Skip to content

XLY SELECT SECTOR SPDR TR

Follow

SBI CONS DISCR (fund)

1,259 managers (1,277 13F filers) reported a position in XLY shares at 2025-09-30, 83,856,851 shares in all. 123 filers opened a position and 85 filers sold out during the quarter.

Managers
1,259
13F filers
1,277
New
123
Added
421
Reduced
434
Sold out
85
Shares held by filers
83,856,851

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
First National Trust Co3,279$786K0.03%-7313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC3,208$769K0.76%+813F-HRTimeline
Occidental Asset Management, LLC3,199$766K0.1%-39513F-HRTimeline
Clarius Group, LLC3,188$764K0.05%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,184$763K<0.01%+1,89513F-HRTimelineGroup
WT Wealth Management3,178$762K0.22%+20213F-HRTimeline
KWMG, LLC3,177$761K0.07%-16413F-HRTimeline
Clare Market Investments LLC3,175$761K0.15%-69713F-HRTimeline
Verition Fund Management LLC3,150$755K<0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,147$754K0.04%-24013F-HRTimeline
Fenimore Asset Management Inc3,138$752K0.02%013F-HRTimeline
Apexium Financial, LP3,129$750K0.04%-10813F-HRTimeline
Insight Advisors, LLC/ PA3,089$741K0.11%-213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,086$740K0.02%-99113F-HRTimeline
Farther Finance Advisors, LLC3,071$736K0.01%+98313F-HRTimeline
City Center Advisors, LLC3,067$735K0.71%new13F-HRTimeline
KPP Advisory Services LLC3,058$733K0.11%-15613F-HRTimeline
Legacy Private Trust Co.3,040$729K0.04%-57913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,030$726K0.01%+1013F-HRTimelineGroup
China Universal Asset Management Co., L…3,015$723K0.06%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,012$722K<0.01%-22513F-HRTimelineGroup
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…3,008$721K0.46%013F-HRTimelineGroup
Empirical Asset Management, LLC2,979$714K0.2%+7713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC2,972$712K0.12%-1,14613F-HRTimeline
Lunt Capital Management, Inc.2,959$709K0.27%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC2,952$707K0.24%+20013F-HRTimeline
Burford Brothers, Inc.2,944$706K0.3%+31613F-HRTimeline
Moors & Cabot, Inc.2,934$703K0.03%+65013F-HRTimeline
Main Street Financial Solutions, LLC2,924$701K0.04%+74313F-HRTimeline
Capital Advisors, Ltd. LLC2,901$695K0.08%013F-HRTimeline
Loudon Investment Management, LLC2,880$690K0.36%new13F-HRTimeline
tru Independence LLC2,868$687K0.18%-15013F-HRTimeline
Kraft, Davis & Associates, LLC2,841$682K0.17%-10113F-HRTimeline
LYNCH & ASSOCIATES/IN2,834$679K0.13%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp2,821$676K0.07%-28413F-HRTimelineGroup
Pinnacle Financial Partners Inc2,814$674K0.02%+5013F-HRTimeline
THOMPSON DAVIS & CO., INC.2,807$673K0.42%-4713F-HRTimeline
NWF Advisory Services Inc.2,805$672K0.07%+44213F-HRTimeline
Watts Gwilliam & Co., LLC2,801$671K0.11%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,791$669K0.16%+1,54313F-HRTimeline
M.E. ALLISON & CO., INC.2,776$665K0.46%+10413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,770$664K0.04%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,782$662K0.01%+1,22113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,760$661K0.09%+24613F-HRTimeline
Promus Capital, LLC2,755$660K0.42%013F-HRTimeline
Sage Capital Management, LLC2,753$660K0.3%+613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,744$658K0.12%-2713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,733$655K0.01%-7213F-HRTimelineGroup
BURNS J W & CO INC/NY2,727$653K0.07%-1313F-HRTimeline
Whitener Capital Management, Inc.2,712$650K0.16%-613F-HRTimeline
Richard W. Paul & Associates, LLC2,701$647K0.22%-7613F-HRTimeline
Councilmark Asset Management, LLC2,700$647K0.37%013F-HRTimeline
Fiduciary Alliance LLC2,696$646K0.04%+18713F-HRTimeline
Yukon Wealth Management, Inc.2,693$645K0.21%+413F-HRTimeline
Prostatis Group LLC2,693$645K0.16%-8213F-HRTimeline
Tempus Wealth Planning, LLC2,674$641K0.15%+3513F-HRTimeline
CHICAGO TRUST Co NA2,668$639K0.09%013F-HRTimeline
Davies Financial Advisors, Inc.2,642$633K0.51%-27513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,896$632K0.05%013F-HRTimeline
Destiny Wealth Partners, LLC2,602$624K0.08%013F-HRTimeline
Meridian Wealth Advisors, LLC2,600$623K0.09%013F-HRTimeline
