Skip to content
Disclosery

XLY SELECT SECTOR SPDR TR

Follow

SBI CONS DISCR (fund)

1,295 managers (1,315 13F filers) reported a position in XLY shares at 2026-06-30, 153,271,226 shares in all. 122 filers opened a position and 97 filers sold out during the quarter.

Managers
1,295
13F filers
1,315
New
122
Added
457
Reduced
448
Sold out
97
Shares held by filers
153,271,226

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BOKF, NAin group BOKF, NA3,202$376K0.01%-10613F-HRTimelineGroup
Tempo Wealth, LLC3,165$371K0.05%-31313F-HRTimeline
SmartHarvest Portfolios, LLC3,162$371K0.12%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,150$369K0.02%+3213F-HRTimeline
SMI Advisory Services, LLC3,109$367K0.06%-8,92713F-HRTimeline
Bay Rivers Group3,121$366K0.13%013F-HRTimeline
SMITH, MOORE & CO.3,119$366K0.02%013F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC3,106$364K<0.01%-114,45013F-HRTimelineGroup
BCS Wealth Management3,102$364K0.07%-7913F-HRTimeline
Balance Wealth Partners LLC3,083$362K0.1%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,077$361K0.04%+92313F-HRTimeline
Onyx Bridge Wealth Group LLC3,057$358K0.03%-9313F-HRTimeline
Community Bank, N.A.3,050$358K0.04%013F-HRTimeline
Goelzer Investment Management, Inc.3,049$358K0.02%-43813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,048$357K0.02%-5913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,044$357K0.05%+20613F-HRTimeline
SWMG, LLC3,076$357K0.08%+30513F-HRTimeline
Performance Wealth Partners, LLC3,018$354K0.01%+7613F-HRTimeline
FIRST UNITED BANK & TRUST3,008$353K0.1%-6713F-HRTimeline
Sharkey, Howes & Javer3,004$352K0.04%013F-HRTimeline
DOLIVER ADVISORS, LP2,980$349K0.08%013F-HRTimeline
Resolute Wealth Strategies, LLC2,978$349K0.14%+613F-HRTimeline
MPS Loria Financial Planners, LLC2,962$347K0.08%+413F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…2,955$347K0.04%-1,51813F-HRTimeline
Haverford Trust Co2,952$346K<0.01%013F-HRTimeline
CX Institutional2,948$346K0.01%-1,04213F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,949$346K0.03%013F-HRTimeline
Innova Wealth Partners2,934$344K0.14%+90013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,931$344K0.09%+7313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,910$341K0.01%-1,09213F-HRTimelineGroup
Avantax Planning Partners, Inc.2,906$341K0.01%013F-HRTimeline
VCI Wealth Management LLC2,905$341K0.09%+4313F-HRTimeline
Aries Wealth Management2,905$341K0.07%-2513F-HRTimeline
United Advisor Group, LLC2,901$340K0.04%+213F-HRTimeline
Facet Wealth, Inc.2,898$340K<0.01%+55013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,870$337K0.02%+65113F-HRTimeline
Latitude Advisors, LLC2,863$336K0.13%+8913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.2,862$336K0.25%013F-HRTimeline
Leeward Financial Partners, LLC2,858$335K0.09%013F-HRTimeline
Fortis Group Advisors, LLC2,850$334K0.05%+10413F-HRTimeline
Independent Advisor Alliance2,847$334K0.01%-41,64913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,840$333K0.03%+31213F-HRTimeline
Straight Path Wealth Management2,835$333K0.08%+59513F-HRTimeline
Blue Trust, Inc.2,804$329K<0.01%-35813F-HRTimeline
DEARBORN PARTNERS LLC2,798$328K0.02%013F-HR/ATimeline
STAR Financial Bank2,792$327K0.13%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC2,788$327K0.03%+34613F-HRTimelineGroup
HBK Sorce Advisory LLC2,731$324K0.01%+11513F-HRTimeline
HORAN Wealth, LLC2,757$323K0.04%+51713F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC2,755$323K0.08%+14113F-HRTimeline
Truvestments Capital LLC2,743$322K0.05%+413F-HRTimeline
Horizon Wealth Management, LLC2,730$320K0.04%013F-HRTimeline
River Wealth Advisors LLC2,728$320K0.03%-5013F-HR/ATimeline
Balboa Wealth Partners2,716$318K0.04%-35713F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.2,709$318K0.01%+2,69513F-HRTimelineGroup
One Capital Management, LLC2,916$318K0.01%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,690$315K<0.01%-3,47313F-HRTimelineGroup
Mirador Capital Partners LP2,686$315K0.04%-1,75913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,676$314K0.02%-1,43013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,670$313K0.08%013F-HRTimeline
Axiom Investment Management LLC2,669$313K0.21%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,672$313K0.01%-65413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,665$313K0.04%new13F-HRTimelineGroup
