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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,344 managers (1,363 13F filers) reported a position in XLY shares at 2025-12-31, 161,426,825 shares in all. 114 filers opened a position and 78 filers sold out during the quarter.

Managers
1,344
13F filers
1,363
New
114
Added
1,124
Reduced
46
Sold out
78
Shares held by filers
161,426,825

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Kagan Cocozza Asset Management7,596$907K0.65%+3,37413F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL7,559$903K0.13%+3,73213F-HRTimeline
First Citizens Financial Corp7,542$901K0.44%+3,77413F-HRTimeline
Rockingstone Advisors LLC7,428$887K0.4%+3,98913F-HRTimeline
Vise Technologies, Inc.7,369$880K0.02%+6,20413F-HRTimeline
Birchcreek Wealth Management, LLC7,348$877K0.43%+1,15413F-HRTimeline
Alpha Wealth Funds, LLC7,341$877K0.59%+3,58313F-HRTimeline
Generation Capital Management LLC7,330$875K0.57%new13F-HRTimeline
Verition Fund Management LLC7,300$872K<0.01%+4,15013F-HRTimeline
GSA CAPITAL PARTNERS LLP7,269$868K0.07%+2,04513F-HRTimeline
Jacobs Equity LLC7,227$863K0.83%13F-HRTimeline
Founders Financial Alliance, LLC7,200$860K0.16%+3,53713F-HRTimeline
McAdam, LLC7,112$849K0.04%+3,82613F-HRTimeline
NIXON PEABODY TRUST CO7,104$848K0.06%+3,55213F-HRTimeline
Invst, LLC7,083$846K0.09%+2,17413F-HRTimeline
Oxler Private Wealth LLC7,061$843K0.24%+3,53713F-HRTimeline
Financial Engines Advisors L.L.C.7,047$841K<0.01%+3,49313F-HRTimeline
GREENLEAF TRUST7,044$841K0.01%+3,49813F-HRTimeline
KDK Private Wealth Management, LLC7,032$840K0.73%+3,39213F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC6,991$835K0.03%+3,49713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,959$831K0.21%+3,32513F-HRTimeline
McHugh Group, LLC6,950$830K0.47%+3,47513F-HRTimeline
Ducere Wealth Management LLC6,929$827K0.32%13F-HR/ATimeline
WT Wealth Management6,893$823K0.24%+3,71513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,852$818K0.02%+3,52413F-HRTimeline
Mirador Capital Partners LP6,805$813K0.11%+2,08413F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,739$805K0.01%+4,41013F-HRTimelineGroup
Circle Wealth Management, LLC6,722$803K0.01%+3,36113F-HRTimeline
Rehmann Capital Advisory Group6,701$800K0.04%+3,35413F-HRTimeline
Athena Investment Management6,700$800K0.41%+3,35013F-HRTimeline
Cassaday & Co Wealth Management LLC6,662$796K0.02%+2,82613F-HRTimeline
Ark Wealth Advisors LLC6,662$796K0.86%13F-HRTimeline
Occidental Asset Management, LLC6,574$785K0.09%+3,37513F-HRTimeline
Farther Finance Advisors, LLC6,550$782K0.01%+3,47913F-HRTimeline
WEALTHGARDEN F.S. LLC6,323$773K0.51%+2,92313F-HRTimeline
Beacon Bridge Wealth Partners, LLC6,465$772K0.26%new13F-HRTimeline
BCS Wealth Management6,362$760K0.08%+5,52113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC6,339$757K0.79%+3,13113F-HRTimeline
SVB WEALTH LLC6,306$753K0.04%+2,33513F-HRTimeline
Conservest Capital Advisors, Inc.6,297$752K0.07%new13F-HRTimeline
Fenimore Asset Management Inc6,276$749K0.02%+3,13813F-HRTimeline
Raleigh Capital Management Inc.6,249$746K0.27%new13F-HRTimeline
Main Street Financial Solutions, LLC6,180$738K0.06%+3,25613F-HRTimeline
MGO ONE SEVEN LLC6,167$736K0.02%+1,76613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,144$734K0.05%-3,20613F-HRTimeline
First National Trust Co6,126$732K0.02%+2,84713F-HRTimeline
