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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,344 managers (1,363 13F filers) reported a position in XLY shares at 2025-12-31, 161,426,825 shares in all. 114 filers opened a position and 78 filers sold out during the quarter.

Managers
1,344
13F filers
1,363
New
114
Added
1,124
Reduced
46
Sold out
78
Shares held by filers
161,426,825

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Waldron Private Wealth LLC2,054$245K0.01%+1,02713F-HRTimeline
LaSalle St. Investment Advisors, LLC2,044$244K0.04%+1,03013F-HRTimeline
FLOYD FINANCIAL GROUP LLC2,077$244K0.17%+1,09313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,028$242K0.11%+1,02913F-HRTimeline
NFSG Corp2,026$242K0.04%+95413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,024$242K<0.01%+1,01213F-HRTimelineGroup
TRUST CO OF VERMONT2,010$240K0.01%+99013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC2,004$239K0.05%+1,10013F-HRTimeline
Sunbelt Securities, Inc.2,003$239K0.02%+1,00313F-HRTimeline
VAUGHAN DAVID INVESTMENTS LLC/IL2,005$239K0.01%+90213F-HRTimeline
Obermeyer Wealth Partners2,000$239K0.01%+1,00013F-HRTimeline
Manchester Capital Management LLC2,000$239K0.03%+69513F-HRTimeline
Independence Bank of Kentucky1,989$238K0.03%+92213F-HRTimeline
Three Bridge Wealth Advisors, LLC1,989$238K0.06%+96913F-HRTimeline
RMR Wealth Builders1,982$237K0.02%+37113F-HRTimeline
PROMETHIUM ADVISORS,LLC1,980$236K0.13%+89013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,980$236K0.03%+99113F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.1,978$236K0.11%+98913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,976$236K0.01%+82813F-HRTimeline
BRAUN STACEY ASSOCIATES INC1,969$235K0.01%+98713F-HRTimeline
Facet Wealth, Inc.1,924$234K<0.01%+1,04113F-HRTimeline
GC Wealth Management RIA, LLC1,962$234K0.01%+63213F-HRTimeline
Manhattan West Asset Management, LLC1,961$234K0.05%+76913F-HRTimeline
Keating Financial Advisory Services, In…1,953$233K0.03%13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC1,952$233K0.02%+97613F-HRTimeline
Bedel Financial Consulting, Inc.1,948$233K0.03%+97613F-HRTimeline
National Philanthropic Trust1,940$232K<0.01%new13F-HRTimeline
Vigilare Wealth Management1,939$232K0.08%+1,00113F-HRTimeline
Peoples Bank/KS1,934$231K0.23%+83313F-HRTimeline
Ballast Rock Private Wealth LLC1,930$230K0.14%13F-HRTimeline
AVALON CAPITAL MANAGEMENT1,926$230K0.06%+96613F-HRTimeline
BEARING POINT CAPITAL, LLC1,910$228K0.04%new13F-HRTimeline
Williams & Novak Wealth Management, LLC1,907$228K0.17%+94313F-HRTimeline
Castle Rock Wealth Management, LLC1,891$227K0.05%+95413F-HRTimeline
Tranquility Partners, LLC1,900$227K0.08%+95013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,892$226K0.01%new13F-HRTimelineGroup
Davies Financial Advisors, Inc.1,877$224K0.41%-76513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,868$223K0.02%+92413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,864$223K0.07%+1,02413F-HRTimeline
Sound View Wealth Advisors Group, LLC1,859$222K0.01%+92913F-HRTimeline
OAKWORTH CAPITAL, INC.1,858$222K0.01%+92913F-HRTimeline
Global View Capital Management LLC1,857$222K0.04%-5,42013F-HRTimeline
Avestar Capital, LLC1,846$220K0.02%+92413F-HRTimeline
Lakeshore Financial Planning, Inc.1,840$220K0.08%+92113F-HRTimeline
Mezzasalma Advisors, LLC1,856$220K0.05%+92813F-HRTimeline
Aspen Investment Management Inc1,830$219K0.07%new13F-HRTimeline
Principle Wealth Partners LLC1,831$219K0.01%+91213F-HRTimeline
AssuredPartners Investment Advisors, LLC1,825$218K0.03%new13F-HRTimeline
Wealthspire Retirement, LLC1,825$218K0.01%+91413F-HRTimeline
Seelaus Asset Management LLC1,820$217K0.17%+91013F-HRTimeline
Portus Wealth Advisors, LLC1,820$217K0.21%+91013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,816$217K0.06%+90813F-HRTimeline
Crewe Advisors LLC1,814$217K0.02%+94613F-HRTimeline
FSM Wealth Advisors, LLC1,814$217K0.03%+86613F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,814$217K0.03%+90713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC1,810$216K0.02%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,808$216K0.06%+90713F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC1,806$216K0.08%+90313F-HRTimeline
Axim Planning & Wealth1,804$215K0.23%+82813F-HRTimeline
Caldwell Trust Co1,802$215K0.02%+90113F-HRTimeline
