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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,279 managers (1,296 13F filers) reported a position in XLY shares at 2024-12-31, 79,364,275 shares in all. 142 filers opened a position and 70 filers sold out during the quarter.

Managers
1,279
13F filers
1,296
New
142
Added
430
Reduced
380
Sold out
70
Shares held by filers
79,364,275

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Sequoia Financial Advisors, LLC3,731$837K0.01%+51813F-HR/ATimeline
Oxler Private Wealth LLC3,714$833K0.27%+713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,687$827K0.32%+1,25213F-HRTimeline
GSA CAPITAL PARTNERS LLP3,615$811K0.06%-73513F-HRTimeline
Argent Trust Co3,602$808K0.03%013F-HRTimeline
Peoples Bank/KS3,601$808K0.56%+2,16513F-HRTimeline
Brendel Financial Advisors LLC3,581$803K0.49%-42613F-HRTimeline
Sound Income Strategies, LLC3,566$800K0.05%+313F-HRTimeline
GREENLEAF TRUST3,557$798K0.01%013F-HRTimeline
McHugh Group, LLC3,550$796K0.59%13F-HRTimeline
Clare Market Investments LLC3,530$792K0.19%-4713F-HRTimeline
JSF Financial, LLC3,530$792K0.21%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,519$789K0.6%13F-HR/ATimelineGroup
Jump Financial, LLCin group Jump Financial, LLC3,516$789K0.02%new13F-HRTimelineGroup
First National Trust Co3,489$783K0.03%-4813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,481$781K<0.01%+2,83813F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC3,438$771K0.03%+3713F-HRTimeline
SteelPeak Wealth, LLC3,419$767K0.03%-7,59613F-HRTimeline
Financial & Tax Architects, LLC3,400$763K0.19%+23313F-HRTimeline
Essex LLC3,361$754K0.16%+21913F-HRTimeline
Athena Investment Management3,350$752K0.44%013F-HRTimeline
Rollins Financial Advisors, LLC3,341$750K0.12%-11913F-HRTimeline
EPG Wealth Management LLC3,315$744K0.2%-1113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,306$742K0.84%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,288$738K0.03%-10013F-HRTimelineGroup
DEARBORN PARTNERS LLC3,264$732K0.03%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,142$727K0.23%new13F-HRTimeline
Phillips Wealth Planners LLC3,278$724K0.72%-8413F-HRTimeline
CHOREO, LLC3,193$721K0.01%+10913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,200$718K<0.01%new13F-HRTimelineGroup
NIXON PEABODY TRUST CO3,200$718K0.06%013F-HRTimeline
Stonebrook Private Inc.3,191$716K0.19%+48013F-HRTimeline
Clarius Group, LLC3,188$715K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC3,180$713K0.35%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.3,045$707K0.03%+1,02713F-HRTimelineGroup
Verition Fund Management LLC3,150$707K<0.01%013F-HRTimeline
McAdam, LLC3,144$705K0.04%-6113F-HRTimeline
Fenimore Asset Management Inc3,138$704K0.01%013F-HRTimeline
KPP Advisory Services LLC3,123$701K0.17%013F-HRTimeline
Advyzon Investment Management, LLC3,112$698K0.27%13F-HRTimeline
Insight Advisors, LLC/ PA3,088$698K0.12%-9913F-HRTimeline
BOKF, NAin group BOKF, NA3,160$698K0.01%-513F-HRTimelineGroup
Secure Asset Management, LLC3,084$692K0.1%+1,61513F-HRTimeline
Campbell Wealth Management3,071$689K0.06%+25113F-HRTimeline
Lunt Capital Management, Inc.3,063$687K0.27%-18113F-HRTimeline
Signature Wealth Management Partners, L…3,057$686K0.47%-23013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,016$677K0.05%+19713F-HRTimelineGroup
tru Independence LLC3,009$675K0.21%+513F-HRTimeline
Watts Gwilliam & Co., LLC3,034$675K0.14%-3613F-HRTimeline
Burford Brothers, Inc.2,984$669K0.33%-15413F-HRTimeline
Palumbo Wealth Management LLC2,975$667K0.25%new13F-HRTimeline
LYNCH & ASSOCIATES/IN2,961$664K0.14%013F-HRTimeline
BURNS J W & CO INC/NY2,913$654K0.08%-6513F-HRTimeline
Fernwood Investment Management, LLC2,913$654K0.23%-25013F-HRTimeline
Apexium Financial, LP2,904$651K0.04%-4513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,892$648K0.03%+5613F-HRTimelineGroup
Prostatis Group LLC2,884$647K0.19%-613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,881$646K0.29%-59213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,881$646K0.01%+13913F-HRTimeline
NorthCoast Asset Management LLC2,871$644K<0.01%+15613F-HR/ATimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,864$643K<0.01%-1,57713F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC2,835$636K0.06%+63813F-HR/ATimeline
