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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
Peak Financial Management, Inc.981$220K0.07%-17413F-HRTimeline
Bedel Financial Consulting, Inc.956$219K0.03%new13F-HRTimeline
Fulton Bank, N.A.976$219K0.01%new13F-HRTimeline
Vise Technologies, Inc.975$219K0.02%new13F-HRTimeline
Alpha Cubed Investments, LLC972$218K0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC959$218K0.05%new13F-HRTimeline
TABLEAUX LLC970$218K0.18%13F-HRTimeline
Compound Planning, Inc.965$217K0.01%new13F-HRTimeline
CAXTON ASSOCIATES LP965$216K0.01%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT960$215K0.07%new13F-HRTimeline
Joel Isaacson & Co., LLC958$215K0.01%new13F-HRTimeline
FSM Wealth Advisors, LLC948$214K0.05%new13F-HRTimeline
BEARING POINT CAPITAL, LLC955$214K0.04%13F-HRTimeline
CHANNEL WEALTH LLC951$213K0.07%new13F-HRTimeline
Seelaus Asset Management LLC950$213K0.19%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC944$212K0.02%new13F-HRTimeline
Byrne Asset Management LLC940$211K0.15%+2513F-HRTimeline
FLOYD FINANCIAL GROUP LLC955$211K0.17%13F-HRTimeline
Vigilare Wealth Management938$210K0.09%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.924$209K0.09%+1713F-HRTimeline
RDA Financial Network931$209K0.06%new13F-HRTimeline
W.H. Cornerstone Investments Inc.928$208K0.14%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC927$208K0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC921$207K0.12%13F-HRTimeline
Lakeshore Financial Planning, Inc.919$206K0.09%new13F-HRTimeline
Strategies Wealth Advisors, LLC910$206K0.03%new13F-HRTimeline
MRWM Advisors, LLC916$206K0.16%13F-HRTimeline
Acropolis Investment Management, LLC914$205K0.01%+113F-HRTimeline
GC Wealth Management RIA, LLC914$205K0.04%new13F-HRTimeline
111 Capital914$205K0.04%13F-HRTimeline
Wealthspire Retirement, LLC908$204K0.02%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…907$203K0.02%new13F-HRTimeline
SilverOak Wealth Management LLC904$203K0.04%new13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC903$203K0.09%13F-HRTimeline
Caldwell Trust Co901$202K0.02%-40013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…900$202K0.09%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC900$202K0.07%new13F-HRTimeline
BURLING WEALTH PARTNERS, LLC900$202K0.04%13F-HRTimeline
Archer Investment Corp899$202K0.05%-20013F-HRTimeline
Westwood Wealth Management895$201K0.07%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources893$200K<0.01%+8513F-HRTimelineGroup
SBI Securities Co., Ltd.886$199K0.01%13F-HRTimeline
MITCHELL SINKLER & STARR/PA875$196K0.05%013F-HRTimeline
Davis Capital Management869$195K0.16%013F-HRTimeline
Solstein Capital, LLC861$193K0.11%-2413F-HRTimeline
2UniFi Bank839$188K0.13%13F-HRTimeline
Core Alternative Capital822$184K0.04%-1,26613F-HRTimeline
Mainstream Capital Management LLC812$182K0.13%new13F-HRTimeline
MGB Wealth Management, LLC810$182K0.06%013F-HRTimeline
GAMMA Investing LLC768$172K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.725$168K0.08%13F-HRTimeline
Friedenthal Financial746$167K0.1%+52513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…736$165K0.01%013F-HRTimelineGroup
VESTOR CAPITAL, LLC727$163K0.01%013F-HRTimeline
Legend Financial Advisors, Inc.716$161K0.11%013F-HRTimeline
JFS WEALTH ADVISORS, LLC710$159K0.01%+7113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS700$157K0.07%013F-HRTimeline
one8zero8, LLC696$156K0.03%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…692$155K0.03%+59213F-HRTimeline
Founders Financial Alliance, LLC683$153K0.04%013F-HRTimeline
Global Financial Private Client, LLC683$153K0.06%-413F-HRTimeline
China Universal Asset Management Co., L…672$151K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding664$149K-100Timeline
