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Disclosery

XLY SELECT SECTOR SPDR TR

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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
Crewe Advisors LLC1,888$221K0.02%+7413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.2,027$221K0.13%013F-HRTimeline
Concentrum Wealth Management1,872$220K0.05%+213F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL1,869$219K<0.01%-13613F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,864$218K0.06%013F-HRTimeline
Avestar Capital, LLC1,850$217K0.01%+213F-HRTimeline
WAYSTONE ADVISORS LLC1,849$217K0.16%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,847$217K0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,844$216K0.02%013F-HRTimeline
Lakeshore Financial Planning, Inc.1,840$216K0.07%013F-HRTimeline
Avion Wealth1,841$215K0.04%+98613F-HRTimeline
Wealthspire Retirement, LLC1,832$215K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC1,832$215K0.01%-4,42513F-HRTimelineGroup
Independence Bank of Kentucky1,826$214K0.02%-4513F-HRTimeline
Seelaus Asset Management LLC1,820$213K0.15%new13F-HRTimeline
Shulman DeMeo Asset Management LLC1,817$213K0.04%new13F-HRTimeline
USA FINANCIAL FORMULAS1,817$213K0.04%13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,816$213K0.05%+1,29513F-HRTimeline
Entelevest, LLC1,815$213K0.19%new13F-HRTimeline
FSM Wealth Advisors, LLC1,814$213K0.02%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,814$213K0.03%new13F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,810$212K0.02%new13F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC1,808$212K0.04%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,808$212K0.04%new13F-HRTimeline
WealthCare Investment Partners, LLC1,806$212K0.05%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA1,800$211K0.09%new13F-HRTimeline
Elmwood Wealth Management, Inc.1,792$210K0.05%-16413F-HRTimeline
Gateway Wealth Partners, LLC1,788$210K0.01%-1,79813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,733$209K0.02%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,784$209K<0.01%new13F-HRTimelineGroup
Caldwell Trust Co1,784$209K0.02%+7613F-HRTimeline
TABLEAUX LLC1,782$209K0.09%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,778$209K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,778$209K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,766$209K<0.01%+18813F-HRTimeline
SilverOak Wealth Management LLC1,774$208K0.03%new13F-HRTimeline
Peak Asset Management, LLC1,760$206K0.03%new13F-HRTimeline
Axim Planning & Wealth1,755$206K0.29%-9813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,749$205K0.06%new13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,760$205K0.01%+70013F-HRTimelineGroup
Ipsen Advisor Group LLC1,740$204K0.13%new13F-HRTimeline
SEMITAM BONAM LLC1,737$204K0.15%new13F-HRTimeline
Peoples Bank/KS1,734$203K0.2%new13F-HRTimeline
AlphaStar Capital Management, LLC1,730$203K0.01%-119,78313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,730$203K0.01%new13F-HRTimeline
CMH Wealth Management LLC1,730$203K0.03%new13F-HRTimeline
Brand Asset Management Group, Inc.1,720$202K0.04%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,713$201K0.04%new13F-HR/ATimeline
ALONGSIDE, LLC1,713$201K0.04%13F-HRTimeline
Mezzasalma Advisors, LLC1,708$200K0.04%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,701$200K0.01%+7313F-HRTimeline
Solstein Capital, LLC1,696$199K0.07%-1013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,687$198K0.01%013F-HRTimelineGroup
Continuum Advisory, LLC1,682$197K0.02%new13F-HRTimeline
Private Wealth Asset Management, LLC1,680$197K0.02%-41013F-HRTimeline
SBI Securities Co., Ltd.1,678$197K<0.01%-8813F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,660$195K0.16%+19213F-HRTimeline
IMA Advisory Services, Inc.1,650$194K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC1,632$191K0.04%+15113F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL1,557$183K0.02%-15,63513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,480$174K0.01%-1,38813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,474$173K<0.01%-20513F-HRTimelineGroup