KPP Advisory Services LLC6,116$730K0.11%+3,05813F-HRTimeline
CENTRAL TRUST Co6,095$728K0.01%+2,78313F-HRTimeline
OneDigital Investment Advisors LLC6,094$728K0.01%+2,36613F-HRTimeline
Insight Advisors, LLC/ PA6,071$725K0.11%+2,98213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…6,064$724K<0.01%+3,05213F-HRTimelineGroup
China Universal Asset Management Co., L…6,030$720K0.06%+3,01513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…6,016$718K0.44%+3,00813F-HRTimelineGroup
Legacy Private Trust Co.5,990$715K0.04%+2,95013F-HRTimeline
Bryn Mawr Trust Advisors, LLC5,978$714K0.03%+2,83113F-HRTimeline
Empirical Asset Management, LLC5,973$713K0.2%+2,99413F-HRTimeline
Nikulski Financial, Inc.5,956$711K0.17%+4,17913F-HRTimeline
MMA ASSET MANAGEMENT LLC5,912$706K0.25%+2,96013F-HRTimeline
Burford Brothers, Inc.5,890$703K0.29%+2,94613F-HRTimeline
Moors & Cabot, Inc.5,836$697K0.03%+2,90213F-HRTimeline
THOMPSON DAVIS & CO., INC.5,820$695K0.42%+3,01313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,782$690K0.05%+2,88613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,775$690K0.11%+2,80313F-HRTimeline
Wealth Quarterback LLC5,705$681K0.25%-6,03013F-HRTimeline
tru Independence LLC5,702$681K0.17%+2,83413F-HRTimeline
Kraft, Davis & Associates, LLC5,482$681K0.15%+2,64113F-HRTimeline
Clarius Group, LLC5,682$678K0.04%+2,49413F-HRTimeline
LYNCH & ASSOCIATES/IN5,668$677K0.13%+2,83413F-HRTimeline
M.E. ALLISON & CO., INC.5,654$675K0.46%+2,87813F-HRTimeline
Koshinski Asset Management, Inc.5,650$675K0.04%+1,34813F-HRTimeline
NWF Advisory Services Inc.5,625$672K0.07%+2,82013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp5,599$669K0.07%+2,77813F-HRTimelineGroup
Lunt Capital Management, Inc.5,565$665K0.25%+2,60613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,540$662K0.04%+2,77013F-HRTimeline
Palumbo Wealth Management LLC5,530$660K0.16%new13F-HRTimeline
Sage Capital Management, LLC5,512$658K0.3%+2,75913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,496$656K0.01%+2,76313F-HRTimelineGroup
Fiduciary Alliance LLC5,482$655K0.04%+2,78613F-HRTimeline
VCI Wealth Management LLC5,471$653K0.18%new13F-HRTimeline
Whitener Capital Management, Inc.5,454$651K0.15%+2,74213F-HRTimeline
BURNS J W & CO INC/NY5,454$651K0.07%+2,72713F-HRTimeline
Pinnacle Family Advisors, LLC5,443$650K0.29%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,425$648K0.09%+2,66513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC5,422$648K0.12%+2,67813F-HRTimeline
Councilmark Asset Management, LLC5,400$645K0.36%+2,70013F-HRTimeline
Westside Investment Management, Inc.5,390$642K0.1%+3,08513F-HRTimeline
Stonebrook Private Inc.5,370$641K0.13%+2,79213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,347$638K0.01%-2913F-HRTimelineGroup
Destiny Wealth Partners, LLC5,204$637K0.07%+2,60213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,326$636K0.12%+52413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…5,241$626K0.01%new13F-HRTimelineGroup
Meridian Wealth Advisors, LLC5,200$621K0.09%+2,60013F-HRTimeline
Alpine Global Management, LLC5,195$620K0.14%+4,11013F-HR/ATimeline
Tempus Wealth Planning, LLC5,187$619K0.14%+2,51313F-HRTimeline
Wealth Enhancement Trust Services, Inc.5,126$612K0.08%13F-HRTimeline
Peak Retirement Planning, Inc.5,119$611K0.14%-40,82013F-HRTimeline
KWMG, LLC5,112$610K0.05%+1,93513F-HRTimeline
