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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,344 managers (1,363 13F filers) reported a position in XLY shares at 2025-12-31, 161,426,825 shares in all. 114 filers opened a position and 78 filers sold out during the quarter.

Managers
1,344
13F filers
1,363
New
114
Added
1,124
Reduced
46
Sold out
78
Shares held by filers
161,426,825

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Essex LLC18,503$2.21M0.39%+10,07813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC18,403$2.2M0.09%-3,59913F-HRTimelineGroup
Edgestream Partners, L.P.18,394$2.2M0.06%new13F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC18,372$2.19M0.52%+7,46713F-HRTimeline
ES4, LLC18,325$2.19M1.51%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,127$2.17M0.09%+8,62213F-HRTimelineGroup
Terra Nova Asset Management LLC18,126$2.16M1.43%+9,06013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.18,000$2.15M0.02%+9,00013F-HRTimelineGroup
Stonebridge Financial Planning Group, L…17,906$2.14M0.77%+8,70613F-HRTimeline
Realta Investment Advisors17,893$2.14M0.7%+8,21213F-HRTimeline
STRAIGHTLINE GROUP LLC17,213$2.12M1.16%new13F-HRTimeline
Hansen & Associates Financial Group, In…17,763$2.1M1.15%+9,55113F-HRTimeline
Laurel Wealth Advisors LLC17,529$2.09M0.28%+8,93013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/17,454$2.08M0.83%+9,65613F-HRTimelineGroup
Capital Investment Counsel, LLC17,360$2.07M0.29%+9,85013F-HRTimeline
Bullock Wealth Management Group17,274$2.06M1.01%+9,67013F-HRTimeline
IFP Advisors, Inc17,269$2.06M0.05%+10,52713F-HRTimeline
Clarus Wealth Advisors16,430$2.04M0.85%+8,58713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC16,962$2.03M0.07%+9,04913F-HRTimelineGroup
Blue Chip Partners, LLC16,834$2.01M0.15%+14,57513F-HRTimeline
Frank, Rimerman Advisors LLC16,798$2.01M0.13%+8,39913F-HRTimeline
Perigon Wealth Management, LLC16,728$2M0.04%+11,84313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,716$2M0.15%-3,46313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.16,562$1.98M1.49%+7,67813F-HRTimeline
Orion Porfolio Solutions, LLC16,543$1.98M0.01%+9,46013F-HRTimeline
NWAM LLC16,161$1.98M0.11%+1,64513F-HRTimeline
AE Wealth Management LLC16,527$1.97M0.01%+9,47913F-HRTimeline
Redwood Financial Network Corp16,479$1.97M1.25%+8,07313F-HRTimeline
Mechanics Bank Trust Department16,439$1.96M0.26%+8,01413F-HRTimeline
NewEdge Wealth, LLC16,325$1.95M0.02%+8,67313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16,152$1.94M0.13%+12,59513F-HRTimeline
SBI Okasan Asset Management Co.Ltd.16,000$1.93M0.11%13F-HRTimeline
Avidian Wealth Enterprises, LLC15,973$1.91M0.07%+7,98713F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC16,167$1.9M1.14%new13F-HRTimeline
Rothschild Capital Partners, LLC15,769$1.88M0.44%+8,60513F-HRTimeline
BFSG, LLC15,640$1.87M0.18%+7,54413F-HRTimeline
Regal Investment Advisors LLC15,596$1.86M0.11%+8,93113F-HRTimeline
Summit Trail Advisors, LLC15,582$1.86M0.03%+7,46613F-HRTimeline
WEDBUSH SECURITIES INC15,514$1.85M0.05%+8,94013F-HRTimeline
GTS SECURITIES LLC15,486$1.85M0.06%+9,24213F-HRTimeline
Sollinda Capital Management LLC15,471$1.85M0.47%+13,74013F-HRTimeline
MONETARY MANAGEMENT GROUP INC15,380$1.84M0.42%+8,42513F-HRTimeline
10Elms LLP15,376$1.84M1.68%+7,70313F-HRTimeline
Western Wealth Management, LLC15,334$1.83M0.08%+7,70913F-HRTimeline
IMC-Chicago, LLC15,312$1.83M0.03%new13F-HRTimeline
GROUP ONE TRADING LLC15,048$1.8M0.05%new13F-HRTimeline
