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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
GWN SECURITIES INC.3,625$433K0.09%+1,83613F-HRTimeline
Phillips Wealth Planners LLC3,557$432K0.35%-213F-HRTimeline
Hopwood Financial Services, Inc.3,587$428K0.3%+1,92213F-HRTimeline
Seven Springs Wealth Group, LLC3,580$428K0.12%+1,87213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,579$427K<0.01%+2,43513F-HRTimelineGroup
HF Advisory Group, LLC3,551$424K0.15%+1,80113F-HR/ATimeline
Signature Equity Partners, LLC3,543$423K0.23%13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.3,543$423K0.08%+1,59613F-HRTimeline
BAYBAN3,524$421K0.37%13F-HRTimeline
Crown Wealth Group, LLC3,512$419K0.12%new13F-HRTimeline
Flywheel Private Wealth LLC3,506$419K0.26%+1,75313F-HRTimeline
Bowman & Co S.C.3,498$418K0.18%+2,52813F-HRTimeline
Tempo Wealth, LLC3,475$415K0.07%13F-HRTimeline
Goelzer Investment Management, Inc.3,453$412K0.02%+1,50713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,435$410K0.02%+2,37513F-HRTimelineGroup
Bensler, LLC3,428$409K0.04%+1,51813F-HRTimeline
SkyOak Wealth, LLC3,398$406K0.07%+1,69913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,381$404K0.12%+1,64313F-HRTimeline
Clear Retirement Advice LLC3,352$403K0.31%13F-HRTimeline
Joseph P. Lucia & Associates, LLC3,365$402K0.14%+97713F-HRTimeline
Autumn Glory Partners, LLC3,353$400K0.14%+1,62813F-HRTimeline
EVERETT HARRIS & CO /CA/3,352$400K<0.01%+1,67613F-HRTimeline
San Luis Wealth Advisors LLC3,338$399K0.07%+1,67013F-HRTimeline
CrossGen Wealth, LLC3,335$398K0.35%13F-HRTimeline
Keystone Financial Group3,317$396K0.03%+1,70913F-HRTimeline
Mattern Wealth Management LLC3,316$396K0.08%+1,65813F-HRTimeline
BOKF, NAin group BOKF, NA3,308$395K0.01%+1,62513F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,290$393K0.03%+2,13013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,282$392K0.01%+1,63713F-HRTimeline
STAR Financial Bank3,266$390K0.2%+1,63313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,264$390K0.02%+1,63513F-HRTimeline
Sharkey, Howes & Javer3,260$389K0.05%+1,63013F-HRTimeline
Charter Oak Capital Management, LLC3,258$389K0.03%+1,62913F-HRTimeline
Iron Gate Global Advisors LLC3,250$388K0.04%+1,62513F-HRTimeline
Visionary Wealth Advisors3,249$388K0.02%+1,60113F-HRTimeline
Olistico Wealth, LLC3,248$388K0.19%+1,62413F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,202$382K0.02%+1,60413F-HRTimeline
FIRST UNITED BANK & TRUST3,200$382K0.12%+1,60013F-HRTimeline
Independent Advisor Alliance3,182$380K0.01%+1,95713F-HRTimeline
Joel Isaacson & Co., LLC3,178$379K0.01%+2,21913F-HRTimeline
SmartHarvest Portfolios, LLC3,162$378K0.13%13F-HRTimeline
MIRAMONTES CAPITAL, LLC3,157$377K0.13%13F-HRTimeline
Blue Trust, Inc.3,153$377K<0.01%+1,68513F-HRTimeline
ELCO Management Co., LLC3,150$376K0.24%+1,07513F-HRTimeline
SWMG, LLC3,177$375K0.1%+1,24713F-HRTimeline
SMITH, MOORE & CO.3,139$375K0.03%+1,72013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,133$374K0.01%+1,75913F-HRTimelineGroup
United Advisor Group, LLC3,126$373K0.05%+1,50213F-HRTimeline
Community Bank, N.A.3,124$373K0.04%+1,50713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,128$373K0.02%+1,60713F-HRTimeline
Bay Rivers Group3,121$373K0.15%+1,52513F-HRTimeline
