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Disclosery

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
Finley Financial, LLC520$104K0.06%-1,66013F-HRTimeline
United Community Bankin group United Community Bank490$96.8K0.04%-15113F-HRTimelineGroup
WEBSTER BANK, N. A.486$96K0.01%+17313F-HRTimeline
West Branch Capital LLC484$95.6K0.03%013F-HRTimeline
UMB Bank, n.a.477$94.2K<0.01%+41113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paladin Advisory Group, LLC473$93.4K0.07%013F-HRTimeline
Arax Advisory Partners465$91.8K0.01%+10013F-HRTimeline
Anchor Investment Management, LLC454$89.6K0.01%+1013F-HRTimeline
Key Financial Inc453$89.4K0.02%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC452$89.3K0.02%+413F-HRTimeline
Nemes Rush Group LLC440$87K0.01%013F-HRTimeline
Hanson & Doremus Investment Management438$86K0.01%+13613F-HRTimeline
Hexagon Capital Partners LLC429$84.7K0.02%-113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV425$83.8K0.03%+113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC421$83.1K<0.01%013F-HRTimelineGroup
UNION SAVINGS BANK419$82.7K0.04%013F-HRTimeline
BOK Financial Private Wealth, Inc.417$82.3K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…415$81.9K0.01%13F-HRTimeline
Cornerstone Planning Group LLC416$79.2K0.02%+21513F-HRTimeline
LRI Investments, LLC400$79K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.399$78.8K0.02%013F-HRTimeline
Luminist Capital LLC394$78.7K0.08%-2,15213F-HRTimeline
Prestige Wealth Management Group LLC396$78.2K0.02%013F-HR/ATimeline
Pacific Center for Financial Services392$77.4K0.02%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC390$77K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …385$76K<0.01%013F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC377$74.4K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC375$74K0.03%+37413F-HRTimeline
Sage Mountain Advisors LLC371$73.3K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…351$69.2K0.01%-1,50313F-HRTimeline
Atlantic Edge Private Wealth Management…350$69.1K0.02%-1013F-HRTimeline
Roxbury Financial LLC316$68.3K0.07%+13413F-HRTimeline
Strengthening Families & Communities, L…344$67.8K0.04%+113F-HRTimeline
Promus Capital, LLC339$66.9K0.05%013F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC337$66.5K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC327$64.5K0.03%-20013F-HRTimeline
NVWM, LLC325$64.2K0.02%-1,90013F-HRTimeline
Roble, Belko & Company, Inc323$64K0.01%013F-HRTimeline
Rice Partnership, LLC324$64K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC320$63.2K0.05%-813F-HRTimeline
MATHER GROUP, LLC.317$62.6K<0.01%013F-HRTimeline
Ashurst Perkins Coie Trust Co317$62.6K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC305$60.2K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$59.3K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC300$59.2K<0.01%-2513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC300$59.2K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC293$57.9K0.02%-10113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.291$57.5K0.01%-2,19013F-HRTimeline
Armor Investment Advisors, LLC277$54.7K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP269$53.1K0.01%-2213F-HRTimelineGroup
MONTAG A & ASSOCIATES INC259$51.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.252$49.8K<0.01%-3013F-HRTimeline
ORG Partners LLC244$49.4K0.01%-23713F-HRTimeline
Indiana Trust & Investment Management Co250$49.4K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC247$48.8K<0.01%-513F-HRTimeline
Register Financial Advisors LLC246$48.6K0.03%013F-HRTimeline
Generali Investments, Management Co LLC242$47.8K0.01%-2,48113F-HRTimeline
DAGCO, INC.240$47.4K0.02%new13F-HRTimeline
Blue Trust, Inc.239$47.2K<0.01%+22213F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …238$47K0.01%013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/237$46.8K0.02%-25013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC237$46.7K0.02%+1713F-HRTimeline
SIGNATUREFD, LLC228$45K<0.01%-313F-HRTimeline
Tidemark, LLC225$44.4K0.02%013F-HRTimeline