MITCHELL SINKLER & STARR/PA1,800$215K0.1%+90013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE1,800$215K0.02%new13F-HRTimeline
Archer Investment Corp1,799$215K0.05%+90013F-HRTimeline
Elmwood Wealth Management, Inc.1,792$214K0.07%new13F-HRTimeline
Shulman DeMeo Asset Management LLC1,783$213K0.05%new13F-HRTimeline
TABLEAUX LLC1,782$213K0.15%013F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,778$212K0.01%+88913F-HRTimeline
JFS WEALTH ADVISORS, LLC1,778$212K0.01%+88913F-HRTimeline
SBI Securities Co., Ltd.1,778$212K0.01%+89513F-HRTimeline
GAMMA Investing LLC1,778$212K0.01%+88913F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,776$212K<0.01%+88813F-HRTimeline
SilverOak Wealth Management LLC1,774$212K0.03%+88713F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,774$212K+887Timeline
SIGMA INVESTMENT COUNSELORS INC1,770$211K0.01%+90513F-HRTimeline
Peak Financial Management, Inc.1,762$210K0.05%+88113F-HRTimeline
Peak Asset Management, LLC1,760$210K0.04%+88013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,752$209K0.06%+27713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC1,750$209K0.02%+83113F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC1,749$209K0.01%new13F-HRTimeline
Balefire, LLC1,747$209K0.04%+27313F-HRTimeline
HCR Wealth Advisors1,740$208K0.02%+87813F-HRTimeline
Ipsen Advisor Group LLC1,733$207K0.15%+78413F-HRTimeline
Golden Reserve Retirement LLC1,726$206K0.04%new13F-HRTimeline
Root Financial Partners, LLC1,724$206K0.01%+88613F-HRTimeline
Solstein Capital, LLC1,722$206K0.08%+86113F-HRTimeline
Brand Asset Management Group, Inc.1,720$205K0.06%+86013F-HRTimeline
Westfuller Advisors, LLC1,717$205K0.08%+86013F-HRTimeline
MEMBERS WEALTH LLC1,658$203K0.13%new13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC1,694$202K0.01%+82713F-HRTimeline
Clear Creek Financial Management, LLC1,692$202K0.02%+72113F-HRTimeline
Shared Vision Wealth Group LLC1,647$201K0.08%new13F-HRTimeline
Americana Partners, LLC1,686$201K0.01%+77813F-HRTimeline
Lodestone Wealth Management LLC1,678$200K0.08%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,602$191K0.01%+79213F-HRTimelineGroup
MGB Wealth Management, LLC1,566$187K0.05%+78313F-HRTimeline
High Point Wealth Management, LLC1,555$186K0.17%13F-HRTimeline
LANARK FINANCIAL, INC.1,509$180K0.01%+73313F-HRTimeline
Cordgrass Capital Advisors, LLC1,466$175K0.04%+80913F-HRTimeline
Align Financial, LLC173,861$174K0.12%13F-HRTimeline
TD Waterhouse Canada Inc.1,444$172K<0.01%+46613F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC1,418$169K0.11%13F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,405$168K0.17%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,380$165K0.01%+68713F-HRTimeline
Cranbrook Wealth Management, LLC1,378$165K0.03%+45613F-HRTimeline
UMB Bank, n.a.1,364$163K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Navalign, LLC1,337$160K0.04%new13F-HRTimeline
Key Financial Inc1,316$157K0.03%+65813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,310$156K0.02%+74013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding1,310$156K-95Timeline
DAGCO, INC.1,280$153K0.04%+1,04013F-HRTimeline
Quaker Wealth Management, LLC1,265$151K0.05%+63713F-HRTimeline
Davis Capital Management1,230$147K0.1%+61513F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,223$146K0.02%13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,220$146K0.09%+61013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…1,200$143K0.02%new13F-HRTimelineGroup
Avalon Trust Co1,190$142K0.01%+50913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,180$141K0.01%+51913F-HRTimelineGroup
Rice Partnership, LLC1,177$141K0.02%+72313F-HRTimeline
NVWM, LLC1,171$140K0.03%+84613F-HRTimeline
Morse Asset Management, Inc1,160$139K0.03%+98013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,160$138K0.02%+58013F-HRTimeline
Atlantic Private Wealth, LLC1,150$137K0.09%+57513F-HRTimeline
Nemes Rush Group LLC1,142$136K0.01%+50013F-HRTimeline
eCIO, Inc.1,136$136K0.06%new13F-HRTimeline
BARRETT & COMPANY, INC.1,130$135K0.04%+56513F-HRTimeline
AMERIFLEX GROUP, INC.1,122$134K0.07%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,108$132K0.02%+55413F-HRTimeline
Piedmont Capital Management, LLC/NC1,100$131K0.09%13F-HRTimeline
Smartleaf Asset Management LLC1,060$128K<0.01%+88013F-HRTimeline
United Community Bankin group United Community Bank1,064$127K0.05%+57413F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,062$127K<0.01%+52613F-HRTimelineGroup
