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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,207 managers (1,223 13F filers) reported a position in XLY shares at 2025-03-31, 80,060,453 shares in all. 92 filers opened a position and 156 filers sold out during the quarter.

Managers
1,207
13F filers
1,223
New
92
Added
393
Reduced
498
Sold out
156
Shares held by filers
80,060,453

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Fulcrum Equity Management8,201$1.62M1.77%-9413F-HRTimeline
Lindbrook Capital, LLC8,074$1.59M0.15%+7,90013F-HRTimeline
Valmark Advisers, Inc.8,042$1.59M0.02%-12013F-HRTimeline
Banco BTG Pactual S.A.8,037$1.59M0.4%-6,96013F-HRTimeline
IFP Advisors, Inc7,935$1.57M0.05%+75913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV7,931$1.57M0.5%+23513F-HRTimeline
Abbot Financial Management, Inc.7,925$1.56M0.81%013F-HRTimeline
Western Wealth Management, LLC7,817$1.54M0.1%+16513F-HRTimeline
City Center Advisors, LLC7,812$1.54M1.8%+1,56713F-HRTimeline
Avior Wealth Management, LLC7,801$1.54M0.06%-58813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,692$1.52M0.08%-19913F-HRTimelineGroup
Realta Investment Advisors7,688$1.52M0.69%+14613F-HRTimeline
Pine Valley Investments Ltd Liability Co7,657$1.51M0.1%+84913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,638$1.51M0.01%+5,58013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd7,633$1.51M0.1%+6,00313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,591$1.5M-43Timeline
Sequent Planning LLC7,562$1.49M0.54%+2,60413F-HRTimeline
Bullock Wealth Management Group7,453$1.49M0.83%+79613F-HRTimeline
Donald L. Hagan, LLC7,452$1.47M0.77%-1,76613F-HRTimeline
CAXTON ASSOCIATES LLP7,440$1.47M0.05%13F-HRTimeline
NewEdge Wealth, LLC7,404$1.46M0.03%-11613F-HRTimeline
Laurel Wealth Advisors LLC7,395$1.46M0.23%-22013F-HRTimeline
Essex LLC7,387$1.46M0.32%+4,02613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,348$1.45M0.04%-7,62413F-HRTimelineGroup
Perennial Investment Advisors, LLC7,330$1.45M0.16%+2,41813F-HRTimeline
Prime Capital Investment Advisors, LLC7,303$1.44M0.02%+99813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,297$1.44M0.08%-2,17813F-HR/ATimelineGroup
WULFF, HANSEN & CO.7,285$1.44M1.31%-17513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,246$1.43M0.47%-88513F-HRTimeline
PLIMOTH TRUST CO LLC7,216$1.42M0.37%+1,11013F-HRTimeline
Belpointe Asset Management LLC7,157$1.42M0.07%+2013F-HRTimeline
M3 Advisory Group, LLC7,141$1.41M1.11%+1113F-HRTimeline
Montecito Bank & Trust7,059$1.39M0.25%-4013F-HRTimeline
Ledyard National Bank7,042$1.39M0.14%-46213F-HRTimeline
Kovack Advisors, Inc.7,032$1.39M0.15%-46413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,014$1.38M0.03%+44313F-HRTimeline
One Charles Private Wealth Services, LLC6,990$1.38M0.45%-45813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,899$1.36M0.1%-23113F-HRTimeline
Capital Investment Counsel, LLC6,880$1.36M0.22%+22613F-HRTimeline
COUNTRY CLUB BANK6,880$1.36M0.09%-45013F-HRTimeline
Pinnacle Family Advisors, LLC6,835$1.35M0.73%+3,65513F-HRTimeline
Curat Global, LLC6,798$1.34M1.64%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,739$1.33M0.08%-41813F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,705$1.32M0.36%-20013F-HRTimeline
Simplicity Wealth,LLC6,690$1.32M0.1%new13F-HRTimeline
