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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,279 managers (1,296 13F filers) reported a position in XLY shares at 2024-12-31, 79,364,275 shares in all. 142 filers opened a position and 70 filers sold out during the quarter.

Managers
1,279
13F filers
1,296
New
142
Added
430
Reduced
380
Sold out
70
Shares held by filers
79,364,275

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Talisman Wealth Advisors LLC1,775$398K0.42%-11213F-HRTimeline
Tiller Private Wealth, Inc.1,774$398K0.17%+14013F-HRTimeline
NorthRock Partners, LLC1,773$398K0.01%013F-HR/ATimeline
Autumn Glory Partners, LLC1,773$398K0.2%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd1,771$397K0.03%new13F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding1,770$397K+526Timeline
PARSONS CAPITAL MANAGEMENT INC/RI1,765$396K0.02%+7713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,757$394K0.02%-513F-HRTimeline
Astra Wealth Partners LLC1,756$394K0.37%13F-HRTimeline
Bay Rivers Group1,753$393K0.19%013F-HRTimeline
Legacy Wealth Management, LLC1,739$390K0.03%-15213F-HRTimeline
Independence Bank of Kentucky1,716$385K0.06%+12613F-HRTimeline
Private Wealth Partners, LLC1,710$384K0.03%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,708$383K0.01%-7213F-HRTimeline
Seven Springs Wealth Group, LLC1,708$383K0.14%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,709$383K0.02%+213F-HRTimeline
SkyOak Wealth, LLC1,699$381K0.08%-1713F-HRTimeline
NWF Advisory Services Inc.1,697$381K0.06%-60213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,695$380K0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.1,690$379K0.08%13F-HRTimeline
360 Financial, Inc.1,842$378K0.14%-7413F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,681$377K0.16%-6313F-HRTimeline
Community Bank, N.A.1,681$377K0.05%013F-HRTimeline
Keystone Financial Group1,679$377K0.04%-2913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,681$377K0.03%-3013F-HRTimelineGroup
Legacy Private Trust Co.1,677$376K0.02%-12513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC1,677$376K0.01%-8413F-HRTimeline
Quantessence Capital LLC1,670$375K0.15%13F-HRTimeline
Northstar Financial Companies, Inc.1,669$374K0.35%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,616$374K0.06%+12613F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,664$373K<0.01%-6,96913F-HRTimelineGroup
Executive Wealth Management, LLC1,662$373K0.03%013F-HRTimeline
HBK Sorce Advisory LLC1,661$373K0.01%+14413F-HRTimeline
Gray Wealth Management Inc.1,641$368K0.14%013F-HRTimeline
Olistico Wealth, LLC1,641$368K0.21%-4913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,638$367K0.04%-11113F-HRTimeline
Sharkey, Howes & Javer1,630$366K0.05%+12813F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,630$366K0.02%new13F-HRTimeline
JB Capital LLC1,622$364K0.02%new13F-HRTimeline
Strategic Advisors LLC1,622$364K0.07%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,619$363K0.02%+313F-HR/ATimeline
Private Portfolio Partners LLC1,614$362K0.07%+7013F-HRTimeline
Empower Advisory Group, LLC1,613$362K<0.01%+9713F-HRTimeline
Circle Wealth Management, LLC1,607$361K0.01%new13F-HRTimeline
Visionary Wealth Advisors1,602$359K0.02%-37813F-HRTimeline
Patriot Financial Group Insurance Agenc…1,593$357K0.05%-15813F-HRTimeline
Financial Advocates Investment Manageme…1,593$357K0.02%+22413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.1,591$357K0.11%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,588$356K0.03%+313F-HRTimeline
Bleakley Financial Group, LLC1,577$354K0.01%+6913F-HRTimeline
CATHY PARETO & ASSOCIATES, INC1,555$349K0.32%13F-HRTimeline
Glen Eagle Advisors, LLC1,547$347K0.06%013F-HRTimeline
HF Advisory Group, LLC1,531$343K0.16%+2613F-HRTimeline
Antonelli Financial Advisors, LLC1,525$342K0.29%13F-HRTimeline
Bison Wealth, LLC1,519$341K0.08%+39013F-HRTimeline
Campion Asset Management1,519$341K0.26%+1013F-HRTimeline
LEUTHOLD GROUP, LLC1,518$341K0.04%new13F-HRTimeline
Fielder Capital Group LLC1,513$339K0.11%013F-HRTimeline
SMITH, MOORE & CO.1,505$338K0.03%+10613F-HRTimeline
Stillwater Wealth Management Group1,505$338K0.3%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,504$337K0.01%13F-HRTimeline