DUNCKER STREETT & CO INC1,056$126K0.02%+52813F-HRTimeline
Sound Income Strategies, LLC1,025$125K0.01%+83713F-HRTimeline
Copia Wealth Management1,045$125K0.09%+1,04213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,044$125K0.04%+3513F-HRTimeline
Finley Financial, LLC1,040$124K0.06%+52013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,036$124K0.02%+51813F-HRTimeline
Biltmore Family Office, LLC1,022$122K0.02%+75513F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,008$120K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.1,008$120K0.01%+50413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,004$120K<0.01%+48213F-HRTimelineGroup
GoalVest Advisory LLC998$119K0.02%+49913F-HRTimeline
Anchor Investment Management, LLC969$116K0.01%+48513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise907$108K<0.01%+35113F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.870$104K0.01%+43513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.864$103K0.01%new13F-HRTimeline
Paladin Advisory Group, LLC862$103K0.08%+43113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC842$101K<0.01%+42113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.822$98.2K<0.01%new13F-HRTimelineGroup
Wellington Grp LLC818$97.7K0.03%13F-HR/ATimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC802$95.8K0.01%+36913F-HRTimeline
Global Wealth Strategies & Associates796$95K0.02%+55413F-HRTimeline
Pacific Center for Financial Services392$93.9K0.02%013F-HRTimeline
UNION SAVINGS BANK782$93.4K0.04%13F-HRTimeline
Hamilton Point Investment Advisors, LLC754$90K0.01%+37713F-HRTimeline
West Branch Capital LLC748$89.3K0.02%+37413F-HRTimeline
Sage Mountain Advisors LLC742$88.6K<0.01%+37113F-HRTimeline
Wilkerson Advisory Group LLC738$88.1K0.03%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…732$87.4K0.03%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.712$85K0.02%+35613F-HRTimeline
Capital Investment Advisory Services, L…701$83.6K0.01%+35013F-HRTimeline
Medallion Wealth Advisors, LLC685$82K0.03%+33013F-HRTimeline
Grove Bank & Trust686$81.9K0.01%+32113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC678$81K0.01%-66413F-HRTimelineGroup
Prestige Wealth Management Group LLC656$78.3K0.01%+26013F-HRTimeline
Dunhill Financial, LLC654$78.1K0.02%+32713F-HRTimeline
Roble, Belko & Company, Inc646$77K0.01%+32313F-HRTimeline
Frazier Financial Advisors, LLC644$76.9K0.05%+32313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC642$76.6K0.02%+37713F-HRTimeline
PITTENGER & ANDERSON INC620$74K<0.01%+32013F-HRTimeline
Capital Advisors, Ltd. LLC618$74K0.01%-2,28313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT600$71.6K<0.01%+30013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …600$71.6K<0.01%+30013F-HRTimelineGroup
Clayton Financial Group LLC600$71.6K0.04%new13F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.598$71.4K<0.01%13F-HRTimelineGroup
Avion Wealth601$71K0.01%+3113F-HRTimeline
Missouri Trust & Investment Co592$70.7K0.02%+29613F-HRTimeline
SHP Wealth Management582$69.5K0.01%13F-HRTimeline
Deane Retirement Strategies, Inc.570$68.1K0.03%+28513F-HRTimeline
Cornerstone Planning Group LLC536$65.2K0.01%+4713F-HRTimeline
Aventus Investment Advisors, Inc.528$63K0.05%+26413F-HRTimeline
Pacifica Partners Inc.532$63K0.03%+40713F-HRTimeline
Hilton Head Capital Partners, LLC526$62.8K0.04%13F-HRTimeline
First Command Advisory Services, Inc.522$62.3K<0.01%-10713F-HRTimeline
North Star Investment Management Corp.504$60.2K<0.01%+25213F-HRTimeline
Indiana Trust & Investment Management Co500$59.7K0.02%+25013F-HRTimeline
Triumph Capital Management492$58.8K0.01%new13F-HRTimeline
Millstone Evans Group, LLC488$58.3K0.03%+24413F-HRTimeline
HM PAYSON & CO484$57.8K<0.01%+43813F-HRTimeline
Strengthening Families & Communities, L…478$57.1K0.02%+24013F-HRTimeline
Armor Investment Advisors, LLC466$55.6K0.02%+23313F-HRTimeline
Perkins Coie Trust Co452$54K0.01%+22613F-HRTimeline
Washington Trust Advisors, Inc.448$53.5K<0.01%+22413F-HRTimeline
ORG Partners LLC442$53.4K0.01%+22113F-HRTimeline
Collier Financial442$52.9K0.04%+22113F-HRTimeline
MassMutual Private Wealth & Trust, FSB430$51.3K<0.01%+15713F-HRTimeline
Coston, McIsaac & Partners427$51K0.01%+21413F-HRTimeline
2UniFi Bank425$50.7K0.02%+27513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC424$50.6K0.01%+21213F-HRTimeline
MONTAG A & ASSOCIATES INC422$50.4K<0.01%+21113F-HRTimeline