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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,279 managers (1,296 13F filers) reported a position in XLY shares at 2024-12-31, 79,364,275 shares in all. 142 filers opened a position and 70 filers sold out during the quarter.

Managers
1,279
13F filers
1,296
New
142
Added
430
Reduced
380
Sold out
70
Shares held by filers
79,364,275

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PETTYJOHN, WOOD & WHITE, INC9,494$2.13M0.39%+2513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,475$2.13M0.12%+2,07013F-HR/ATimelineGroup
DSG Capital Advisors, LLC9,453$2.12M0.38%13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC9,313$2.09M<0.01%-8,13613F-HRTimelineGroup
Donald L. Hagan, LLC9,218$2.07M1.07%-3,74413F-HRTimeline
Redwood Financial Network Corp9,049$2.03M1.51%-10813F-HRTimeline
Avidian Wealth Enterprises, LLC9,041$2.03M0.09%-54213F-HRTimeline
HANCOCK WHITNEY CORP8,847$1.98M0.06%013F-HRTimeline
CWC Advisors, LLC.8,800$1.97M1.97%+19713F-HRTimeline
HBW ADVISORY SERVICES LLC8,735$1.96M0.2%+91413F-HRTimeline
Bangor Savings Bank8,723$1.96M0.18%-32013F-HRTimeline
Alpha Wealth Funds, LLC8,707$1.95M2.04%13F-HRTimeline
OKABENA INVESTMENT SERVICES INC8,674$1.95M0.54%+58313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,645$1.94M<0.01%+1,74613F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC8,546$1.92M1.08%+1,36613F-HRTimeline
Blue Capital, Inc.8,532$1.91M1.35%13F-HRTimeline
Beaumont Financial Advisors, LLC8,439$1.89M0.14%-3513F-HRTimeline
D.A. DAVIDSON & CO.8,425$1.89M0.02%+19413F-HRTimeline
ARS Investment Partners, LLC8,410$1.89M0.17%-64913F-HRTimeline
Avior Wealth Management, LLC8,389$1.88M0.07%-14913F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC8,350$1.87M0.83%13F-HRTimeline
Fulcrum Equity Management8,295$1.86M1.84%+5,51113F-HRTimeline
CX Institutional8,241$1.85M0.07%-9113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,230$1.85M0.76%+4,38613F-HRTimeline
Certified Advisory Corp8,210$1.84M0.2%+12213F-HRTimeline
Valmark Advisers, Inc.8,162$1.83M0.03%-79813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC8,131$1.82M0.57%-2313F-HRTimeline
Abbot Financial Management, Inc.7,925$1.78M0.89%+15013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,891$1.77M0.09%013F-HRTimelineGroup
Agate Pass Investment Management, LLC7,828$1.76M0.79%+5,00913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC7,878$1.74M0.13%new13F-HRTimelineGroup
Soltis Investment Advisors LLC7,677$1.72M0.16%-3813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV7,696$1.72M0.62%+10913F-HRTimeline
Western Wealth Management, LLC7,652$1.72M0.11%-1,65213F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …7,647$1.72M0.03%013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,634$1.71M-604Timeline
Laurel Wealth Advisors LLC7,615$1.71M0.27%+8513F-HRTimeline
Realta Investment Advisors7,542$1.7M0.7%+67313F-HRTimeline
Choate Investment Advisors7,558$1.7M0.04%+60113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,476$1.69M0.16%+16513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,531$1.69M0.02%-10,01413F-HRTimelineGroup
NewEdge Wealth, LLC7,520$1.69M0.03%-2,40113F-HRTimeline
C2C Wealth Management, LLC7,514$1.69M1.56%-8513F-HRTimeline
Ledyard National Bank7,504$1.68M0.16%-17813F-HRTimeline
Kovack Advisors, Inc.7,496$1.68M0.17%+31313F-HRTimeline
