Skip to content
Disclosery

XLY SELECT SECTOR SPDR TR

Follow

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
Park Place Capital Corp56$13.4K<0.01%+1913F-HRTimeline
Winch Advisory Services, LLC55$13.2K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.55$13.2K0.04%013F-HRTimeline
Friedenthal Financial53$12.7K0.01%-213F-HRTimeline
Guerra Advisors Inc51$12.2K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL51$12.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC50$12K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kiker Wealth Management, LLC50$12K0.01%013F-HRTimeline
Fortis Group Advisors, LLC48$11.4K<0.01%013F-HRTimeline
Northwest Capital Management Inc46$11.1K0.01%013F-HRTimeline
HM PAYSON & CO46$11K<0.01%013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.42$10.1K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department42$10.1K<0.01%013F-HRTimelineGroup
CROWLEY WEALTH MANAGEMENT, INC.42$10.1K0.01%013F-HRTimeline
HOWE & RUSLING INC40$9.59K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC39$9.35K0.01%013F-HRTimeline
Park Square Financial Group, LLC39$9.35K0.04%+1913F-HRTimeline
Comprehensive Financial Planning, Inc./…38$9.11K0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.35$8.4K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC34$8.15K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC33$7.91K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management33$7.91K<0.01%013F-HRTimelineGroup
Glassman Wealth Services31$7.43K<0.01%013F-HRTimeline
AlphaQuest LLC31$7.43K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA29$6.95K<0.01%013F-HRTimeline
Concord Investment Counsel Inc.29$6.95K<0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC28$6.71K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC27$6.58K<0.01%013F-HRTimeline
Eukles Asset Management27$6.47K<0.01%013F-HRTimeline
Covestor Ltd24$6K<0.01%+213F-HRTimeline
CVA Family Office, LLC25$5.99K<0.01%new13F-HRTimeline
MTM Investment Management, LLC25$5.99K<0.01%013F-HRTimeline
Tidemark, LLC25$5.99K<0.01%013F-HRTimeline
Team Financial Group, LLC24$5.75K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc20$4.79K<0.01%013F-HRTimeline
CURIO WEALTH, LLC20$4.79K<0.01%013F-HRTimeline
Addison Advisors LLC17$4.07K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.15$3.6K<0.01%new13F-HRTimelineGroup
ATWOOD & PALMER INC14$3.35K<0.01%013F-HRTimeline
Family Manage LLC13$3.12K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…13$3.12K<0.01%new13F-HRTimeline
MCF Advisors LLC12$2.88K<0.01%013F-HRTimeline
Weaver Capital Management LLC12$2.88K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC12$2.88K<0.01%013F-HRTimeline
Financially Speaking Inc12$2.88K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10$2.4K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC10$2.4K<0.01%-1013F-HRTimeline
1 NORTH WEALTH SERVICES LLC10$2.4K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC6$1.44K<0.01%new13F-HRTimeline
Orion Capital Management LLC6$1.44K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.6$1.44K<0.01%new13F-HR/ATimeline
Financial Network Wealth Advisors LLC6$1.44K<0.01%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC5$1.2K<0.01%013F-HRTimeline
Rise Advisors, LLC4$966<0.01%-513F-HRTimeline
Bernard Wealth Management Corp.4$959<0.01%new13F-HRTimeline
Copia Wealth Management3$719<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2$479<0.01%013F-HRTimeline
Parallax Volatility Advisers, L.P.1$240<0.01%013F-HRTimeline
Activest Wealth Management0$26<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.