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XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,207 managers (1,223 13F filers) reported a position in XLY shares at 2025-03-31, 80,060,453 shares in all. 92 filers opened a position and 156 filers sold out during the quarter.

Managers
1,207
13F filers
1,223
New
92
Added
393
Reduced
498
Sold out
156
Shares held by filers
80,060,453

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
LEUTHOLD GROUP, LLC1,606$317K0.04%+8813F-HRTimeline
Visionary Wealth Advisors1,602$316K0.02%013F-HRTimeline
Legacy Private Trust Co.1,599$316K0.02%-7813F-HRTimeline
BRIGHTON JONES LLC1,598$316K0.01%+42913F-HRTimeline
Keystone Financial Group1,597$315K0.03%-8213F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,592$314K0.03%+413F-HRTimeline
NFSG Corp1,578$312K0.08%+31113F-HRTimeline
Heartwood Wealth Advisors LLC1,575$311K0.04%-49013F-HRTimeline
HBK Sorce Advisory LLC1,574$311K0.01%-8713F-HRTimeline
Legacy Capital Group California, Inc.1,569$310K0.11%-43213F-HRTimeline
Glen Eagle Advisors, LLC1,547$305K0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,543$305K0.01%+31413F-HRTimeline
Composition Wealth, LLC1,541$304K0.01%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,535$303K<0.01%+41213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC1,527$302K<0.01%+9313F-HRTimeline
Antonelli Financial Advisors, LLC1,525$301K0.24%013F-HRTimeline
Horizon Wealth Management, LLC1,522$301K0.05%-56,20213F-HRTimeline
Waterway Wealth Management, LLC1,519$300K0.13%-5,06713F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,507$298K0.12%-17413F-HRTimeline
SMITH, MOORE & CO.1,505$297K0.03%013F-HRTimeline
LINCOLN CAPITAL CORP1,489$294K0.12%new13F-HRTimeline
Performance Wealth Partners, LLC1,487$294K0.01%-35513F-HRTimeline
BIP Wealth, LLC1,486$293K0.02%013F-HRTimeline
Northstar Financial Companies, Inc.1,482$293K0.32%-18713F-HRTimeline
Modera Wealth Management, LLC1,480$292K<0.01%+813F-HRTimeline
HF Advisory Group, LLC1,479$292K0.13%-5213F-HRTimeline
SYM FINANCIAL Corp1,479$292K0.04%-1213F-HRTimeline
Aries Wealth Management1,477$292K0.08%+13813F-HRTimeline
Resolute Wealth Strategies, LLC1,476$291K0.16%+413F-HRTimeline
Graves Light Lenhart Wealth, Inc.1,475$291K0.04%013F-HRTimeline
MPS Loria Financial Planners, LLC1,472$291K0.09%+313F-HRTimeline
Patriot Financial Group Insurance Agenc…1,469$290K0.04%-12413F-HRTimeline
Balboa Wealth Partners1,467$290K0.07%+413F-HRTimeline
Peoples Bank/KS1,466$289K0.2%-2,13513F-HRTimeline
One Capital Management, LLC1,462$289K0.01%new13F-HRTimeline
American State Bank (Iowa)1,458$288K0.17%013F-HRTimeline
BCS Wealth Management1,433$283K0.07%+113F-HRTimeline
Arlington Capital Management, Inc.1,432$283K0.21%+15413F-HRTimeline
DF DENT & CO INC1,431$283K<0.01%013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.1,431$283K0.28%013F-HRTimeline
Truvestments Capital LLC1,419$280K0.06%+6113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,415$279K0.14%013F-HRTimeline
Continuum Advisory, LLC1,414$279K0.04%-213F-HRTimeline
Plante Moran Financial Advisors, LLC1,403$277K0.02%+8913F-HRTimeline
RDA Financial Network1,400$276K0.08%+46913F-HRTimeline
Summit X, LLC1,394$275K0.06%+4813F-HRTimeline
River Wealth Advisors LLC1,391$275K0.04%-713F-HRTimeline
Icon Wealth Advisors, LLC1,390$274K0.02%-2213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,389$274K0.13%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.1,388$274K0.13%013F-HRTimeline
Empower Advisory Group, LLC1,385$273K<0.01%-22813F-HRTimeline
San Luis Wealth Advisors LLC1,382$273K0.06%+113F-HR/ATimeline
Farmers National Bank1,381$273K0.08%013F-HRTimeline
Paragon Private Wealth Management, LLC1,381$273K0.13%new13F-HRTimeline
Ironwood Financial, llc1,379$272K0.06%-413F-HRTimeline
Moloney Securities Asset Management, LLC1,379$272K0.04%013F-HRTimeline
Two West Capital Advisors LLC1,428$271K0.23%+5713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,366$270K0.02%013F-HRTimeline
Alteri Wealth LLC1,365$270K0.12%-54013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT1,363$269K0.11%-12513F-HRTimeline
OBSIDIAN CIO, LLC1,358$268K0.04%+18713F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,360$268K<0.01%-73,15013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,194$268K0.01%+3613F-HRTimelineGroup