Clearstead Advisors, LLC5,100$609K0.01%+2,51513F-HRTimeline
Prostatis Group LLC5,087$607K0.15%+2,39413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,066$605K<0.01%+1,68113F-HRTimelineGroup
Optas, LLC5,044$602K0.09%+2,52213F-HRTimeline
Fjell Capital, LLC5,029$601K0.46%+2,62113F-HRTimeline
Worthington Financial Partners, LLC4,925$588K0.52%13F-HRTimeline
Murphy & Mullick Capital Management Corp4,923$588K0.42%+3,42713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,906$586K0.01%+1,87613F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC4,888$584K0.11%+2,44413F-HRTimeline
Kensington Investment Counsel, LLC4,865$581K0.24%new13F-HRTimeline
FineMark National Bank & Trust4,848$579K0.02%+2,42413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,845$579K0.08%+3,02813F-HRTimeline
Wedmont Private Capital4,749$574K0.02%+2,37713F-HRTimeline
City Center Advisors, LLC4,790$572K0.53%+1,72313F-HRTimeline
CHICAGO TRUST Co NA4,788$572K0.09%+2,12013F-HRTimeline
Legacy Capital Group California, Inc.4,780$571K0.14%+2,46113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,778$571K0.12%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC4,762$569K0.04%+2,18813F-HRTimeline
Venture Visionary Partners LLC4,679$559K0.02%+2,66513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,669$558K<0.01%+2,16113F-HRTimelineGroup
Sovran Advisors, LLC4,538$557K0.05%+2,28613F-HRTimeline
Ranch Capital Advisors Inc.4,656$556K0.2%+2,32013F-HRTimeline
Strategic Blueprint, LLC4,642$554K0.03%+2,66613F-HRTimeline
Allie Family Office LLC2,320$554K0.26%013F-HRTimeline
VestGen Advisors, LLC4,635$553K0.02%+3,57313F-HRTimeline
ROCKLAND TRUST CO4,630$553K0.02%+2,84913F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,612$551K0.12%+1,82113F-HRTimeline
DELTA CAPITAL MANAGEMENT LLC4,600$549K0.31%+2,30013F-HRTimeline
Campion Asset Management4,574$546K0.38%+2,28713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC4,556$544K0.01%+2,27813F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO4,530$541K0.02%+2,11413F-HRTimeline
Bedell Frazier Investment Counselling, …4,521$540K0.1%+3,24113F-HRTimeline
PITCAIRN COgroup of 2 filers holding4,520$540K+2,260Timeline
Mill Creek Capital Advisors, LLC4,517$539K0.01%+2,25813F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,516$539K0.02%+2,24013F-HRTimeline
J.Safra Asset Management Corp4,462$533K0.03%new13F-HRTimeline
Waterloo Capital, L.P.4,450$531K0.04%+2,27713F-HRTimeline
PRIVATE TRUST CO NA4,450$531K0.05%+2,38213F-HRTimeline
Signature Wealth Management Partners, L…4,446$531K0.26%+2,22313F-HRTimeline
Tyche Wealth Partners LLC4,435$530K0.08%+2,50113F-HRTimeline
EASTERN BANK4,422$528K0.01%+2,23613F-HRTimeline
Astra Wealth Partners LLC4,416$527K0.32%+2,19713F-HRTimeline
Pacific Sun Financial Corp4,412$527K0.25%+2,20613F-HRTimeline
Argent Trust Co4,389$524K0.02%+1,94713F-HRTimeline
Kathmere Capital Management, LLC4,378$523K0.04%+2,00513F-HRTimeline
Nadler Financial Group, Inc.4,336$518K0.05%+2,17313F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP4,330$517K<0.01%+2,16513F-HRTimeline
Chemistry Wealth Management LLC4,302$514K0.1%+1,86713F-HRTimeline
Fearless Solutions, LLC dba Best Invest4,234$506K0.31%+2,14613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,232$505K<0.01%+2,10813F-HRTimelineGroup
DEARBORN PARTNERS LLC4,198$501K0.03%+2,35913F-HRTimeline
