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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,232 managers (1,248 13F filers) reported a position in XLY shares at 2025-06-30, 85,025,344 shares in all. 129 filers opened a position and 99 filers sold out during the quarter.

Managers
1,232
13F filers
1,248
New
129
Added
379
Reduced
486
Sold out
99
Shares held by filers
85,025,344

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Regal Investment Advisors LLC3,187$693K0.05%-2,34513F-HRTimeline
RATIONAL ADVISORS, INC.3,175$690K0.07%-14713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,172$689K0.11%+62813F-HRTimeline
Verition Fund Management LLC3,150$685K<0.01%013F-HRTimeline
Fenimore Asset Management Inc3,138$682K0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp3,105$675K0.07%013F-HRTimelineGroup
Watts Gwilliam & Co., LLC2,801$674K0.11%-29113F-HRTimeline
Insight Advisors, LLC/ PA3,091$672K0.11%-313F-HRTimeline
Quantessence Capital LLC3,073$668K0.2%new13F-HRTimeline
Kraft, Davis & Associates, LLC2,942$666K0.18%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,020$656K0.01%-39213F-HRTimelineGroup
tru Independence LLC3,018$656K0.19%+613F-HRTimeline
China Universal Asset Management Co., L…3,015$655K0.06%013F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,008$654K0.48%-23113F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC3,005$653K0.17%013F-HRTimeline
WT Wealth Management2,976$647K0.19%-63513F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,875$646K0.19%+1,73913F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP2,947$640K0.06%+47213F-HRTimelineGroup
Twin Tree Management, LP2,946$640K0.02%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,200$639K0.73%-1413F-HRTimeline
Davies Financial Advisors, Inc.2,917$634K0.49%-1,97513F-HRTimeline
Empirical Asset Management, LLC2,902$631K0.2%+5013F-HRTimeline
Capital Advisors, Ltd. LLC2,901$630K0.08%013F-HRTimeline
Circle Wealth Management, LLC2,898$630K0.01%+1,29113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,896$629K0.05%-3,02613F-HRTimeline
Keel Point, LLC2,886$627K0.04%-3013F-HRTimeline
GWN SECURITIES INC.2,854$625K0.12%-4,81313F-HRTimeline
THOMPSON DAVIS & CO., INC.2,854$620K0.42%-38513F-HR/ATimeline
Rollins Financial Advisors, LLC2,842$618K0.1%+113F-HRTimeline
McAdam, LLC2,841$617K0.03%+12513F-HRTimeline
LYNCH & ASSOCIATES/IN2,834$616K0.12%+2313F-HRTimeline
Palumbo Wealth Management LLC2,818$613K0.19%-4113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,805$610K0.01%-6,23013F-HRTimelineGroup
Coppell Advisory Solutions LLC2,763$604K0.07%new13F-HR/ATimeline
Richard W. Paul & Associates, LLC2,777$604K0.22%-4613F-HRTimeline
FineMark National Bank & Trust2,776$603K0.02%+77113F-HRTimeline
Prostatis Group LLC2,775$603K0.17%-9313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,771$602K0.13%-1,11813F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,770$602K0.04%013F-HRTimeline
Pinnacle Financial Partners Inc2,764$601K0.01%new13F-HRTimeline
Promus Capital, LLC2,755$599K0.39%+2,41613F-HR/ATimeline
MMA ASSET MANAGEMENT LLC2,752$598K0.23%-14913F-HRTimeline
Sage Capital Management, LLC2,747$597K0.29%+513F-HRTimeline
BURNS J W & CO INC/NY2,740$595K0.07%-10613F-HRTimeline
MGO ONE SEVEN LLC2,725$592K0.02%-1,40613F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.2,724$592K0.12%-1,00113F-HRTimeline
Soundwatch Capital LLC1,055$591K0.1%new13F-HRTimeline
Whitener Capital Management, Inc.2,718$591K0.16%+19813F-HRTimeline
Councilmark Asset Management, LLC2,700$587K0.37%013F-HRTimeline
Yukon Wealth Management, Inc.2,689$584K0.21%+613F-HRTimeline
Iron Gate Global Advisors LLC2,675$581K0.06%+1,05013F-HRTimeline
M.E. ALLISON & CO., INC.2,672$581K0.47%+5013F-HRTimeline
CHICAGO TRUST Co NA2,668$580K0.08%-4613F-HRTimeline
Harvest Investment Services, LLC2,663$579K0.13%+9613F-HRTimeline
Tempus Wealth Planning, LLC2,639$573K0.14%-14013F-HRTimeline
Burford Brothers, Inc.2,628$571K0.26%-23213F-HRTimeline
Destiny Wealth Partners, LLC2,602$565K0.08%013F-HRTimeline
FIRST UNITED BANK & TRUST2,600$565K0.2%-2013F-HRTimeline
Meridian Wealth Advisors, LLC2,600$565K0.09%013F-HRTimeline
Clearstead Advisors, LLC2,545$553K0.01%+1,70113F-HRTimeline
STOCK YARDS BANK & TRUST CO2,543$553K0.02%+62913F-HRTimeline
Optas, LLC2,522$548K0.1%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,514$546K0.09%+23813F-HRTimeline
