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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,207 managers (1,223 13F filers) reported a position in XLY shares at 2025-03-31, 80,060,453 shares in all. 92 filers opened a position and 156 filers sold out during the quarter.

Managers
1,207
13F filers
1,223
New
92
Added
393
Reduced
498
Sold out
156
Shares held by filers
80,060,453

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
QRG CAPITAL MANAGEMENT, INC.3,251$642K0.01%+37013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,239$640K0.51%-28013F-HRTimelineGroup
THOMPSON DAVIS & CO., INC.3,239$640K0.5%+1,31613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,214$635K0.72%-9213F-HRTimeline
KPP Advisory Services LLC3,214$635K0.12%+9113F-HRTimeline
Apexium Financial, LP3,206$633K0.04%+30213F-HRTimeline
NIXON PEABODY TRUST CO3,200$632K0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,199$632K0.02%-80913F-HRTimelineGroup
Clarius Group, LLC3,188$630K0.04%013F-HRTimeline
Verition Fund Management LLC3,150$622K<0.01%013F-HRTimeline
Fenimore Asset Management Inc3,138$620K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,120$616K0.04%-7,48713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding3,092$615K+1,322Timeline
Arrow Financial Corpin group Arrow Financial Corp3,105$613K0.07%-1,41313F-HRTimelineGroup
SteelPeak Wealth, LLC3,104$613K0.03%-31513F-HRTimeline
GSA CAPITAL PARTNERS LLP3,100$612K0.06%-51513F-HRTimeline
Insight Advisors, LLC/ PA3,094$611K0.11%+613F-HRTimeline
Aptus Capital Advisors, LLC3,094$611K0.01%-99113F-HRTimeline
Watts Gwilliam & Co., LLC3,092$611K0.13%+5813F-HRTimeline
China Universal Asset Management Co., L…3,015$595K0.06%+2,34313F-HRTimeline
tru Independence LLC3,012$595K0.18%+313F-HRTimeline
Clare Market Investments LLC3,008$594K0.16%-52213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC3,007$594K0.23%-68013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC3,005$593K0.17%-2,09313F-HRTimeline
Keel Point, LLC2,916$576K0.04%+37313F-HRTimeline
BLB&B Advisors, LLC2,914$575K0.03%new13F-HRTimeline
Capital Wealth Alliance, LLC2,908$574K0.34%new13F-HRTimeline
Stonebrook Private Inc.2,904$573K0.15%-28713F-HRTimeline
Capital Advisors, Ltd. LLC2,901$573K0.08%-2,92313F-HRTimeline
MMA ASSET MANAGEMENT LLC2,901$573K0.24%+45413F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,897$572K0.03%new13F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,875$568K<0.01%+1113F-HRTimelineGroup
Prostatis Group LLC2,868$566K0.18%-1613F-HRTimeline
Burford Brothers, Inc.2,860$565K0.27%-12413F-HRTimeline
Palumbo Wealth Management LLC2,859$564K0.19%-11613F-HRTimeline
Empirical Asset Management, LLC2,852$563K0.19%+7113F-HRTimeline
BURNS J W & CO INC/NY2,846$562K0.07%-6713F-HRTimeline
TOWNSQUARE CAPITAL LLC2,845$562K0.01%+40313F-HRTimeline
Rollins Financial Advisors, LLC2,841$561K0.1%-50013F-HR/ATimeline
Richard W. Paul & Associates, LLC2,823$557K0.22%-8,06413F-HRTimeline
LYNCH & ASSOCIATES/IN2,811$555K0.12%-15013F-HRTimeline
EHRLICH FINANCIAL GROUP2,782$549K0.4%new13F-HRTimeline
Tempus Wealth Planning, LLC2,779$549K0.16%013F-HRTimeline
United Advisor Group, LLC2,771$547K0.11%+71913F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,770$547K0.04%013F-HRTimeline
Sage Capital Management, LLC2,742$541K0.29%+713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,717$536K<0.01%-9313F-HR/ATimelineGroup
McAdam, LLC2,716$536K0.03%-42813F-HRTimeline
CHICAGO TRUST Co NA2,714$536K0.1%013F-HRTimeline
Councilmark Asset Management, LLC2,700$533K0.36%013F-HRTimeline
Joseph P. Lucia & Associates, LLC2,696$532K0.24%013F-HRTimeline
Yukon Wealth Management, Inc.2,683$530K0.22%13F-HRTimeline
J. Goldman & Co LP2,637$521K0.02%-79,47313F-HRTimeline
Geneos Wealth Management Inc.2,628$519K0.01%+1,47513F-HRTimeline
M.E. ALLISON & CO., INC.2,622$518K0.51%+1713F-HRTimeline
FIRST UNITED BANK & TRUST2,620$517K0.19%-14513F-HRTimeline
Destiny Wealth Partners, LLC2,602$514K0.08%013F-HRTimeline
Meridian Wealth Advisors, LLC2,600$513K0.09%013F-HRTimeline
Harvest Investment Services, LLC2,567$507K0.14%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,544$502K0.09%+19813F-HRTimeline
PRIVATE TRUST CO NA2,539$501K0.05%-26313F-HRTimeline
Optas, LLC2,522$498K0.09%-413F-HRTimeline
Whitener Capital Management, Inc.2,520$498K0.14%+22713F-HRTimeline