10Elms LLP6,673$1.32M1.32%-23513F-HRTimeline
Man Group plcin group Man Group plc6,647$1.31M<0.01%-5,32213F-HRTimelineGroup
Wealthfront Advisers LLC6,624$1.31M<0.01%-52213F-HRTimeline
Prospera Financial Services Inc6,598$1.3M0.03%+14913F-HRTimeline
CWA Asset Management Group, LLC6,587$1.3M0.06%+1,84613F-HRTimeline
World Investment Advisors6,555$1.29M0.03%+51313F-HRTimeline
LMR Partners LLPin group LMR Partners LLP6,540$1.29M0.03%-5,57213F-HRTimelineGroup
Runnymede Capital Advisors, Inc.6,526$1.29M1.24%-4613F-HRTimeline
WEDBUSH SECURITIES INC6,522$1.29M0.05%+82413F-HRTimeline
Madden Advisory Services, Inc.6,518$1.29M0.6%-37313F-HRTimeline
Purus Wealth Management, LLC6,476$1.28M0.54%-19213F-HRTimeline
Crestwood Advisors Group, LLC6,464$1.28M0.02%-25413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,458$1.28M0.03%-76313F-HRTimelineGroup
Fort Point Capital Partners LLC6,427$1.27M0.14%+213F-HRTimeline
CWC Advisors, LLC.6,424$1.27M0.72%-2,37613F-HRTimeline
Allworth Financial LP6,523$1.27M0.01%+2,09413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,391$1.27M0.12%-3,12713F-HR/ATimeline
SYNOVUS FINANCIAL CORP6,388$1.26M0.02%+713F-HRTimeline
ROCKLAND TRUST CO6,378$1.26M0.06%-12,10813F-HRTimeline
C2C Wealth Management, LLC6,316$1.25M1.17%-1,19813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,304$1.24M0.1%-1513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,300$1.24M0.02%-1,34713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,300$1.24M<0.01%+36713F-HRTimelineGroup
Exchange Capital Management, Inc.6,297$1.24M0.2%-33013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,248$1.23M<0.01%-22913F-HRTimelineGroup
OAK FAMILY ADVISORS, LLC6,187$1.22M0.51%-5,83513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,184$1.22M0.02%+44313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,244$1.22M0.9%-8213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,180$1.22M0.15%-11,91013F-HRTimeline
Orion Porfolio Solutions, LLC6,174$1.22M0.01%-57513F-HRTimeline
Orion Portfolio Solutions, LLC6,174$1.22M0.01%-57513F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,139$1.21M0.02%-7713F-HRTimelineGroup
Shepherd Financial Partners LLC6,138$1.21M0.14%+11513F-HRTimeline
Bristlecone Advisors, LLC6,126$1.21M0.1%-4813F-HRTimeline
COUNTRY TRUST BANK6,125$1.21M0.03%-61,33413F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,095$1.2M0.04%-4213F-HRTimelineGroup
Glass Jacobson Investment Advisors llc5,348$1.2M0.39%013F-HRTimeline
SummitTX Capital, L.P.6,044$1.19M0.05%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,042$1.19M0.16%-56813F-HRTimeline
SENTINEL TRUST CO LBA5,986$1.18M0.14%013F-HRTimeline
Grassi Investment Management5,986$1.18M0.11%+113F-HRTimeline
Roberts Wealth Advisors, LLC5,977$1.18M0.36%-23313F-HRTimeline
Advisory Resource Group5,962$1.18M0.24%+50713F-HRTimeline
Wealthspire Advisors, LLC5,937$1.17M0.01%-9713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,922$1.17M0.1%+1,78013F-HRTimeline
INGALLS & SNYDER LLC5,898$1.17M0.04%-40513F-HRTimeline
MKT Advisors LLC6,378$1.15M0.54%+6613F-HRTimeline
Empowered Funds, LLC5,821$1.15M0.02%+5,36013F-HRTimeline
Mirador Capital Partners LP5,811$1.15M0.2%+25713F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,798$1.14M0.33%013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,709$1.13M<0.01%-3813F-HRTimeline