SYM FINANCIAL Corp1,491$335K0.04%+11213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,488$334K0.15%-3313F-HRTimeline
BIP Wealth, LLC1,486$333K0.02%+9913F-HRTimeline
Venture Visionary Partners LLC1,484$333K0.01%+10613F-HR/ATimeline
Graves Light Lenhart Wealth, Inc.1,475$331K0.04%-34813F-HRTimeline
Resolute Wealth Strategies, LLC1,472$330K0.17%+213F-HRTimeline
Modera Wealth Management, LLC1,472$330K<0.01%-17713F-HRTimeline
MPS Loria Financial Planners, LLC1,469$330K0.1%new13F-HRTimeline
Balboa Wealth Partners1,463$328K0.07%-24613F-HRTimeline
American State Bank (Iowa)1,458$327K0.2%013F-HRTimeline
TBH Global Asset Management, LLC1,435$322K0.08%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,434$322K<0.01%+38513F-HRTimeline
DF DENT & CO INC1,431$321K<0.01%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.1,431$321K0.32%013F-HRTimeline
BCS Wealth Management1,432$321K0.08%013F-HRTimeline
Strategic Wealth Investment Group, LLC1,419$318K0.04%-30613F-HR/ATimeline
Severin Investments, LLC1,419$318K0.32%13F-HRTimeline
Continuum Advisory, LLC1,416$318K0.04%+1513F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,415$317K0.16%+3213F-HRTimeline
Icon Wealth Advisors, LLC1,412$317K0.03%-7113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,403$315K<0.01%+44813F-HRTimelineGroup
River Wealth Advisors LLC1,398$314K0.04%-7313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,389$312K0.14%-1713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,388$311K0.14%013F-HRTimeline
Ironwood Financial, llc1,383$310K0.07%013F-HRTimeline
San Luis Wealth Advisors LLC1,381$310K0.06%+1713F-HRTimeline
Farmers National Bank1,381$310K0.09%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,379$309K0.04%new13F-HRTimeline
Moloney Securities Asset Management, LLC1,379$309K0.04%-1,29713F-HRTimeline
Two West Capital Advisors LLC1,371$308K0.26%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,367$307K0.04%+113F-HRTimeline
Haverford Trust Co1,366$306K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,366$306K<0.01%-41013F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC1,366$306K0.02%013F-HRTimeline
Elevated Capital Advisors, LLC1,366$306K0.08%-6,45413F-HRTimeline
Truvestments Capital LLC1,358$305K0.08%-1913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,355$304K+843Timeline
Westside Investment Management, Inc.1,351$303K0.06%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,349$303K0.01%+15813F-HRTimeline
Summit X, LLC1,346$302K0.07%+2613F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,344$302K0.02%new13F-HRTimeline
Total Wealth Planning & Management, Inc.1,342$301K0.3%13F-HRTimeline
Aries Wealth Management1,339$300K0.08%013F-HRTimeline
Whalen Wealth Management Inc.1,334$299K0.21%+1513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,325$297K0.02%013F-HRTimeline
AssuredPartners Investment Advisors, LLC1,322$297K0.06%13F-HRTimeline
Broadleaf Partners, LLC1,316$295K0.07%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,314$295K0.02%013F-HRTimeline
Clear Creek Financial Management, LLC1,313$295K0.03%-4513F-HRTimeline
Diligent Investors, LLC1,307$293K0.07%+3013F-HRTimeline
LFA - Lugano Financial Advisors SA1,300$292K0.19%013F-HRTimeline
Hurlow Wealth Management Group, Inc.1,295$291K0.09%013F-HRTimeline
Stanich Group LLC1,295$291K0.22%13F-HRTimeline
Manchester Capital Management LLC1,294$290K0.03%+13113F-HRTimeline
ALBION FINANCIAL GROUP /UT1,281$287K0.02%013F-HRTimeline
Sierra Capital LLC1,281$287K0.03%013F-HRTimeline
Arlington Capital Management, Inc.1,278$287K0.2%-3213F-HRTimeline
Capital Square, LLC1,244$286K0.16%new13F-HRTimeline
James J. Burns & Company, LLC1,274$286K0.05%+113F-HRTimeline
Parisi Gray Wealth Management1,270$285K0.09%+213F-HRTimeline
NFSG Corp1,267$284K0.07%+8413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,261$283K0.22%-45413F-HRTimeline
Element Wealth, LLC1,256$282K0.15%013F-HRTimeline
Midwest Financial Group LLC1,255$282K0.16%-113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,253$281K0.02%+66013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,236$277K0.03%-13013F-HRTimeline
Moss Adams Wealth Advisors LLC1,230$276K0.03%-6813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,229$276K0.01%-20213F-HRTimeline
Gallacher Capital Management LLC1,223$274K0.14%new13F-HRTimeline