Onyx Bridge Wealth Group LLC1,355$268K0.04%-1213F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,351$267K<0.01%-76,22113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,342$265K0.06%+1,00013F-HRTimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…1,338$264K0.14%new13F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,335$264K0.1%+1,09513F-HRTimeline
Firestone Capital Management1,334$263K0.07%+25513F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC1,325$262K0.02%013F-HRTimeline
Hopwood Financial Services, Inc.1,320$261K0.2%+13213F-HRTimeline
Broadleaf Partners, LLC1,316$260K0.07%013F-HRTimeline
Elevated Capital Advisors, LLC1,314$259K0.07%-5213F-HRTimeline
Diligent Investors, LLC1,307$258K0.06%013F-HRTimeline
Whalen Wealth Management Inc.1,304$257K0.17%-3013F-HRTimeline
LFA - Lugano Financial Advisors SA1,300$257K0.17%013F-HRTimeline
Stillwater Wealth Management Group1,300$257K0.22%-20513F-HRTimeline
Hurlow Wealth Management Group, Inc.1,295$256K0.08%013F-HRTimeline
Stanich Group LLC1,295$256K0.19%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding1,286$254K-69Timeline
Sierra Capital LLC1,281$253K0.03%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,281$253K0.02%013F-HRTimeline
James J. Burns & Company, LLC1,274$252K0.05%013F-HRTimeline
Parisi Gray Wealth Management1,273$251K0.08%+313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP1,272$251K0.01%-59413F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC1,266$250K0.18%+513F-HRTimeline
Midwest Financial Group LLC1,258$248K0.14%+313F-HRTimeline
Element Wealth, LLC1,256$248K0.13%013F-HRTimeline
Fortis Capital Advisors, LLC1,240$245K0.05%new13F-HRTimeline
Severin Investments, LLC1,240$245K0.25%-17913F-HRTimeline
Moss Adams Wealth Advisors LLC1,230$243K0.03%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,230$243K0.04%-38613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,225$242K<0.01%new13F-HRTimelineGroup
AssuredPartners Investment Advisors, LLC1,221$241K0.05%-10113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,219$241K0.04%+52713F-HRTimeline
Modern Wealth Management, LLC1,218$240K0.01%+313F-HR/ATimeline
Ballentine Partners, LLC1,213$240K<0.01%013F-HRTimeline
ACORN CREEK CAPITAL LLC1,213$239K0.12%013F-HRTimeline
Manchester Capital Management LLC1,206$238K0.03%-8813F-HRTimeline
Trifecta Capital Advisors, LLC1,200$237K0.05%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,187$234K0.08%-45113F-HRTimeline
Grant/GrossMendelsohn, LLC1,183$234K0.13%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC1,181$233K0.01%+25413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC1,177$232K0.02%013F-HRTimeline
Gold Investment Management Ltd.1,175$232K0.1%+1,00013F-HRTimeline
Financial Advocates Investment Manageme…1,163$230K0.02%-43013F-HRTimeline
Clear Creek Financial Management, LLC1,163$230K0.02%-15013F-HRTimeline
Texas Yale Capital Corp.1,161$229K0.01%013F-HRTimeline
Sebold Capital Management, Inc.1,159$229K0.15%-1913F-HRTimeline
One Day In July LLC1,158$229K0.02%new13F-HRTimeline
MWA Asset Management1,153$228K0.16%013F-HRTimeline
Capital Square, LLC1,153$228K0.13%-9113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,151$227K0.03%-8513F-HRTimeline
WealthTrust Asset Management, LLC1,144$226K0.17%-3313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,140$225K0.06%-1513F-HRTimelineGroup
Sunbelt Securities, Inc.1,139$225K0.02%+6713F-HRTimeline
EVOKE WEALTH, LLC1,131$223K0.01%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,131$223K0.03%-4513F-HRTimeline
AllSquare Wealth Management LLC1,127$223K0.13%013F-HRTimeline
River Street Advisors LLC1,123$222K0.11%+2313F-HRTimeline
Rappaport Reiches Capital Management, L…1,117$221K0.06%new13F-HRTimeline
Straight Path Wealth Management1,114$220K0.09%-5613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/1,100$218K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC1,101$217K0.02%+7713F-HRTimeline
SOL Capital Management CO1,100$217K0.02%013F-HRTimeline
BBR PARTNERS, LLC1,098$217K0.02%013F-HRTimeline
Capital Management Associates, Inc1,092$216K0.05%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC1,135$215K0.02%+9713F-HRTimeline
Key Client Fiduciary Advisors, LLC1,090$215K0.1%+513F-HRTimeline
PROMETHIUM ADVISORS,LLC1,090$215K0.14%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,087$215K<0.01%-27913F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC1,087$215K0.05%-5213F-HRTimeline
