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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,274 managers (1,292 13F filers) reported a position in XLY shares at 2026-03-31, 156,275,383 shares in all. 82 filers opened a position and 155 filers sold out during the quarter.

Managers
1,274
13F filers
1,292
New
82
Added
419
Reduced
497
Sold out
155
Shares held by filers
156,275,383

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
WealthTrust Asset Management, LLC1,910$208K0.12%new13F-HRTimeline
Tranquility Partners, LLC1,900$207K0.08%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,894$206K<0.01%-65313F-HRTimelineGroup
USA FINANCIAL FORMULAS1,891$206K0.04%-32613F-HRTimeline
Omnitrust Wealth Management, Inc1,888$206K0.27%new13F-HRTimeline
Castle Rock Wealth Management, LLC1,893$205K0.04%+213F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,864$204K0.06%013F-HRTimeline
Independence Bank of Kentucky1,871$204K0.03%-11813F-HRTimeline
Concentrum Wealth Management1,870$204K0.06%new13F-HRTimeline
Axim Planning & Wealth1,853$202K0.25%+4913F-HRTimeline
Avestar Capital, LLC1,848$201K0.01%+213F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC1,848$201K0.18%new13F-HRTimeline
Bedel Financial Consulting, Inc.1,844$201K0.02%-10413F-HRTimeline
Lakeshore Financial Planning, Inc.1,840$201K0.07%013F-HRTimeline
Crewe Advisors LLC1,814$198K0.02%013F-HRTimeline
GAMMA Investing LLC1,811$197K0.01%+3313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,804$197K<0.01%-19,60913F-HRTimelineGroup
Archer Investment Corp1,800$196K0.04%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC1,778$194K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,778$194K0.01%013F-HRTimeline
SBI Securities Co., Ltd.1,766$192K0.01%-1213F-HRTimeline
Caldwell Trust Co1,708$186K0.02%-9413F-HRTimeline
Solstein Capital, LLC1,706$186K0.08%-1613F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,687$184K0.01%+8513F-HRTimelineGroup
Arax Advisory Partners1,670$184K0.01%-2,33713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,679$183K<0.01%-34513F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,628$177K0.01%-23013F-HRTimeline
BARRETT & COMPANY, INC.1,772$176K0.06%+64213F-HRTimeline
LANARK FINANCIAL, INC.1,605$175K0.01%+9613F-HRTimeline
TD Waterhouse Canada Inc.1,578$173K<0.01%+13413F-HRTimeline
Cordgrass Capital Advisors, LLC1,487$162K0.04%+2113F-HRTimeline
Cranbrook Wealth Management, LLC1,481$161K0.03%+10313F-HRTimeline
Portfolio Resources Advisor Group, Inc.1,468$160K0.16%+6313F-HRTimeline
Root Financial Partners, LLC1,394$152K0.01%-33013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,380$150K0.01%013F-HRTimeline
Rossby Financial, LCC1,335$147K0.03%+1,05913F-HRTimeline
Key Financial Inc1,328$145K0.03%+1213F-HRTimeline
UMB Bank, n.a.1,318$144K<0.01%-4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Portus Wealth Advisors, LLC1,286$140K0.13%-53413F-HRTimeline
North Star Investment Management Corp.1,280$139K0.01%+77613F-HRTimeline
DAGCO, INC.1,280$139K0.03%013F-HRTimeline
Quaker Wealth Management, LLC1,273$139K0.04%+813F-HRTimeline
Davis Capital Management1,230$134K0.09%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,220$133K0.08%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,160$126K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC1,150$125K0.08%013F-HRTimeline
Nemes Rush Group LLC1,144$125K0.01%+213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,122$122K<0.01%-1,03413F-HRTimeline
AMERIFLEX GROUP, INC.1,122$122K0.06%013F-HRTimeline
True Link Financial Advisors, LLC1,113$121K0.01%new13F-HR/ATimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,108$121K0.02%013F-HRTimeline
Piedmont Capital Management, LLC/NC1,100$120K0.08%013F-HRTimeline
NVWM, LLC1,080$118K0.03%-9113F-HRTimeline
Finley Financial, LLC1,040$113K0.05%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC521$113K0.05%-1,29513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,036$113K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,060$111K<0.01%-12013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,004$109K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…998$109K<0.01%-6413F-HRTimelineGroup
United Community Bankin group United Community Bank980$107K0.04%-8413F-HRTimelineGroup