Fiduciary Alliance LLC2,509$545K0.04%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,509$545K0.05%+22713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,455$534K0.01%+15313F-HRTimeline
Joseph P. Lucia & Associates, LLC2,453$533K0.22%-24313F-HRTimeline
Argent Trust Co2,450$532K0.02%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,444$531K0.11%013F-HRTimeline
Chemistry Wealth Management LLC2,435$529K0.11%+8013F-HRTimeline
Kathmere Capital Management, LLC2,404$522K0.04%-3013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,392$520K0.01%+18013F-HRTimeline
Wedmont Private Capital2,369$519K0.02%+3913F-HRTimeline
ROCKLAND TRUST CO2,383$518K0.03%-3,99513F-HRTimeline
NWF Advisory Services Inc.2,363$513K0.06%+29213F-HRTimeline
Ranch Capital Advisors Inc.2,333$507K0.22%+14913F-HRTimeline
Allie Family Office LLC2,320$504K0.25%new13F-HRTimeline
WEALTHGARDEN F.S. LLC2,274$503K0.42%-1,80213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,309$502K<0.01%+65113F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC2,306$501K0.02%-3713F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,300$500K0.28%013F-HRTimeline
Blue Chip Partners, LLC2,299$500K0.04%-17413F-HRTimeline
Stonebrook Private Inc.2,294$499K0.12%-61013F-HRTimeline
Moors & Cabot, Inc.2,284$496K0.02%-7313F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,278$495K0.01%013F-HRTimelineGroup
Sovran Advisors, LLC2,269$494K0.05%-2,19013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,261$491K<0.01%-99013F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,260$491K0.03%013F-HR/ATimelineGroup
Mill Creek Capital Advisors, LLC2,258$491K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC2,252$489K0.1%new13F-HRTimeline
L.M. KOHN & COMPANY2,247$488K0.13%-12513F-HRTimeline
Campion Asset Management2,245$488K0.37%-113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,230$485K0.16%+55613F-HR/ATimeline
Westside Investment Management, Inc.2,226$485K0.09%+43013F-HRTimeline
PRIVATE TRUST CO NA2,224$483K0.05%-31513F-HRTimeline
Signature Wealth Management Partners, L…2,223$483K0.28%-20013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,218$482K0.02%-11213F-HRTimelineGroup
Pacific Sun Financial Corp2,206$479K0.25%-2013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,197$477K0.03%-92313F-HRTimeline
Astra Wealth Partners LLC2,194$477K0.38%+43613F-HRTimeline
EASTERN BANK2,192$476K0.01%-25013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,181$474K<0.01%-613F-HRTimeline
Main Street Financial Solutions, LLC2,181$474K0.03%-4113F-HRTimeline
SteelPeak Wealth, LLC2,180$474K0.02%-92413F-HRTimeline
CenterStar Asset Management, LLC2,173$473K0.58%new13F-HRTimeline
SWMG, LLC2,084$471K0.16%+27313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP2,158$469K0.08%-3013F-HRTimeline
Nadler Financial Group, Inc.2,153$468K0.05%-29913F-HRTimeline
Goelzer Investment Management, Inc.2,142$466K0.03%-30713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding2,138$465K-954Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,130$463K0.02%+10813F-HRTimelineGroup
Farther Finance Advisors, LLC2,088$454K0.01%+17513F-HRTimeline
Choate Investment Advisors2,085$453K0.01%013F-HRTimeline
EPG Wealth Management LLC2,078$452K0.14%-1,21613F-HRTimeline
Sage Capital Advisors,llc2,068$449K0.11%-7513F-HRTimeline
Bragg Financial Advisors, Inc2,052$446K0.02%-2113F-HRTimeline
Brookwood Investment Group LLC2,051$446K0.07%+37413F-HRTimeline
MRWM Advisors, LLC2,035$442K0.28%013F-HRTimeline
Consolidated Portfolio Review Corp2,030$441K0.06%-913F-HRTimeline
IFC Advisors LLC2,028$441K0.08%013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,021$439K0.06%+213F-HRTimeline
Fearless Solutions, LLC dba Best Invest2,017$438K0.31%new13F-HRTimeline
Wealth Architects, LLC2,014$438K0.04%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,000$435K0.12%013F-HRTimeline
Avantax Planning Partners, Inc.1,989$432K0.01%013F-HRTimeline
DEARBORN PARTNERS LLC1,989$432K0.02%013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,980$430K0.04%+113F-HRTimeline
Redhawk Wealth Advisors, Inc.1,974$429K0.05%-4613F-HRTimeline
Mullooly Asset Management, Inc.1,974$429K0.18%-31413F-HRTimeline
Gallacher Capital Management LLC1,971$428K0.2%new13F-HRTimeline
SeaCrest Wealth Management, LLC1,968$428K0.05%-113F-HRTimeline