ROMAN BUTLER FULLERTON & CO1,136$215K0.08%-2,00613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,084$214K0.01%-613F-HRTimeline
Shulman DeMeo Asset Management LLC1,082$214K0.06%-71313F-HRTimeline
Kaizen Financial Strategies1,069$211K0.12%-4813F-HRTimeline
Vantage Financial Partners, LLC1,051$208K0.05%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,047$207K<0.01%new13F-HRTimelineGroup
Finivi Inc.1,044$206K0.17%-13813F-HRTimeline
Cornerstone Wealth Management, LLC1,042$206K0.01%-7413F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,041$206K<0.01%new13F-HRTimelineGroup
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,041$206K0.22%-12913F-HRTimeline
Annex Advisory Services, LLC1,040$205K0.01%-15313F-HRTimeline
McElhenny Sheffield Capital Management,…1,037$205K0.08%013F-HRTimeline
NORDEN GROUP LLC1,034$204K0.02%+213F-HRTimeline
Ipsen Advisor Group LLC1,029$203K0.17%+213F-HRTimeline
Three Bridge Wealth Advisors, LLC1,020$201K0.07%-713F-HRTimeline
Independence Bank of Kentucky1,017$201K0.03%-69913F-HRTimeline
PUREfi Wealth, LLC1,016$201K0.2%new13F-HRTimeline
Waldron Private Wealth LLC1,015$200K0.01%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC1,014$200K0.05%+2113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,010$199K0.01%013F-HRTimelineGroup
Byrne Asset Management LLC1,010$199K0.15%+7013F-HRTimeline
TRUST CO OF VERMONT1,005$198K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.998$197K0.01%-4813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/959$190K<0.01%-44413F-HRTimelineGroup
Paloma Partners Management Coin group Paloma Partners Management Co955$189K0.04%new13F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC921$182K0.08%013F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.910$180K0.08%-1413F-HRTimeline
Caldwell Trust Co901$178K0.02%013F-HRTimeline
Archer Investment Corp899$178K0.05%013F-HRTimeline
SBI Securities Co., Ltd.877$173K0.01%-913F-HRTimeline
TD Waterhouse Canada Inc.859$171K<0.01%-21213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.868$171K0.01%-90913F-HRTimelineGroup
Solstein Capital, LLC861$170K0.1%013F-HRTimeline
Keystone Global Partners, LLC858$169K0.12%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources854$169K<0.01%-3913F-HRTimelineGroup
AlphaCore Capital LLC851$168K0.01%new13F-HRTimeline
Clearstead Advisors, LLC844$167K<0.01%-1,47413F-HRTimeline
MGB Wealth Management, LLC810$160K0.06%013F-HRTimeline
AMERIFLEX GROUP, INC.737$146K0.06%+1213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…736$145K<0.01%013F-HRTimelineGroup
VESTOR CAPITAL, LLC727$144K0.01%013F-HRTimeline
Goodman Advisory Group, LLC724$143K0.04%new13F-HR/ATimeline
Crewe Advisors LLC710$140K0.02%-1,38913F-HRTimeline
OPTIMUM INVESTMENT ADVISORS700$138K0.07%013F-HRTimeline
Acropolis Investment Management, LLC696$137K0.01%-21813F-HRTimeline
one8zero8, LLC696$137K0.03%013F-HRTimeline
Global Financial Private Client, LLC690$136K0.05%+713F-HRTimeline
Wealth Advisors of Tampa Bay, LLC676$133K0.05%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC676$133K0.02%+9613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding665$131K+1Timeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd661$130K0.01%-1,02013F-HRTimelineGroup
Cranbrook Wealth Management, LLC650$128K0.03%-113F-HRTimeline
GAMMA Investing LLC649$128K0.01%-11913F-HR/ATimeline
Avion Wealth570$127K0.03%013F-HRTimeline
ADIRONDACK TRUST CO640$126K0.05%013F-HRTimeline
Davis Capital Management634$125K0.1%-23513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.610$120K0.09%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV589$116K0.02%+6013F-HRTimeline
Atlantic Private Wealth, LLC575$114K0.08%013F-HRTimeline
Beacon Capital Management, LLC571$113K0.02%-2313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners570$113K0.02%-313F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…568$112K0.02%-43013F-HRTimeline
BARRETT & COMPANY, INC.564$111K0.05%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise561$111K<0.01%13F-HRTimelineGroup
Medallion Wealth Advisors, LLC551$110K0.05%-10713F-HRTimeline
Murphy & Mullick Capital Management Corp556$110K0.11%+20013F-HRTimeline
DUNCKER STREETT & CO INC537$106K0.02%+3713F-HRTimeline
GoalVest Advisory LLC533$105K0.03%013F-HRTimeline