PFG Advisors7,490$1.68M0.1%+59913F-HRTimeline
SMART Wealth LLC7,471$1.68M0.6%+2,18913F-HRTimeline
WULFF, HANSEN & CO.7,460$1.67M1.58%013F-HRTimeline
One Charles Private Wealth Services, LLC7,448$1.67M0.56%-34813F-HRTimeline
COUNTRY CLUB BANK7,330$1.66M0.11%+25013F-HRTimeline
Per Stirling Capital Management, LLC.7,313$1.64M0.23%+15813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,221$1.62M0.04%+33713F-HRTimelineGroup
IFP Advisors, Inc7,176$1.61M0.05%+1,07113F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,157$1.61M0.09%-9913F-HR/ATimeline
Wealthfront Advisers LLC7,146$1.6M<0.01%+78013F-HR/ATimeline
Clarus Wealth Advisors7,212$1.6M0.8%+21913F-HRTimeline
Jacobi Capital Management LLC7,138$1.6M0.12%+6513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,130$1.6M0.12%-50613F-HRTimeline
M3 Advisory Group, LLC7,130$1.6M1.15%+9213F-HRTimeline
Montecito Bank & Trust7,099$1.59M0.28%-22513F-HRTimeline
10Elms LLP6,908$1.55M1.6%13F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,905$1.55M0.4%+30513F-HRTimeline
Madden Advisory Services, Inc.6,891$1.55M0.72%-7113F-HRTimeline
Pine Valley Investments Ltd Liability Co6,808$1.53M0.1%-1,13813F-HRTimeline
Orion Porfolio Solutions, LLC6,749$1.51M0.02%+26613F-HRTimeline
Orion Portfolio Solutions, LLC6,749$1.51M0.02%+26613F-HRTimeline
Parallel Advisors, LLC6,721$1.51M0.03%+9813F-HRTimeline
Crestwood Advisors Group, LLC6,718$1.51M0.03%+9013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,712$1.51M0.49%-2013F-HRTimeline
Regal Investment Advisors LLC6,701$1.5M0.11%+2,27913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC6,670$1.5M0.26%-52613F-HRTimeline
Purus Wealth Management, LLC6,668$1.5M0.59%+3,57913F-HRTimeline
Bullock Wealth Management Group6,657$1.49M0.87%+79213F-HRTimeline
Capital Investment Counsel, LLC6,654$1.49M0.25%+1,54413F-HRTimeline
Exchange Capital Management, Inc.6,627$1.49M0.24%-36513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,610$1.48M0.19%+29213F-HRTimeline
Waterway Wealth Management, LLC6,586$1.48M0.65%-2313F-HRTimeline
Runnymede Capital Advisors, Inc.6,572$1.47M1.29%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,571$1.47M0.04%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,477$1.45M<0.01%+26213F-HRTimelineGroup
Prospera Financial Services Inc6,449$1.45M0.03%+26813F-HRTimeline
MKT Advisors LLC6,312$1.45M0.63%+44213F-HRTimeline
STRAIGHTLINE GROUP LLC6,442$1.45M0.95%13F-HRTimeline
Fort Point Capital Partners LLC6,425$1.44M0.16%-6113F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,326$1.44M1.02%-52213F-HRTimeline
SYNOVUS FINANCIAL CORP6,381$1.43M0.02%-98913F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,319$1.42M0.11%-1613F-HRTimeline
Prime Capital Investment Advisors, LLC6,305$1.41M0.02%+22013F-HRTimeline
INGALLS & SNYDER LLC6,303$1.41M0.06%+25513F-HRTimeline
Roberts Wealth Advisors, LLC6,210$1.41M0.43%-10713F-HRTimeline
City Center Advisors, LLC6,245$1.4M1.57%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,216$1.39M0.03%+2,11113F-HRTimelineGroup
Bristlecone Advisors, LLC6,174$1.39M0.11%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…6,151$1.38M<0.01%-74513F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,137$1.38M0.27%+37213F-HRTimelineGroup
Frank, Rimerman Advisors LLC6,124$1.37M0.1%013F-HRTimeline
PLIMOTH TRUST CO LLC6,106$1.37M0.35%-32313F-HRTimeline