Beacon Financial Advisory LLC5,703$1.13M0.34%+2313F-HRTimeline
First Business Financial Services, Inc.5,651$1.12M0.11%013F-HRTimeline
Sharper & Granite LLC5,612$1.11M0.46%+65713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,608$1.11M0.13%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,583$1.1M0.01%-16013F-HRTimelineGroup
Regal Investment Advisors LLC5,532$1.09M0.09%-1,16913F-HRTimeline
Private Wealth Advisors, LLC5,531$1.09M0.46%-2513F-HRTimeline
Parallel Advisors, LLC5,478$1.08M0.02%-1,24313F-HRTimeline
SCS Capital Management LLC5,478$1.08M0.01%new13F-HR/ATimeline
Aspen Investment Management Inc5,410$1.07M0.49%+1,49513F-HRTimeline
Capitol Family Office, Inc.5,394$1.07M1.51%new13F-HR/ATimeline
Birchcreek Wealth Management, LLC5,348$1.06M0.67%+46913F-HRTimeline
Pines Wealth Management, LLC5,972$1.05M0.49%+49713F-HRTimeline
Cornerstone National Bank & Trust Co5,310$1.05M0.47%+73013F-HRTimeline
Kingstone Capital Partners Texas, LLC5,262$1.04M0.84%-8013F-HRTimeline
Claro Advisors Inc.5,228$1.03M0.14%-66513F-HRTimeline
Quadcap Wealth Management, LLC5,223$1.03M0.15%-8913F-HRTimeline
CITY HOLDING CO5,195$1.03M0.14%-14013F-HRTimeline
Perigon Wealth Management, LLC5,164$1.02M0.03%+9913F-HRTimeline
Crew Capital Management, Ltd5,160$1.02M0.83%+8213F-HRTimeline
Iyo Bank, Ltd.5,073$1M0.32%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…5,055$998K<0.01%-1,09613F-HRTimelineGroup
Golden State Wealth Management, LLC4,911$970K0.14%-3113F-HR/ATimeline
Institute for Wealth Management, LLC.4,900$968K0.12%-9013F-HRTimeline
Davies Financial Advisors, Inc.4,892$966K0.82%-3213F-HRTimeline
Mendel Capital Management LLC4,874$962K0.58%+8313F-HRTimeline
CALTON & ASSOCIATES, INC.4,833$954K0.22%+10613F-HR/ATimeline
BAILARD, INC.4,821$952K0.02%-24813F-HRTimeline
Family Firm, Inc.4,779$944K0.21%+513F-HRTimeline
RWA WEALTH PARTNERS, LLC4,776$943K0.01%-1,26013F-HRTimeline
Mission Creek Capital Partners, Inc.4,775$943K0.23%-8013F-HRTimeline
NorthCoast Asset Management LLC4,766$941K<0.01%+1,89513F-HR/ATimeline
Alpha Wealth Funds, LLC4,755$939K1.02%-3,95213F-HRTimeline
Rothschild Wealth LLC4,735$935K0.26%-12613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,672$923K-14Timeline
ASHTON THOMAS SECURITIES, LLC4,646$917K0.25%-43713F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,629$914K0.04%+2,21913F-HRTimeline
Kagan Cocozza Asset Management4,599$908K0.74%-3013F-HRTimeline
St. Johns Investment Management Company…4,597$908K0.45%-1,03513F-HRTimeline
Pure Financial Advisors, LLC4,584$905K0.02%+54313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC4,555$899K0.09%+1,72013F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.4,540$896K0.04%+3,19113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,494$887K0.02%013F-HRTimeline
Quantbot Technologies LP4,479$884K0.03%new13F-HRTimeline
VCI Wealth Management LLC4,456$880K0.37%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,464$880K0.08%-3,01213F-HR/ATimeline
Encompass More Asset Management4,406$870K0.26%-52013F-HRTimeline
V2 Financial group LLC4,400$869K0.56%+20013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,378$864K0.06%-7,62613F-HRTimelineGroup
Thomasville National Bank4,368$863K0.06%013F-HRTimeline
Sound Income Strategies, LLC4,345$858K0.05%+77913F-HRTimeline
SVB WEALTH LLC4,291$847K0.03%-18613F-HRTimeline
