Skip to content
Disclosery

XLY SELECT SECTOR SPDR TR

Follow

SBI CONS DISCR (fund)

1,295 managers (1,315 13F filers) reported a position in XLY shares at 2026-06-30, 153,271,226 shares in all. 122 filers opened a position and 97 filers sold out during the quarter.

Managers
1,295
13F filers
1,315
New
122
Added
457
Reduced
448
Sold out
97
Shares held by filers
153,271,226

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CKW FINANCIAL GROUP200$24K<0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC204$23.9K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …204$23.9K<0.01%13F-HRTimelineGroup
DecisionPoint Financial, LLC202$23.9K<0.01%013F-HRTimeline
Community Financial Services Group, LLC200$23.6K<0.01%013F-HRTimeline
High Point Wealth Management, LLC200$23.5K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.200$23.5K<0.01%013F-HR/ATimeline
EFG International AGin group EFG International AG200$23.5K<0.01%-73213F-HRTimelineGroup
Tower View Wealth Management LLC196$23K0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC194$22.7K<0.01%-73213F-HRTimeline
Ankerstar Wealth, LLC182$21.4K0.02%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC181$21.3K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC180$21.1K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.167$19.6K0.02%-113F-HRTimeline
Private Wealth Management Group, LLC166$19.5K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors160$18.8K<0.01%-12013F-HRTimelineGroup
Smallwood Wealth Investment Management,…160$18.8K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…156$18.3K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC152$17.8K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC149$17.5K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC146$17.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.144$16.9K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC144$16.9K<0.01%-413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC140$16.4K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.140$16.4K0.01%013F-HRTimeline
High Note Wealth, LLC136$15.9K<0.01%013F-HRTimeline
Signature Resources Capital Management,…134$15.7K0.01%013F-HRTimeline
Piscataqua Savings Bank130$15.2K0.01%013F-HRTimeline
Windsor Advisory Group, LLC128$15K0.01%-21613F-HRTimeline
Vision Retirement, LLC127$14.9K<0.01%+4313F-HRTimeline
Aventura Private Wealth, LLC122$14.3K<0.01%-16413F-HRTimeline
WOLFF WIESE MAGANA LLC120$14.1K0.01%013F-HRTimeline
First PREMIER Bank122$14K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN118$13.8K<0.01%013F-HRTimeline
CNB Bank118$13.8K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111$13K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC111$13K<0.01%013F-HRTimeline
MCDONALD PARTNERS LLC110$12.9K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.110$12.9K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.110$12.9K0.03%013F-HRTimeline
Providence Capital Advisors, LLC106$12.4K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL102$12K<0.01%013F-HRTimeline
Friedenthal Financial101$11.8K0.01%013F-HRTimeline
Advocate Investing Services LLC100$11.7K0.01%013F-HRTimeline
Abound Wealth Management94$11K<0.01%+1613F-HRTimeline
HM PAYSON & CO92$10.8K<0.01%013F-HRTimeline
Pioneer Family Office, LLC85$9.99K0.01%+613F-HRTimeline
Orion Capital Management LLC84$9.85K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC80$9.38K<0.01%-8813F-HRTimeline
Cherry Tree Wealth Management, LLC80$9.38K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC78$9.15K0.01%013F-HRTimeline
Concord Investment Counsel Inc.76$8.91K<0.01%+1813F-HRTimeline
Park Place Capital Corp74$8.68K<0.01%-2413F-HRTimeline
ARVEST INVESTMENTS, INC.70$8.21K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC68$7.97K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC66$7.74K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding62$7.27K-10,645Timeline
BLUELINE ADVISORS LLC42$7.22K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC56$7K<0.01%013F-HR/ATimeline
ALERUS FINANCIAL NA58$6.8K<0.01%013F-HRTimeline
MidFirst Bank56$6.57K<0.01%new13F-HRTimeline
Eukles Asset Management54$6.33K<0.01%013F-HRTimeline
WealthShield Partners, LLC54$6.33K<0.01%-19213F-HRTimeline
Tidemark, LLC50$5.86K<0.01%013F-HRTimeline
Stone House Investment Management, LLC46$5.39K<0.01%013F-HRTimeline
New Republic Capital, LLC46$5.39K<0.01%new13F-HRTimeline
Philadelphia Investment Partners, LLC44$5.2K<0.01%013F-HRTimeline
Covestor Ltd46$5K<0.01%+3813F-HRTimeline
Advanced Asset Management Advisors Inc40$4.69K<0.01%013F-HRTimeline
Activest Wealth Management40$4.69K<0.01%-113F-HRTimeline
Highland Investment Advisors LLC35$4.06K<0.01%13F-HRTimeline
Addison Advisors LLC34$3.99K<0.01%013F-HRTimeline
one8zero8, LLC30$3.52K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.28$3.28K<0.01%new13F-HRTimeline
Mechanics Financial Corp27$3.17K<0.01%new13F-HRTimeline
Family Manage LLC26$3.05K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.26$3.05K<0.01%+1413F-HRTimeline
LifeSteps Financial, Inc.24$2.81K<0.01%new13F-HRTimeline
Weaver Capital Management LLC24$2.62K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.20$2.35K<0.01%new13F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.20$2.35K<0.01%+1013F-HRTimelineGroup
Markowski Investments20$2.35K<0.01%13F-HRTimeline
Silicon Valley Capital Partners18$2.12K<0.01%013F-HRTimeline
PlanVest Financial, Inc16$1.88K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14$1.64K<0.01%013F-HRTimeline
Ares Financial Consulting, LLC12$1.41K<0.01%new13F-HRTimeline
Go Invest LLC11$1.25K<0.01%+113F-HRTimeline
Ensign Peak Advisors, Inc10$1.17K<0.01%-6,54013F-HRTimeline
Meramec Financial Planners, LLC7$776<0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.2$235<0.01%013F-HRTimeline
Quent Capital, LLC2$235<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$89<0.01%013F-HRTimeline
Networth Advisors, LLC1$70<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.0$28<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
PeakShares LLC16,820$1.97B+1,57013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.