,56613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC35,700$3.89M0.09%+97013F-HR/ATimeline
Sigma Planning Corp35,031$3.82M0.11%+1,04913F-HRTimeline
Attessa Capital LLC34,995$3.81M2.07%+96013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,920$3.81M<0.01%+20,12313F-HRTimelineGroup
Talon Private Wealth, LLC34,778$3.79M0.5%13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding34,554$3.77M+3,226Timeline
PCG ASSET MANAGEMENT, LLC34,064$3.71M2.97%+15513F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding33,924$3.7M+16,962Timeline
GeoWealth Management, LLC33,868$3.69M0.13%+12,61713F-HRTimeline
CHEMUNG CANAL TRUST CO33,804$3.68M0.75%-19913F-HRTimeline
Measured Wealth Private Client Group, L…33,528$3.65M1%-40713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC33,495$3.65M0.31%-44013F-HRTimeline
Sequent Planning LLC33,490$3.65M0.88%+4,02113F-HRTimeline
Howard Capital Management Group, LLC33,466$3.65M0.24%-13813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding33,261$3.62M-24,530Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC33,261$3.62M0.39%-12613F-HRTimelineGroup
DV Trading LLC33,251$3.62M0.33%+24,18213F-HRTimeline
Milestones Private Investment Advisors …33,127$3.61M3.18%+1,00113F-HRTimeline
One Wealth Map LLC30,009$3.56M1.73%-40513F-HRTimeline
Summit Financial, LLC32,454$3.54M0.05%+23,05813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…32,281$3.52M0.04%+2,51613F-HRTimelineGroup
Darwin Wealth Management, LLC32,150$3.5M1.09%-6313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.31,972$3.48M1.16%+3413F-HRTimeline
Integrated Advisors Network LLC31,871$3.47M0.18%-15,80713F-HRTimeline
Arkadios Wealth Advisors31,669$3.45M0.06%+90913F-HRTimeline
Intrua Financial, LLC31,221$3.4M0.36%-101,84113F-HRTimeline
FIRST HORIZON CORP31,090$3.39M0.14%-29413F-HRTimeline
NEVILLE RODIE & SHAW INC31,090$3.39M0.25%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,826$3.36M0.16%-17,63713F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV30,720$3.35M0.96%013F-HRTimeline
Canton Hathaway, LLC30,568$3.33M0.67%+23013F-HRTimeline
Nelson Capital Management, LLC30,361$3.31M0.4%+1,16213F-HRTimeline
NorthRock Partners, LLC30,147$3.29M0.05%+4,28213F-HRTimeline
Snowden Capital Advisors LLC29,957$3.26M0.09%-14913F-HRTimeline
TIAAgroup of 3 filers holding29,741$3.24M-3,039Timeline
jvl associates llc29,574$3.22M1.08%013F-HRTimeline
Symmetry Investments LPin group Symmetry Investments LP29,460$3.21M0.78%-6,24013F-HRTimelineGroup
TRUST CO OF OKLAHOMA29,289$3.19M0.93%+2,34713F-HRTimeline
FIL Ltdin group FIL Ltd28,516$3.11M<0.01%-4,61213F-HRTimelineGroup
Concentric Capital Strategies, LP28,420$3.1M0.27%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,410$3.1M0.35%-9,02713F-HRTimeline
SBI Okasan Asset Management Co.Ltd.28,860$3.05M0.12%+12,86013F-HRTimeline
Bank of Marin27,972$3.05M2.22%+1,08213F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC27,787$3.03M0.8%+62113F-HRTimeline
MontVue Capital Management, Inc.27,445$2.99M2.04%+34013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding27,229$2.97M-741Timeline
ES4, LLC27,156$2.96M1.91%+8,83113F-HRTimeline
Marion Wealth Management27,107$2.95M0.66%+88713F-HRTimeline
Sequoia Financial Advisors, LLC27,021$2.94M0.02%+1,61313F-HRTimeline
Volterra Technologies LP26,896$2.93M2.08%-60,72013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp26,882$2.93M0.08%-1,95913F-HRTimelineGroup