Anchor Investment Management, LLC978$107K0.01%+913F-HRTimeline
WEBSTER BANK, N. A.967$105K0.01%-4113F-HRTimeline
Strategic Investment Advisors / MI949$103K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.935$102K0.01%-1,06813F-HRTimeline
EFG International AGin group EFG International AG932$102K<0.01%+73213F-HRTimelineGroup
Rice Partnership, LLC929$101K0.01%-24813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC926$101K0.02%+28413F-HRTimeline
Morse Asset Management, Inc905$98.6K0.02%-25513F-HRTimeline
Acumen Wealth Advisors, LLC905$98.6K0.03%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise902$98K<0.01%-513F-HRTimelineGroup
Sound Income Strategies, LLC869$95.4K<0.01%-15613F-HRTimeline
VESTOR CAPITAL, LLC872$95K0.01%+37213F-HRTimeline
Steigerwald, Gordon & Koch Inc.870$94.8K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.864$94.2K0.01%013F-HRTimeline
Paladin Advisory Group, LLC862$93.9K0.07%013F-HRTimeline
Avion Wealth855$93K0.02%+25413F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.842$91.8K<0.01%-2,24013F-HRTimelineGroup
UNION SAVINGS BANK782$85.2K0.04%013F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC774$84.4K0.01%13F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC754$82.2K0.01%013F-HRTimeline
Sage Mountain Advisors LLC742$80.9K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC738$80.4K0.03%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…732$79.8K0.03%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.712$77.6K0.02%013F-HRTimeline
Westfuller Advisors, LLC708$77.2K0.03%-1,00913F-HRTimeline
Pacific Center for Financial Services704$76.7K0.02%+31213F-HRTimeline
Capital Investment Advisory Services, L…701$76.3K0.01%013F-HRTimeline
Global Wealth Strategies & Associates692$75.4K0.02%-10413F-HRTimeline
MONTAG A & ASSOCIATES INC690$75.2K<0.01%+26813F-HRTimeline
Grove Bank & Trust686$74.8K0.01%013F-HRTimeline
Clayton Financial Group LLC675$73.6K0.04%+7513F-HRTimeline
GoalVest Advisory LLC668$72.8K0.01%-33013F-HRTimeline
SHP Wealth Management660$71.9K0.01%+7813F-HRTimeline
Frazier Financial Advisors, LLC644$70.1K0.04%013F-HRTimeline
Roble, Belko & Company, Inc646$70K0.01%013F-HRTimeline
MATHER GROUP, LLC.634$69.1K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC618$67K0.01%013F-HRTimeline
Wellington Grp LLC612$66.7K0.02%-20613F-HRTimeline
Align Financial, LLC610$66.5K0.04%-173,25113F-HRTimeline
PITTENGER & ANDERSON INC600$65.4K<0.01%-2013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT600$65.4K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …600$65.4K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co592$64.5K0.02%013F-HRTimeline
Napier Financial, LLC586$63.9K0.01%new13F-HRTimeline
West Branch Capital LLC583$63.5K0.02%-16513F-HRTimeline
Cornerstone Planning Group LLC513$60.5K0.01%-2313F-HRTimeline
Medallion Wealth Advisors, LLC550$60.3K0.02%-13513F-HRTimeline
Synergy Investment Management, LLC542$59.1K0.02%new13F-HRTimeline
Biltmore Family Office, LLC534$58.2K0.01%-48813F-HRTimeline
Pacifica Partners Inc.532$58K0.02%013F-HRTimeline
Aventus Investment Advisors, Inc.528$57.5K0.05%013F-HRTimeline
Triumph Capital Management527$57.4K0.01%+3513F-HRTimeline
Hilton Head Capital Partners, LLC526$57.3K0.03%013F-HRTimeline
First Command Advisory Services, Inc.522$56.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC514$56K<0.01%+15013F-HRTimeline
Copia Wealth Management513$55.9K0.04%-53213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC508$55.4K<0.01%new13F-HR/ATimeline
Indiana Trust & Investment Management Co500$54.5K0.02%013F-HRTimeline
Millstone Evans Group, LLC488$53.2K0.03%013F-HRTimeline
Strengthening Families & Communities, L…476$51.9K0.01%-213F-HRTimeline
Armor Investment Advisors, LLC466$50.8K0.02%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC461$50.3K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…461$50.2K0.01%-1,49213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC460$50.2K0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA460$50.1K0.04%+9813F-HRTimeline
Dunhill Financial, LLC453$49.5K0.01%-20113F-HRTimeline
Ashurst Perkins Coie Trust Co452$49.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.448$48.8K<0.01%013F-HRTimeline
BankChampaign, National Association446$48.6K0.05%+22113F-HRTimeline
