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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,295 managers (1,315 13F filers) reported a position in XLY shares at 2026-06-30, 153,271,226 shares in all. 122 filers opened a position and 97 filers sold out during the quarter.

Managers
1,295
13F filers
1,315
New
122
Added
457
Reduced
448
Sold out
97
Shares held by filers
153,271,226

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
KILEY JUERGENS WEALTH MANAGEMENT, LLC6,752$792K0.12%013F-HRTimeline
Legacy Private Trust Co.6,737$790K0.04%013F-HRTimeline
Modern Wealth Management, LLC6,737$790K0.01%+1,89813F-HRTimeline
Alpha Wealth Funds, LLC6,713$787K0.49%-35413F-HRTimeline
KDK Private Wealth Management, LLC6,713$787K0.65%-7913F-HRTimeline
Cassaday & Co Wealth Management LLC6,662$781K0.01%013F-HRTimeline
SCS Capital Management LLC6,566$770K0.01%-1613F-HRTimeline
Westside Investment Management, Inc.6,528$766K0.1%013F-HRTimeline
OneDigital Investment Advisors LLC6,393$750K0.01%+31913F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC6,372$747K0.73%+13513F-HRTimeline
Volterra Technologies LP6,360$746K0.48%-20,53613F-HRTimeline
Main Street Financial Solutions, LLC6,305$739K0.05%+113F-HRTimeline
Fenimore Asset Management Inc6,276$736K0.02%013F-HRTimeline
Fjell Capital, LLC6,165$723K0.49%+14413F-HRTimeline
GC Wealth Management RIA, LLC6,137$720K0.04%+3,23813F-HRTimeline
CENTRAL TRUST Co6,081$713K0.01%-513F-HRTimeline
MGO ONE SEVEN LLC6,078$713K0.01%+23713F-HRTimeline
Global View Capital Management LLC6,039$708K0.15%+3,10213F-HRTimeline
China Universal Asset Management Co., L…6,030$707K0.04%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,026$707K0.01%+38213F-HRTimeline
Insight Advisors, LLC/ PA6,018$706K0.12%-23913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…6,010$705K0.02%new13F-HRTimelineGroup
Ducere Wealth Management LLC5,986$702K0.21%-93213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,986$702K0.02%-1,61913F-HRTimelineGroup
Koshinski Asset Management, Inc.5,975$701K0.04%-13313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.5,913$693K0.12%+53813F-HRTimeline
Keel Point, LLC5,878$689K0.04%+413F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,847$686K0.1%new13F-HRTimeline
M.E. ALLISON & CO., INC.5,793$679K0.39%+12713F-HRTimeline
First National Trust Co5,742$673K0.02%-11913F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,733$672K0.03%-24513F-HRTimeline
CHICAGO TRUST Co NA5,714$670K0.1%+92613F-HRTimeline
Oakmont Advisory Group, LLC5,680$666K0.56%new13F-HRTimeline
LYNCH & ASSOCIATES/IN5,668$665K0.12%013F-HRTimeline
National Philanthropic Trust5,649$663K0.01%new13F-HRTimeline
Birchcreek Wealth Management, LLC5,615$659K0.26%-2,41313F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…5,606$657K0.4%13F-HRTimelineGroup
Burford Brothers, Inc.5,604$657K0.24%+1913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,599$657K0.06%013F-HRTimelineGroup
Pinnacle Family Advisors, LLC5,590$656K0.28%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO5,589$655K0.01%-34113F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,540$650K0.04%013F-HRTimeline
Sage Capital Management, LLC5,527$648K0.25%+813F-HRTimeline
Yukon Wealth Management, Inc.5,418$635K0.18%new13F-HRTimeline
Councilmark Asset Management, LLC5,400$633K0.34%013F-HRTimeline
Legacy Capital Group California, Inc.5,328$625K0.19%+57213F-HRTimeline
DUNCKER STREETT & CO INC5,307$622K0.11%+1,61913F-HRTimeline
Meridian Wealth Advisors, LLC5,296$621K0.07%+23613F-HRTimeline
Fiduciary Alliance LLC5,282$620K0.04%-18213F-HRTimeline
BURNS J W & CO INC/NY5,215$612K0.06%-9913F-HRTimeline
Tempus Wealth Planning, LLC5,203$610K0.12%+1513F-HRTimeline
Empirical Asset Management, LLC5,193$609K0.14%-50813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,139$603K<0.01%-81,22813F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC5,132$602K0.19%-58613F-HRTimeline
Hyundai Investments Co., Ltd.5,078$595K0.64%-3,01713F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,066$594K0.1%-1,86213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,053$593K0.02%+11313F-HRTimeline
Optas, LLC5,044$592K0.08%013F-HRTimeline
Palumbo Wealth Management LLC5,044$592K0.12%-24413F-HRTimeline
Worthington Financial Partners, LLC5,041$591K0.49%+12313F-HRTimeline