Live Oak Investment Partners4,289$847K0.67%new13F-HRTimeline
Rockingstone Advisors LLC4,259$841K0.38%+11913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,218$840K0.05%-1,65313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,251$840K0.03%+39813F-HRTimelineGroup
SCOTIA CAPITAL INC.4,188$827K<0.01%-16,52113F-HRTimeline
Sovran Advisors, LLC4,459$827K0.11%+2,43713F-HRTimeline
Ally Invest Advisors Inc.4,172$824K0.07%-8713F-HRTimeline
Schrum Private Wealth Management LLC4,172$824K0.72%+113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,163$822K0.08%-9913F-HRTimeline
Providence First Trust Co4,138$817K0.33%+38813F-HRTimeline
Marcum Wealth, LLC4,134$816K0.07%-2913F-HRTimeline
MGO ONE SEVEN LLC4,131$816K0.03%-48713F-HRTimeline
WEALTHGARDEN F.S. LLC4,076$805K0.77%-17113F-HRTimeline
Williams Jones Wealth Management, LLC.4,035$797K0.01%013F-HRTimeline
Vishria Bird Financial Group, LLC4,030$796K0.27%013F-HRTimeline
E&G Advisors, LLC3,985$787K0.22%013F-HRTimeline
KDK Private Wealth Management, LLC3,939$778K0.89%013F-HRTimeline
OneDigital Investment Advisors LLC3,933$777K0.01%-45413F-HRTimeline
Financial & Tax Architects, LLC3,932$776K0.19%+53213F-HRTimeline
Beacon Bridge Wealth Partners, LLC3,907$771K0.33%+7913F-HRTimeline
Arete Wealth Advisors, LLC3,907$771K0.06%+1,86313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,889$768K0.16%-42713F-HRTimeline
Archford Capital Strategies, LLC3,871$764K0.11%+813F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,869$764K0.3%013F-HRTimeline
Cassaday & Co Wealth Management LLC3,845$759K0.02%-4413F-HRTimeline
KWMG, LLC3,811$753K0.08%+1,60913F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,727$736K0.23%-2,98513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,726$736K<0.01%-1,18513F-HRTimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,725$736K0.15%-77313F-HRTimeline
Oxler Private Wealth LLC3,724$735K0.26%+1013F-HRTimeline
Founders Financial Alliance, LLC3,658$722K0.18%+2,97513F-HRTimeline
CENTRAL TRUST Co3,657$722K0.02%-38913F-HRTimeline
WT Wealth Management3,611$713K0.23%-23513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,570$705K0.03%+67813F-HRTimelineGroup
GREENLEAF TRUST3,557$702K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,510$693K0.01%+1,14313F-HRTimelineGroup
First National Trust Co3,489$689K0.03%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,477$687K0.03%+3913F-HRTimeline
McHugh Group, LLC3,475$686K0.52%-7513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,469$684K<0.01%-1213F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC3,454$682K0.2%+92113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,412$674K0.01%+59113F-HRTimelineGroup
Lionsbridge Wealth Management LLC3,410$673K0.6%-61313F-HRTimeline
Phillips Wealth Planners LLC3,539$671K0.71%+26113F-HRTimeline
Smith Salley Wealth Management3,364$664K0.04%-2,38513F-HRTimeline
RATIONAL ADVISORS, INC.3,322$656K0.07%+51113F-HRTimeline
Gladstone Institutional Advisory LLC3,305$653K0.03%-1,20513F-HRTimeline
EPG Wealth Management LLC3,294$650K0.18%-2113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,288$649K0.03%013F-HRTimelineGroup
Ausdal Financial Partners, Inc.3,263$644K0.05%+59013F-HRTimeline
CHOREO, LLC3,255$643K0.01%+6213F-HRTimeline
Advyzon Investment Management, LLC3,254$642K0.23%+14213F-HRTimeline