Washington Trust Advisors, Inc.224$44.2K<0.01%-18413F-HRTimeline
Coston, McIsaac & Partners226$44K0.01%+113F-HRTimeline
Millstone Evans Group, LLC222$43.8K0.03%013F-HRTimeline
Collier Financial221$43.7K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC217$42.8K<0.01%-49313F-HRTimeline
MassMutual Private Wealth & Trust, FSB215$42.5K<0.01%-4413F-HRTimeline
Game Plan Financial Advisors, LLC215$42.5K0.02%+7513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC212$41.9K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC212$41.9K<0.01%-96,92213F-HRTimeline
Riggs Asset Managment Co. Inc.211$41.7K0.01%013F-HRTimeline
Balentine LLC208$41.1K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …204$40.3K0.01%13F-HRTimelineGroup
Investors Research Corp202$39.9K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA200$39.5K0.01%013F-HRTimeline
Capital Investment Counsel, Inc200$39.5K0.01%013F-HRTimeline
GKV Capital Management Co., Inc.200$39.5K0.02%013F-HR/ATimeline
Provident Wealth Management, LLC198$39.1K0.01%013F-HRTimeline
Columbia River Financial Group, LLC198$39K0.03%new13F-HRTimeline
FIRST COMMUNITY TRUST NA184$36.3K0.03%013F-HRTimeline
Morse Asset Management, Inc180$35.5K0.01%013F-HRTimeline
WASHINGTON TRUST Co175$34.6K<0.01%013F-HRTimeline
Biltmore Family Office, LLC175$34.6K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC174$34.4K<0.01%+15613F-HRTimeline
Wagner Wealth Management, LLC166$32.8K0.01%-1413F-HRTimeline
Provenance Wealth Advisors, LLC165$32.6K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…165$32.6K<0.01%013F-HRTimeline
2UniFi Bank150$32.4K0.02%-68913F-HRTimeline
ROTHSCHILD INVESTMENT LLC164$32.4K<0.01%+113F-HRTimeline
New Millennium Group LLC162$32K0.02%-24,12813F-HRTimeline
Operose Advisors LLC161$31.8K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.160$31.6K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.160$31K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC155$30.6K<0.01%new13F-HRTimeline
Horrell Capital Management, Inc.147$29K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.145$28.6K0.01%-213F-HRTimeline
First Command Advisory Services, Inc.143$28.2K<0.01%+3813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC138$27.2K0.01%013F-HRTimeline
HM PAYSON & CO134$26.5K<0.01%+8813F-HRTimeline
Bogart Wealth, LLC131$25.9K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.130$25.7K0.01%013F-HRTimeline
Creative Capital Management Investments…125$24.7K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC123$24.3K<0.01%013F-HRTimeline
Pacifica Partners Inc.125$23.9K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC120$23.7K<0.01%-2513F-HRTimelineGroup
Financial Perspectives, Inc120$23.7K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA130$23.7K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.119$23.5K0.02%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.110$21.7K0.01%013F-HRTimeline
Versant Capital Management, Inc109$21.5K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC108$21.3K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC105$20.7K0.01%013F-HRTimeline
STEPH & CO104$20.5K0.01%013F-HRTimeline
DecisionPoint Financial, LLC101$19.9K0.01%013F-HRTimeline
Bank of New Hampshire101$19.9K0.01%013F-HRTimeline
WealthShield Partners, LLC101$19.9K<0.01%+2513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…99$19.6K0.01%013F-HRTimeline
Abound Wealth Management99$19.5K0.01%+3913F-HRTimeline
Tower View Wealth Management LLC98$19.3K0.01%-813F-HRTimeline
Investment Research & Advisory Group, I…94$18.6K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC90$17.8K0.01%new13F-HRTimeline
McIlrath & Eck, LLC89$17.6K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.87$17.2K<0.01%013F-HRTimeline
Creekmur Asset Management LLC87$17.2K<0.01%013F-HRTimeline
Financial Connections Group, Inc.90$17K0.01%013F-HRTimeline
Park Place Capital Corp79$15.6K<0.01%-6313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC78$15.4K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC75$14.8K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC74$14.6K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.71$14.1K<0.01%013F-HRTimeline