Medallion Wealth Advisors, LLC658$148K0.07%13F-HRTimeline
Cranbrook Wealth Management, LLC651$146K0.03%013F-HRTimeline
United Community Bankin group United Community Bank641$144K0.06%013F-HRTimelineGroup
ADIRONDACK TRUST CO640$144K0.05%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.610$137K0.1%13F-HRTimeline
Evergreen Private Wealth LLC608$136K0.06%new13F-HRTimeline
WR Wealth Planners, LLC596$134K0.04%-3213F-HRTimeline
Beacon Capital Management, LLC594$133K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC580$130K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC575$129K0.1%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners573$129K0.02%013F-HRTimelineGroup
Avion Wealth570$127K0.03%-10213F-HRTimeline
BARRETT & COMPANY, INC.564$127K0.05%+5113F-HRTimeline
Transcendent Capital Group LLC550$123K0.06%013F-HRTimeline
GoalVest Advisory LLC533$120K0.03%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…533$120K<0.01%-1013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV529$119K0.02%-513F-HRTimeline
Dunhill Financial, LLC527$118K0.05%+20013F-HRTimeline
Kohmann Bosshard Financial Services, LLC504$113K0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC500$112K0.02%+4013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/487$109K0.05%013F-HRTimelineGroup
ORG Partners LLC481$109K0.01%013F-HRTimeline
West Branch Capital LLC484$109K0.03%013F-HRTimeline
Paladin Advisory Group, LLC473$106K0.08%-2913F-HRTimeline
Empowered Funds, LLC461$103K<0.01%new13F-HRTimeline
Key Financial Inc453$102K0.02%+3013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC448$101K0.02%013F-HRTimeline
Anchor Investment Management, LLC444$99.6K0.01%013F-HRTimeline
Nemes Rush Group LLC440$98.6K0.01%-11213F-HRTimeline
Federation des caisses Desjardins du Qu…435$97.6K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC430$96.5K0.02%+5513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV424$95K0.03%+113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC421$94.5K<0.01%013F-HRTimelineGroup
UNION SAVINGS BANK419$94K0.05%013F-HRTimeline
BOK Financial Private Wealth, Inc.417$93.6K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc416$93.3K0.01%+19013F-HRTimeline
Washington Trust Advisors, Inc.408$91.5K0.01%+37813F-HRTimeline
LRI Investments, LLC400$89.7K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.399$89.5K0.03%013F-HRTimeline
Prestige Wealth Management Group LLC396$88.8K0.02%013F-HR/ATimeline
Synergy Investment Management, LLC394$88.3K0.04%13F-HRTimeline
Pacific Center for Financial Services392$87.9K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC390$87.5K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …385$86.4K<0.01%013F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC377$84.6K0.02%013F-HRTimeline
Sage Mountain Advisors LLC371$83.2K0.01%013F-HRTimeline
Arax Advisory Partners365$81.8K0.01%+16813F-HRTimeline
Atlantic Edge Private Wealth Management…360$80.8K0.03%-8313F-HRTimeline
Murphy & Mullick Capital Management Corp356$79.8K0.07%13F-HRTimeline
Strengthening Families & Communities, L…343$77K0.04%+113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC342$76.7K0.02%013F-HRTimelineGroup
Promus Capital, LLC339$76.1K0.06%13F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC337$75.6K<0.01%-513F-HRTimelineGroup
Frazier Financial Advisors, LLC328$74.2K0.06%-6513F-HRTimeline
PITTENGER & ANDERSON INC325$72.9K<0.01%-8513F-HRTimeline
Rice Partnership, LLC324$72.7K0.01%013F-HRTimeline
Roble, Belko & Company, Inc323$72K0.01%013F-HRTimeline
MATHER GROUP, LLC.317$71.1K<0.01%013F-HRTimeline
Ashurst Perkins Coie Trust Co317$71.1K0.02%013F-HRTimeline
WEBSTER BANK, N. A.313$70.2K0.01%013F-HRTimeline
Caitlin John, LLC311$69.8K0.05%+9213F-HRTimeline
Ball & Co Wealth Management Inc.0$69K0.05%13F-HRTimelineAmount filed as zero, left out of ratios.
