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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,232 managers (1,248 13F filers) reported a position in XLY shares at 2025-06-30, 85,025,344 shares in all. 129 filers opened a position and 99 filers sold out during the quarter.

Managers
1,232
13F filers
1,248
New
129
Added
379
Reduced
486
Sold out
99
Shares held by filers
85,025,344

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Magnus Financial Group LLC8,341$1.81M0.16%-2,47913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,336$1.81M0.55%+40513F-HRTimeline
Agate Pass Investment Management, LLC8,301$1.8M0.74%-2,68913F-HRTimeline
Certified Advisory Corp8,292$1.8M0.19%-6613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,264$1.8M0.09%+96713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,245$1.79M<0.01%-5,23513F-HRTimelineGroup
Eisler Capital Management Ltd.8,218$1.79M0.06%-11,64113F-HRTimeline
Pine Valley Investments Ltd Liability Co8,089$1.76M0.1%+43213F-HRTimeline
Summit Trail Advisors, LLC8,086$1.76M0.03%-1,40613F-HRTimeline
HBW ADVISORY SERVICES LLC8,058$1.75M0.22%-2,08213F-HRTimeline
Bangor Savings Bank8,000$1.74M0.16%-53913F-HRTimeline
Abbot Financial Management, Inc.7,925$1.72M0.79%013F-HRTimeline
Essex LLC7,848$1.71M0.34%+46113F-HRTimeline
NewEdge Wealth, LLC7,617$1.7M0.03%+21313F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,821$1.7M0.07%+12913F-HRTimelineGroup
Narus Financial Partners, LLC7,821$1.7M0.53%-1,91213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,800$1.7M<0.01%-2,75713F-HRTimelineGroup
10Elms LLP7,793$1.69M1.61%+1,12013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,735$1.68M<0.01%+1,43513F-HRTimelineGroup
Clarus Wealth Advisors7,681$1.67M0.77%-1,29813F-HRTimeline
AE Wealth Management LLC7,640$1.66M0.01%-1,05713F-HRTimeline
Western Wealth Management, LLC7,618$1.66M0.1%-19913F-HRTimeline
Valmark Advisers, Inc.7,604$1.65M0.02%-43813F-HRTimeline
Bullock Wealth Management Group7,570$1.65M0.88%+11713F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,534$1.64M0.44%+28813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,399$1.61M0.13%+1,00813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,298$1.59M0.08%-1,37513F-HRTimeline
M3 Advisory Group, LLC7,231$1.57M1.09%+9013F-HRTimeline
Encompass More Asset Management7,225$1.57M0.37%+2,81913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,153$1.55M0.02%+3,64313F-HRTimelineGroup
PLIMOTH TRUST CO LLC7,138$1.55M0.37%-7813F-HRTimeline
Empowered Funds, LLC7,134$1.55M0.02%+1,31313F-HRTimeline
DSG Capital Advisors, LLC7,124$1.55M0.28%-1,36713F-HRTimeline
WULFF, HANSEN & CO.7,090$1.54M1.32%-19513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,014$1.52M0.03%013F-HRTimeline
Ledyard National Bank6,942$1.51M0.14%-10013F-HRTimeline
One Charles Private Wealth Services, LLC6,939$1.51M0.42%-5113F-HRTimeline
COUNTRY CLUB BANK6,887$1.51M0.09%+713F-HRTimeline
IFP Advisors, Inc6,890$1.5M0.04%-1,04513F-HRTimeline
Orion Porfolio Solutions, LLC6,882$1.5M0.01%+70813F-HR/ATimeline
World Investment Advisors6,845$1.49M0.03%+29013F-HRTimeline
Capital Investment Counsel, LLC6,794$1.48M0.23%-8613F-HRTimeline
Wealthfront Advisers LLC6,781$1.47M<0.01%+15713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,715$1.46M0.1%-18413F-HRTimeline