NFSG Corp1,437$168K0.02%-59813F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,384$162K0.01%+413F-HRTimeline
UMB Bank, n.a.1,318$155K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc1,316$154K0.03%-1213F-HRTimeline
Capital Investment Advisory Services, L…1,261$148K0.01%+56013F-HRTimeline
Plante Moran Financial Advisors, LLC1,250$147K0.01%-99013F-HRTimeline
Davis Capital Management1,230$144K0.09%013F-HRTimeline
Quaker Wealth Management, LLC1,225$144K0.04%-4813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,220$143K0.08%013F-HRTimeline
Brooklyn FI, LLC1,245$142K0.03%new13F-HRTimeline
Glassman Wealth Services1,206$141K0.02%+1,14413F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,160$136K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC1,150$135K0.08%013F-HRTimeline
Nemes Rush Group LLC1,146$134K0.01%+213F-HRTimeline
BARRETT & COMPANY, INC.1,130$133K0.04%-64213F-HRTimeline
AMERIFLEX GROUP, INC.1,122$132K0.05%013F-HRTimeline
Finley Financial, LLC1,040$122K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,036$122K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,004$118K<0.01%013F-HRTimelineGroup
United Community Bankin group United Community Bank980$115K0.04%013F-HRTimelineGroup
Anchor Investment Management, LLC971$114K0.01%-713F-HRTimeline
Compagnie Lombard Odier SCmA935$110K<0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC905$106K0.02%013F-HRTimeline
Morse Asset Management, Inc905$106K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise902$106K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…898$105K<0.01%-10013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…896$105K<0.01%+51213F-HRTimeline
Steigerwald, Gordon & Koch Inc.870$102K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.864$101K0.01%013F-HRTimeline
Paladin Advisory Group, LLC862$101K0.07%013F-HRTimeline
WEBSTER BANK, N. A.832$97.6K0.01%-13513F-HRTimeline
StrongBox Wealth, LLC828$97.2K0.03%new13F-HRTimeline
Asset Dedication, LLC828$97.1K0.01%+60713F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC774$90.8K<0.01%013F-HRTimelineGroup
Avalon Trust Co770$90.3K0.01%-1,19013F-HRTimeline
Hamilton Point Investment Advisors, LLC754$88.4K0.01%013F-HRTimeline
UNION SAVINGS BANK747$87.6K0.04%-3513F-HRTimeline
Sage Mountain Advisors LLC742$87K0.01%013F-HRTimeline
Downshift Financial, LLC742$87K0.04%new13F-HRTimeline
Wilkerson Advisory Group LLC738$86.6K0.03%013F-HRTimeline
SHP Wealth Management732$85.9K0.01%+7213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…732$85.8K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB731$85.7K<0.01%+30113F-HRTimeline
First Bancorp, Inc /ME/722$84.7K0.03%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.712$83.5K0.02%013F-HRTimeline
Westfuller Advisors, LLC709$83.2K0.03%+113F-HRTimeline
Pacific Center for Financial Services704$82.6K0.02%013F-HRTimeline
Strive Financial Group ,LLC662$77.6K0.03%+49013F-HR/ATimeline
Prestige Wealth Management Group LLC656$76.9K0.01%-114,12513F-HRTimeline
MCF Advisors LLC655$76.8K<0.01%+63113F-HRTimeline
BALLAST ADVISORS LLC652$76.5K0.02%new13F-HRTimeline
Canton Hathaway, LLC650$76.2K0.01%-29,91813F-HRTimeline
Roble, Belko & Company, Inc646$76K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC644$75.5K0.04%013F-HRTimeline
MATHER GROUP, LLC.634$74.4K<0.01%013F-HRTimeline
GoalVest Advisory LLC628$73.7K0.01%-4013F-HRTimeline
Capital Advisors, Ltd. LLC618$72K0.01%013F-HRTimeline
Align Financial, LLC610$71.5K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC600$70.4K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT600$70.4K<0.01%013F-HRTimeline
Mosley Wealth Management591$69.3K0.02%-1,24313F-HRTimeline
Napier Financial, LLC586$68.7K0.01%013F-HRTimeline
Triumph Capital Management576$67.6K0.01%+4913F-HRTimeline
Biltmore Family Office, LLC564$66.1K0.01%+3013F-HRTimeline
Pacifica Partners Inc.532$62.3K0.02%013F-HRTimeline
Aventus Investment Advisors, Inc.528$61.9K0.05%013F-HRTimeline
Rice Partnership, LLC525$61.6K0.01%-40413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC518$60.8K<0.01%-60413F-HRTimeline
Copia Wealth Management513$60.2K0.04%013F-HRTimeline