Wall Capital Group, Inc.26,743$2.91M3.11%+4,09213F-HRTimeline
Dorsey & Whitney Trust CO LLC26,616$2.9M0.16%-4,34613F-HRTimeline
Mathes Company, Inc.26,600$2.9M1.06%013F-HRTimeline
CV Advisors LLC26,000$2.83M0.77%-3213F-HRTimeline
Caprock Group, LLC25,855$2.82M0.07%-1,10713F-HRTimeline
Empowered Funds, LLC25,712$2.8M0.02%+6,61913F-HR/ATimeline
Boltwood Capital Management25,560$2.79M0.71%+42713F-HRTimeline
Meridian Wealth Management, LLC25,497$2.78M0.1%+3,59913F-HRTimeline
Diversified Enterprises, LLC25,447$2.77M0.15%-11313F-HRTimeline
Sage Advisory Services, Ltd.Co.24,872$2.71M1.48%new13F-HRTimeline
Chesapeake Wealth Management24,802$2.7M0.83%-86813F-HRTimeline
Zullo Investment Group, Inc.24,482$2.67M1.01%+1,19113F-HRTimeline
Trust Co24,446$2.66M0.25%-1,47713F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA24,002$2.62M1.77%-50013F-HRTimeline
Certified Advisory Corp23,954$2.61M0.23%+94013F-HRTimeline
Ring Mountain Capital, LLC23,860$2.6M1.42%-69313F-HRTimeline
RPg Family Wealth Advisory, LLC23,854$2.6M0.54%-47613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD23,776$2.59M1.75%+1,76413F-HRTimeline
Crew Capital Management, Ltd23,772$2.59M1.72%-93913F-HRTimeline
Coastal Bridge Advisors, LLC23,677$2.58M0.18%+1,58113F-HRTimeline
OpenArc Corporate Advisory, LLC23,624$2.57M0.04%-1,52713F-HRTimeline
Risk Paradigm Group, LLC23,361$2.55M2.17%-11013F-HRTimeline
Prospera Financial Services Inc23,294$2.54M0.04%+54413F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP23,287$2.54M2.79%+4,08013F-HRTimelineGroup
Mutual Advisors, LLC23,286$2.54M0.05%-21,76413F-HRTimeline
Advisor Resource Council23,212$2.53M1%-71013F-HRTimeline
B. Riley Wealth Advisors, Inc.23,885$2.52M0.16%-11,58013F-HRTimeline
KINTRA WEALTH, LLC23,132$2.52M0.18%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp23,039$2.51M0.01%-2,32113F-HR/ATimelineGroup
Verition Fund Management LLC22,806$2.49M0.02%+15,50613F-HRTimeline
Relyea Zuckerberg Hanson LLC22,717$2.48M0.25%+113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.23,026$2.47M0.02%+15,32913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,376$2.44M0.05%-1,16513F-HRTimeline
Valeo Financial Advisors, LLC22,168$2.42M0.06%-3413F-HRTimeline
Constitution Capital LLC22,123$2.41M1.2%-99013F-HRTimeline
AAFMAA Wealth Management & Trust LLC22,030$2.4M0.93%+1,73313F-HRTimeline
CDM FINANCIAL COUNSELING SERVICES, INC.21,914$2.4M2.3%+47013F-HRTimeline
Polymer Capital Management (HK) LTD22,000$2.4M0.34%013F-HRTimeline
D.A. DAVIDSON & CO.21,985$2.4M0.01%+1,24113F-HRTimeline
Evercore Wealth Management, LLC21,915$2.39M0.04%-3,08113F-HRTimeline
Western Wealth Management, LLC21,511$2.34M0.09%+6,17713F-HR/ATimeline
Colony Family Offices, LLC21,424$2.33M0.58%+25013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC21,391$2.33M0.02%-39213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC21,300$2.32M0.16%+1,28813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…21,238$2.31M0.63%-65513F-HR/ATimeline
Sowell Financial Services LLC21,239$2.31M0.09%+1,34113F-HRTimeline
ARS Investment Partners, LLC21,012$2.29M0.12%-2,52113F-HRTimeline
Point Windward Advisors Inc.20,926$2.28M1.14%+20213F-HRTimeline
PROFFITT & GOODSON INC20,718$2.26M0.35%-1,29213F-HRTimeline
Focus Financial Network, Inc.20,717$2.26M0.08%-7,39013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management20,688$2.25M0.08%-3,35013F-HRTimelineGroup