Clearstead Advisors, LLC2,585$619K0.01%+4013F-HRTimeline
Stonebrook Private Inc.2,578$618K0.13%+28413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,574$617K0.04%+6513F-HRTimeline
Optas, LLC2,522$604K0.1%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,508$601K<0.01%+19913F-HRTimelineGroup
Modern Wealth Management, LLC2,481$595K0.01%+1,14413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC2,444$586K0.12%013F-HRTimeline
Argent Trust Co2,442$585K0.02%-813F-HRTimeline
Chemistry Wealth Management LLC2,435$584K0.11%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,432$583K0.03%new13F-HRTimeline
FineMark National Bank & Trust2,424$581K0.02%-35213F-HRTimeline
STOCK YARDS BANK & TRUST CO2,416$579K0.02%-12713F-HRTimeline
Fjell Capital, LLC2,408$577K0.51%+1,41113F-HRTimeline
Joseph P. Lucia & Associates, LLC2,388$572K0.22%-6513F-HRTimeline
Kathmere Capital Management, LLC2,373$569K0.04%-3113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,366$567K0.02%+14813F-HRTimelineGroup
Ranch Capital Advisors Inc.2,336$560K0.22%+313F-HRTimeline
Wedmont Private Capital2,372$559K0.02%+313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…2,329$558K<0.01%+70613F-HRTimelineGroup
Allie Family Office LLC2,320$556K0.26%013F-HRTimeline
Legacy Capital Group California, Inc.2,319$556K0.14%+69913F-HRTimeline
Westside Investment Management, Inc.2,305$554K0.09%+7913F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC2,300$551K0.28%013F-HRTimeline
Campion Asset Management2,287$548K0.39%+4213F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC2,278$546K0.01%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC2,276$545K0.02%-3013F-HRTimeline
PITCAIRN COin group PITCAIRN CO2,260$542K0.04%013F-HRTimelineGroup
Blue Chip Partners, LLC2,259$541K0.04%-4013F-HRTimeline
Mill Creek Capital Advisors, LLC2,259$541K0.01%+113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,243$538K0.01%-21213F-HRTimeline
Signature Wealth Management Partners, L…2,223$533K0.28%013F-HRTimeline
Regent Peak Wealth Advisors LLC2,219$532K0.11%13F-HRTimeline
Astra Wealth Partners LLC2,219$532K0.37%+2513F-HR/ATimeline
Pacific Sun Financial Corp2,206$529K0.26%013F-HRTimeline
Sovran Advisors, LLC2,252$526K0.05%-1713F-HRTimeline
EASTERN BANK2,186$524K0.01%-613F-HRTimeline
Waterloo Capital, L.P.2,173$521K0.04%+52513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP2,165$519K<0.01%-1613F-HRTimeline
Nadler Financial Group, Inc.2,163$518K0.05%+1013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,130$510K0.02%013F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC2,124$509K<0.01%new13F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest2,088$500K0.32%+7113F-HRTimeline
ELCO Management Co., LLC2,075$497K0.26%new13F-HRTimeline
PRIVATE TRUST CO NA2,068$496K0.04%-15613F-HRTimeline
Secure Asset Management, LLC2,051$495K0.08%+15113F-HRTimeline
FINANCIAL CONSULATE, INC2,052$492K0.07%-20013F-HRTimeline
Sage Capital Advisors,llc2,048$491K0.12%-2013F-HRTimeline
Rollins Financial Advisors, LLC2,039$489K0.07%-80313F-HRTimeline
MRWM Advisors, LLC2,035$488K0.28%013F-HRTimeline
IFC Advisors LLC2,032$487K0.09%+413F-HRTimeline
Aptus Capital Advisors, LLC2,031$487K<0.01%+28913F-HRTimeline
Venture Visionary Partners LLC2,014$483K0.02%+16513F-HRTimeline
Wealth Architects, LLC2,014$483K0.05%013F-HRTimeline
FLOW TRADERS U.S. LLC2,006$481K0.02%new13F-HRTimeline
EPG Wealth Management LLC2,006$481K0.13%-7213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC2,004$480K0.06%-1713F-HRTimeline
Consolidated Portfolio Review Corp2,003$480K0.06%-2713F-HRTimeline
Choate Investment Advisors2,000$479K0.01%-8513F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,000$479K0.12%013F-HRTimeline
Bragg Financial Advisors, Inc1,994$478K0.02%-5813F-HRTimeline
Avantax Planning Partners, Inc.1,989$477K0.01%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP1,988$476K0.07%-17013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,980$475K0.04%013F-HRTimeline
Strategic Blueprint, LLC1,976$474K0.02%new13F-HRTimeline
Mullooly Asset Management, Inc.1,977$474K0.18%+313F-HRTimeline
RDA Financial Network1,960$470K0.12%+95113F-HRTimeline
Legacy Financial Strategies, LLC1,950$467K0.08%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.1,947$467K0.09%-77713F-HRTimeline