World Investment Advisors6,042$1.36M0.04%+2,82813F-HRTimeline
RWA WEALTH PARTNERS, LLC6,036$1.35M0.02%+51313F-HRTimeline
Wealthspire Advisors, LLC6,034$1.35M0.01%-23113F-HRTimeline
Shepherd Financial Partners LLC6,023$1.35M0.16%013F-HRTimeline
SENTINEL TRUST CO LBA5,986$1.34M0.15%013F-HRTimeline
Grassi Investment Management5,985$1.34M0.11%-10913F-HR/ATimeline
Belpointe Asset Management LLC7,137$1.34M0.08%+4913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,933$1.33M<0.01%+76713F-HRTimelineGroup
Claro Advisors Inc.5,893$1.32M0.18%-1,98013F-HRTimeline
Capital Advisors, Ltd. LLC5,824$1.31M0.16%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,798$1.3M0.35%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,871$1.3M0.07%+64313F-HRTimelineGroup
Smith Salley Wealth Management5,749$1.29M0.08%+2,31613F-HRTimeline
FIRST MANHATTAN CO. LLC.5,747$1.29M<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,743$1.29M0.01%-77513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC5,741$1.29M0.02%+1,24313F-HRTimeline
WEDBUSH SECURITIES INC5,698$1.28M0.05%+74213F-HRTimeline
Beacon Financial Advisory LLC5,680$1.27M0.41%+11513F-HRTimeline
First Business Financial Services, Inc.5,651$1.27M0.13%013F-HRTimeline
St. Johns Investment Management Company…5,632$1.26M0.59%-10713F-HRTimeline
Private Wealth Advisors, LLC5,556$1.25M0.54%-47113F-HRTimeline
Mirador Capital Partners LP5,554$1.25M0.23%+26713F-HRTimeline
Advisory Resource Group5,455$1.22M0.26%-65513F-HRTimeline
NAVELLIER & ASSOCIATES INC5,427$1.22M0.15%+83913F-HRTimeline
Pines Wealth Management, LLC5,475$1.21M0.53%13F-HRTimeline
Glass Jacobson Investment Advisors llc5,348$1.2M0.39%-63913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kingstone Capital Partners Texas, LLC5,342$1.2M0.97%13F-HRTimeline
CITY HOLDING CO5,335$1.2M0.17%-12913F-HRTimeline
Quadcap Wealth Management, LLC5,312$1.19M0.18%-1913F-HRTimeline
Perigon Wealth Management, LLC5,065$1.15M0.03%+80013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC5,098$1.14M0.31%+49913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,083$1.14M0.31%+17513F-HRTimeline
Crew Capital Management, Ltd5,078$1.14M0.94%-64513F-HRTimeline
BAILARD, INC.5,069$1.14M0.03%+23013F-HRTimeline
Institute for Wealth Management, LLC.4,990$1.12M0.14%+7513F-HRTimeline
Sequent Planning LLC4,958$1.11M0.41%+1,05213F-HRTimeline
Sharper & Granite LLC4,955$1.11M0.49%+56013F-HRTimeline
Golden State Wealth Management, LLC4,942$1.11M0.17%13F-HRTimeline
Encompass More Asset Management4,926$1.11M0.37%-4,04813F-HRTimeline
Davies Financial Advisors, Inc.4,924$1.1M0.94%-30913F-HRTimeline
Perennial Investment Advisors, LLC4,912$1.1M0.13%+16013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…4,911$1.1M<0.01%-80013F-HRTimelineGroup
Guardian Asset Advisors, LLC4,899$1.1M0.7%new13F-HRTimeline
Elm Partners Management LLC4,897$1.1M0.08%+1,92813F-HRTimeline
Birchcreek Wealth Management, LLC4,879$1.09M0.69%-95213F-HRTimeline
Rothschild Wealth LLC4,861$1.09M0.32%new13F-HRTimeline
Mission Creek Capital Partners, Inc.4,855$1.09M0.24%-2113F-HRTimeline
Mendel Capital Management LLC4,791$1.07M0.65%+75713F-HRTimeline
Family Firm, Inc.4,774$1.07M0.24%-4313F-HRTimeline
CWA Asset Management Group, LLC4,741$1.06M0.05%+1,39013F-HRTimeline
CALTON & ASSOCIATES, INC.4,727$1.06M0.47%new13F-HRTimeline