HBW ADVISORY SERVICES LLC14,893$1.78M0.19%+7,35613F-HRTimeline
M3 Advisory Group, LLC14,865$1.78M1.08%+7,45413F-HRTimeline
AdvisorNet Financial, Inc14,846$1.77M0.09%+5,80513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,836$1.77M<0.01%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC14,797$1.77M<0.01%new13F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.14,783$1.77M<0.01%-24,12813F-HRTimeline
Valmark Advisers, Inc.14,778$1.76M0.02%+7,18413F-HRTimeline
Maridea Wealth Management LLC14,717$1.76M0.26%+7,44813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,702$1.76M<0.01%+7,27913F-HRTimelineGroup
DSG Capital Advisors, LLC14,248$1.75M0.27%+7,12413F-HRTimeline
Narus Financial Partners, LLC14,601$1.74M0.48%+7,27013F-HRTimeline
One Charles Private Wealth Services, LLC14,562$1.74M0.45%+6,90913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,530$1.73M0.02%+7,11713F-HRTimelineGroup
PeakShares LLC14,494$1.73M1.69%13F-HRTimeline
Elk River Wealth Management LLC14,380$1.72M0.28%new13F-HRTimeline
Abbot Financial Management, Inc.14,270$1.7M0.71%+7,04513F-HRTimeline
Fulcrum Equity Management14,251$1.7M1.63%+7,02013F-HRTimeline
Kingstone Capital Partners Texas, LLC14,164$1.69M0.99%+7,02113F-HRTimeline
WULFF, HANSEN & CO.14,098$1.68M1.41%+7,00913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA13,964$1.68M0.05%new13F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC13,914$1.66M0.41%+6,39213F-HRTimeline
Montecito Bank & Trust13,798$1.65M0.26%+6,89913F-HRTimeline
Ledyard National Bank13,618$1.63M0.14%+6,77113F-HRTimeline
MKT Advisors LLC13,482$1.62M0.55%+7,00813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC13,456$1.61M0.42%+8,70613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,292$1.59M<0.01%+6,51713F-HRTimelineGroup
Jacobi Capital Management LLC13,277$1.59M0.09%+3,95113F-HRTimeline
PLIMOTH TRUST CO LLC13,199$1.58M0.35%+6,42413F-HRTimeline
TBH Global Asset Management, LLC19,831$1.56M0.26%+18,54613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,036$1.56M<0.01%+6,51813F-HRTimelineGroup
Madden Advisory Services, Inc.13,015$1.55M0.63%+6,36913F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.13,000$1.55M<0.01%+6,50013F-HRTimelineGroup
IEQ CAPITAL, LLC12,959$1.55M<0.01%+6,44313F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC12,910$1.54M0.71%13F-HRTimeline
First Business Financial Services, Inc.12,902$1.54M0.14%+6,45113F-HRTimeline
Parallel Advisors, LLC12,899$1.54M0.03%+7,00813F-HRTimeline
Crestwood Advisors Group, LLC12,872$1.54M0.03%+6,28413F-HRTimeline
Bangor Savings Bank12,867$1.54M0.12%+5,20813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,835$1.53M0.03%+6,55213F-HRTimelineGroup
Wilmington Savings Fund Society, FSB12,830$1.53M0.04%+6,00313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,606$1.53M0.03%+6,30313F-HRTimeline
WESBANCO BANK INC12,730$1.52M0.04%+6,27813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC12,622$1.51M0.01%+6,71813F-HRTimeline
CWA Asset Management Group, LLC12,568$1.5M0.05%+6,10413F-HRTimeline
Avior Wealth Management, LLC12,433$1.48M0.05%+4,74513F-HRTimeline
Curat Global, LLC12,398$1.48M1.64%+3,72413F-HRTimeline
Purus Wealth Management, LLC12,345$1.47M0.46%+6,13313F-HRTimeline
Perennial Investment Advisors, LLC12,242$1.46M0.12%+6,22113F-HRTimeline
Prime Capital Investment Advisors, LLC12,143$1.45M0.02%+6,26013F-HRTimeline
