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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,259 managers (1,277 13F filers) reported a position in XLY shares at 2025-09-30, 83,856,851 shares in all. 123 filers opened a position and 85 filers sold out during the quarter.

Managers
1,259
13F filers
1,277
New
123
Added
421
Reduced
434
Sold out
85
Shares held by filers
83,856,851

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Avidian Wealth Enterprises, LLC7,986$1.91M0.07%-70813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,913$1.9M0.07%+9213F-HRTimelineGroup
Agate Pass Investment Management, LLC7,847$1.88M0.72%-45413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/7,798$1.87M0.73%+6,46713F-HRTimelineGroup
Clarus Wealth Advisors7,843$1.87M0.83%+16213F-HRTimeline
Global Retirement Partners, LLC7,773$1.86M0.04%-4,82413F-HRTimeline
NewEdge Wealth, LLC7,652$1.84M0.03%+3513F-HRTimeline
Avior Wealth Management, LLC7,688$1.84M0.06%-89813F-HRTimeline
10Elms LLP7,673$1.84M1.65%-12013F-HRTimeline
Bangor Savings Bank7,659$1.84M0.15%-34113F-HRTimeline
One Charles Private Wealth Services, LLC7,653$1.83M0.48%+71413F-HRTimeline
Bullock Wealth Management Group7,604$1.83M0.91%+3413F-HRTimeline
Western Wealth Management, LLC7,625$1.83M0.1%+713F-HRTimeline
Valmark Advisers, Inc.7,594$1.82M0.02%-1013F-HRTimeline
HBW ADVISORY SERVICES LLC7,537$1.81M0.2%-52113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,522$1.8M0.45%-1213F-HRTimeline
Capital Investment Counsel, LLC7,510$1.8M0.26%+71613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,423$1.78M<0.01%-37713F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.7,413$1.78M0.02%+26013F-HRTimelineGroup
M3 Advisory Group, LLC7,411$1.78M1.11%+18013F-HRTimeline
Narus Financial Partners, LLC7,331$1.76M0.48%-49013F-HR/ATimeline
Global View Capital Management LLC7,277$1.74M0.37%new13F-HRTimeline
Fulcrum Equity Management7,231$1.73M1.76%+3,33013F-HRTimeline
Abbot Financial Management, Inc.7,225$1.73M0.74%-70013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,222$1.73M0.02%+1,31813F-HRTimelineGroup
Maridea Wealth Management LLC7,269$1.72M0.27%new13F-HRTimeline
Rothschild Capital Partners, LLC7,164$1.72M0.41%+5,58013F-HRTimeline
Kingstone Capital Partners Texas, LLC7,143$1.71M0.99%+1,99613F-HR/ATimeline
DSG Capital Advisors, LLC7,124$1.71M0.27%013F-HRTimeline
WULFF, HANSEN & CO.7,089$1.7M1.46%-113F-HRTimeline
Orion Porfolio Solutions, LLC7,083$1.7M0.01%+20113F-HRTimeline
AE Wealth Management LLC7,048$1.69M0.01%-59213F-HRTimeline
MONETARY MANAGEMENT GROUP INC6,955$1.67M0.38%+25013F-HRTimeline
Montecito Bank & Trust6,899$1.65M0.26%13F-HRTimeline
COUNTRY CLUB BANK6,853$1.65M0.1%-3413F-HRTimeline
Simplicity Wealth,LLC6,857$1.64M0.1%-4,33113F-HRTimeline
Ledyard National Bank6,847$1.64M0.15%-9513F-HRTimeline
Wilmington Savings Fund Society, FSB6,827$1.64M0.04%-2,72213F-HR/ATimeline
PLIMOTH TRUST CO LLC6,775$1.62M0.37%-36313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC6,775$1.62M<0.01%+10413F-HRTimelineGroup
IFP Advisors, Inc6,742$1.62M0.04%-14813F-HR/ATimeline
SYNOVUS FINANCIAL CORP6,677$1.6M0.02%+54013F-HRTimeline
Regal Investment Advisors LLC6,665$1.6M0.1%+3,47813F-HRTimeline
Madden Advisory Services, Inc.6,646$1.59M0.62%+9213F-HRTimeline
Crestwood Advisors Group, LLC6,588$1.58M0.03%+15513F-HRTimeline