Fairway Wealth LLC510$59.8K0.01%+16013F-HRTimeline
Medallion Wealth Advisors, LLC509$59.6K0.02%-4113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC508$59.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.504$59.1K<0.01%-77613F-HRTimeline
Indiana Trust & Investment Management Co500$58.6K0.02%013F-HRTimeline
Cornerstone Planning Group LLC511$58.3K0.01%-213F-HRTimeline
Armor Investment Advisors, LLC466$54.7K0.02%013F-HRTimeline
Strengthening Families & Communities, L…463$54.3K0.01%-1313F-HRTimeline
FIRST COMMUNITY TRUST NA460$53.9K0.02%013F-HRTimeline
Register Financial Advisors LLC460$53.9K0.02%+8613F-HRTimeline
Dunhill Financial, LLC453$53.2K0.01%013F-HRTimeline
Perkins Coie Trust Co452$53K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.448$52.5K<0.01%013F-HRTimeline
BankChampaign, National Association446$52.3K0.04%013F-HRTimeline
Collier Financial443$51.9K0.04%013F-HRTimeline
Synergy Investment Management, LLC438$51.4K0.01%-10413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC438$51.4K0.01%new13F-HRTimeline
NVWM, LLC430$50.4K0.01%-65013F-HRTimeline
Coston, McIsaac & Partners428$50K0.01%013F-HRTimeline
NBH Bank425$49.8K0.02%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC424$49.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC422$49.5K<0.01%-9213F-HRTimeline
VESTOR CAPITAL, LLC1,052$49K<0.01%+18013F-HRTimeline
Balentine LLC416$48.8K<0.01%013F-HRTimeline
West Branch Capital LLC414$48.6K0.01%-16913F-HRTimeline
Investors Research Corp412$48.3K0.01%013F-HRTimeline
Wagner Wealth Management, LLC409$47.9K0.01%+113F-HRTimeline
Lloyd Advisory Services, LLC.406$47.6K0.02%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$46.9K0.01%013F-HRTimeline
Capital Investment Counsel, Inc400$46.9K0.01%013F-HRTimeline
Provident Wealth Management, LLC396$46.4K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…286$46.1K0.01%013F-HRTimeline
RMG Wealth Management LLC384$45.3K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV383$44.9K0.01%-6013F-HRTimeline
First Command Advisory Services, Inc.382$44.8K<0.01%-14013F-HRTimeline
Fairscale Capital, LLC376$44.1K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.377$44K<0.01%+5713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bollard Group LLC372$44K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.370$43.4K0.03%013F-HRTimeline
Bogart Wealth, LLC364$42.7K<0.01%+10113F-HRTimeline
MONTAG A & ASSOCIATES INC358$42K<0.01%-33213F-HRTimeline
Gold Investment Management Ltd.350$41K0.01%013F-HRTimeline
True Wealth Design, LLC332$38.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC331$38.8K<0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC330$38.7K0.02%-19613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…330$38.7K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC330$38.7K<0.01%013F-HRTimeline
Operose Advisors LLC322$37.8K0.01%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC316$37.1K0.05%013F-HRTimeline
N.E.W. Advisory Services LLC310$36.4K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.294$34.5K0.02%013F-HRTimeline
CVA Family Office, LLC289$33.9K<0.01%new13F-HRTimeline
XP Advisory US, Inc.278$32.6K0.02%13F-HRTimeline
Roxbury Financial LLC277$32.5K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC276$32.4K0.01%013F-HRTimeline
ADIRONDACK TRUST CO274$32.1K0.01%013F-HRTimeline
Hanson & Doremus Investment Management272$32K<0.01%013F-HRTimeline
Kilter Group LLC270$31.7K0.01%013F-HRTimeline
WealthCollab, LLC267$31.3K0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp265$31K0.03%013F-HRTimeline
Game Plan Financial Advisors, LLC260$30.5K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/262$30.5K<0.01%013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…250$29.3K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC246$28.9K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…246$28.9K<0.01%-21513F-HRTimeline
Financial Perspectives, Inc240$28.1K0.01%013F-HRTimeline
Costello Asset Management, INC228$26.7K0.01%013F-HRTimeline
Versant Capital Management, Inc218$25.6K<0.01%013F-HRTimeline
STEPH & CO208$24.4K0.01%013F-HRTimeline