Modern Wealth Management, LLC1,215$273K0.01%+113F-HR/ATimeline
Ballentine Partners, LLC1,213$272K<0.01%013F-HRTimeline
ACORN CREEK CAPITAL LLC1,213$272K0.14%-6413F-HRTimeline
Trifecta Capital Advisors, LLC1,200$269K0.05%013F-HRTimeline
Concentric Capital Strategies, LP1,195$268K0.02%-32,80913F-HRTimeline
Annex Advisory Services, LLC1,193$268K0.01%-5513F-HRTimeline
Hopwood Financial Services, Inc.1,188$267K0.2%13F-HRTimeline
Finivi Inc.1,182$265K0.21%-7213F-HRTimeline
Sebold Capital Management, Inc.1,178$264K0.18%-213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,177$264K0.02%-1513F-HRTimeline
WealthTrust Asset Management, LLC1,177$264K0.19%-9413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,176$264K0.03%-2313F-HRTimeline
OBSIDIAN CIO, LLC1,171$263K0.05%-6913F-HRTimeline
Straight Path Wealth Management1,170$263K0.1%+113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,170$262K0.29%13F-HRTimeline
BRIGHTON JONES LLC1,169$262K0.01%+15213F-HR/ATimeline
Texas Yale Capital Corp.1,161$260K0.01%013F-HRTimeline
Fjell Capital, LLC1,161$260K0.27%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,158$260K0.01%+2713F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,155$259K0.06%-30913F-HRTimelineGroup
MWA Asset Management1,153$259K0.17%-8613F-HRTimeline
Geneos Wealth Management Inc.1,153$259K0.01%-1,32213F-HRTimeline
Iron Gate Global Advisors LLC1,157$258K0.04%013F-HRTimeline
HUB Investment Partners, LLC1,141$256K0.01%-20513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,139$256K0.06%+11813F-HRTimeline
EVOKE WEALTH, LLC1,131$254K0.01%-13313F-HRTimeline
Williams & Novak Wealth Management, LLC1,131$254K0.24%013F-HRTimeline
AllSquare Wealth Management LLC1,127$253K0.15%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,123$252K<0.01%-55713F-HRTimeline
Kaizen Financial Strategies1,117$251K0.14%new13F-HRTimeline
Cornerstone Wealth Management, LLC1,116$250K0.02%013F-HRTimeline
Avestar Capital, LLC1,105$248K0.02%new13F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,100$247K<0.01%013F-HRTimeline
SOL Capital Management CO1,100$247K0.03%013F-HRTimeline
River Street Advisors LLC1,100$247K0.13%013F-HRTimeline
BBR PARTNERS, LLC1,098$246K0.02%013F-HRTimeline
Confluence Wealth Services, Inc.1,064$246K0.02%-13213F-HRTimeline
Financial Engines Advisors L.L.C.1,091$245K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,090$245K0.01%-2413F-HRTimeline
Maxwell Wealth Strategies Inc.1,090$245K0.1%013F-HRTimeline
PROMETHIUM ADVISORS,LLC1,090$245K0.17%+713F-HRTimeline
Key Client Fiduciary Advisors, LLC1,085$243K0.11%-12813F-HRTimeline
Sunbelt Securities, Inc.1,072$242K0.02%+55613F-HRTimeline
Firestone Capital Management1,079$242K0.06%-7813F-HRTimeline
Farther Finance Advisors, LLC1,079$242K0.01%+2313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,076$241K0.04%-2013F-HRTimeline
TD Waterhouse Canada Inc.1,071$240K<0.01%+14213F-HRTimeline
Foster Victor Wealth Advisors, LLC1,038$238K0.02%-1213F-HRTimeline
WESBANCO BANK INC1,050$236K0.01%013F-HRTimeline
Principle Wealth Partners LLC1,048$235K0.02%+1313F-HRTimeline
OAKWORTH CAPITAL, INC.1,046$235K0.02%-4213F-HRTimeline
WP Advisors, LLC1,038$233K0.08%+213F-HRTimeline
McElhenny Sheffield Capital Management,…1,037$233K0.08%013F-HRTimeline
NORDEN GROUP LLC1,032$232K0.03%013F-HRTimeline
Three Bridge Wealth Advisors, LLC1,027$230K0.08%013F-HRTimeline
Ipsen Advisor Group LLC1,027$230K0.2%13F-HRTimeline
Jaffetilchin Investment Partners, LLC1,024$230K0.02%-14013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,010$227K0.01%+35113F-HRTimelineGroup
TRUST CO OF VERMONT1,005$225K0.01%013F-HRTimeline
Obermeyer Wealth Partners1,000$224K0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…998$224K0.03%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC996$223K0.02%-4513F-HRTimeline
Hoxton Planning & Management, LLC995$223K0.09%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.994$223K0.13%13F-HRTimeline
LaSalle St. Investment Advisors, LLC993$222K0.07%new13F-HRTimeline
Bedell Frazier Investment Counselling, …986$221K0.05%new13F-HRTimeline
180 WEALTH ADVISORS, LLC985$221K0.03%new13F-HRTimeline
Sheaff Brock Investment Advisors, LLC985$221K0.02%-13013F-HRTimeline
Rockwood Wealth Management, LLC977$221K0.02%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC983$221K0.01%new13F-HRTimeline