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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

1,279 managers (1,296 13F filers) reported a position in XLY shares at 2024-12-31, 79,364,275 shares in all. 142 filers opened a position and 70 filers sold out during the quarter.

Managers
1,279
13F filers
1,296
New
142
Added
430
Reduced
380
Sold out
70
Shares held by filers
79,364,275

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Creekmur Asset Management LLC87$19.5K<0.01%013F-HRTimeline
Transce3nd, LLC86$19.3K0.01%13F-HRTimeline
Smartleaf Asset Management LLC81$18.3K<0.01%+713F-HRTimeline
GODSEY & GIBB, INC80$17.9K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC78$17.5K<0.01%013F-HRTimeline
Activest Wealth Management77$17.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC77$17.3K0.01%13F-HRTimeline
WealthShield Partners, LLC76$17.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC75$16.8K<0.01%-7213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC74$16.5K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.71$16K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC71$15.9K0.04%+213F-HRTimeline
Signature Resources Capital Management,…67$15K0.01%013F-HRTimeline
UMB Bank, n.a.66$14.8K<0.01%-50713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tortoise Investment Management, LLC66$14.8K<0.01%013F-HR/ATimeline
Asset Dedication, LLC65$14.6K<0.01%+1913F-HRTimeline
PSI Advisors, LLC64$14.4K<0.01%-28113F-HRTimeline
Abound Wealth Management60$13.4K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.58$13K<0.01%013F-HRTimeline
First PREMIER Bank56$13K<0.01%-1813F-HRTimeline
Covestor Ltd56$13K0.01%+1713F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$11.4K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC51$11.4K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC50$11.2K0.01%013F-HRTimeline
Missouri Trust & Investment Co50$11.2K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC140$11K0.01%-7513F-HRTimeline
Brooklyn Investment Group47$10.5K<0.01%new13F-HRTimeline
Northwest Capital Management Inc46$10.4K<0.01%013F-HRTimeline
HM PAYSON & CO46$10.3K<0.01%013F-HRTimeline
EnRich Financial Partners LLC44$9.87K<0.01%013F-HRTimeline
LEE DANNER & BASS INC43$9.65K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.42$9.42K0.01%13F-HRTimeline
Tradewinds Capital Management, LLC41$9.2K<0.01%-2913F-HRTimeline
WOLFF WIESE MAGANA LLC40$8.97K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP40$8.97K<0.01%-313F-HRTimeline
Comprehensive Financial Planning, Inc./…38$8.53K0.01%13F-HRTimeline
Cassady Schiller Wealth Management, LLC37$8.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust36$8.08K<0.01%013F-HRTimeline
WPG Advisers, LLC35$7.88K0.01%13F-HRTimeline
ARVEST INVESTMENTS, INC.35$7.86K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC33$7.4K<0.01%-2,63913F-HRTimeline
Glassman Wealth Services31$6.96K<0.01%013F-HRTimeline
ATWOOD & PALMER INC29$6.51K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC27$6.12K<0.01%013F-HRTimeline
Eukles Asset Management27$6.06K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC28$6K0.01%013F-HRTimeline
Princeton Global Asset Management LLC25$5.61K<0.01%013F-HRTimeline
MTM Investment Management, LLC25$5.61K<0.01%013F-HRTimeline
Morling Financial Advisors, LLC25$5.61K<0.01%new13F-HRTimeline
Atala Financial Inc25$5.61K<0.01%13F-HRTimeline
Sugarloaf Wealth Management, LLC24$5.38K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC23$5.16K<0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department23$5.16K<0.01%13F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.21$4.71K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc20$4.49K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC20$4.49K<0.01%013F-HRTimeline
CURIO WEALTH, LLC20$4.49K<0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC18$4.08K<0.01%-1213F-HRTimeline
Wood Tarver Financial Group, LLC22$4K<0.01%13F-HRTimeline
Addison Advisors LLC17$3.81K<0.01%013F-HRTimeline
Blue Trust, Inc.17$3.81K<0.01%-17513F-HR/ATimeline
Cape Investment Advisory, Inc.17$3.81K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC14$3.16K<0.01%-4613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…14$3.16K<0.01%-4613F-HRTimelineGroup
Family Manage LLC13$2.92K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.12$2.7K<0.01%013F-HRTimeline
Weaver Capital Management LLC12$2.69K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC12$2.69K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10$2.24K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.7$1.57K<0.01%-5313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$1.12K<0.01%13F-HRTimeline
Semmax Financial Advisors Inc.5$1.06K<0.01%013F-HRTimeline
Rise Advisors, LLC4$899<0.01%new13F-HRTimeline
Menard Financial Group LLC3$673<0.01%new13F-HRTimeline
Copia Wealth Management3$673<0.01%13F-HRTimeline
Rakuten Securities, Inc.2$449<0.01%-813F-HRTimeline
Parallax Volatility Advisers, L.P.1$224<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1$224<0.01%013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD89$20-4,01113F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.