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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,232 managers (1,248 13F filers) reported a position in XLY shares at 2025-06-30, 85,025,344 shares in all. 129 filers opened a position and 99 filers sold out during the quarter.

Managers
1,232
13F filers
1,248
New
129
Added
379
Reduced
486
Sold out
99
Shares held by filers
85,025,344

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Legend Financial Advisors, Inc.716$156K0.1%new13F-HRTimeline
Crewe Advisors LLC710$154K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC710$154K0.02%+40513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS700$152K0.07%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC690$150K0.01%-1,24713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC665$145K0.01%+36513F-HRTimelineGroup
Key Financial Inc658$143K0.03%+20513F-HRTimeline
Cranbrook Wealth Management, LLC650$141K0.03%013F-HRTimeline
Cordgrass Capital Advisors, LLC637$138K0.04%+62113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…637$138K0.02%-58213F-HRTimeline
Quaker Wealth Management, LLC628$136K0.05%new13F-HRTimeline
Goodman Advisory Group, LLC616$134K0.05%-10813F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.610$133K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC593$128K0.02%-8313F-HRTimeline
Nemes Rush Group LLC586$127K0.01%+14613F-HRTimeline
Murphy & Mullick Capital Management Corp581$127K0.1%+2513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV574$125K0.02%-1513F-HRTimeline
Atlantic Private Wealth, LLC575$125K0.08%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners570$124K0.02%013F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…568$123K0.02%013F-HRTimeline
Avion Wealth570$123K0.03%013F-HR/ATimeline
BARRETT & COMPANY, INC.564$123K0.05%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise561$122K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC558$121K0.02%+2113F-HRTimeline
Finley Financial, LLC520$113K0.06%013F-HRTimeline
GoalVest Advisory LLC511$111K0.03%-2213F-HRTimeline
Medallion Wealth Advisors, LLC494$108K0.04%-5713F-HRTimeline
LANARK FINANCIAL, INC.493$107K0.01%+33313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC492$107K0.03%-69513F-HRTimeline
United Community Bankin group United Community Bank490$106K0.04%013F-HRTimelineGroup
WEBSTER BANK, N. A.486$106K0.01%013F-HRTimeline
Anchor Investment Management, LLC484$105K0.01%+3013F-HRTimeline
Paladin Advisory Group, LLC473$103K0.08%013F-HRTimeline
Beacon Capital Management, LLC463$101K0.01%-10813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding440$95.6K-225Timeline
Hanson & Doremus Investment Management438$95K0.01%013F-HRTimeline
Arax Advisory Partners425$92.4K<0.01%-4013F-HRTimeline
Keystone Global Partners, LLC424$92.1K0.05%-43413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC421$91.5K<0.01%013F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC420$91.3K0.02%-3213F-HRTimeline
BOK Financial Private Wealth, Inc.417$90.6K0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…415$90.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC412$90.2K0.02%-413F-HRTimeline
Rice Partnership, LLC409$88.9K0.02%+8513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC406$88.3K0.03%+3113F-HRTimeline
LRI Investments, LLC400$86.9K0.01%013F-HRTimeline
UNION SAVINGS BANK391$86.6K0.04%-2813F-HRTimeline
Prestige Wealth Management Group LLC396$86.1K0.02%013F-HR/ATimeline
Pacific Center for Financial Services392$85.2K0.02%013F-HRTimeline
VESTOR CAPITAL, LLC844$85K0.01%+11713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC390$84.8K0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …385$83.7K<0.01%013F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC377$81.9K0.01%013F-HRTimeline
West Branch Capital LLC374$81.3K0.02%-11013F-HRTimeline
Sage Mountain Advisors LLC371$80.6K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.356$77.4K0.02%-4313F-HRTimeline
Capital Investment Advisory Services, L…351$76.2K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…350$76.1K0.02%013F-HRTimeline