Collier Financial443$48.3K0.04%+113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV443$48.3K0.02%+43913F-HRTimeline
MassMutual Private Wealth & Trust, FSB430$46.9K<0.01%013F-HRTimeline
2UniFi Bank425$46.3K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC424$46.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners428$46K0.01%+113F-HRTimeline
RMG Wealth Management LLC384$45.8K0.01%013F-HRTimeline
Balentine LLC416$45.3K<0.01%013F-HRTimeline
Investors Research Corp412$44.9K0.01%+813F-HRTimeline
Wagner Wealth Management, LLC408$44.5K0.01%+113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$43.6K0.01%013F-HRTimeline
Capital Investment Counsel, Inc400$43.6K0.01%013F-HRTimeline
Provident Wealth Management, LLC396$43.2K0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…384$41.8K<0.01%new13F-HRTimeline
Investment Research & Advisory Group, I…286$41.8K0.01%+9713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC378$41.2K<0.01%-30013F-HRTimelineGroup
Fairscale Capital, LLC376$41K0.03%013F-HRTimeline
Register Financial Advisors LLC374$40.8K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.370$40.3K0.03%013F-HRTimeline
Fairway Wealth LLC350$38.1K0.01%new13F-HRTimeline
Gold Investment Management Ltd.350$38.1K0.01%013F-HRTimeline
Windsor Advisory Group, LLC344$37.5K0.03%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC342$37.3K<0.01%+29413F-HRTimeline
True Wealth Design, LLC332$36.2K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC330$36K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC330$36K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…330$36K<0.01%013F-HRTimeline
Operose Advisors LLC322$35.1K0.01%-5413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.320$35K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PURSUIT WEALTH STRATEGIES, LLC316$34.4K0.05%+113F-HRTimeline
N.E.W. Advisory Services LLC310$33.8K<0.01%013F-HRTimeline
Horrell Capital Management, Inc.294$32K0.01%013F-HRTimeline
Aventura Private Wealth, LLC286$31.2K0.01%+10413F-HRTimeline
KERR FINANCIAL PLANNING Corp265$30.9K0.02%-5013F-HR/ATimeline
Colonial Trust Advisorsin group Colonial Trust Advisors280$30.5K<0.01%-6013F-HRTimelineGroup
Roxbury Financial LLC277$30.1K0.03%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC276$30.1K0.02%013F-HRTimeline
Hanson & Doremus Investment Management272$30K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO274$29.9K0.01%-613F-HRTimeline
Kilter Group LLC270$29.4K0.01%013F-HRTimeline
Bogart Wealth, LLC263$28.7K<0.01%013F-HRTimeline
Seal Cove Capital, LLC263$28.7K0.03%+2013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/262$28.3K<0.01%-3,31713F-HRTimelineGroup
Game Plan Financial Advisors, LLC260$28.3K0.01%-2,65013F-HRTimeline
Atlantic Edge Private Wealth Management…250$27.2K0.01%013F-HRTimeline
WealthShield Partners, LLC246$26.9K<0.01%+3413F-HRTimeline
HHM Wealth Advisors, LLC246$26.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc240$26.2K0.01%013F-HRTimeline
Costello Asset Management, INC228$24.8K0.01%+113F-HRTimeline
MASECO LLP226$24.6K<0.01%-7413F-HRTimeline
Asset Dedication, LLC221$24.1K<0.01%+9513F-HRTimeline
Versant Capital Management, Inc218$23.8K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.217$23.7K0.01%+4413F-HRTimeline
STEPH & CO208$22.7K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC204$22.2K0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …204$22.2K<0.01%+613F-HRTimelineGroup
DecisionPoint Financial, LLC202$22K<0.01%013F-HRTimeline
Community Financial Services Group, LLC200$22K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.200$21.8K<0.01%013F-HRTimeline
High Point Wealth Management, LLC200$21.8K0.02%-1,35513F-HRTimeline
Tower View Wealth Management LLC196$21.3K0.01%+113F-HRTimeline
Ankerstar Wealth, LLC182$19.9K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC181$19.8K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC180$19.6K0.01%013F-HRTimeline
McIlrath & Eck, LLC178$19.4K<0.01%013F-HRTimeline
Financial Connections Group, Inc.180$19K0.01%013F-HRTimeline
Strive Financial Group ,LLC172$19K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC168$18.3K<0.01%+14813F-HRTimeline
Quest 10 Wealth Builders, Inc.168$18.3K0.02%013F-HRTimeline
Private Wealth Management Group, LLC166$18.1K<0.01%013F-HRTimeline
CURIO WEALTH, LLC162$17.7K0.01%-22813F-HRTimeline