Redhawk Wealth Advisors, Inc.3,106$371K0.04%+1,34213F-HRTimeline
Heartwood Wealth Advisors LLC3,101$370K0.03%+1,46413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,098$370K0.03%+1,55413F-HRTimeline
Sovereign Financial Group, Inc.3,094$369K0.07%new13F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.3,082$368K<0.01%+1,75913F-HRTimelineGroup
Elm Partners Management LLC3,078$368K0.01%+1,53913F-HR/ATimeline
Capital Square, LLC3,014$360K0.18%+1,57513F-HRTimeline
Signal Advisors Wealth, LLC2,993$357K0.03%-16,34613F-HRTimeline
DOLIVER ADVISORS, LP2,980$356K0.09%+1,49013F-HRTimeline
Compound Planning, Inc.2,972$355K0.01%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,970$355K0.01%+1,45513F-HRTimeline
Resolute Wealth Strategies, LLC2,967$354K0.16%+1,48613F-HRTimeline
National Wealth Management Group, LLC2,959$353K0.12%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,956$353K<0.01%+1,65013F-HRTimelineGroup
MPS Loria Financial Planners, LLC2,954$353K0.09%+1,47813F-HRTimeline
Haverford Trust Co2,952$352K<0.01%+1,45913F-HRTimeline
Latitude Advisors, LLC2,950$352K0.16%+1,51513F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,949$352K0.04%+1,47413F-HRTimeline
James J. Burns & Company, LLC2,948$352K0.05%+1,47413F-HRTimeline
Archer Investment Management, LLC2,948$352K0.19%new13F-HRTimeline
Performance Wealth Partners, LLC2,942$351K0.01%+1,40113F-HRTimeline
Kaizen Financial Strategies2,942$351K0.16%+1,87113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,938$351K0.11%+1,46813F-HRTimeline
Aries Wealth Management2,930$350K0.08%+1,46513F-HRTimeline
TSFG, LLC2,920$349K0.05%+1,46013F-HRTimeline
One Capital Management, LLC2,922$349K0.01%+1,35913F-HRTimeline
American State Bank (Iowa)2,916$348K0.17%+1,45813F-HRTimeline
Game Plan Financial Advisors, LLC2,910$347K0.14%+2,71013F-HRTimeline
Avantax Planning Partners, Inc.2,906$347K0.01%+91713F-HRTimeline
Cypress Wealth Services, LLC2,906$347K0.05%new13F-HRTimeline
BIP Wealth, LLC2,894$346K0.01%+1,50713F-HRTimeline
Alpha Cubed Investments, LLC2,891$345K0.01%new13F-HRTimeline
River Wealth Advisors LLC2,878$344K0.04%+1,54713F-HRTimeline
Farmers National Bank2,870$343K0.08%+1,62813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.2,862$342K0.29%+1,43113F-HRTimeline
Leeward Financial Partners, LLC2,858$341K0.1%+1,30813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,848$340K<0.01%+1,77413F-HRTimeline
Spartan Planning & Wealth Management2,844$340K0.25%+1,30713F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …2,837$339K0.23%+1,42113F-HRTimelineGroup
BOK Financial Private Wealth, Inc.2,834$338K0.02%+2,41713F-HRTimeline
F/m Investments LLC2,822$337K0.01%+1,56713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,818$337K0.02%+38613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,806$335K0.04%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC2,796$334K<0.01%+1,51013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,774$331K0.14%+1,38713F-HRTimeline
American Trust2,765$330K0.03%+1,32013F-HRTimeline
Ironwood Financial, llc2,638$328K0.06%+1,25613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,736$327K0.01%+37013F-HRTimelineGroup
Truvestments Capital LLC2,735$327K0.06%+1,36813F-HRTimeline
Horizon Wealth Management, LLC2,730$326K0.05%+1,36513F-HRTimeline