West Financial Advisors, LLC341$74.1K0.01%-14,40513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC337$73.2K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC326$71K0.02%-113F-HRTimeline
NVWM, LLC325$70.6K0.02%013F-HRTimeline
Roble, Belko & Company, Inc323$70K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC321$69.7K0.05%+113F-HRTimeline
Perkins Coie Trust Co317$68.9K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC300$65.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$65.2K<0.01%013F-HRTimeline
Missouri Trust & Investment Co296$64.3K0.02%+24613F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC275$59.8K0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB273$59.3K<0.01%+5813F-HRTimeline
Aventus Investment Advisors, Inc.264$57.4K0.05%13F-HRTimeline
First Command Advisory Services, Inc.261$56.7K<0.01%+11813F-HRTimeline
Mid-American Wealth Advisory Group, Inc.255$55.4K0.03%new13F-HRTimeline
North Star Investment Management Corp.252$54.8K<0.01%013F-HRTimeline
DAGCO, INC.252$54.8K0.02%+1213F-HRTimeline
Indiana Trust & Investment Management Co250$54.3K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC247$53.7K<0.01%013F-HR/ATimeline
Millstone Evans Group, LLC244$53K0.04%+2213F-HRTimeline
Aventura Private Wealth, LLC243$52.8K0.02%+13513F-HRTimeline
SIGNATUREFD, LLC239$51.9K<0.01%+1113F-HRTimeline
Strengthening Families & Communities, L…239$51.8K0.03%-10513F-HRTimeline
Armor Investment Advisors, LLC233$50.6K0.02%-4413F-HRTimeline
Sound Income Strategies, LLC233$50.5K<0.01%-4,11213F-HRTimeline
ORG Partners LLC221$49.1K0.01%-2313F-HRTimeline
Washington Trust Advisors, Inc.224$48.7K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC222$48.3K0.02%-1513F-HRTimeline
JFS WEALTH ADVISORS, LLC217$47.2K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC215$46.7K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC212$46.1K0.01%013F-HRTimeline
Coston, McIsaac & Partners212$46K0.01%-1413F-HRTimeline
MONTAG A & ASSOCIATES INC211$45.9K<0.01%-4813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…211$45.9K0.02%+11213F-HRTimeline
Balentine LLC208$45.2K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC203$44.2K0.01%+3713F-HRTimeline
Investors Research Corp202$43.9K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA200$43.5K0.01%013F-HRTimeline
Capital Investment Counsel, Inc200$43.5K0.01%013F-HRTimeline
Kilter Group LLC199$43.2K0.02%new13F-HRTimeline
Provident Wealth Management, LLC198$43K0.01%013F-HRTimeline
Register Financial Advisors LLC196$42.6K0.02%-5013F-HRTimeline
RMG Wealth Management LLC192$42.6K0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.195$42.4K<0.01%-9613F-HRTimeline
Fairscale Capital, LLC188$41.6K0.03%new13F-HRTimeline
HEARTLAND ADVISORS INC189$41.1K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC180$40.8K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA181$39.3K0.03%-313F-HRTimeline
Morse Asset Management, Inc180$39.1K0.01%013F-HRTimeline
Gold Investment Management Ltd.175$38.2K0.01%-1,00013F-HRTimeline
Biltmore Family Office, LLC175$38K0.01%013F-HRTimeline
Grove Bank & Trust172$37.4K<0.01%+12813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…165$35.9K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC165$35.9K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC164$35.7K<0.01%013F-HRTimeline
Operose Advisors LLC161$35K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.160$34.8K0.03%013F-HRTimeline
N.E.W. Advisory Services LLC155$33.7K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC156$33K0.01%new13F-HRTimeline
2UniFi Bank150$32.6K0.02%013F-HRTimeline
Horrell Capital Management, Inc.147$31.9K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP144$31.3K<0.01%-12513F-HRTimelineGroup
SOA Wealth Advisors, LLC.140$30.4K0.01%-513F-HRTimeline
ADIRONDACK TRUST CO140$30.4K0.01%-50013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC138$30K0.01%013F-HRTimeline
Roxbury Financial LLC137$29.9K0.03%-17913F-HRTimeline
Bogart Wealth, LLC131$28.5K<0.01%013F-HRTimeline
Signature Resources Capital Management,…129$28K0.02%+6213F-HRTimeline
Pacifica Partners Inc.125$27.3K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC123$26.7K<0.01%013F-HRTimeline
Financial Perspectives, Inc120$26.1K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.119$25.9K0.01%-9213F-HRTimeline
