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XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,259 managers (1,277 13F filers) reported a position in XLY shares at 2025-09-30, 83,856,851 shares in all. 123 filers opened a position and 85 filers sold out during the quarter.

Managers
1,259
13F filers
1,277
New
123
Added
421
Reduced
434
Sold out
85
Shares held by filers
83,856,851

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
HALL CAPITAL MANAGEMENT CO INC903$216K0.09%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.902$216K0.01%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC901$216K0.06%new13F-HRTimeline
Caldwell Trust Co901$216K0.02%013F-HRTimeline
MITCHELL SINKLER & STARR/PA900$216K0.1%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…900$216K0.09%new13F-HRTimeline
Archer Investment Corp899$216K0.05%013F-HRTimeline
Curi Capital, LLC898$215K<0.01%-3713F-HRTimeline
Westwood Wealth Management895$214K0.08%new13F-HRTimeline
ABLE Financial Group, LLC891$214K0.05%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC889$213K0.01%+49913F-HRTimeline
JFS WEALTH ADVISORS, LLC889$213K0.01%+67213F-HRTimeline
GAMMA Investing LLC889$213K0.01%+2013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO888$213K<0.01%new13F-HRTimeline
SilverOak Wealth Management LLC887$213K0.04%-22213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding887$213KnewTimeline
Federation des caisses Desjardins du Qu…885$212K<0.01%013F-HRTimeline
Facet Wealth, Inc.883$212K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.883$212K0.01%-513F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…882$211K0.02%new13F-HRTimeline
Peak Financial Management, Inc.881$211K0.06%-10013F-HRTimeline
Peak Asset Management, LLC880$211K0.04%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC877$210K0.05%new13F-HRTimeline
Crewe Advisors LLC868$208K0.02%+15813F-HRTimeline
ZWJ INVESTMENT COUNSEL INC867$208K0.01%-13713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC865$207K0.01%new13F-HRTimeline
Bridgewater Advisors Inc.878$207K0.01%new13F-HRTimeline
HCR Wealth Advisors862$206K0.02%new13F-HRTimeline
Solstein Capital, LLC861$206K0.09%013F-HRTimeline
Brand Asset Management Group, Inc.860$206K0.06%new13F-HRTimeline
Westfuller Advisors, LLC857$205K0.09%new13F-HRTimeline
WealthCare Investment Partners, LLC839$202K0.07%new13F-HRTimeline
XML Financial, LLC841$202K0.02%new13F-HRTimeline
BCS Wealth Management841$202K0.05%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.840$201K0.07%-4513F-HRTimeline
Bison Wealth, LLC830$201K0.02%new13F-HRTimeline
Root Financial Partners, LLC838$201K0.01%new13F-HRTimeline
KilterHowling LLC835$200K0.11%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.810$194K0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC783$188K0.05%013F-HRTimeline
LANARK FINANCIAL, INC.776$186K0.01%+28313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS700$168K0.07%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC693$166K0.01%+313F-HRTimeline
Avalon Trust Co681$163K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC665$159K0.01%013F-HRTimelineGroup
Key Financial Inc658$159K0.03%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd661$158K0.01%-35013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC657$157K0.04%+2013F-HRTimeline
Nemes Rush Group LLC642$154K0.02%+5613F-HRTimeline
First Command Advisory Services, Inc.629$151K<0.01%+36813F-HRTimeline
Quaker Wealth Management, LLC628$150K0.05%013F-HRTimeline
Davis Capital Management615$147K0.1%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.610$146K0.09%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC580$138K0.02%-1313F-HRTimeline
Atlantic Private Wealth, LLC575$138K0.09%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners570$137K0.02%013F-HRTimelineGroup
Avion Wealth570$136K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.565$135K0.05%+113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise556$133K<0.01%-513F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV554$133K0.02%-2013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…536$128K<0.01%-20013F-HRTimelineGroup