Inscription Capital, LLC2,722$325K0.03%+1,15713F-HRTimeline
Bison Wealth, LLC3,015$325K0.04%+2,18513F-HRTimeline
Leo Wealth, LLC2,700$322K0.02%new13F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,700$322K0.26%13F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,695$322K0.14%13F-HRTimeline
Glen Eagle Advisors, LLC2,694$322K0.04%+82213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,694$322K0.05%13F-HRTimeline
DF DENT & CO INC2,674$319K<0.01%+1,24313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,670$319K0.09%+1,33513F-HRTimeline
Talisman Wealth Advisors LLC2,657$318K0.25%+1,07313F-HRTimeline
Chicago Partners Investment Group LLC2,582$318K0.01%+1,22113F-HRTimeline
Balboa Wealth Partners2,662$318K0.05%+1,20513F-HRTimeline
Foster Victor Wealth Advisors, LLC2,592$317K0.02%+1,29613F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,650$316K0.02%+1,32513F-HRTimeline
May Hill Capital, LLC2,649$316K0.09%new13F-HR/ATimeline
Icon Wealth Advisors, LLC2,638$315K0.02%+1,24813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,634$315K0.02%+1,26813F-HRTimeline
Broadleaf Partners, LLC2,632$314K0.07%+1,31613F-HRTimeline
Modera Wealth Management, LLC2,630$314K<0.01%+1,15213F-HRTimeline
Curi Capital, LLC2,625$313K0.01%+1,72713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,621$313K0.01%+1,26613F-HRTimeline
Private Wealth Partners, LLC2,606$311K0.02%+85213F-HRTimeline
Teamwork Financial Advisors, LLC2,605$311K0.03%new13F-HRTimeline
BTS Asset Management, Inc.2,623$311K0.42%new13F-HRTimeline
LFA - Lugano Financial Advisors SA2,600$310K0.16%+1,30013F-HRTimeline
Stillwater Wealth Management Group2,600$310K0.21%+1,30013F-HRTimeline
AlphaStar Capital Management, LLC2,576$308K0.02%+1,45613F-HRTimeline
Plante Moran Financial Advisors, LLC2,570$307K0.02%+1,38313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,566$306K<0.01%+1,34913F-HRTimeline
Sierra Capital LLC2,562$306K0.03%+1,28113F-HRTimeline
ALBION FINANCIAL GROUP /UT2,562$306K0.02%+1,28113F-HRTimeline
Parisi Gray Wealth Management2,562$306K0.07%+1,28413F-HRTimeline
Diligent Investors, LLC2,554$305K0.08%+1,26713F-HRTimeline
Elevated Capital Advisors, LLC2,548$304K0.07%+1,23213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,547$304K<0.01%+1,48513F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC2,543$304K0.08%+1,38913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,544$304K<0.01%+1,27213F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,544$304K0.01%new13F-HRTimelineGroup
Midwest Financial Group LLC2,529$302K0.13%+1,26613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,528$302K0.04%13F-HRTimeline
HBK Sorce Advisory LLC2,541$300K0.01%+1,29213F-HRTimeline
Element Wealth, LLC2,504$299K0.12%+1,24813F-HRTimeline
Stanich Group LLC2,490$297K0.22%+1,24513F-HRTimeline
Moss Adams Wealth Advisors LLC2,460$294K0.02%+1,23013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,458$294K0.12%+1,23313F-HRTimeline
Byrne Asset Management LLC2,450$293K0.16%+1,27013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,446$292K0.03%+1,23713F-HRTimeline
Severin Investments, LLC2,445$292K0.26%+1,11113F-HRTimeline
WP Advisors, LLC2,438$291K0.07%+1,21913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,435$291K0.02%+1,77013F-HRTimelineGroup
