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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,274 managers (1,292 13F filers) reported a position in XLY shares at 2026-03-31, 156,275,383 shares in all. 82 filers opened a position and 155 filers sold out during the quarter.

Managers
1,274
13F filers
1,292
New
82
Added
419
Reduced
497
Sold out
155
Shares held by filers
156,275,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Legacy Financial Strategies, LLC3,286$358K0.06%-61413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,270$356K0.02%+613F-HRTimeline
Iron Gate Global Advisors LLC3,250$354K0.04%013F-HRTimeline
Visionary Wealth Advisors3,249$354K0.02%013F-HRTimeline
Olistico Wealth, LLC3,249$354K0.17%+113F-HRTimeline
LVW Advisors, LLC3,216$350K0.03%new13F-HRTimeline
BCS Wealth Management3,181$347K0.07%-3,18113F-HRTimeline
Capital Square, LLC2,916$346K0.16%-9813F-HRTimeline
SmartHarvest Portfolios, LLC3,162$345K0.14%013F-HRTimeline
Blue Trust, Inc.3,162$345K<0.01%+913F-HRTimeline
Charter Oak Capital Management, LLC3,160$344K0.03%-9813F-HRTimeline
MIRAMONTES CAPITAL, LLC3,158$344K0.12%+113F-HRTimeline
Peak Retirement Planning, Inc.3,157$344K0.07%-1,96213F-HRTimeline
Onyx Bridge Wealth Group LLC3,150$343K0.04%-99,52713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC3,126$341K0.02%new13F-HRTimeline
Bay Rivers Group3,121$340K0.14%013F-HRTimeline
SMITH, MOORE & CO.3,119$340K0.02%-2013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,118$339K0.02%-1013F-HRTimeline
F/m Investments LLC3,110$339K0.02%+28813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,107$339K0.03%+913F-HRTimeline
Teamwork Financial Advisors, LLC3,077$335K0.04%+47213F-HRTimeline
FIRST UNITED BANK & TRUST3,075$335K0.11%-12513F-HRTimeline
Balboa Wealth Partners3,073$335K0.06%+41113F-HRTimeline
Community Bank, N.A.3,050$332K0.04%-7413F-HRTimeline
Leo Wealth, LLC3,045$332K0.02%+34513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,011$328K0.01%+1,11913F-HRTimelineGroup
Sharkey, Howes & Javer3,004$327K0.04%-25613F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,996$327K0.01%-28613F-HRTimeline
DOLIVER ADVISORS, LP2,980$325K0.07%013F-HRTimeline
Fortis Group Advisors, LLC2,746$324K0.05%+2,65013F-HRTimeline
Resolute Wealth Strategies, LLC2,972$324K0.14%+513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK2,964$323K<0.01%+66913F-HRTimelineGroup
MPS Loria Financial Planners, LLC2,958$322K0.09%+413F-HRTimeline
Geneos Wealth Management Inc.2,958$322K0.01%-24,59513F-HRTimeline
Haverford Trust Co2,952$322K<0.01%013F-HRTimeline
Signal Advisors Wealth, LLC2,949$321K0.02%-4413F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,949$321K0.03%013F-HRTimeline
Performance Wealth Partners, LLC2,942$321K0.01%013F-HRTimeline
Global View Capital Management LLC2,937$320K0.08%+1,08013F-HRTimeline
Aries Wealth Management2,930$319K0.07%013F-HRTimeline
One Capital Management, LLC2,916$318K0.01%-613F-HRTimeline
Avantax Planning Partners, Inc.2,906$317K0.01%013F-HRTimeline
Cypress Wealth Services, LLC2,906$317K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC2,899$316K0.01%+93713F-HRTimeline
United Advisor Group, LLC2,899$316K0.04%-22713F-HRTimeline
HBK Sorce Advisory LLC2,616$314K0.01%+7513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,878$314K<0.01%-7813F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT2,874$313K<0.01%+2613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,868$313K0.01%-56713F-HR/ATimelineGroup
LUTS & GREENLEIGH GROUP, INC.2,862$312K0.25%013F-HRTimeline
VCI Wealth Management LLC2,862$312K0.09%-2,60913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT2,858$312K0.09%-8013F-HRTimeline
Leeward Financial Partners, LLC2,858$311K0.09%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,838$309K0.05%+14413F-HRTimeline
BOK Financial Private Wealth, Inc.2,830$308K0.02%-413F-HRTimeline
Chicago Partners Investment Group LLC2,586$308K0.01%+413F-HRTimeline
Farmers National Bank2,815$307K0.07%-5513F-HRTimeline
Icon Wealth Advisors, LLC2,618$306K0.02%-2013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP2,800$305K0.05%new13F-HRTimeline
DEARBORN PARTNERS LLC2,798$305K0.02%-1,40013F-HRTimeline
STAR Financial Bank2,792$304K0.14%-47413F-HRTimeline
River Wealth Advisors LLC2,778$303K0.03%-10013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC2,655$302K0.13%-4013F-HRTimeline