WEDBUSH SECURITIES INC6,708$1.46M0.05%+18613F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,705$1.46M0.36%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,692$1.45M0.02%+50813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,671$1.45M<0.01%+3,20213F-HRTimelineGroup
Kovack Advisors, Inc.6,610$1.44M0.14%-42213F-HRTimeline
Madden Advisory Services, Inc.6,554$1.42M0.61%+3613F-HRTimeline
Runnymede Capital Advisors, Inc.6,526$1.42M1.31%013F-HRTimeline
CWA Asset Management Group, LLC6,507$1.41M0.06%-8013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.6,500$1.41M<0.01%-14,50013F-HRTimelineGroup
MKT Advisors LLC6,459$1.41M0.56%+8113F-HRTimeline
First Business Financial Services, Inc.6,451$1.4M0.13%+80013F-HRTimeline
Fort Point Capital Partners LLC6,434$1.4M0.14%+713F-HRTimeline
Crestwood Advisors Group, LLC6,433$1.4M0.03%-3113F-HRTimeline
Purus Wealth Management, LLC6,412$1.39M0.48%-6413F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,356$1.38M0.03%-10213F-HRTimelineGroup
KANAWHA CAPITAL MANAGEMENT LLC6,354$1.38M0.1%+5013F-HRTimeline
Soltis Investment Advisors LLC6,303$1.37M0.11%-19,30313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,300$1.37M0.02%013F-HRTimelineGroup
Birchcreek Wealth Management, LLC6,266$1.36M0.77%+91813F-HRTimeline
C2C Wealth Management, LLC6,253$1.36M1.23%-6313F-HRTimeline
TWO SIGMA SECURITIES, LLC6,240$1.36M0.17%-3,92213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,209$1.35M0.17%+16713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,205$1.35M0.05%+11013F-HRTimelineGroup
Pines Wealth Management, LLC6,094$1.35M0.48%+12213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,180$1.34M0.16%013F-HRTimeline
SYNOVUS FINANCIAL CORP6,137$1.33M0.02%-25113F-HRTimeline
Exchange Capital Management, Inc.6,130$1.33M0.2%-16713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,106$1.33M<0.01%-14213F-HR/ATimelineGroup
Perennial Investment Advisors, LLC6,071$1.32M0.13%-1,25913F-HRTimeline
CX Institutional6,023$1.31M0.05%-3,17413F-HR/ATimeline
Shepherd Financial Partners LLC6,019$1.31M0.14%-11913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,989$1.31M0.84%-25513F-HRTimeline
Roberts Wealth Advisors, LLC6,006$1.31M0.38%+2913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,004$1.3M0.12%+1,44913F-HR/ATimeline
Cinctive Capital Management LP6,000$1.3M0.07%new13F-HRTimeline
SENTINEL TRUST CO LBA5,986$1.3M0.14%013F-HRTimeline
Prime Capital Investment Advisors, LLC5,954$1.29M0.02%-1,34913F-HRTimeline
Belpointe Asset Management LLC5,942$1.29M0.05%-1,21513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,904$1.28M0.02%-23513F-HRTimelineGroup
Wealthspire Advisors, LLC5,899$1.28M0.01%-3813F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,798$1.26M0.34%013F-HRTimeline
COUNTRY TRUST BANK5,699$1.24M0.03%-42613F-HRTimeline
Cabana LLC5,676$1.23M7.08%new13F-HRTimeline
OAK FAMILY ADVISORS, LLC5,632$1.22M0.44%-55513F-HRTimeline
Grassi Investment Management5,580$1.21M0.1%-40613F-HRTimeline
Generali Investments, Management Co LLC5,568$1.21M0.27%+5,32613F-HRTimeline
Capitol Family Office, Inc.5,431$1.18M1.54%+3713F-HRTimeline
SIMPLEX TRADING, LLC5,409$1.18M0.03%-14,32113F-HRTimeline
Journey Advisory Group, LLC5,339$1.16M0.09%+3,00013F-HRTimeline
NorthCoast Asset Management LLC5,325$1.16M<0.01%+55913F-HRTimeline
Maven Securities LTDin group Maven Securities LTD5,228$1.14M0.29%-42,11613F-HRTimelineGroup