DUNCKER STREETT & CO INC528$127K0.02%-3013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC522$125K<0.01%+18513F-HRTimelineGroup
Finley Financial, LLC520$125K0.06%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC518$124K0.02%-50313F-HRTimeline
WEBSTER BANK, N. A.504$121K0.01%+1813F-HRTimeline
GoalVest Advisory LLC499$120K0.03%-1213F-HRTimeline
United Community Bankin group United Community Bank490$117K0.04%013F-HRTimelineGroup
Anchor Investment Management, LLC484$116K0.01%013F-HRTimeline
Cornerstone Planning Group LLC489$114K0.02%+7713F-HRTimeline
Rice Partnership, LLC454$109K0.02%+4513F-HRTimeline
VESTOR CAPITAL, LLC443$106K0.01%-40113F-HRTimeline
Steigerwald, Gordon & Koch Inc.435$104K0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC433$104K0.02%+1313F-HRTimeline
Paladin Advisory Group, LLC431$103K0.08%-4213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC421$101K<0.01%013F-HRTimelineGroup
BOK Financial Private Wealth, Inc.417$99.9K0.01%013F-HRTimeline
LRI Investments, LLC400$95.9K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC396$94.9K0.02%013F-HR/ATimeline
Pacific Center for Financial Services392$93.9K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC377$90.3K0.01%013F-HRTimeline
West Branch Capital LLC374$89.6K0.02%013F-HRTimeline
Sage Mountain Advisors LLC371$88.9K0.01%013F-HRTimeline
Grove Bank & Trust365$87.5K0.01%+19313F-HRTimeline
Medallion Wealth Advisors, LLC355$85.6K0.03%-13913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.356$85.3K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…351$84K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…350$83.9K0.02%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors330$79.1K0.01%-11013F-HRTimelineGroup
Dunhill Financial, LLC327$78.3K0.02%+113F-HRTimeline
NVWM, LLC325$77.9K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC321$77K0.05%013F-HRTimeline
Roble, Belko & Company, Inc323$77K0.01%013F-HRTimeline
MATHER GROUP, LLC.317$76K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC300$71.9K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT300$71.9K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …300$71.9K<0.01%-8513F-HRTimelineGroup
Missouri Trust & Investment Co296$70.9K0.02%013F-HRTimeline
SIGNATUREFD, LLC289$69.3K<0.01%+5013F-HRTimeline
Deane Retirement Strategies, Inc.285$68.3K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB273$65.4K<0.01%013F-HRTimeline
Biltmore Family Office, LLC267$64K0.01%+9213F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC265$63.6K0.02%-14113F-HRTimeline
Aventus Investment Advisors, Inc.264$63.3K0.05%013F-HRTimeline
North Star Investment Management Corp.252$60.4K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co250$59.9K0.02%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC247$59.2K<0.01%013F-HRTimeline
Millstone Evans Group, LLC244$58.5K0.04%013F-HRTimeline
Global Wealth Strategies & Associates242$58K0.01%new13F-HRTimeline
DAGCO, INC.240$57.5K0.01%-1213F-HRTimeline
Strengthening Families & Communities, L…238$57.3K0.01%-113F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …238$57K0.01%new13F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.234$56.1K0.03%new13F-HRTimeline
Armor Investment Advisors, LLC233$55.8K0.02%013F-HRTimeline
Ashurst Perkins Coie Trust Co226$54.2K0.01%-9113F-HRTimeline
ORG Partners LLC221$54K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.224$53.7K<0.01%013F-HRTimeline
Collier Financial221$53.1K0.04%13F-HRTimeline
Coston, McIsaac & Partners213$51K0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC212$50.8K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC211$50.6K<0.01%013F-HRTimeline
Balentine LLC208$49.8K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC204$48.8K0.01%+113F-HRTimeline
Investors Research Corp202$48.4K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA200$47.9K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC200$47.9K0.02%-1513F-HRTimeline
Kilter Group LLC199$47.7K0.02%013F-HRTimeline
Provident Wealth Management, LLC198$47.4K0.01%013F-HRTimeline
Register Financial Advisors LLC196$47K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.195$46.7K<0.01%013F-HRTimeline