Larson Financial Group LLC4,721$1.06M0.05%+28813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,686$1.05M+1,610Timeline
Koshinski Asset Management, Inc.4,633$1.04M0.09%-2113F-HRTimeline
Kagan Cocozza Asset Management4,629$1.04M0.86%13F-HRTimeline
MGO ONE SEVEN LLC4,618$1.04M0.04%+49913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,591$1.03M0.08%+70313F-HRTimeline
Cornerstone National Bank & Trust Co4,580$1.03M0.47%-513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,564$1.02M0.03%+20213F-HRTimeline
Allworth Financial LP4,429$1.02M0.01%+31213F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp4,518$1.01M0.1%-1,24013F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,510$1.01M0.05%-6,26613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.4,498$1.01M0.22%-27013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,494$1.01M0.02%-6213F-HRTimeline
SVB WEALTH LLC4,477$1M0.02%new13F-HRTimeline
OneDigital Investment Advisors LLC4,387$984K0.01%+10113F-HRTimeline
Thomasville National Bank4,368$980K0.07%013F-HRTimeline
Worth Asset Management, LLC4,329$971K0.52%+3,26513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,316$969K0.21%+2,77413F-HRTimeline
Perbak Capital Partners LLP4,285$961K0.51%-29,76913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,262$956K0.09%-913F-HRTimeline
Ally Invest Advisors Inc.4,259$956K0.08%+30713F-HRTimeline
WEALTHGARDEN F.S. LLC4,247$953K0.89%+27813F-HRTimeline
AAFMAA Wealth Management & Trust LLC4,244$952K0.42%+6413F-HRTimeline
Global Retirement Partners, LLC4,229$949K0.03%+12813F-HRTimeline
V2 Financial group LLC4,200$942K0.57%+10013F-HRTimeline
Schrum Private Wealth Management LLC4,171$936K0.79%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.4,138$935K0.66%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES4,169$935K0.35%new13F-HRTimeline
Marcum Wealth, LLC4,163$934K0.08%-30513F-HRTimeline
Northstar Advisory Group, LLC4,162$934K0.48%new13F-HRTimeline
Centiva Capital, LP4,141$929K0.04%-18,76713F-HRTimeline
Rockingstone Advisors LLC4,140$929K0.41%+22513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,142$917K0.08%-917,81513F-HRTimeline
Aptus Capital Advisors, LLC4,085$917K0.01%+3,15713F-HRTimeline
CENTRAL TRUST Co4,046$908K0.02%+30113F-HRTimeline
Pure Financial Advisors, LLC4,041$907K0.02%+18613F-HRTimeline
Williams Jones Wealth Management, LLC.4,035$905K0.01%+3513F-HRTimeline
Vishria Bird Financial Group, LLC4,030$904K0.32%013F-HRTimeline
Lionsbridge Wealth Management LLC4,023$903K0.76%-33213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,008$899K0.02%+2,15813F-HRTimelineGroup
E&G Advisors, LLC3,985$894K0.24%+1013F-HRTimeline
First Heartland Consultants, Inc.3,963$889K0.09%new13F-HRTimeline
KDK Private Wealth Management, LLC3,939$884K0.92%13F-HRTimeline
Aspen Investment Management Inc3,915$878K0.41%+1,89513F-HRTimeline
Cassaday & Co Wealth Management LLC3,889$872K0.02%+5413F-HRTimeline
TAP Consulting, LLC3,869$868K0.18%-63413F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,869$868K0.33%013F-HRTimeline
Archford Capital Strategies, LLC3,863$867K0.13%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,853$865K0.04%-1,07613F-HRTimelineGroup
WT Wealth Management3,846$863K0.27%-11013F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,828$859K0.36%new13F-HRTimeline
Providence First Trust Co3,750$841K0.32%-3,65013F-HRTimeline