Tortoise Investment Management, LLC116$25.2K<0.01%+5013F-HRTimeline
Costello Asset Management, INC114$24.8K0.01%+5213F-HRTimeline
MASECO LLP113$24.6K<0.01%13F-HRTimeline
Union Bancaire Privee, UBP SA130$24.2K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.110$23.9K0.01%013F-HRTimeline
Versant Capital Management, Inc109$23.7K<0.01%013F-HRTimeline
WealthShield Partners, LLC107$23.2K<0.01%+613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC105$22.8K0.01%013F-HRTimeline
STEPH & CO104$22.6K0.01%013F-HRTimeline
New Millennium Group LLC102$22.2K0.01%-6013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …102$22.2K<0.01%13F-HRTimelineGroup
DecisionPoint Financial, LLC101$22K0.01%013F-HRTimeline
Bank of New Hampshire101$21.9K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.100$21.7K<0.01%new13F-HRTimelineGroup
Abound Wealth Management99$21.4K0.01%013F-HRTimeline
Tower View Wealth Management LLC98$21.2K0.01%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC96$20.9K0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…94$20.5K0.01%013F-HRTimeline
Providence Capital Advisors, LLC91$19.8K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC90$19.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC89$19.3K<0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP98$19.3K0.01%13F-HRTimeline
Financial Connections Group, Inc.90$19K0.01%013F-HRTimeline
Center for Financial Planning, Inc.87$18.9K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC83$18.1K0.01%+5213F-HRTimeline
Creekmur Asset Management LLC83$18K<0.01%-413F-HRTimeline
Smallwood Wealth Investment Management,…80$17.4K0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC78$17K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC75$16.3K<0.01%013F-HRTimeline
LGT Financial Advisors LLC74$16.1K0.04%+3113F-HRTimeline
Physician Wealth Advisors, Inc.72$15.5K<0.01%+113F-HRTimeline
UMB Bank, n.a.66$14.3K<0.01%-41113F-HR/ATimeline
First PREMIER Bank65$14K<0.01%+913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN59$12.8K<0.01%013F-HRTimeline
CNB Bank59$12.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC58$12.7K<0.01%-713F-HRTimeline
SJS Investment Consulting Inc.58$12.6K<0.01%013F-HRTimeline
Winch Advisory Services, LLC55$12K<0.01%013F-HRTimeline
Friedenthal Financial55$12K0.01%-213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.55$12K0.04%013F-HRTimeline
Transce3nd, LLC55$11.9K0.01%+1613F-HRTimeline
Iron Horse Wealth Management, LLC51$11.1K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$11.1K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC50$10.9K0.01%013F-HRTimeline
Kiker Wealth Management, LLC50$10.9K0.01%013F-HRTimeline
Fortis Group Advisors, LLC48$10.4K<0.01%-16,37413F-HRTimeline
Brooklyn Investment Group47$10.2K<0.01%013F-HR/ATimeline
Northwest Capital Management Inc46$10.1K0.01%013F-HRTimeline
HM PAYSON & CO46$10K<0.01%-8813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department42$9.13K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.42$9.13K0.01%013F-HRTimeline
HOWE & RUSLING INC40$8.69K<0.01%-2513F-HRTimeline
WOLFF WIESE MAGANA LLC40$8.69K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC39$8.48K0.01%new13F-HRTimeline
Asset Dedication, LLC38$8.26K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…38$8.26K0.01%013F-HRTimeline
Park Place Capital Corp37$8.08K<0.01%-4213F-HRTimeline
Parkside Financial Bank & Trust36$7.82K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.35$7.62K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC34$7.39K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC33$7.17K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management33$7.17K<0.01%new13F-HRTimelineGroup
Glassman Wealth Services31$6.74K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA29$6.3K<0.01%new13F-HRTimeline
Smithfield Trust Co41$6K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC27$5.96K<0.01%013F-HRTimeline
Eukles Asset Management27$5.87K<0.01%013F-HRTimeline
MTM Investment Management, LLC25$5.43K<0.01%013F-HRTimeline
Tidemark, LLC25$5.43K<0.01%-20013F-HRTimeline
Team Financial Group, LLC24$5.22K<0.01%new13F-HRTimeline