Quadcap Wealth Management, LLC5,213$1.13M0.14%-1013F-HRTimeline
Parallel Advisors, LLC5,199$1.13M0.02%-27913F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,171$1.12M0.2%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC5,147$1.12M0.73%-11513F-HR/ATimeline
CITY HOLDING CO5,115$1.11M0.15%-8013F-HRTimeline
Pure Financial Advisors, LLC5,110$1.11M0.02%+52613F-HRTimeline
Institute for Wealth Management, LLC.5,059$1.1M0.12%+15913F-HRTimeline
BAILARD, INC.5,000$1.09M0.03%+17913F-HRTimeline
Bristlecone Advisors, LLC4,996$1.09M0.09%-1,13013F-HRTimeline
Mirador Capital Partners LP4,946$1.08M0.17%-86513F-HRTimeline
Allworth Financial LP4,940$1.07M0.01%-1,58313F-HRTimeline
Golden State Wealth Management, LLC4,911$1.07M0.13%013F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…4,886$1.06M<0.01%-16913F-HRTimelineGroup
Arete Wealth Advisors, LLC4,873$1.06M0.08%+96613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,865$1.06M+193Timeline
VCI Wealth Management LLC4,864$1.06M0.37%+40813F-HRTimeline
IEQ CAPITAL, LLC4,859$1.06M0.01%-10,61713F-HRTimeline
Mission Creek Capital Partners, Inc.4,803$1.04M0.23%+2813F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,787$1.04M0.25%+14113F-HRTimeline
RWA WEALTH PARTNERS, LLC4,772$1.04M0.01%-413F-HRTimeline
Perigon Wealth Management, LLC4,745$1.03M0.02%-41913F-HRTimeline
Sherman Asset Management, Inc.4,744$1.03M0.91%+2,66713F-HRTimeline
Rothschild Wealth LLC4,724$1.03M0.25%-1113F-HRTimeline
Beacon Financial Advisory LLC4,724$1.03M0.27%-97913F-HRTimeline
Cornerstone National Bank & Trust Co4,714$1.02M0.44%-59613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,702$1.02M0.01%-88113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,690$1.02M0.02%+1,49113F-HRTimelineGroup
St. Johns Investment Management Company…4,686$1.02M0.47%+8913F-HRTimeline
Smith Salley Wealth Management4,664$1.01M0.06%+1,30013F-HRTimeline
CALTON & ASSOCIATES, INC.4,648$1.01M0.17%-18513F-HRTimeline
SCS Capital Management LLC4,613$1M0.01%-86513F-HRTimeline
Kagan Cocozza Asset Management4,584$996K0.76%-1513F-HRTimeline
Live Oak Investment Partners4,564$992K0.76%+27513F-HRTimeline
V2 Financial group LLC4,550$989K0.6%+15013F-HRTimeline
Mendel Capital Management LLC4,442$965K0.55%-43213F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,418$960K0.04%-12213F-HRTimeline
Thomasville National Bank4,368$949K0.06%013F-HRTimeline
Koshinski Asset Management, Inc.4,356$947K0.07%-5,20913F-HRTimeline
GSA CAPITAL PARTNERS LLP4,349$945K0.07%+1,24913F-HRTimeline
Ally Invest Advisors Inc.4,307$936K0.07%+13513F-HRTimeline
Man Group plcin group Man Group plc4,303$935K<0.01%-2,34413F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC4,300$935K0.24%+84613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,295$933K0.09%-4,43913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,285$931K0.03%+3413F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT4,241$922K0.01%-25313F-HRTimeline
SCOTIA CAPITAL INC.4,238$921K<0.01%+5013F-HRTimeline
J HAGAN CAPITAL, INC.4,096$914K0.62%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,195$912K0.08%-26913F-HRTimeline
Alpha Wealth Funds, LLC4,181$909K0.85%-57413F-HR/ATimeline
Private Wealth Advisors, LLC4,178$908K0.36%-1,35313F-HRTimeline
Schrum Private Wealth Management LLC4,172$907K0.73%013F-HRTimeline