Latitude Advisors, LLC2,774$302K0.14%-17613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.2,774$302K0.12%013F-HRTimeline
SWMG, LLC2,771$302K0.09%-40613F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.2,770$302K0.09%-61113F-HRTimeline
Foster Victor Wealth Advisors, LLC2,592$302K0.02%013F-HRTimeline
Truvestments Capital LLC2,739$298K0.05%+413F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …2,734$298K0.21%-10313F-HRTimelineGroup
Horizon Wealth Management, LLC2,730$298K0.04%013F-HRTimeline
Inscription Capital, LLC2,724$297K0.03%+213F-HRTimeline
Glen Eagle Advisors, LLC2,704$295K0.04%+1013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,701$294K0.01%+44913F-HRTimelineGroup
DF DENT & CO INC2,674$291K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,670$291K0.09%013F-HRTimeline
Axiom Investment Management LLC2,669$291K0.22%13F-HRTimeline
Keystone Financial Group2,657$290K0.02%-66013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,650$289K0.01%013F-HRTimeline
May Hill Capital, LLC2,649$289K0.07%013F-HRTimeline
TSFG, LLC2,642$288K0.04%-27813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC2,634$287K0.02%013F-HRTimeline
Ironwood Financial, llc2,633$287K0.05%-513F-HRTimeline
Broadleaf Partners, LLC2,632$287K0.07%013F-HRTimeline
TBH Global Asset Management, LLC2,630$287K0.06%-17,20113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,620$286K0.01%-35013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,620$286K<0.01%-51313F-HRTimelineGroup
James J. Burns & Company, LLC2,616$285K0.04%-33213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,614$285K0.09%+1,57013F-HRTimeline
Private Wealth Partners, LLC2,606$284K0.02%013F-HRTimeline
Modera Wealth Management, LLC2,606$284K<0.01%-2413F-HRTimeline
LFA - Lugano Financial Advisors SA2,600$283K0.14%013F-HRTimeline
Stillwater Wealth Management Group2,600$283K0.18%013F-HRTimeline
Compound Planning, Inc.2,598$283K0.01%-37413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,591$282K0.01%-3013F-HRTimeline
ExodusPoint Capital Management, LP2,589$282K<0.01%-5,25513F-HRTimeline
One Day In July LLC2,565$280K0.02%+26313F-HRTimeline
ALBION FINANCIAL GROUP /UT2,562$279K0.02%013F-HRTimeline
Sierra Capital LLC2,562$279K0.03%013F-HRTimeline
Diligent Investors, LLC2,554$278K0.07%013F-HRTimeline
Elevated Capital Advisors, LLC2,548$278K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,544$277K<0.01%013F-HRTimelineGroup
Midwest Financial Group LLC2,544$277K0.12%+1513F-HRTimeline
Triton Financial Group Inc2,416$276K0.48%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,528$276K0.03%013F-HRTimeline
American State Bank (Iowa)2,527$275K0.13%-38913F-HRTimeline
Element Wealth, LLC2,504$273K0.11%013F-HRTimeline
Stanich Group LLC2,490$271K0.21%013F-HRTimeline
Parisi Gray Wealth Management2,484$271K0.06%-7813F-HRTimeline
Moss Adams Wealth Advisors LLC2,460$268K0.02%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,453$267K0.11%-513F-HRTimeline
HORAN Wealth, LLC2,240$267K0.03%013F-HRTimeline
WP Advisors, LLC2,440$266K0.07%+213F-HRTimeline
Jaffetilchin Investment Partners, LLC2,439$266K0.02%+18913F-HRTimeline
Hurlow Wealth Management Group, Inc.2,416$263K0.06%013F-HRTimeline
HUB Investment Partners, LLC2,408$262K0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC2,400$262K0.04%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,398$261K0.03%-70813F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC2,385$260K0.16%-2213F-HRTimeline
Curi Capital, LLC2,382$260K<0.01%-24313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,378$259K0.03%+51013F-HRTimeline
Byrne Asset Management LLC2,374$259K0.15%-7613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC2,442$258K0.03%new13F-HRTimelineGroup
Facet Wealth, Inc.2,348$256K<0.01%+42413F-HRTimeline
1ST SOURCE BANK2,343$255K0.01%new13F-HRTimeline
NORDEN GROUP LLC2,337$255K0.02%-56,13013F-HRTimeline
ACORN CREEK CAPITAL LLC2,336$255K0.09%-7613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,325$253K0.02%-4313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,323$253K<0.01%+9013F-HRTimeline
Texas Yale Capital Corp.2,322$253K0.01%013F-HRTimeline
Two West Capital Advisors LLC2,163$253K0.13%+8813F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,316$252K0.02%+17813F-HRTimeline