WEDBUSH SECURITIES INC6,574$1.57M0.05%-13413F-HRTimeline
Kovack Advisors, Inc.6,543$1.57M0.15%-6713F-HRTimeline
Runnymede Capital Advisors, Inc.6,520$1.56M1.29%-613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,518$1.56M<0.01%+41213F-HRTimelineGroup
IEQ CAPITAL, LLC6,516$1.56M<0.01%+1,65713F-HRTimeline
MKT Advisors LLC6,474$1.56M0.58%+1513F-HRTimeline
Belpointe Asset Management LLC6,506$1.56M0.06%+56413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.6,500$1.56M<0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC6,490$1.56M<0.01%-29113F-HRTimeline
CWA Asset Management Group, LLC6,464$1.55M0.06%-4313F-HRTimeline
WESBANCO BANK INC6,452$1.55M0.04%new13F-HRTimeline
First Business Financial Services, Inc.6,451$1.55M0.14%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.6,392$1.53M<0.01%+2,62613F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,377$1.53M0.1%-33813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …6,300$1.51M0.02%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,283$1.51M0.03%-7313F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC6,279$1.5M0.72%-2,53413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,303$1.5M0.03%-71113F-HRTimeline
C2C Wealth Management, LLC6,253$1.5M1.29%013F-HRTimeline
GTS SECURITIES LLC6,244$1.5M0.06%new13F-HRTimeline
Purus Wealth Management, LLC6,212$1.49M0.48%-20013F-HRTimeline
Birchcreek Wealth Management, LLC6,194$1.48M0.77%-7213F-HRTimeline
Per Stirling Capital Management, LLC.6,185$1.48M0.18%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,079$1.46M0.16%-10113F-HRTimeline
Perennial Investment Advisors, LLC6,021$1.44M0.12%-5013F-HRTimeline
Shepherd Financial Partners LLC6,019$1.44M0.14%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…5,974$1.44M0.84%-1513F-HRTimeline
Pines Wealth Management, LLC6,003$1.44M0.49%-9113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,989$1.44M0.1%-36513F-HRTimeline
SENTINEL TRUST CO LBA5,986$1.43M0.15%013F-HRTimeline
Luminist Capital LLC9,955$1.42M1.23%+6,26813F-HRTimeline
Roberts Wealth Advisors, LLC5,935$1.42M0.38%-7113F-HRTimeline
OAK FAMILY ADVISORS, LLC5,933$1.42M0.46%+30113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,904$1.41M0.01%-78813F-HRTimeline
Provident Co of the Employees of the He…5,909$1.41M1.41%new13F-HRTimeline
Parallel Advisors, LLC5,891$1.41M0.03%+69213F-HRTimeline
Prime Capital Investment Advisors, LLC5,883$1.41M0.02%-7113F-HRTimeline
Baker Avenue Asset Management, LP5,863$1.41M0.03%-26,86313F-HRTimeline
Ausdal Financial Partners, Inc.5,833$1.4M0.07%+1,91113F-HRTimeline
Soltis Investment Advisors LLC5,817$1.39M0.1%-48613F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC5,798$1.39M0.37%013F-HRTimeline
Allworth Financial LP5,656$1.36M0.01%+71613F-HRTimeline
Corsicana & Co.5,610$1.34M0.76%13F-HRTimeline
Capitol Family Office, Inc.5,536$1.33M1.61%+10513F-HRTimeline
COUNTRY TRUST BANK5,495$1.32M0.03%-20413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,447$1.31M0.15%-76213F-HRTimeline
Vestmark Advisory Solutions, Inc.5,437$1.3M0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,437$1.3M0.09%-8,20013F-HRTimeline
Kingsview Wealth Management, LLC5,430$1.3M0.02%-81,11613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,376$1.29M0.03%+68613F-HRTimelineGroup
Arete Wealth Advisors, LLC5,350$1.28M0.08%+47713F-HRTimeline