Rehmann Capital Advisory Group2,825$634K0.04%+1,08213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,821$633K0.01%+10913F-HRTimelineGroup
Charter Oak Capital Management, LLC2,817$632K0.06%013F-HRTimeline
RATIONAL ADVISORS, INC.2,811$631K0.06%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,810$631K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA2,802$629K0.06%+35213F-HRTimeline
Empirical Asset Management, LLC2,781$624K0.21%-29513F-HRTimeline
Tempus Wealth Planning, LLC2,779$623K0.19%013F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,770$621K0.04%013F-HRTimeline
FIRST UNITED BANK & TRUST2,765$620K0.23%-10013F-HRTimeline
Manhattan West Asset Management, LLC2,740$615K0.17%new13F-HRTimeline
Sage Capital Management, LLC2,735$613K0.31%+513F-HRTimeline
Generali Investments, Management Co LLC2,723$611K0.16%13F-HRTimeline
CHICAGO TRUST Co NA2,714$609K0.11%+21613F-HRTimeline
FLOW TRADERS U.S. LLC2,705$607K0.02%-29,15113F-HRTimeline
IEQ CAPITAL, LLC2,704$607K0.01%-6713F-HRTimeline
Councilmark Asset Management, LLC2,700$606K0.41%013F-HRTimeline
Joseph P. Lucia & Associates, LLC2,696$605K0.27%+13213F-HRTimeline
STOCK YARDS BANK & TRUST CO2,678$601K0.02%-18413F-HRTimeline
Ausdal Financial Partners, Inc.2,673$600K0.05%+33613F-HRTimeline
M.E. ALLISON & CO., INC.2,605$584K0.64%13F-HRTimeline
Destiny Wealth Partners, LLC2,602$584K0.1%+4713F-HRTimeline
Meridian Wealth Advisors, LLC2,600$583K0.1%-14013F-HRTimeline
EASTERN BANK2,574$577K0.01%+76613F-HRTimeline
Luminist Capital LLC2,546$571K0.99%13F-HRTimeline
Keel Point, LLC2,543$571K0.05%+2013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,533$568K0.16%013F-HRTimeline
Optas, LLC2,526$567K0.12%-3813F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,508$563K0.02%+35913F-HRTimelineGroup
Peak Asset Management, LLC2,495$560K0.1%013F-HRTimeline
Blue Chip Partners, LLC2,488$558K0.05%+3513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,481$557K0.06%-10913F-HRTimeline
Sherman Asset Management, Inc.2,453$550K0.5%13F-HRTimeline
Goelzer Investment Management, Inc.2,452$550K0.03%+313F-HRTimeline
MMA ASSET MANAGEMENT LLC2,447$549K0.24%-3,00713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,444$548K0.13%013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,442$548K0.01%-13013F-HRTimeline
Kathmere Capital Management, LLC2,434$546K0.05%+27413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,428$545K0.01%-43213F-HRTimeline
Strategic Blueprint, LLC2,424$544K0.03%+63913F-HRTimeline
Waterloo Capital, L.P.2,413$541K0.06%+15013F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,410$541K0.06%13F-HRTimeline
L.M. KOHN & COMPANY2,375$533K0.14%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,367$531K0.01%+7413F-HRTimelineGroup
Wedmont Private Capital2,399$530K0.03%+47613F-HRTimeline
Chemistry Wealth Management LLC2,355$528K0.12%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,346$526K0.09%+22313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,343$526K0.02%-63513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,342$525K0.05%-2313F-HRTimeline
SS&H Financial Advisors, Inc.2,333$524K0.19%013F-HRTimeline
Clearstead Advisors, LLC2,318$520K0.01%+1,37513F-HRTimeline
Mattern Wealth Management LLC2,310$518K0.11%013F-HRTimeline
Ranch Capital Advisors Inc.2,308$518K0.24%+2213F-HRTimeline
Avantax Planning Partners, Inc.2,303$517K0.02%+30813F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,300$516K0.29%new13F-HRTimeline
ELCO Management Co., LLC2,295$515K0.27%+42513F-HRTimeline
Whitener Capital Management, Inc.2,293$514K0.14%+4613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,278$511K0.01%013F-HRTimelineGroup
Bragg Financial Advisors, Inc2,267$509K0.02%+32413F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,260$507K0.03%013F-HRTimelineGroup
SWMG, LLC2,193$504K0.2%+4813F-HRTimeline
Pacific Sun Financial Corp2,246$504K0.27%-3013F-HRTimeline
Eagle Ridge Investment Management2,231$501K0.04%-42313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Flywheel Private Wealth LLC2,230$500K0.46%13F-HRTimeline
NVWM, LLC2,225$499K0.13%013F-HRTimeline
Regent Peak Wealth Advisors LLC2,223$499K0.11%013F-HR/ATimeline
Moors & Cabot, Inc.2,215$497K0.02%+11113F-HRTimeline
Finley Financial, LLC2,180$495K0.26%13F-HRTimeline