Cullen Capital Management, LLC2,513$496K0.01%-47,77813F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,475$489K0.04%new13F-HRTimelineGroup
KWB Wealth2,178$489K0.06%new13F-HRTimeline
Blue Chip Partners, LLC2,473$488K0.04%-1513F-HRTimeline
RPS ADVISORY SOLUTIONS LLC2,454$485K0.34%+56913F-HRTimeline
Nadler Financial Group, Inc.2,452$484K0.05%+45913F-HRTimeline
Argent Trust Co2,450$484K0.02%-1,15213F-HRTimeline
Goelzer Investment Management, Inc.2,449$484K0.03%-313F-HR/ATimeline
WHALEROCK POINT PARTNERS, LLC2,444$483K0.11%013F-HRTimeline
EASTERN BANK2,442$482K0.01%-13213F-HRTimeline
Kathmere Capital Management, LLC2,434$481K0.04%013F-HRTimeline
Signature Wealth Management Partners, L…2,423$478K0.31%-63413F-HRTimeline
L.M. KOHN & COMPANY2,372$468K0.12%-313F-HRTimeline
Moors & Cabot, Inc.2,357$465K0.02%+14213F-HRTimeline
Chemistry Wealth Management LLC2,355$465K0.11%013F-HRTimeline
D.B. Root & Company, LLC2,345$463K0.15%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,343$463K0.02%013F-HRTimeline
Journey Advisory Group, LLC2,339$462K0.04%013F-HRTimeline
Edgestream Partners, L.P.2,338$462K0.02%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,330$460K0.02%-68613F-HRTimelineGroup
Mattern Wealth Management LLC2,310$456K0.1%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,302$455K0.01%-12613F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,300$454K0.26%013F-HRTimeline
Mullooly Asset Management, Inc.2,288$452K0.21%13F-HR/ATimeline
Manhattan West Asset Management, LLC2,282$451K0.11%-45813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,282$451K0.05%-6013F-HRTimeline
Independent Advisor Alliance2,279$450K0.01%-86,79013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,278$450K0.01%013F-HRTimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC2,276$449K0.08%+38413F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,260$446K0.03%013F-HRTimelineGroup
Mill Creek Capital Advisors, LLC2,258$446K0.01%+10513F-HRTimeline
Campion Asset Management2,246$443K0.34%+72713F-HRTimeline
Wedmont Private Capital2,330$442K0.02%-6913F-HRTimeline
Occidental Asset Management, LLC2,232$441K0.07%-34,46513F-HRTimeline
Pacific Sun Financial Corp2,226$440K0.25%-2013F-HRTimeline
Regent Peak Wealth Advisors LLC2,223$439K0.1%013F-HRTimeline
Main Street Financial Solutions, LLC2,222$439K0.04%+4813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,212$437K0.01%+18513F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,200$434K<0.01%new13F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP2,188$432K0.09%+5013F-HR/ATimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,187$432K<0.01%+37413F-HRTimeline
Ranch Capital Advisors Inc.2,184$431K0.2%-12413F-HRTimeline
BOKF, NAin group BOKF, NA2,145$424K0.01%-1,01513F-HRTimelineGroup
Sage Capital Advisors,llc2,143$423K0.11%-1513F-HRTimeline
GROUP ONE TRADING LLC2,116$418K0.02%new13F-HRTimeline
Flywheel Private Wealth LLC2,098$414K0.38%-13213F-HRTimeline
Wealth Quarterback LLC2,093$413K0.23%+513F-HRTimeline
Choate Investment Advisors2,085$412K0.01%-5,47313F-HRTimeline
Sherman Asset Management, Inc.2,077$410K0.39%-37613F-HRTimeline
Bragg Financial Advisors, Inc2,073$409K0.02%-19413F-HRTimeline
Dynamic Wealth Strategies, LLC2,071$409K0.34%+26413F-HRTimeline
NWF Advisory Services Inc.2,071$409K0.06%+37413F-HRTimeline
TSFG, LLC2,062$407K0.08%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,044$404K0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp2,039$403K0.06%+8013F-HRTimeline
MRWM Advisors, LLC2,035$402K0.28%+1,11913F-HRTimeline
FAGAN ASSOCIATES, INC.2,030$401K0.07%-11013F-HRTimeline
IFC Advisors LLC2,028$400K0.08%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,022$399K0.02%-1,02313F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.2,020$399K0.05%+10913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,019$399K0.06%-4213F-HRTimeline
Wealth Architects, LLC2,014$398K0.04%+11513F-HR/ATimeline
Strategic Blueprint, LLC2,010$397K0.02%-41413F-HRTimeline
FineMark National Bank & Trust2,005$396K0.01%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,000$395K0.13%013F-HRTimeline
Tyche Wealth Partners LLC2,000$395K0.09%-913F-HRTimeline
Avantax Planning Partners, Inc.1,989$393K0.01%-31413F-HRTimeline
DEARBORN PARTNERS LLC1,989$393K0.02%-1,27513F-HRTimeline