E&G Advisors, LLC4,135$899K0.23%+15013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,118$895K0.17%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,093$890K0.08%-7013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,077$886K0.02%new13F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC3,990$883K0.67%new13F-HRTimeline
Financial & Tax Architects, LLC4,051$880K0.21%+11913F-HRTimeline
Williams Jones Wealth Management, LLC.4,035$877K0.01%013F-HRTimeline
Vishria Bird Financial Group, LLC4,030$876K0.29%013F-HRTimeline
SVB WEALTH LLC3,971$863K0.05%-32013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,956$860K0.05%-67313F-HRTimeline
Cassaday & Co Wealth Management LLC3,951$859K0.02%+10613F-HRTimeline
Keystone Wealth Services, LLC3,939$856K0.21%new13F-HRTimeline
Fulcrum Equity Management3,901$848K0.87%-4,30013F-HRTimeline
Clare Market Investments LLC3,872$842K0.19%+86413F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,869$841K0.31%013F-HRTimeline
Ausdal Financial Partners, Inc.3,922$840K0.06%+65913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,864$840K0.03%+57613F-HRTimelineGroup
Archford Capital Strategies, LLC3,863$839K0.11%-813F-HRTimeline
INGALLS & SNYDER LLC3,836$834K0.03%-2,06213F-HRTimeline
KDK Private Wealth Management, LLC3,812$828K0.88%-12713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,766$818K<0.01%-3,87213F-HRTimelineGroup
Luminist Capital LLC3,687$805K0.8%+3,29313F-HRTimeline
OneDigital Investment Advisors LLC3,696$803K0.01%-23713F-HRTimeline
Phillips Wealth Planners LLC3,662$797K0.72%+12313F-HRTimeline
Gladstone Institutional Advisory LLC3,666$797K0.03%+36113F-HRTimeline
Founders Financial Alliance, LLC3,650$793K0.18%-813F-HRTimeline
Providence First Trust Co3,648$793K0.28%-49013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,634$790K0.23%-9313F-HRTimeline
Legacy Private Trust Co.3,619$787K0.05%+2,02013F-HRTimeline
Occidental Asset Management, LLC3,594$781K0.11%+1,36213F-HRTimeline
Advyzon Investment Management, LLC3,571$776K0.17%+31713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,548$771K0.03%-2213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,535$768K0.01%+81813F-HR/ATimelineGroup
GREENLEAF TRUST3,522$765K0.01%-3513F-HRTimeline
Oxler Private Wealth LLC3,518$765K0.24%-20613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,517$764K<0.01%-130,64813F-HRTimelineGroup
McHugh Group, LLC3,475$755K0.5%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,473$755K0.03%-413F-HRTimeline
Financial Engines Advisors L.L.C.3,441$748K<0.01%new13F-HRTimeline
Rockingstone Advisors LLC3,439$747K0.39%-82013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,387$736K0.04%-3,35213F-HRTimeline
Lionsbridge Wealth Management LLC3,354$729K0.73%-5613F-HRTimeline
First National Trust Co3,352$728K0.03%-13713F-HRTimeline
Athena Investment Management3,350$728K0.41%new13F-HRTimeline
KWMG, LLC3,341$726K0.07%-47013F-HRTimeline
First Citizens Financial Corp3,339$726K0.4%new13F-HRTimeline
NIXON PEABODY TRUST CO3,302$718K0.06%+10213F-HRTimeline
CENTRAL TRUST Co3,287$714K0.02%-37013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,237$703K<0.01%-48913F-HRTimelineGroup
Apexium Financial, LP3,237$703K0.04%+3113F-HRTimeline
Rehmann Capital Advisory Group3,221$700K0.04%+1,29113F-HRTimeline
Capital Wealth Alliance, LLC3,220$700K0.38%+31213F-HRTimeline
KPP Advisory Services LLC3,214$698K0.12%013F-HR/ATimeline
Clarius Group, LLC3,188$693K0.04%013F-HRTimeline