Kaizen Financial Strategies2,145$252K0.11%-79713F-HRTimeline
SJS Investment Consulting Inc.2,292$250K0.03%-4613F-HRTimeline
MEMBERS WEALTH LLC2,096$249K0.15%+43813F-HRTimeline
DRW Securities, LLC2,278$248K0.01%-6,78813F-HRTimeline
Ballentine Partners, LLC2,272$248K<0.01%013F-HRTimeline
Fulton Bank, N.A.2,270$247K0.01%013F-HRTimeline
MWA Asset Management2,269$247K0.14%-3613F-HR/ATimeline
Rare Wolf Capital LLC2,264$247K0.16%013F-HRTimeline
Aprio Wealth Management, LLC2,258$246K0.01%new13F-HRTimeline
Straight Path Wealth Management2,240$244K0.07%+313F-HRTimeline
Plante Moran Financial Advisors, LLC2,240$244K0.02%-33013F-HRTimeline
Northstar Financial Companies, Inc.2,231$243K0.19%+113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC2,219$242K0.02%-3513F-HRTimeline
Three Bridge Wealth Advisors, LLC2,206$240K0.07%+21713F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/2,200$240K<0.01%013F-HRTimeline
Americana Partners, LLC2,185$238K0.01%+49913F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,995$236K0.16%-8213F-HRTimeline
Confluence Wealth Services, Inc.2,158$235K0.01%-10213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,154$235K0.03%new13F-HRTimeline
ELCO Management Co., LLC2,150$234K0.11%-1,00013F-HRTimeline
Gryphon Financial Partners LLC2,150$234K0.02%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,149$234K<0.01%new13F-HRTimeline
Briggs Wealth Management, Inc2,140$233K0.25%013F-HRTimeline
SteelPeak Wealth, LLC2,131$232K0.01%-22,19213F-HRTimeline
Cornerstone Wealth Management, LLC2,130$232K0.01%-713F-HRTimeline
Acropolis Investment Management, LLC2,124$232K0.01%+213F-HRTimeline
Key Client Fiduciary Advisors, LLC2,123$231K0.08%+213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC2,119$231K<0.01%-2,11313F-HRTimelineGroup
Annex Advisory Services, LLC2,113$230K<0.01%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC2,110$230K0.06%-43313F-HRTimeline
SYM FINANCIAL Corp2,106$230K0.02%-23013F-HRTimeline
180 WEALTH ADVISORS, LLC2,090$228K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC2,090$228K0.02%013F-HRTimeline
Roan Capital Partners2,087$227K0.21%13F-HRTimeline
Waldron Private Wealth LLC2,054$224K0.01%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,044$223K0.03%013F-HRTimeline
Smartleaf Asset Management LLC2,106$223K0.01%+1,04613F-HRTimeline
NFSG Corp2,035$222K0.04%+913F-HRTimeline
Innova Wealth Partners2,034$222K0.11%-33,52413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,027$221K0.13%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,020$220K0.01%-71613F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.2,018$220K0.1%-1013F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,005$219K<0.01%013F-HRTimeline
Sovereign Financial Group, Inc.2,009$219K0.04%-1,08513F-HRTimeline
Severin Investments, LLC2,001$218K0.19%-44413F-HRTimeline
Employees Retirement System of Texas2,000$218K<0.01%-94,40013F-HRTimeline
Obermeyer Wealth Partners2,000$218K0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$218K0.03%013F-HRTimeline
Breakwater Capital Group1,996$218K0.03%new13F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,989$217K0.01%+2013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,828$216K0.08%+2213F-HRTimeline
Manhattan West Asset Management, LLC1,984$216K0.04%+2313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,981$216K0.03%+113F-HRTimeline
PROMETHIUM ADVISORS,LLC1,980$216K0.11%013F-HRTimeline
Richmond Investment Services, LLC1,976$215K0.03%-26913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,971$215K0.01%-513F-HRTimeline
Avalon Trust Co1,960$214K0.01%+77013F-HRTimeline
Alteri Wealth LLC1,959$213K0.07%-11813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,958$213K0.02%+20813F-HRTimeline
Elmwood Wealth Management, Inc.1,956$213K0.06%+16413F-HRTimeline
SYKON CAPITAL LLC1,954$213K0.07%-56,26313F-HRTimeline
SummitTX Capital, L.P.1,945$212K0.01%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,942$212K0.02%-1013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,942$212K0.1%-3613F-HRTimeline
Vigilare Wealth Management1,939$211K0.07%013F-HRTimeline
AVALON CAPITAL MANAGEMENT1,926$210K0.06%013F-HRTimeline
Lodestone Wealth Management LLC1,913$208K0.08%+23513F-HR/ATimeline
BEARING POINT CAPITAL, LLC1,910$208K0.03%013F-HRTimeline