FIRST MANHATTAN CO. LLC.12,090$1.44M<0.01%+3,66413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,063$1.44M0.01%+7,80213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,020$1.44M0.08%+5,64313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…12,012$1.43M0.02%+4,79013F-HRTimelineGroup
Allworth Financial LP11,971$1.43M0.01%+6,31513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC11,948$1.43M0.1%+5,95913F-HRTimeline
C2C Wealth Management, LLC11,926$1.42M1.2%+5,67313F-HRTimeline
HARBOUR INVESTMENTS, INC.11,919$1.42M0.03%+3,67613F-HRTimeline
Per Stirling Capital Management, LLC.11,908$1.42M0.16%+5,72313F-HRTimeline
Shepherd Financial Partners LLC11,864$1.42M0.13%+5,84513F-HRTimeline
Agate Pass Investment Management, LLC11,858$1.42M0.53%+4,01113F-HRTimeline
Pines Wealth Management, LLC11,829$1.41M0.46%+5,82613F-HRTimeline
Provident Co of the Employees of the He…11,818$1.41M1.46%+5,90913F-HRTimeline
Capitol Family Office, Inc.11,807$1.41M1.66%+6,27113F-HRTimeline
Belpointe Asset Management LLC11,799$1.41M0.05%+5,29313F-HRTimeline
Baker Avenue Asset Management, LP11,726$1.4M0.03%+5,86313F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,723$1.4M0.05%+7,79213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.11,648$1.39M0.15%+5,56913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…11,751$1.39M0.86%+5,77713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,600$1.39M0.02%+5,30013F-HRTimelineGroup
FIRST WILSHIRE SECURITIES MANAGEMENT INC11,596$1.38M0.35%+5,79813F-HRTimeline
SENTINEL TRUST CO LBA11,556$1.38M0.14%+5,57013F-HRTimeline
First National Bank of Hutchinson11,488$1.37M0.8%-2,09613F-HRTimeline
Corsicana & Co.11,220$1.34M0.75%+5,61013F-HRTimeline
MidFirst Bank11,168$1.33M0.11%13F-HRTimeline
Roberts Wealth Advisors, LLC11,142$1.33M0.35%+5,20713F-HRTimeline
Arete Wealth Advisors, LLC10,888$1.3M0.09%+5,53813F-HR/ATimeline
Soltis Investment Advisors LLC10,685$1.28M0.08%+4,86813F-HR/ATimeline
COUNTRY TRUST BANK10,642$1.27M0.02%+5,14713F-HRTimeline
OAK FAMILY ADVISORS, LLC10,613$1.27M0.39%+4,68013F-HRTimeline
Wealthspire Advisors, LLC10,604$1.27M0.01%+5,36013F-HRTimeline
Gladstone Institutional Advisory LLC10,570$1.26M0.05%+6,22913F-HRTimeline
Kingsview Wealth Management, LLC10,564$1.26M0.02%+5,13413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC10,401$1.24M0.14%+4,95413F-HRTimeline
BAILARD, INC.10,340$1.23M0.03%+5,34013F-HRTimeline
Live Oak Investment Partners10,338$1.23M0.76%+5,23313F-HRTimeline
Institute for Wealth Management, LLC.10,312$1.23M0.13%+5,38513F-HRTimeline
Henson-Edgewater Management, LLC10,310$1.23M0.73%13F-HR/ATimeline
EVOKE WEALTH, LLC10,308$1.23M0.02%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP10,272$1.23M<0.01%-344,78813F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC10,170$1.21M0.2%+5,87013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,086$1.2M0.02%+8,35713F-HRTimeline
RWA WEALTH PARTNERS, LLC10,060$1.2M0.01%+5,17413F-HRTimeline
Wealthfront Advisers LLC10,051$1.2M<0.01%+3,56113F-HRTimeline
St. Johns Investment Management Company…10,026$1.2M0.5%+5,27213F-HRTimeline
Quadcap Wealth Management, LLC10,010$1.2M0.14%+4,84713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,951$1.19M0.1%+4,96613F-HRTimelineGroup
Financial & Tax Architects, LLC9,929$1.19M0.27%+5,16813F-HRTimeline
Golden State Wealth Management, LLC9,848$1.18M0.12%+4,93613F-HRTimeline
SCOTIA CAPITAL INC.9,711$1.16M<0.01%+5,54013F-HRTimeline
Hyundai Investments Co., Ltd.9,566$1.15M1.12%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC9,534$1.14M0.52%+4,71013F-HRTimeline