Tyche Wealth Partners LLC1,956$425K0.09%-4413F-HRTimeline
FAGAN ASSOCIATES, INC.1,955$425K0.07%-7513F-HRTimeline
Legacy Financial Strategies, LLC1,950$424K0.08%013F-HRTimeline
Tiller Private Wealth, Inc.1,919$418K0.16%+9513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,911$415K0.01%+12913F-HRTimeline
Bensler, LLC1,910$415K0.05%013F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…1,900$413K0.1%013F-HRTimelineGroup
Secure Asset Management, LLC1,900$413K0.08%-1213F-HRTimeline
Frisch Financial Group, Inc.1,895$412K0.1%+213F-HRTimeline
USA FINANCIAL FORMULAS1,892$411K0.07%+26013F-HRTimeline
ELEVATUS WELATH MANAGEMENT1,873$407K0.14%013F-HRTimeline
TRUST POINT INC.1,870$406K0.04%-4513F-HRTimeline
Arista Wealth Management, LLC1,870$406K0.06%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,867$406K0.07%+4713F-HRTimeline
Berger Financial Group, Inc1,854$403K0.03%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,852$402K0.02%-2,52613F-HRTimelineGroup
JNBA Financial Advisors1,851$402K0.04%-1713F-HRTimeline
Venture Visionary Partners LLC1,849$402K0.02%+17513F-HRTimeline
Total Wealth Planning & Management, Inc.1,848$402K0.35%new13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,843$401K0.04%013F-HRTimeline
Charter Oak Capital Management, LLC1,815$394K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,811$394K<0.01%-9213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO1,806$392K0.01%+9013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,779$387K0.14%+41613F-HRTimeline
Fielder Capital Group LLC1,769$384K0.1%013F-HRTimeline
Wealthstar Advisors, LLC1,767$384K0.14%-16813F-HRTimeline
Private Wealth Partners, LLC1,754$381K0.03%013F-HRTimeline
Flywheel Private Wealth LLC1,753$381K0.31%-34513F-HRTimeline
Quantitative Investment Management, LLC1,757$381K0.05%-212,97713F-HRTimeline
Aptus Capital Advisors, LLC1,742$379K<0.01%-1,35213F-HRTimeline
Autumn Glory Partners, LLC1,724$375K0.18%-4913F-HRTimeline
Visionary Wealth Advisors1,722$374K0.02%+12013F-HRTimeline
BOKF, NAin group BOKF, NA1,717$373K0.01%-42813F-HRTimelineGroup
Seven Springs Wealth Group, LLC1,708$371K0.09%013F-HRTimeline
SkyOak Wealth, LLC1,699$369K0.07%013F-HRTimeline
Iyo Bank, Ltd.1,693$368K0.15%-3,38013F-HRTimeline
Spartan Planning & Wealth Management1,688$367K0.31%new13F-HRTimeline
NorthRock Partners, LLC1,683$366K0.01%013F-HR/ATimeline
EVERETT HARRIS & CO /CA/1,676$364K<0.01%-22513F-HRTimeline
Mattern Wealth Management LLC1,658$360K0.07%-65213F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,657$360K0.01%013F-HRTimeline
Waterloo Capital, L.P.1,648$358K0.03%new13F-HRTimeline
HF Advisory Group, LLC1,643$357K0.14%+16413F-HRTimeline
Olistico Wealth, LLC1,640$356K0.2%013F-HRTimeline
STAR Financial Bank1,633$355K0.23%-27913F-HRTimeline
Sharkey, Howes & Javer1,630$354K0.05%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,626$353K0.02%+313F-HRTimeline
Huntleigh Advisors, Inc.1,626$353K0.07%-2413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,623$353K<0.01%new13F-HRTimelineGroup
Legacy Capital Group California, Inc.1,620$352K0.1%+5113F-HRTimeline
Community Bank, N.A.1,617$351K0.05%-6013F-HRTimeline
Talisman Wealth Advisors LLC1,610$350K0.32%-6813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,598$347K0.01%+5513F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,595$347K0.03%+313F-HRTimeline
Rothschild Capital Partners, LLC1,584$344K0.09%-61,16513F-HRTimeline
Keystone Financial Group1,583$344K0.03%-1413F-HRTimeline
Bay Rivers Group1,581$344K0.16%-10013F-HRTimeline
Heartwood Wealth Advisors LLC1,571$341K0.04%-413F-HRTimeline
RMR Wealth Builders1,566$340K0.03%-12213F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.1,566$340K0.01%-47813F-HRTimelineGroup
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.1,561$340K<0.01%-15,39113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,558$339K0.02%-11013F-HRTimeline
Leeward Financial Partners, LLC1,550$337K0.11%new13F-HRTimeline
Glen Eagle Advisors, LLC1,547$336K0.05%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,538$334K0.06%-12813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,533$333K0.02%-17813F-HRTimeline
May Hill Capital, LLC1,531$333K0.11%new13F-HRTimeline
Antonelli Financial Advisors, LLC1,525$331K0.24%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,519$330K0.01%-10413F-HRTimeline