VestGen Advisors, LLC5,029$590K0.02%+59013F-HRTimeline
STOCK YARDS BANK & TRUST CO4,989$585K0.02%-1013F-HR/ATimeline
KPP Advisory Services LLC4,979$584K0.07%-26913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,959$582K<0.01%+4,61713F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,932$578K<0.01%+94813F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC4,888$573K0.1%013F-HRTimeline
Prostatis Group LLC4,864$570K0.13%013F-HRTimeline
Destiny Wealth Partners, LLC4,904$569K0.08%-30013F-HRTimeline
Fearless Solutions, LLC dba Best Invest4,844$568K0.3%+11513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV4,840$568K0.03%-17213F-HRTimeline
Campion Asset Management4,837$567K0.35%+27013F-HRTimeline
Edgestream Partners, L.P.4,827$566K0.02%-43913F-HRTimeline
Atala Financial Inc4,135$565K0.34%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,810$564K0.01%013F-HRTimelineGroup
Circle Wealth Management, LLC4,801$563K0.01%-1,92113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,798$563K0.12%+2013F-HRTimelineGroup
Whitener Capital Management, Inc.4,797$563K0.12%-24413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC4,753$557K0.13%-9213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,736$555K0.01%-89413F-HRTimelineGroup
Ark Wealth Advisors LLC4,662$547K0.49%-1,49113F-HRTimeline
L & S Advisors Inc4,661$547K0.06%new13F-HRTimeline
Astra Wealth Partners LLC4,653$546K0.3%+8913F-HRTimeline
Allie Family Office LLC4,640$544K0.2%+2,32013F-HR/ATimeline
BIP Wealth, LLC4,618$542K0.02%+1,30613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,616$541K0.01%-31913F-HRTimelineGroup
Centiva Capital, LP4,603$540K0.02%new13F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,600$539K0.25%013F-HRTimeline
NWF Advisory Services Inc.4,593$539K0.05%+313F-HRTimeline
Macro Advisors, Inc.4,588$538K0.17%-9,34413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,564$535K0.01%+1,97313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC4,556$534K0.01%013F-HRTimelineGroup
tru Independence LLC4,554$534K0.23%-32113F-HRTimeline
Anchor Bay Capital, Inc.4,445$532K0.29%13F-HRTimeline
Thayer Partners, LLC / MA4,489$526K0.22%+30613F-HRTimeline
Moors & Cabot, Inc.4,484$526K0.02%-46813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,456$523K0.02%013F-HRTimeline
Signature Wealth Management Partners, L…4,446$521K0.24%013F-HRTimeline
Tyche Wealth Partners LLC4,417$518K0.07%-5013F-HRTimeline
Kessler Investment Group, LLC4,392$515K0.22%new13F-HRTimeline
Sovran Advisors, LLC4,565$513K0.04%+2713F-HRTimeline
Turtle Creek Wealth Advisors, LLC4,354$511K0.03%013F-HRTimeline
THOMPSON DAVIS & CO., INC.4,327$507K0.3%-1,42013F-HRTimeline
Chemistry Wealth Management LLC4,302$505K0.08%013F-HRTimeline
FINANCIAL CONSULATE, INC4,259$499K0.06%+22113F-HRTimeline
KWMG, LLC4,248$498K0.04%-34613F-HRTimeline
PEAK6 LLCin group PEAK6 LLC4,225$496K0.01%new13F-HRTimelineGroup
Wedmont Private Capital4,218$495K0.01%+913F-HRTimeline
Kathmere Capital Management, LLC4,198$492K0.03%-18013F-HRTimeline
PRIVATE TRUST CO NA4,193$492K0.04%+5713F-HRTimeline
Rehmann Capital Advisory Group4,162$488K0.02%+313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,152$487K0.01%new13F-HRTimeline
BBR PARTNERS, LLC4,146$486K0.02%013F-HRTimeline
Nadler Financial Group, Inc.4,131$484K0.04%-20513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,126$484K0.02%+6413F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…4,094$480K0.11%013F-HRTimeline
IFC Advisors LLC4,087$479K0.06%+813F-HRTimeline
Conservest Capital Advisors, Inc.4,076$478K0.04%-35913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…4,075$478K0.03%+57513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC4,069$477K0.05%+7413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…4,060$476K0.02%+1,04913F-HRTimelineGroup
EVERETT HARRIS & CO /CA/4,032$473K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC4,011$470K<0.01%-5,35913F-HRTimeline
HUB Investment Partners, LLC4,008$470K0.01%+1,60013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,001$469K<0.01%-1313F-HRTimeline
Choate Investment Advisors4,000$469K0.01%013F-HRTimeline
Geneos Wealth Management Inc.3,983$467K0.01%+1,02513F-HRTimeline
Tiller Private Wealth, Inc.3,976$466K0.15%-4813F-HRTimeline
Phillips Wealth Planners LLC3,970$466K0.34%+20513F-HRTimeline