Signature Resources Capital Management,…67$13.2K0.01%013F-HRTimeline
Tortoise Investment Management, LLC66$13K<0.01%013F-HR/ATimeline
HOWE & RUSLING INC65$12.8K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC65$12.8K<0.01%-1613F-HRTimeline
Costello Asset Management, INC62$12.3K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC60$11.8K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN59$11.7K<0.01%new13F-HRTimeline
CNB Bank59$11.7K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.58$11.5K<0.01%013F-HRTimeline
Friedenthal Financial57$11.3K0.01%-68913F-HRTimeline
First PREMIER Bank56$11K<0.01%013F-HRTimeline
Winch Advisory Services, LLC55$10.9K<0.01%-5413F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.55$10.9K0.04%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$10.1K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC51$10.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC50$9.87K0.01%013F-HRTimeline
Missouri Trust & Investment Co50$9.87K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC50$9.87K0.01%new13F-HRTimeline
Brooklyn Investment Group47$9.28K<0.01%013F-HRTimeline
Northwest Capital Management Inc46$9.16K<0.01%013F-HRTimeline
GODSEY & GIBB, INC46$9.08K<0.01%-3413F-HRTimeline
Park Square Financial Group, LLC46$9.08K0.01%-3113F-HRTimeline
Grove Bank & Trust44$8.69K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC43$8.49K0.03%-2813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department42$8.29K<0.01%+1913F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.42$8.29K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC40$7.9K0.01%013F-HRTimeline
Transce3nd, LLC39$7.7K<0.01%-4713F-HRTimeline
Asset Dedication, LLC38$7.5K<0.01%-2713F-HRTimeline
Comprehensive Financial Planning, Inc./…38$7.5K0.01%013F-HRTimeline
Parkside Financial Bank & Trust36$7.11K<0.01%013F-HRTimeline
WPG Advisers, LLC35$6.96K0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.35$6.92K<0.01%013F-HRTimeline
Dixon Mitchell Investment Counsel Inc.35$6.91K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC34$6.71K<0.01%-5413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…34$6.71K<0.01%+2013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC33$6.52K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC31$6.12K<0.01%new13F-HRTimeline
Glassman Wealth Services31$6.12K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC28$6K<0.01%013F-HRTimeline
Citizens National Bank Trust Department30$5.92K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.30$5.92K<0.01%+1313F-HRTimeline
ATWOOD & PALMER INC29$5.73K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.29$5.73K<0.01%+2713F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC27$5.4K<0.01%013F-HRTimeline
Eukles Asset Management27$5.33K<0.01%013F-HRTimeline
Covestor Ltd25$5K<0.01%-3113F-HRTimeline
MTM Investment Management, LLC25$4.99K<0.01%013F-HRTimeline
Atala Financial Inc25$4.94K<0.01%013F-HRTimeline
CURIO WEALTH, LLC1$4.49K0.03%-1913F-HRTimeline
Advanced Asset Management Advisors Inc20$3.95K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC20$3.95K<0.01%013F-HRTimeline
Richardson Capital Management LLC19$3.75K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC18$3.56K<0.01%-513F-HRTimeline
Addison Advisors LLC17$3.36K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC16$3.16K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC14$2.74K<0.01%new13F-HRTimeline
Family Manage LLC13$2.57K<0.01%013F-HRTimeline
MCF Advisors LLC12$2.38K<0.01%-9113F-HRTimeline
Weaver Capital Management LLC12$2.37K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC12$2.37K<0.01%013F-HRTimeline
Financially Speaking Inc12$2.37K<0.01%-19,35113F-HRTimeline
Semmax Financial Advisors Inc.12$2.36K<0.01%+713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10$1.98K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates10$1.98K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.10$1.98K<0.01%-36,22813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$988<0.01%013F-HRTimeline