Galvin, Gaustad & Stein, LLC1,979$391K0.03%-6013F-HRTimeline
SeaCrest Wealth Management, LLC1,969$389K0.04%+4313F-HRTimeline
Legacy Financial Strategies, LLC1,950$385K0.08%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,937$382K0.03%+59313F-HRTimeline
Elm Partners Management LLC1,937$382K0.02%-2,96013F-HR/ATimeline
PFG Investments, LLC1,935$382K0.02%+14013F-HRTimeline
Wealthstar Advisors, LLC1,935$382K0.17%+1213F-HRTimeline
Farther Finance Advisors, LLC1,913$382K0.01%+83413F-HRTimeline
Rehmann Capital Advisory Group1,930$381K0.02%-89513F-HRTimeline
TRUST POINT INC.1,915$378K0.03%+4513F-HRTimeline
STOCK YARDS BANK & TRUST CO1,914$378K0.01%-76413F-HRTimeline
STAR Financial Bank1,912$378K0.28%013F-HRTimeline
Secure Asset Management, LLC1,912$377K0.08%-1,17213F-HRTimeline
Bensler, LLC1,910$377K0.05%+2413F-HRTimeline
Compound Planning, Inc.1,910$377K0.02%+94513F-HRTimeline
W.H. Cornerstone Investments Inc.1,905$376K0.26%+97713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,903$376K<0.01%+12613F-HRTimelineGroup
EVERETT HARRIS & CO /CA/1,901$375K<0.01%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…1,900$375K0.09%013F-HRTimelineGroup
Frisch Financial Group, Inc.1,893$374K0.1%-1313F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,873$370K0.21%-2513F-HRTimeline
Arista Wealth Management, LLC1,870$369K0.09%-7813F-HRTimeline
JNBA Financial Advisors1,868$369K0.04%+813F-HRTimeline
Berger Financial Group, Inc1,854$366K0.03%-5513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,845$364K0.01%-66313F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI1,843$364K0.04%013F-HRTimeline
Tiller Private Wealth, Inc.1,824$360K0.15%+5013F-HRTimeline
Jackson Hole Capital Partners, LLC1,820$359K0.07%+813F-HRTimeline
Charter Oak Capital Management, LLC1,815$358K0.03%-1,00213F-HRTimeline
SWMG, LLC1,811$358K0.14%-38213F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,809$357K0.1%013F-HRTimeline
Westside Investment Management, Inc.1,796$356K0.08%+44513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,782$352K0.01%+10513F-HRTimeline
Inscription Capital, LLC1,912$352K0.06%13F-HRTimeline
Autumn Glory Partners, LLC1,773$350K0.17%013F-HRTimeline
Fielder Capital Group LLC1,769$349K0.1%+25613F-HRTimeline
Astra Wealth Partners LLC1,758$347K0.33%+213F-HRTimeline
Private Wealth Partners, LLC1,754$346K0.03%+4413F-HRTimeline
SS&H Financial Advisors, Inc.1,750$346K0.13%-58313F-HRTimeline
Legacy Wealth Management, LLC1,725$341K0.02%-1413F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,716$339K0.01%-13913F-HRTimeline
Seven Springs Wealth Group, LLC1,708$337K0.12%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,711$337K0.02%+213F-HRTimeline
SkyOak Wealth, LLC1,699$335K0.07%013F-HRTimeline
RMR Wealth Builders1,688$333K0.04%-25213F-HRTimeline
NorthRock Partners, LLC1,683$332K0.01%-9013F-HRTimeline
Bay Rivers Group1,681$332K0.17%-7213F-HRTimeline
Haverford Trust Co1,680$332K<0.01%+31413F-HRTimeline
Talisman Wealth Advisors LLC1,678$331K0.34%-9713F-HRTimeline
Brookwood Investment Group LLC1,677$331K0.06%13F-HRTimeline
Community Bank, N.A.1,677$331K0.04%-413F-HRTimeline
Venture Visionary Partners LLC1,674$331K0.01%+19013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,674$331K0.13%-1,20713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,672$330K0.01%-8513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,668$329K0.02%-9713F-HRTimeline
Global Assets Advisory, LLC1,728$329K0.06%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,666$329K0.07%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,658$327K<0.01%+1,12513F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…1,657$327K0.01%-5113F-HRTimeline
GREAT LAKES ADVISORS, LLC1,655$327K<0.01%-14,02713F-HRTimeline
Huntleigh Advisors, Inc.1,650$326K0.08%-4013F-HR/ATimeline
Olistico Wealth, LLC1,640$324K0.2%-113F-HRTimeline
USA FINANCIAL FORMULAS1,632$322K0.05%-32813F-HRTimeline
Sharkey, Howes & Javer1,630$322K0.05%013F-HRTimeline
Iron Gate Global Advisors LLC1,625$321K0.04%+46813F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC1,623$321K0.01%+11913F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,623$320K0.02%+413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,612$318K0.02%+35913F-HRTimelineGroup
Circle Wealth Management, LLC1,607$317K0.01%013F-HRTimeline