Hurlow Wealth Management Group, Inc.2,416$288K0.07%+1,12113F-HRTimeline
ACORN CREEK CAPITAL LLC2,412$288K0.1%+1,20513F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,407$287K0.16%+1,26113F-HRTimeline
Trifecta Capital Advisors, LLC2,400$287K0.04%+1,20013F-HRTimeline
Vantage Financial Partners, LLC2,399$286K0.06%new13F-HRTimeline
Purkiss Capital Advisors LLC2,383$285K0.13%+1,15313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,368$283K0.03%+1,16013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,344$280K0.04%+1,19613F-HRTimeline
SJS Investment Consulting Inc.2,338$279K0.04%+1,19213F-HRTimeline
SS&H Financial Advisors, Inc.2,334$279K0.08%+1,16713F-HRTimeline
SYM FINANCIAL Corp2,336$279K0.03%+85713F-HRTimeline
Texas Yale Capital Corp.2,322$277K0.01%+1,16113F-HRTimeline
MWA Asset Management2,305$275K0.15%+1,13213F-HRTimeline
One Day In July LLC2,302$275K0.02%+1,15613F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,295$274K<0.01%+1,30113F-HRTimelineGroup
Claro Advisors Inc.2,291$274K0.04%+97913F-HRTimeline
KICKSTAND VENTURES, LLC.2,291$274K0.06%new13F-HRTimeline
Ballentine Partners, LLC2,272$271K<0.01%+1,05913F-HRTimeline
Fulton Bank, N.A.2,270$271K0.01%+1,29413F-HRTimeline
Rare Wolf Capital LLC2,264$270K0.17%13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP2,260$270K0.07%new13F-HRTimelineGroup
Confluence Wealth Services, Inc.2,260$270K0.01%+1,13013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,254$269K0.02%+1,07713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,252$269K0.01%+1,33613F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC2,250$269K0.02%+1,14613F-HRTimeline
Richmond Investment Services, LLC2,245$268K0.05%+1,15413F-HRTimeline
HORAN Wealth, LLC2,240$268K0.04%new13F-HRTimeline
Straight Path Wealth Management2,237$267K0.07%+1,12013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,233$267K<0.01%+1,12713F-HRTimeline
Freedom Investment Management, Inc.2,233$267K0.08%-2,39413F-HRTimeline
Northstar Financial Companies, Inc.2,230$266K0.21%+1,10913F-HRTimeline
Brookwood Investment Group LLC2,218$265K0.03%new13F-HRTimeline
USA FINANCIAL FORMULAS2,217$265K0.05%+95813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,200$263K<0.01%+1,10013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,156$257K0.01%+1,02113F-HRTimeline
Gryphon Financial Partners LLC2,150$257K0.03%+1,07513F-HRTimeline
Briggs Wealth Management, Inc2,140$256K0.27%13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,138$255K0.02%+1,25613F-HRTimeline
Cornerstone Wealth Management, LLC2,137$255K0.01%+1,11213F-HRTimeline
Acropolis Investment Management, LLC2,122$253K0.01%+1,05113F-HRTimeline
Key Client Fiduciary Advisors, LLC2,121$253K0.09%+1,06113F-HRTimeline
Annex Advisory Services, LLC2,113$252K<0.01%+1,07213F-HRTimeline
CMH Wealth Management LLC2,098$251K0.05%+98113F-HRTimeline
180 WEALTH ADVISORS, LLC2,090$250K0.03%+1,03713F-HRTimeline
Private Wealth Asset Management, LLC2,090$250K0.03%+1,17513F-HRTimeline
Alteri Wealth LLC2,077$248K0.08%+1,00313F-HRTimeline
Two West Capital Advisors LLC2,075$248K0.14%+1,09413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,066$247K<0.01%+1,08313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC2,057$246K0.08%+1,02913F-HRTimelineGroup