Cypress Wealth Services, LLC2,664$312K0.04%-24213F-HRTimeline
Midwest Financial Group LLC2,660$312K0.11%+11613F-HRTimeline
Farmers National Bank2,660$312K0.07%-15513F-HRTimeline
Keystone Financial Group2,659$312K0.02%+213F-HRTimeline
Total Wealth Planning & Management, Inc.2,658$312K0.23%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,650$311K0.01%013F-HRTimeline
TSFG, LLC2,642$310K0.04%013F-HRTimeline
1ST SOURCE BANK2,637$309K0.01%+29413F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,635$309K0.12%-2013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,634$309K0.02%013F-HRTimeline
Broadleaf Partners, LLC2,632$309K0.06%013F-HRTimeline
Icon Wealth Advisors, LLC2,618$307K0.02%013F-HRTimeline
James J. Burns & Company, LLC2,616$307K0.03%013F-HRTimeline
SYM FINANCIAL Corp2,615$307K0.02%+50913F-HRTimeline
Private Wealth Partners, LLC2,606$306K0.02%013F-HRTimeline
Modera Wealth Management, LLC2,606$306K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA2,600$305K0.18%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,591$304K0.02%-23913F-HRTimeline
Milestones Private Investment Advisors …2,586$303K0.24%-30,54113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,585$303K<0.01%-3513F-HRTimelineGroup
TBH Global Asset Management, LLC2,570$301K0.06%-6013F-HRTimeline
Element Wealth, LLC2,570$301K0.11%+6613F-HRTimeline
May Hill Capital, LLC2,569$301K0.06%-8013F-HRTimeline
One Day In July LLC2,565$301K0.02%013F-HRTimeline
ALBION FINANCIAL GROUP /UT2,562$300K0.02%013F-HRTimeline
Sierra Capital LLC2,562$300K0.03%013F-HRTimeline
Foster Victor Wealth Advisors, LLC2,592$300K0.02%013F-HRTimeline
Wealth Architects, LLC2,555$300K0.02%-1,47313F-HRTimeline
Diligent Investors, LLC2,554$300K0.07%013F-HRTimeline
Elevated Capital Advisors, LLC2,548$299K0.08%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,544$298K<0.01%013F-HRTimelineGroup
Blue Chip Partners, LLC2,495$293K0.02%-6,66813F-HRTimeline
Ironwood Financial, llc2,518$292K0.05%-11513F-HRTimeline
Parisi Gray Wealth Management2,490$292K0.06%+613F-HRTimeline
Stonebrook Private Inc.2,483$291K0.05%-2,22913F-HRTimeline
RDA Financial Network2,481$291K0.06%-1,81913F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,471$290K0.05%+36113F-HRTimeline
Northstar Financial Companies, Inc.2,469$290K0.2%+23813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,468$289K0.03%-2,47613F-HRTimeline
Compound Planning, Inc.2,464$289K0.01%-13413F-HRTimeline
Rothschild Capital Partners, LLC2,461$289K0.06%new13F-HRTimeline
Moss Adams Wealth Advisors LLC2,460$289K0.02%013F-HRTimeline
Hurlow Wealth Management Group, Inc.2,416$283K0.06%013F-HRTimeline
Chicago Partners Investment Group LLC2,600$283K0.01%+1413F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC2,375$282K0.19%new13F-HRTimeline
GWN SECURITIES INC.2,404$282K0.05%-95313F-HRTimeline
Redhawk Wealth Advisors, Inc.2,402$282K0.03%+413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,401$282K0.07%-36913F-HRTimeline
Trifecta Capital Advisors, LLC2,400$281K0.04%013F-HRTimeline
Olistico Wealth, LLC2,399$281K0.12%-85013F-HRTimeline
Stanich Group LLC2,386$280K0.18%-10413F-HRTimeline
Asset Management One Co., Ltd.2,378$279K<0.01%new13F-HRTimeline
GAMMA Investing LLC2,375$279K0.01%+56413F-HRTimeline
Madison Wealth Partners, Inc2,364$277K0.04%new13F-HRTimeline
Byrne Asset Management LLC2,364$277K0.15%-1013F-HRTimeline
NORDEN GROUP LLC2,353$276K0.02%+1613F-HRTimeline
SS&H Financial Advisors, Inc.2,334$274K0.07%13F-HRTimeline
ACORN CREEK CAPITAL LLC2,331$273K0.09%-513F-HRTimeline
Comprehensive Financial Consultants Ins…2,328$273K0.07%new13F-HRTimeline
Texas Yale Capital Corp.2,322$272K0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.2,476$270K<0.01%-1,32413F-HRTimeline
CLG LLC2,299$270K0.06%new13F-HRTimeline
SJS Investment Consulting Inc.2,292$269K0.03%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,292$269K0.09%-16113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,278$267K0.02%-10013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,275$267K0.02%-4113F-HRTimeline
Ballentine Partners, LLC2,272$266K<0.01%013F-HRTimeline
Fulton Bank, N.A.2,270$266K0.01%013F-HRTimeline
Rare Wolf Capital LLC2,265$266K0.17%+113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,200$259K<0.01%013F-HRTimeline