Journey Advisory Group, LLC5,339$1.28M0.09%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding5,276$1.26M+411Timeline
Wealthspire Advisors, LLC5,244$1.26M0.01%-65513F-HRTimeline
World Investment Advisors5,239$1.26M0.03%-1,60613F-HRTimeline
GSA CAPITAL PARTNERS LLP5,224$1.25M0.1%+87513F-HRTimeline
Quadcap Wealth Management, LLC5,163$1.24M0.15%-5013F-HRTimeline
NorthCoast Asset Management LLC5,128$1.23M<0.01%-19713F-HRTimeline
CITY HOLDING CO5,115$1.23M0.15%013F-HRTimeline
Live Oak Investment Partners5,105$1.22M0.81%+54113F-HR/ATimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A5,078$1.22M<0.01%13F-HRTimelineGroup
Pure Financial Advisors, LLC5,007$1.2M0.02%-10313F-HRTimeline
BAILARD, INC.5,000$1.2M0.03%013F-HRTimeline
Bristlecone Advisors, LLC4,996$1.2M0.1%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4,985$1.19M0.1%+69013F-HRTimelineGroup
Constant Guidance Financial LLC4,954$1.19M0.95%new13F-HRTimeline
Institute for Wealth Management, LLC.4,927$1.18M0.12%-13213F-HRTimeline
Golden State Wealth Management, LLC4,912$1.18M0.13%+113F-HRTimeline
Invst, LLC4,909$1.18M0.13%-19,15113F-HRTimeline
RWA WEALTH PARTNERS, LLC4,886$1.17M0.01%+11413F-HRTimeline
Perigon Wealth Management, LLC4,885$1.17M0.02%+14013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,824$1.16M0.58%-4,29013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,802$1.15M0.16%+1513F-HRTimeline
Smith Salley Wealth Management4,784$1.15M0.06%+12013F-HRTimeline
Financial & Tax Architects, LLC4,761$1.14M0.25%+71013F-HRTimeline
St. Johns Investment Management Company…4,754$1.14M0.48%+6813F-HRTimeline
Mission Creek Capital Partners, Inc.4,752$1.14M0.23%-5113F-HRTimeline
Summit Financial, LLC4,751$1.14M0.02%-14,39013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC4,750$1.14M0.32%new13F-HRTimeline
Sherman Asset Management, Inc.4,749$1.14M0.98%+513F-HRTimeline
Mirador Capital Partners LP4,721$1.13M0.16%-22513F-HRTimeline
Cornerstone National Bank & Trust Co4,703$1.13M0.46%-1113F-HRTimeline
Beacon Financial Advisory LLC4,682$1.12M0.26%-4213F-HRTimeline
Rothschild Wealth LLC4,659$1.12M0.24%-6513F-HRTimeline
SCS Capital Management LLC4,653$1.12M0.01%+4013F-HRTimeline
CALTON & ASSOCIATES, INC.4,648$1.11M0.17%013F-HRTimeline
Freedom Investment Management, Inc.4,627$1.11M0.29%-20,53213F-HRTimeline
Cabana LLC4,618$1.11M6.77%-1,05813F-HRTimeline
Mendel Capital Management LLC4,560$1.09M0.57%+11813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,559$1.09M0.04%+27413F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC4,550$1.09M0.11%new13F-HRTimeline
V2 Financial group LLC4,550$1.09M0.6%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,542$1.09M0.05%-2,75613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,479$1.07M-8,226Timeline
Ally Invest Advisors Inc.4,454$1.07M0.08%+14713F-HRTimeline
Hennion & Walsh Asset Management, Inc.4,417$1.06M0.04%-113F-HRTimeline
MGO ONE SEVEN LLC4,401$1.05M0.02%+1,67613F-HRTimeline
Thomasville National Bank4,368$1.05M0.07%013F-HRTimeline
E&G Advisors, LLC4,363$1.05M0.24%+22813F-HRTimeline
Gladstone Institutional Advisory LLC4,341$1.04M0.04%+67513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,333$1.04M0.02%+9213F-HRTimeline