RMG Wealth Management LLC192$45.6K0.01%013F-HRTimeline
Fairscale Capital, LLC188$45.1K0.03%013F-HRTimeline
Sound Income Strategies, LLC188$44.3K<0.01%-4513F-HRTimeline
FIRST COMMUNITY TRUST NA181$43.4K0.03%013F-HRTimeline
Smartleaf Asset Management LLC180$43.3K<0.01%+12213F-HRTimeline
Morse Asset Management, Inc180$43.1K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC178$42.6K<0.01%+1413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC177$42.5K0.01%-4513F-HRTimeline
Gold Investment Management Ltd.175$41.9K0.01%013F-HRTimeline
LGT Financial Advisors LLC171$41K0.09%+9713F-HRTimeline
Tortoise Investment Management, LLC167$40K<0.01%+5113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…165$39.5K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC165$39.5K0.01%013F-HRTimeline
Operose Advisors LLC161$38.6K0.01%013F-HRTimeline
Investment Research & Advisory Group, I…94$37.5K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC155$37.1K<0.01%013F-HRTimeline
2UniFi Bank150$35.9K0.02%013F-HRTimeline
Horrell Capital Management, Inc.147$35.2K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP143$34.3K<0.01%-113F-HRTimelineGroup
ADIRONDACK TRUST CO140$33.5K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC138$33.1K0.02%013F-HRTimeline
Roxbury Financial LLC138$33K0.03%+113F-HRTimeline
Hanson & Doremus Investment Management136$33K<0.01%-30213F-HRTimeline
Bogart Wealth, LLC131$31.5K<0.01%013F-HRTimeline
Signature Resources Capital Management,…129$30.9K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.127$30.4K0.02%new13F-HRTimeline
Pacifica Partners Inc.125$30.1K0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.125$30K0.02%new13F-HRTimeline
HHM Wealth Advisors, LLC123$29.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc120$28.8K0.01%013F-HRTimeline
Caitlin John, LLC114$27.4K0.02%new13F-HRTimeline
Costello Asset Management, INC114$27.4K0.01%013F-HRTimeline
MASECO LLP113$27.1K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA130$26.6K<0.01%013F-HRTimeline
Versant Capital Management, Inc109$26.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC108$25.9K0.01%+6813F-HRTimeline
Aventura Private Wealth, LLC108$25.9K0.01%-13513F-HRTimeline
WealthShield Partners, LLC107$25.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC105$25.2K0.01%013F-HR/ATimeline
Annis Gardner Whiting Capital Advisors,…105$25.2K0.01%-10613F-HRTimeline
STEPH & CO104$24.9K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp105$24.5K0.03%13F-HR/ATimeline
DecisionPoint Financial, LLC101$24.4K0.01%013F-HRTimeline
Bank of New Hampshire101$24.2K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …99$23.7K<0.01%13F-HRTimelineGroup
Abound Wealth Management99$23.6K0.01%013F-HRTimeline
Tower View Wealth Management LLC98$23.5K0.01%013F-HRTimeline
Providence Capital Advisors, LLC91$21.8K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC90$21.6K0.02%013F-HRTimeline
McIlrath & Eck, LLC89$21.3K<0.01%013F-HRTimeline
Financial Connections Group, Inc.90$21K0.01%013F-HRTimeline
Center for Financial Planning, Inc.87$20.8K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.86$20.6K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.84$20.1K0.02%-7613F-HRTimeline
Private Wealth Management Group, LLC83$19.9K0.01%013F-HRTimeline
Creekmur Asset Management LLC83$19.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…80$19.2K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC78$18.7K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.76$18K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC75$18K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.72$17.2K<0.01%013F-HRTimeline
Asset Dedication, LLC63$15.1K<0.01%+2513F-HRTimeline
First PREMIER Bank61$15K<0.01%-413F-HRTimeline
GGM Financial LLC61$14.5K0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.60$14.4K<0.01%-4013F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN59$14.1K<0.01%013F-HRTimeline
CNB Bank59$14.1K0.01%013F-HRTimeline
Abich Financial Wealth Management LLC59$14.1K0.01%13F-HRTimeline
Goodman Advisory Group, LLC59$14.1K<0.01%-55713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…57$13.7K0.01%+4313F-HRTimelineGroup