Atala Financial Inc4,135$498K0.32%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,152$496K0.01%+1,90913F-HRTimeline
BBR PARTNERS, LLC4,146$495K0.03%+3,04813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,117$492K0.02%+1,98713F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC4,106$490K0.03%+4,02813F-HRTimeline
Rollins Financial Advisors, LLC4,079$487K0.07%+2,04013F-HRTimeline
Secure Asset Management, LLC4,074$486K0.08%+2,02313F-HRTimeline
IFC Advisors LLC4,071$486K0.07%+2,03913F-HRTimeline
MRWM Advisors, LLC4,070$486K0.26%+2,03513F-HRTimeline
FINANCIAL CONSULATE, INC4,065$485K0.07%+2,01313F-HRTimeline
Sage Capital Advisors,llc4,058$485K0.12%+2,01013F-HRTimeline
Thayer Partners, LLC / MA4,031$481K0.23%13F-HRTimeline
Wealth Architects, LLC4,028$481K0.04%+2,01413F-HRTimeline
EPG Wealth Management LLC4,022$480K0.13%+2,01613F-HRTimeline
Galvin, Gaustad & Stein, LLC4,021$480K0.04%+2,04113F-HRTimeline
Arax Advisory Partners4,007$478K0.01%new13F-HRTimeline
Choate Investment Advisors4,000$478K0.01%+2,00013F-HRTimeline
Arcus Capital Partners, LLC4,000$478K0.17%new13F-HRTimeline
Tiller Private Wealth, Inc.3,991$477K0.17%+2,06213F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC3,991$477K0.18%new13F-HRTimeline
Strategic Family Wealth Counselors, L.L…4,000$476K0.11%+2,00013F-HRTimeline
Mullooly Asset Management, Inc.3,957$473K0.17%+1,98013F-HRTimeline
Regent Peak Wealth Advisors LLC3,946$471K0.09%+1,72713F-HRTimeline
SeaCrest Wealth Management, LLC3,893$471K0.05%+2,05913F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,941$471K0.06%+1,93713F-HRTimeline
Frisch Financial Group, Inc.3,928$469K0.11%+2,02513F-HRTimeline
YHB Investment Advisors, Inc.3,922$468K0.03%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP3,914$467K0.07%+1,92613F-HRTimeline
RDA Financial Network3,908$467K0.11%+1,94813F-HRTimeline
Legacy Financial Strategies, LLC3,900$466K0.08%+1,95013F-HRTimeline
Bragg Financial Advisors, Inc3,857$461K0.01%+1,86313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A3,838$458K<0.01%-1,24013F-HRTimelineGroup
L & S Advisors Inc3,836$458K0.04%+1,91213F-HRTimeline
ALPINE WOODS CAPITAL INVESTORS, LLCin group ALPINE WOODS CAPITAL INVESTOR…3,800$454K0.11%+1,90013F-HRTimelineGroup
Brooklyn Investment Group3,738$452K0.02%+2,49413F-HRTimeline
TRUST POINT INC.3,778$451K0.04%+1,90813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,768$450K0.01%+2,26713F-HRTimeline
Richard W. Paul & Associates, LLC3,768$450K0.15%+1,06713F-HRTimeline
FAGAN ASSOCIATES, INC.3,766$450K0.06%+1,83613F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,758$449K0.12%+1,88213F-HRTimeline
Mizuho Markets Cayman LPin group MIZUHO FINANCIAL GROUP INC3,752$448K0.02%new13F-HRTimelineGroup
Arista Wealth Management, LLC3,740$447K0.05%+1,87013F-HRTimeline
Jackson Hole Capital Partners, LLC3,723$445K0.08%+1,86113F-HRTimeline
Berger Financial Group, Inc3,708$443K0.03%+1,85413F-HRTimeline
Total Wealth Planning & Management, Inc.3,704$442K0.35%13F-HRTimeline
JNBA Financial Advisors3,702$442K0.04%+1,85113F-HRTimeline
Huntleigh Advisors, Inc.3,693$441K0.07%+2,11413F-HRTimeline
JM2 Capital Inc.3,677$439K0.35%13F-HRTimeline
Lifestyle Asset Management, Inc.3,664$438K0.14%new13F-HRTimeline
Wealthstar Advisors, LLC3,648$436K0.24%+1,82613F-HRTimeline
Mosley Wealth Management1,834$434K0.2%13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI3,624$433K0.04%+1,78113F-HRTimeline