Mullooly Asset Management, Inc.3,975$466K0.14%+913F-HRTimeline
Lotus Asset Management LLC3,965$465K0.41%13F-HRTimeline
MRWM Advisors, LLC3,964$465K0.19%-10613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,923$463K0.03%-3513F-HRTimeline
Regent Peak Wealth Advisors LLC3,946$463K0.09%013F-HRTimeline
Sage Capital Advisors,llc3,937$462K0.1%-12213F-HRTimeline
EPG Wealth Management LLC3,928$461K0.11%-10013F-HRTimeline
Signature Equity Partners, LLC3,925$460K0.21%+3813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,903$458K0.02%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.3,896$457K0.05%013F-HR/ATimeline
Ranch Capital Advisors Inc.3,892$456K0.14%+17213F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,888$456K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC3,888$456K0.06%+1,18413F-HRTimeline
Bison Wealth, LLC3,850$454K0.04%+5313F-HRTimeline
Eagle Strategies LLC3,859$453K0.04%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,841$451K0.01%+84513F-HRTimeline
JM2 Capital Inc.3,827$449K0.31%-2513F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,800$446K0.1%013F-HRTimelineGroup
EASTERN BANK3,792$445K0.01%-10013F-HRTimeline
WEALTHGARDEN F.S. LLC3,770$442K0.25%-2,66413F-HRTimeline
BRIGHTON JONES LLC3,751$440K0.01%-18513F-HRTimeline
TRUST POINT INC.3,740$439K0.04%013F-HRTimeline
Arista Wealth Management, LLC3,740$439K0.05%013F-HRTimeline
Richard W. Paul & Associates, LLC3,722$437K0.13%-2813F-HRTimeline
Berger Financial Group, Inc3,710$435K0.02%013F-HRTimeline
Autumn Glory Partners, LLC3,707$435K0.12%+213F-HRTimeline
Bragg Financial Advisors, Inc3,700$434K0.01%-33413F-HRTimeline
FAGAN ASSOCIATES, INC.3,695$433K0.05%-3113F-HRTimeline
Pacific Sun Financial Corp3,690$433K0.18%-80013F-HRTimeline
Wealth Quarterback LLC3,688$433K0.13%-8813F-HRTimeline
Wealthstar Advisors, LLC3,655$429K0.21%+413F-HRTimeline
Hopwood Financial Services, Inc.3,653$428K0.25%+3613F-HRTimeline
HF Advisory Group, LLC3,614$424K0.13%+13213F-HRTimeline
MIRAMONTES CAPITAL, LLC3,603$423K0.13%+44513F-HRTimeline
Dynamic Wealth Strategies, LLC3,600$422K0.22%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,594$422K0.04%-1013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,594$422K0.1%+613F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,583$420K0.02%+28013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC3,575$419K0.23%-30613F-HRTimeline
Millstone Evans Group, LLC3,570$419K0.23%+3,08213F-HRTimeline
Joel Isaacson & Co., LLC3,549$416K0.01%+213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,537$415K0.01%new13F-HRTimeline
BAYBAN3,524$413K0.32%013F-HRTimeline
SeaCrest Wealth Management, LLC3,523$413K0.05%-22013F-HRTimeline
Frisch Financial Group, Inc.3,515$412K0.07%-47113F-HRTimeline
Flywheel Private Wealth LLC3,506$411K0.2%013F-HRTimeline
Huntleigh Advisors, Inc.3,499$410K0.06%-55313F-HRTimeline
Rollins Financial Advisors, LLC3,482$408K0.05%+213F-HRTimeline
F/m Investments LLC3,478$408K0.02%+36813F-HRTimeline
JNBA Financial Advisors3,446$404K0.03%013F-HRTimeline
TAGStone Capital, Inc.3,430$402K0.13%+4013F-HRTimeline
Gallacher Capital Management LLC3,428$402K0.23%-11,51113F-HRTimeline
SkyOak Wealth, LLC3,398$399K0.07%013F-HRTimeline
CrossGen Wealth, LLC3,385$397K0.31%+5013F-HRTimeline
Seven Springs Wealth Group, LLC3,378$396K0.09%-20313F-HRTimeline
Bensler, LLC3,365$395K0.03%013F-HRTimeline
Clear Retirement Advice LLC3,352$393K0.27%013F-HRTimeline
San Luis Wealth Advisors LLC3,342$392K0.06%+213F-HRTimeline
Joseph P. Lucia & Associates, LLC3,321$389K0.12%-4413F-HRTimeline
Aptus Capital Advisors, LLC3,313$389K<0.01%-65913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,310$388K0.01%+98713F-HR/ATimeline
AdvisorNet Financial, Inc3,309$388K0.02%-10,79013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,309$388K0.01%-19313F-HRTimeline
Heartwood Wealth Advisors LLC3,306$388K0.03%-813F-HRTimeline
Beaumont Financial Advisors, LLC3,290$386K0.02%013F-HRTimeline
Legacy Financial Strategies, LLC3,286$385K0.06%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,276$384K0.02%+613F-HRTimeline
Iron Gate Global Advisors LLC3,250$381K0.04%013F-HRTimeline
Visionary Wealth Advisors3,249$381K0.02%013F-HRTimeline
LVW Advisors, LLC3,216$377K0.03%013F-HRTimeline
Mattern Wealth Management LLC3,210$376K0.06%-10613F-HRTimeline
Capital Square, LLC3,210$376K0.17%+29413F-HRTimeline