Sherman Asset Management, Inc.9,509$1.14M0.96%+4,76013F-HRTimeline
RCW Management, LLC9,498$1.13M1.15%13F-HRTimeline
Global Retirement Partners, LLC9,459$1.13M0.02%+1,68613F-HRTimeline
Cornerstone National Bank & Trust Co9,428$1.13M0.45%+4,72513F-HRTimeline
Summit Financial, LLC9,396$1.12M0.02%+4,64513F-HRTimeline
Smith Salley Wealth Management9,366$1.12M0.06%+4,58213F-HRTimeline
Beacon Financial Advisory LLC9,365$1.12M0.26%+4,68313F-HRTimeline
CALTON & ASSOCIATES, INC.9,295$1.11M0.16%+4,64713F-HRTimeline
Rothschild Wealth LLC9,210$1.1M0.11%+4,55113F-HR/ATimeline
V2 Financial group LLC9,200$1.1M0.54%+4,65013F-HRTimeline
CITY HOLDING CO9,171$1.1M0.13%+4,05613F-HRTimeline
Mission Creek Capital Partners, Inc.9,148$1.09M0.22%+4,39613F-HRTimeline
Advyzon Investment Management, LLC9,143$1.09M0.13%+5,27713F-HRTimeline
Turtle Creek Wealth Advisors, LLC9,120$1.09M0.09%+22313F-HRTimeline
DV Trading LLC9,069$1.08M0.09%13F-HRTimeline
DRW Securities, LLC9,066$1.08M0.08%new13F-HRTimeline
Ausdal Financial Partners, Inc.8,975$1.07M0.05%+3,14213F-HRTimeline
Pure Financial Advisors, LLC8,943$1.07M0.02%+3,93613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,813$1.05M0.08%+4,72313F-HRTimeline
Hennion & Walsh Asset Management, Inc.8,767$1.05M0.04%+4,35013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,760$1.05M0.15%+4,80313F-HRTimeline
E&G Advisors, LLC8,745$1.04M0.23%+4,38213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,706$1.04M0.05%+4,16413F-HRTimeline
Simplicity Wealth,LLC8,637$1.03M0.06%+1,78013F-HRTimeline
Journey Advisory Group, LLC8,524$1.03M0.09%+3,18513F-HRTimeline
SCS Capital Management LLC8,596$1.03M0.01%+3,94313F-HRTimeline
Thomasville National Bank8,572$1.02M0.06%+4,20413F-HRTimeline
Ally Invest Advisors Inc.8,510$1.02M0.07%+4,05613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,507$1.02M0.01%+4,17413F-HRTimeline
Bramshill Investments, LLC8,500$1.01M0.06%new13F-HRTimeline
Biondo Investment Advisors, LLC8,428$1.01M0.12%+4,29313F-HRTimeline
Private Wealth Advisors, LLC8,388$1M0.36%+4,20313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC8,370$999K0.37%+4,49813F-HRTimeline
Modern Wealth Management, LLC8,347$997K0.02%+5,86613F-HRTimeline
Vilga Financial Planning LLC8,279$989K0.95%13F-HRTimeline
Schrum Private Wealth Management LLC8,244$984K0.73%+4,12213F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…8,174$976K0.26%new13F-HRTimelineGroup
INGALLS & SNYDER LLC8,094$967K0.04%+4,25713F-HRTimeline
Luminist Capital LLC8,089$966K1.19%-1,86613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,078$965K0.03%+3,51913F-HRTimelineGroup
Williams Jones Wealth Management, LLC.8,060$962K0.01%+4,03013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC8,099$958K0.91%+4,03813F-HRTimeline
Keel Point, LLC8,012$957K0.06%+3,86313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,002$955K0.03%+4,15613F-HR/ATimelineGroup
WorthPointe, LLC7,962$951K0.25%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,860$939K+6,669Timeline
ExodusPoint Capital Management, LP7,844$937K0.01%+3,92213F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.7,697$924K0.01%+4,91513F-HRTimeline
VISTA INVESTMENT MANAGEMENT7,726$923K0.3%+3,85713F-HRTimeline
Archford Capital Strategies, LLC7,725$922K0.11%+3,86213F-HRTimeline
Counterweight Ventures, LLC7,713$921K0.52%+3,89013F-HRTimeline
GenTrust, LLC7,707$920K0.04%+3,63313F-HRTimeline
Ayalon Insurance Comp Ltd.7,635$912K0.22%-51,40013F-HRTimeline