Goelzer Investment Management, Inc.1,946$466K0.02%-19613F-HRTimeline
Atala Financial Inc4,135$466K0.29%new13F-HRTimeline
Coppell Advisory Solutions LLC1,936$466K0.05%-82713F-HRTimeline
Tyche Wealth Partners LLC1,934$464K0.08%-2213F-HRTimeline
FAGAN ASSOCIATES, INC.1,930$463K0.06%-2513F-HRTimeline
Tiller Private Wealth, Inc.1,929$462K0.16%+1013F-HRTimeline
L & S Advisors Inc1,924$461K0.04%new13F-HRTimeline
Gallacher Capital Management LLC1,921$460K0.18%-5013F-HRTimeline
SWMG, LLC1,930$460K0.14%-15413F-HRTimeline
Bensler, LLC1,910$458K0.05%013F-HRTimeline
Frisch Financial Group, Inc.1,903$456K0.11%+813F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…1,900$455K0.11%013F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT1,876$450K0.13%+313F-HRTimeline
Glen Eagle Advisors, LLC1,872$449K0.06%+32513F-HRTimeline
TRUST POINT INC.1,870$448K0.04%013F-HRTimeline
Arista Wealth Management, LLC1,870$448K0.06%013F-HRTimeline
Jackson Hole Capital Partners, LLC1,862$446K0.08%-513F-HRTimeline
Berger Financial Group, Inc1,854$444K0.03%013F-HRTimeline
JNBA Financial Advisors1,851$444K0.04%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,843$442K0.04%013F-HRTimeline
DEARBORN PARTNERS LLC1,839$441K0.02%-15013F-HRTimeline
Wealthstar Advisors, LLC1,822$437K0.17%+5513F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,817$435K0.06%+1,24913F-HRTimeline
SeaCrest Wealth Management, LLC1,834$434K0.05%-13413F-HRTimeline
GWN SECURITIES INC.1,789$430K0.1%-1,06513F-HRTimeline
TABLEAUX LLC1,782$427K0.17%new13F-HRTimeline
ROCKLAND TRUST CO1,781$427K0.02%-60213F-HRTimeline
Nikulski Financial, Inc.1,777$426K0.11%+67913F-HRTimeline
Redhawk Wealth Advisors, Inc.1,764$423K0.05%-21013F-HRTimeline
Private Wealth Partners, LLC1,754$420K0.03%013F-HRTimeline
Flywheel Private Wealth LLC1,753$420K0.33%013F-HRTimeline
HF Advisory Group, LLC1,750$420K0.15%+10713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.1,738$416K0.13%new13F-HRTimeline
L.M. KOHN & COMPANY1,737$416K0.5%-51013F-HRTimeline
Sollinda Capital Management LLC1,731$415K0.11%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,729$414K0.01%-7713F-HRTimeline
Autumn Glory Partners, LLC1,725$413K0.17%+113F-HRTimeline
Seven Springs Wealth Group, LLC1,708$409K0.1%013F-HRTimeline
SkyOak Wealth, LLC1,699$407K0.08%013F-HRTimeline
Iyo Bank, Ltd.1,693$406K0.15%013F-HRTimeline
BOKF, NAin group BOKF, NA1,683$403K0.01%-3413F-HRTimelineGroup
EVERETT HARRIS & CO /CA/1,676$402K<0.01%013F-HRTimeline
San Luis Wealth Advisors LLC1,668$400K0.07%+42113F-HR/ATimeline
Hopwood Financial Services, Inc.1,665$399K0.27%+34513F-HRTimeline
Mattern Wealth Management LLC1,658$397K0.08%013F-HRTimeline
Visionary Wealth Advisors1,648$395K0.02%-7413F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,645$394K0.01%-1213F-HRTimeline
Heartwood Wealth Advisors LLC1,637$392K0.04%+6613F-HRTimeline
STAR Financial Bank1,633$391K0.23%013F-HRTimeline
Sharkey, Howes & Javer1,630$391K0.05%013F-HRTimeline
Charter Oak Capital Management, LLC1,629$390K0.03%-18613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,629$390K0.02%+313F-HRTimeline
Iron Gate Global Advisors LLC1,625$390K0.04%-1,05013F-HRTimeline
United Advisor Group, LLC1,624$389K0.05%+29813F-HRTimeline
Olistico Wealth, LLC1,624$389K0.21%-1613F-HRTimeline
Community Bank, N.A.1,617$387K0.05%013F-HRTimeline
RMR Wealth Builders1,611$386K0.03%+4513F-HRTimeline
Keystone Financial Group1,608$385K0.03%+2513F-HR/ATimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,604$384K0.02%-24813F-HRTimelineGroup
FIRST UNITED BANK & TRUST1,600$383K0.12%-1,00013F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,598$383K0.03%+313F-HRTimeline
Bay Rivers Group1,596$382K0.16%+1513F-HRTimeline
Talisman Wealth Advisors LLC1,584$380K0.31%-2613F-HRTimeline
Huntleigh Advisors, Inc.1,579$378K0.06%-4713F-HRTimeline
Inscription Capital, LLC1,565$375K0.04%+7813F-HRTimeline
LEUTHOLD GROUP, LLC1,564$375K0.04%new13F-HRTimeline
One Capital Management, LLC1,563$375K0.01%+5613F-HRTimeline
WESTBOURNE INVESTMENTS, INC.999$372K0.18%013F-HRTimeline
Leeward Financial Partners, LLC1,550$371K0.11%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,544$370K0.03%+28813F-HRTimeline
Performance Wealth Partners, LLC1,541$369K0.01%+5413F-HRTimeline