Koshinski Asset Management, Inc.4,302$1.03M0.07%-5413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,300$1.03M0.19%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,261$1.02M0.01%-44113F-HRTimelineGroup
Kagan Cocozza Asset Management4,222$1.01M0.77%-36213F-HRTimeline
SummitTX Capital, L.P.4,210$1.01M0.04%new13F-HRTimeline
Private Wealth Advisors, LLC4,185$1M0.38%+713F-HRTimeline
SCOTIA CAPITAL INC.4,171$1000K<0.01%-6713F-HRTimeline
Keel Point, LLC4,149$994K0.06%+1,26313F-HRTimeline
Biondo Investment Advisors, LLC4,135$991K0.12%new13F-HRTimeline
Schrum Private Wealth Management LLC4,122$988K0.72%-5013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,090$980K0.08%-313F-HRTimeline
GenTrust, LLC4,074$976K0.04%-6,69213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC4,061$973K0.71%+7113F-HRTimeline
Quantbot Technologies LP4,030$966K0.03%new13F-HRTimeline
Vishria Bird Financial Group, LLC4,030$966K0.19%013F-HRTimeline
Williams Jones Wealth Management, LLC.4,030$966K0.01%-513F-HRTimeline
SVB WEALTH LLC3,971$952K0.05%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,957$948K0.15%+78513F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,931$942K0.04%-2513F-HRTimeline
Providence First Trust Co3,931$942K0.33%+28313F-HRTimeline
ExodusPoint Capital Management, LP3,922$940K0.01%-108,90213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC3,872$928K0.36%-5,70613F-HR/ATimeline
VISTA INVESTMENT MANAGEMENT3,869$927K0.32%013F-HRTimeline
Advyzon Investment Management, LLC3,866$927K0.16%+29513F-HRTimeline
Archford Capital Strategies, LLC3,863$926K0.11%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,846$922K0.03%+29813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC3,836$919K0.02%-11513F-HRTimeline
INGALLS & SNYDER LLC3,837$919K0.03%+113F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL3,827$917K0.15%-14,63313F-HRTimeline
Counterweight Ventures, LLC3,823$916K0.54%new13F-HRTimeline
First Citizens Financial Corp3,768$903K0.45%+42913F-HRTimeline
Alpha Wealth Funds, LLC3,758$901K0.74%-42313F-HRTimeline
OneDigital Investment Advisors LLC3,728$893K0.01%+3213F-HRTimeline
Founders Financial Alliance, LLC3,663$878K0.17%+1313F-HRTimeline
KDK Private Wealth Management, LLC3,640$872K0.88%-17213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,634$871K0.23%013F-HRTimeline
Phillips Wealth Planners LLC3,559$854K0.71%-10313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,557$852K0.06%-63813F-HRTimeline
Financial Engines Advisors L.L.C.3,554$852K<0.01%+11313F-HRTimeline
NIXON PEABODY TRUST CO3,552$851K0.06%+25013F-HRTimeline
GREENLEAF TRUST3,546$850K0.01%+2413F-HRTimeline
Oxler Private Wealth LLC3,524$844K0.25%+613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,494$837K0.03%+2113F-HRTimeline
McHugh Group, LLC3,475$833K0.5%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,468$829K0.22%+59313F-HRTimeline
Rockingstone Advisors LLC3,439$824K0.41%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,385$811K<0.01%-15013F-HR/ATimelineGroup
Circle Wealth Management, LLC3,361$805K0.02%+46313F-HRTimeline
WEALTHGARDEN F.S. LLC3,400$803K0.57%+1,12613F-HRTimeline
Athena Investment Management3,350$803K0.42%013F-HRTimeline
Rehmann Capital Advisory Group3,347$802K0.04%+12613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,328$798K0.02%+93613F-HRTimeline
CENTRAL TRUST Co3,312$794K0.02%+2513F-HRTimeline
McAdam, LLC3,286$787K0.04%+44513F-HRTimeline