Windsor Capital Management, LLC20,552$2.24M0.63%-29013F-HRTimeline
Laurel Wealth Advisors LLC18,583$2.23M0.22%+1,05413F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC20,335$2.22M0.98%+1,49013F-HRTimeline
Crews Bank & Trust20,074$2.19M0.32%-29413F-HRTimeline
Pallas Capital Advisors LLC20,062$2.19M0.08%-2,36513F-HRTimeline
World Investment Advisors19,954$2.17M0.04%+1,38113F-HRTimeline
Cresset Asset Management, LLC19,941$2.17M0.01%+1,17313F-HRTimeline
Essex LLC19,903$2.17M0.38%+1,40013F-HRTimeline
Wellspring Financial Advisors, LLC19,835$2.16M0.16%-3,92313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding19,774$2.16M-1,125Timeline
Provida Pension Fund Administrator19,620$2.14M0.04%013F-HRTimeline
CoreCap Advisors, LLC19,583$2.13M0.07%-5,16313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP19,547$2.13M0.01%-8513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,525$2.13M0.05%-7,38613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.19,396$2.11M0.14%-23913F-HRTimelineGroup
RiverGlades Family Offices LLC19,293$2.1M1.24%13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC19,174$2.09M0.33%013F-HRTimeline
OKABENA INVESTMENT SERVICES INC19,163$2.09M0.4%+46813F-HRTimeline
Pine Valley Investments Ltd Liability Co19,116$2.08M0.1%+39213F-HRTimeline
Financial Freedom, LLC18,909$2.06M1.03%-92113F-HRTimeline
Capital Investment Counsel, LLC18,800$2.05M0.28%+1,44013F-HRTimeline
Curat Global, LLC18,748$2.04M2.01%+6,35013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC18,609$2.03M0.46%-1,84913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …18,579$2.02M0.02%+6013F-HRTimelineGroup
10Elms LLP17,451$2.01M1.26%+2,07513F-HRTimeline
STRAIGHTLINE GROUP LLC18,357$2M0.99%+1,14413F-HRTimeline
Everstar Asset Management, LLC18,315$2M1.06%-1,24713F-HRTimeline
CHOREO, LLC18,223$1.99M0.02%-77213F-HRTimeline
Regal Investment Advisors LLC18,005$1.96M0.11%+2,40913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,000$1.96M0.02%013F-HRTimelineGroup
Ameraudi Asset Management, Inc.17,860$1.95M1.06%-52,62613F-HRTimeline
Terra Nova Asset Management LLC17,860$1.95M1.44%-26613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,810$1.94M0.18%-7,12213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.17,787$1.94M0.1%-34013F-HRTimelineGroup
IFP Advisors, Inc17,725$1.93M0.04%+45613F-HRTimeline
CTC Alternative Strategies, Ltd.17,677$1.93M4.37%new13F-HRTimeline
Clarus Wealth Advisors17,805$1.92M0.82%+1,37513F-HRTimeline
Stonebridge Financial Planning Group, L…17,469$1.9M0.7%-43713F-HRTimeline
Farther Finance Advisors, LLC17,269$1.9M0.02%+10,71913F-HRTimeline
Advisory Resource Group17,220$1.88M0.32%-4,33013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL17,192$1.87M0.3%+9,63313F-HRTimeline
Redwood Financial Network Corp17,137$1.87M1.22%+65813F-HRTimeline
NewEdge Wealth, LLC17,049$1.86M0.02%+72413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …16,943$1.85M0.11%+14,12513F-HRTimeline
WEDBUSH SECURITIES INC16,830$1.83M0.05%+1,31613F-HRTimeline
Frank, Rimerman Advisors LLC16,798$1.83M0.12%013F-HRTimeline
Avidian Wealth Enterprises, LLC16,535$1.8M0.06%+56213F-HRTimeline
Payne Capital LLC16,509$1.8M1.65%new13F-HRTimeline
Hansen & Associates Financial Group, In…16,439$1.78M0.96%-1,32413F-HRTimeline
Providence First Trust Co16,158$1.76M0.62%-4,47913F-HRTimeline
HOWE & RUSLING INC16,073$1.75M0.11%+15,87713F-HRTimeline
HARBOUR INVESTMENTS, INC.16,022$1.75M0.03%+4,10313F-HRTimeline