KWMG, LLC2,202$494K0.05%new13F-HRTimeline
WMS Partners, LLC2,201$494K0.03%-6513F-HRTimeline
One River Asset Management, LLC2,170$490K0.73%new13F-HRTimeline
Schonfeld Strategic Advisors LLC2,177$488K<0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC2,174$488K0.05%-3913F-HRTimeline
Sage Capital Advisors,llc2,158$484K0.13%-913F-HRTimeline
Mill Creek Capital Advisors, LLC2,153$483K0.01%013F-HRTimeline
FAGAN ASSOCIATES, INC.2,140$480K0.08%-6013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,138$480K0.09%-3713F-HRTimeline
Strategic Investment Advisors / MI2,113$474K0.05%new13F-HRTimeline
Crewe Advisors LLC2,099$471K0.06%013F-HRTimeline
Wealth Quarterback LLC2,088$468K0.22%+413F-HRTimeline
Heartwood Wealth Advisors LLC2,065$463K0.05%-3513F-HRTimeline
TSFG, LLC2,062$463K0.1%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,061$462K0.07%-7113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,058$462K<0.01%+41413F-HRTimelineGroup
United Advisor Group, LLC2,052$460K0.09%+22113F-HRTimeline
Arete Wealth Advisors, LLC2,044$460K0.03%+59813F-HRTimeline
Galvin, Gaustad & Stein, LLC2,039$457K0.04%-72613F-HRTimeline
IFC Advisors LLC2,028$455K0.1%13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,027$455K0.01%+1313F-HRTimeline
Tyche Wealth Partners LLC2,009$451K0.1%-113F-HRTimeline
FineMark National Bank & Trust2,005$450K0.02%013F-HRTimeline
Legacy Capital Group California, Inc.2,001$449K0.14%new13F-HRTimeline
Point72 Hong Kong Ltd2,000$449K0.03%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,000$449K0.15%013F-HRTimeline
Sovran Advisors, LLC2,022$448K0.06%13F-HRTimeline
Nadler Financial Group, Inc.1,993$447K0.05%013F-HRTimeline
USA FINANCIAL FORMULAS1,960$440K0.07%new13F-HRTimeline
Consolidated Portfolio Review Corp1,959$440K0.07%-1513F-HRTimeline
Arista Wealth Management, LLC1,948$437K0.1%+7813F-HRTimeline
RMR Wealth Builders1,940$435K0.04%-2713F-HR/ATimeline
SeaCrest Wealth Management, LLC1,926$432K0.05%+17613F-HRTimeline
Legacy Financial Strategies, LLC1,950$432K0.09%-15113F-HRTimeline
Wealthstar Advisors, LLC1,923$431K0.19%13F-HRTimeline
THOMPSON DAVIS & CO., INC.1,923$431K0.28%+20413F-HRTimeline
STAR Financial Bank1,912$429K0.31%-8413F-HRTimeline
Redhawk Wealth Advisors, Inc.1,911$429K0.06%+76513F-HRTimeline
Berger Financial Group, Inc1,909$428K0.03%013F-HRTimeline
Frisch Financial Group, Inc.1,906$428K0.13%-3313F-HRTimeline
Alteri Wealth LLC1,905$427K0.12%13F-HRTimeline
Journey Advisory Group, LLC2,339$427K0.05%013F-HRTimeline
EVERETT HARRIS & CO /CA/1,901$426K0.01%+22513F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…1,900$426K0.08%013F-HRTimelineGroup
Wealth Architects, LLC1,899$426K0.05%+70013F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,898$426K0.15%-19113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,892$424K0.08%+22113F-HRTimeline
Bensler, LLC1,886$423K0.05%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC1,885$423K0.26%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…1,872$420K0.07%new13F-HRTimelineGroup
TRUST POINT INC.1,870$420K0.03%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,866$419K0.01%-86013F-HRTimeline
JNBA Financial Advisors1,860$417K0.04%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,855$416K0.01%+82513F-HRTimeline
Capital Investment Advisory Services, L…1,854$416K0.04%-1213F-HRTimeline
InTrack Investment Management Inc1,867$414K0.29%013F-HRTimeline
Performance Wealth Partners, LLC1,842$413K0.01%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,843$413K0.04%-5013F-HRTimeline
Berkeley Capital Partners, LLC1,838$412K0.11%new13F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP1,813$407K<0.01%-29813F-HRTimeline
Jackson Hole Capital Partners, LLC1,812$407K0.08%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,809$406K0.13%013F-HRTimeline
Dynamic Wealth Strategies, LLC1,807$405K0.36%+1413F-HRTimeline
Spartan Planning & Wealth Management1,806$405K0.37%13F-HRTimeline
PFG Investments, LLC1,795$403K0.03%+18313F-HRTimeline
Shulman DeMeo Asset Management LLC1,795$403K0.11%+5413F-HRTimeline
Maia Wealth LLC1,735$401K0.09%new13F-HRTimeline
Private Wealth Group, LLC1,778$399K0.2%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,777$399K<0.01%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,777$399K0.03%+7513F-HRTimelineGroup