AssuredPartners Investment Advisors, LLC2,200$258K0.02%new13F-HRTimeline
Timbuktu Capital Management, LLC2,200$258K0.39%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,187$256K<0.01%+38313F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC2,173$256K0.03%13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,181$256K<0.01%+6213F-HRTimelineGroup
TRUST CO OF VERMONT2,180$256K0.01%13F-HRTimeline
IPG Investment Advisors LLC2,180$256K0.04%new13F-HRTimeline
Curi Capital, LLC2,172$255K<0.01%-21013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,169$254K0.02%-15613F-HRTimeline
Kaizen Financial Strategies2,147$254K0.1%+213F-HRTimeline
Sather Financial Group Inc2,161$253K0.01%new13F-HRTimeline
Confluence Wealth Services, Inc.2,160$253K0.01%+213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,158$253K0.01%-14,78513F-HRTimeline
ELCO Management Co., LLC2,150$252K0.11%013F-HRTimeline
Gryphon Financial Partners LLC2,150$252K0.02%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,146$252K0.14%-23913F-HRTimeline
Teamwork Financial Advisors, LLC2,144$251K0.02%-93313F-HRTimeline
MWA Asset Management2,144$251K0.11%-12513F-HRTimeline
Briggs Wealth Management, Inc2,140$251K0.23%013F-HRTimeline
Cornerstone Wealth Management, LLC2,132$250K0.01%+213F-HRTimeline
Lodestone Wealth Management LLC2,128$250K0.09%+21513F-HRTimeline
Acropolis Investment Management, LLC2,127$249K0.01%+313F-HR/ATimeline
Key Client Fiduciary Advisors, LLC2,125$249K0.07%+213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,114$248K0.01%-58713F-HRTimelineGroup
Annex Advisory Services, LLC2,114$248K<0.01%+113F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,107$247K<0.01%-76713F-HRTimeline
Smartleaf Asset Management LLC2,106$247K0.01%013F-HRTimeline
MEMBERS WEALTH LLC2,088$245K0.13%-813F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,083$244K<0.01%-88113F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …2,059$242K0.12%-67513F-HRTimelineGroup
Waldron Private Wealth LLC2,054$241K0.01%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,050$240K0.02%+10813F-HRTimeline
Rossby Financial, LCC2,078$240K0.04%+74313F-HRTimeline
Severin Investments, LLC2,034$239K0.18%+3313F-HRTimeline
Alteri Wealth LLC2,031$238K0.07%+7213F-HRTimeline
Manhattan West Asset Management, LLC2,029$238K0.04%+4513F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,018$237K0.1%013F-HRTimeline
Sovereign Financial Group, Inc.2,009$236K0.04%013F-HRTimeline
Roan Capital Partners2,001$235K0.19%-8613F-HRTimeline
Obermeyer Wealth Partners2,000$235K0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$235K0.03%013F-HRTimeline
DF DENT & CO INC1,998$234K<0.01%-67613F-HRTimeline
Root Financial Partners, LLC1,997$234K0.01%+60313F-HRTimeline
180 WEALTH ADVISORS, LLC1,995$234K0.02%-9513F-HRTimeline
LaSalle St. Investment Advisors, LLC1,992$234K0.03%-5213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,990$233K0.03%+913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,984$233K0.09%-79013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,983$233K0.01%-3713F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC1,980$232K0.11%013F-HRTimeline
Principle Wealth Partners LLC1,976$232K0.01%new13F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,954$229K0.18%+10613F-HRTimeline
LANARK FINANCIAL, INC.1,951$229K0.02%+34613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,943$228K0.02%-1513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,942$228K0.1%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,940$228K0.01%-4913F-HRTimeline
Vigilare Wealth Management1,939$227K0.07%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,938$227K0.04%-2,43813F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,958$227K0.15%-3713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,931$226K0.01%-4013F-HRTimeline
Xcelsior Advisor Partners LLC1,930$226K0.03%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT1,926$226K0.05%013F-HRTimeline
Castle Rock Wealth Management, LLC1,898$224K0.04%+513F-HRTimeline
BEARING POINT CAPITAL, LLC1,910$224K0.03%013F-HRTimeline
Archer Investment Corp1,900$223K0.04%+10013F-HR/ATimeline
OFS Enterprise LLC1,898$223K0.06%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…1,896$222K<0.01%-1,39013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,896$222K<0.01%+213F-HRTimelineGroup