Hanson & Doremus Investment Management302$68K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$67.4K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC300$67.3K0.01%new13F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP291$65.3K0.01%013F-HRTimelineGroup
North Star Investment Management Corp.282$63.3K<0.01%+3013F-HRTimeline
Armor Investment Advisors, LLC277$62.1K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC259$58.1K<0.01%-1,14013F-HRTimeline
MassMutual Private Wealth & Trust, FSB259$58.1K<0.01%+2513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC252$56.5K<0.01%-1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Indiana Trust & Investment Management Co250$56.1K0.02%-7213F-HRTimeline
Register Financial Advisors LLC246$55.2K0.03%+6113F-HRTimeline
Van Hulzen Asset Management, LLC244$54.7K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…240$53.9K0.02%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …238$52.4K0.01%-2,04013F-HRTimelineGroup
SIGNATUREFD, LLC231$51.8K<0.01%-713F-HRTimeline
Tidemark, LLC225$50.5K0.02%013F-HRTimeline
Coston, McIsaac & Partners225$50K0.01%013F-HRTimeline
Millstone Evans Group, LLC222$49.8K0.03%13F-HRTimeline
Collier Financial221$49.7K0.04%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC220$49.4K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.211$47.7K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC212$47.6K0.01%new13F-HRTimeline
Balentine LLC208$46.7K<0.01%-3813F-HRTimeline
Cornerstone Planning Group LLC201$46.5K0.01%-4113F-HRTimeline
Investors Research Corp202$45.3K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA200$44.9K0.01%013F-HRTimeline
Capital Investment Counsel, Inc200$44.9K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.200$44.9K0.02%13F-HRTimeline
Coppell Advisory Solutions LLC197$44.5K0.01%+913F-HRTimeline
Provident Wealth Management, LLC198$44.4K0.01%013F-HRTimeline
Financial Management Professionals, Inc.186$41.7K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA184$41.3K0.03%013F-HRTimeline
Roxbury Financial LLC182$40.7K0.04%13F-HRTimeline
Morse Asset Management, Inc180$40.4K0.01%013F-HRTimeline
Wagner Wealth Management, LLC180$40.3K0.01%+113F-HRTimeline
Gold Investment Management Ltd.175$39.3K0.02%013F-HRTimeline
WASHINGTON TRUST Co175$39.3K<0.01%013F-HRTimeline
Biltmore Family Office, LLC175$39.3K0.01%013F-HRTimeline
Lindbrook Capital, LLC174$39K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC165$37K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…165$37K<0.01%013F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC163$36.7K<0.01%013F-HRTimeline
Operose Advisors LLC161$36.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.160$35.9K0.04%13F-HRTimeline
Horrell Capital Management, Inc.147$33K0.01%-21713F-HRTimeline
SOA Wealth Advisors, LLC.147$33K0.01%+713F-HR/ATimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC145$32.5K<0.01%013F-HRTimelineGroup
Park Place Capital Corp142$31.9K0.01%+3013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC138$31K0.02%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.130$29.2K0.02%13F-HRTimeline
Union Bancaire Privee, UBP SA130$28.3K<0.01%13F-HR/ATimeline
Pacifica Partners Inc.125$27.7K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC123$27.6K<0.01%013F-HRTimeline
Financial Perspectives, Inc120$26.9K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.119$26.7K0.02%13F-HRTimeline
Fairfield Financial Advisors, LTD110$24.7K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.110$24.7K0.01%013F-HRTimeline
Winch Advisory Services, LLC109$24.5K0.01%-1813F-HRTimeline
Versant Capital Management, Inc109$24.5K0.01%013F-HRTimeline
Aventura Private Wealth, LLC108$24.2K0.01%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…108$24.2K0.01%013F-HRTimelineGroup
Tower View Wealth Management LLC106$23.9K0.01%+913F-HRTimeline
First Command Advisory Services, Inc.105$23.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC105$23.6K0.01%013F-HRTimeline
STEPH & CO104$23.3K0.01%013F-HRTimeline
MCF Advisors LLC103$23.1K<0.01%-9913F-HRTimeline
DecisionPoint Financial, LLC101$22.7K0.01%013F-HRTimeline
Bank of New Hampshire101$22.7K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …100$22.4K0.01%+513F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…99$22.2K0.01%013F-HRTimeline
REAP Financial Group, LLC95$21.3K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…94$21.1K0.01%013F-HRTimeline
Financial Connections Group, Inc.90$20K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC88$19.7K<0.01%+5413F-HRTimeline
Center for Financial Planning, Inc.87$19.5K<0.01%013F-HRTimeline