Skip to content
Disclosery

XLY SELECT SECTOR SPDR TR

Follow

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
Balentine LLC416$49.7K<0.01%+20813F-HRTimeline
KERR FINANCIAL PLANNING Corp315$49.3K0.07%+21013F-HR/ATimeline
Wagner Wealth Management, LLC407$48.6K0.01%+20313F-HRTimeline
Lloyd Advisory Services, LLC.404$48.3K0.02%new13F-HRTimeline
Investors Research Corp404$48.2K0.01%+20213F-HRTimeline
REAP Financial Group, LLC402$48K0.01%new13F-HRTimeline
CURIO WEALTH, LLC390$47.8K0.02%+37013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA400$47.8K0.01%+20013F-HRTimeline
Capital Investment Counsel, Inc400$47.8K0.01%new13F-HRTimeline
SageView Advisory Group, LLC396$47.3K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC396$47.3K0.01%+19813F-HRTimeline
RMG Wealth Management LLC384$46.9K0.01%+19213F-HRTimeline
Operose Advisors LLC376$44.9K0.01%+21513F-HRTimeline
Fairscale Capital, LLC376$44.9K0.03%+18813F-HRTimeline
Register Financial Advisors LLC374$44.7K0.02%+17813F-HRTimeline
Godfrey Financial Associates, Inc.370$44.2K0.04%13F-HRTimeline
SIGNATUREFD, LLC364$43.5K<0.01%+7513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…362$43.2K0.01%+25713F-HRTimeline
FIRST COMMUNITY TRUST NA362$43.2K0.03%+18113F-HRTimeline
Gold Investment Management Ltd.350$41.8K0.01%+17513F-HRTimeline
BankChampaign, National Association225$41.8K0.04%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors340$40.6K<0.01%+1013F-HRTimelineGroup
Provenance Wealth Advisors, LLC330$39.4K<0.01%+16513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…330$39.4K<0.01%+16513F-HRTimeline
ROTHSCHILD INVESTMENT LLC330$39.4K<0.01%+15213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.320$38K<0.01%+24413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PURSUIT WEALTH STRATEGIES, LLC315$37.6K0.05%13F-HRTimeline
Jessup Wealth Management, Inc311$37.2K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC310$37K<0.01%+15513F-HRTimeline
MASECO LLP300$35.8K<0.01%+18713F-HRTimeline
Horrell Capital Management, Inc.294$35.1K0.02%+14713F-HRTimeline
Investment Research & Advisory Group, I…189$34.2K0.01%+9513F-HRTimeline
Providence Capital Advisors, LLC280$33.4K0.01%+18913F-HRTimeline
ADIRONDACK TRUST CO280$33.4K0.01%+14013F-HRTimeline
Rossby Financial, LCC276$33K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC276$33K0.01%+13813F-HRTimeline
Roxbury Financial LLC276$33K0.03%+13813F-HRTimeline
Kilter Group LLC270$32.2K0.01%+7113F-HRTimeline
Hanson & Doremus Investment Management272$32K<0.01%+13613F-HRTimeline
Bogart Wealth, LLC263$31.4K<0.01%+13213F-HRTimeline
WealthCollab, LLC258$30.8K0.01%new13F-HRTimeline
Gladwyn Financial Advisors, Inc.251$30K0.02%+12613F-HRTimeline
Atlantic Edge Private Wealth Management…250$29.9K0.01%-10013F-HRTimeline
HHM Wealth Advisors, LLC246$29.4K<0.01%+12313F-HRTimeline
Seal Cove Capital, LLC243$29K0.03%13F-HRTimeline
Financial Perspectives, Inc240$28.7K0.01%+12013F-HRTimeline
Caitlin John, LLC232$27.7K0.02%+11813F-HRTimeline
Costello Asset Management, INC227$27.2K0.01%+11313F-HRTimeline
Union Bancaire Privee, UBP SA260$26.6K<0.01%+13013F-HRTimeline
Versant Capital Management, Inc218$26K<0.01%+10913F-HRTimeline
WealthShield Partners, LLC212$25.3K<0.01%+10513F-HRTimeline
STEPH & CO208$24.8K0.01%+10413F-HRTimeline
Bank of New Hampshire202$24.1K0.01%+10113F-HRTimeline
DecisionPoint Financial, LLC202$24.1K0.01%+10113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.200$23.9K<0.01%+513F-HRTimeline
EFG International AGin group EFG International AG200$23.9K<0.01%13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …198$23.6K<0.01%+9913F-HRTimelineGroup
HOWE & RUSLING INC196$23.4K<0.01%+15613F-HRTimeline
Tower View Wealth Management LLC195$23.3K0.01%+9713F-HRTimeline
Ankerstar Wealth, LLC182$21.8K0.02%13F-HRTimeline
Aventura Private Wealth, LLC182$21.7K0.01%+7413F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC181$21.6K0.01%+413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC180$21.5K0.01%+9013F-HRTimeline
McIlrath & Eck, LLC178$21.3K<0.01%+8913F-HRTimeline
Financial Connections Group, Inc.180$21K0.01%+9013F-HRTimeline
Center for Financial Planning, Inc.174$20.8K<0.01%+8713F-HRTimeline
Greykasell Wealth Strategies, Inc.173$20.6K0.01%+8713F-HRTimeline
Strive Financial Group ,LLC172$20.5K0.01%13F-HR/ATimeline
Quest 10 Wealth Builders, Inc.168$20.1K0.02%+8413F-HRTimeline
Private Wealth Management Group, LLC166$19.8K0.01%+8313F-HRTimeline
Estate Planners Group, LLC166$19.8K0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…160$19.1K0.01%+8013F-HRTimeline
Gunpowder Capital Management, LLC dba O…156$18.6K0.01%13F-HRTimeline
Tradewinds Capital Management, LLC154$18.4K<0.01%-90,52513F-HRTimeline
Cresta Advisors, Ltd.148$17.7K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.144$17.1K<0.01%+7213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.140$16.7K0.01%new13F-HRTimeline
Signature Resources Capital Management,…134$16K0.01%+513F-HRTimeline
Piscataqua Savings Bank130$15.5K0.01%new13F-HRTimeline
Asset Dedication, LLC126$15K<0.01%+6313F-HRTimeline
First PREMIER Bank122$15K<0.01%+6113F-HRTimeline
GGM Financial LLC121$14.5K0.01%+6013F-HRTimeline
WOLFF WIESE MAGANA LLC120$14.3K0.01%+1213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN118$14.1K<0.01%+5913F-HRTimeline
CNB Bank118$14.1K0.01%+5913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111$13.3K<0.01%-3213F-HRTimelineGroup
Winch Advisory Services, LLC111$13.2K<0.01%+5613F-HRTimeline
Strategic Wealth Partners, Ltd.110$13.1K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.110$13.1K0.04%+5513F-HRTimeline
Friedenthal Financial106$12.7K0.01%+5313F-HRTimeline
Strategic Investment Solutions, Inc. /IL102$12.2K<0.01%+5113F-HRTimeline
Advocate Investing Services LLC100$11.9K0.01%13F-HRTimeline
Park Place Capital Corp98$11.7K<0.01%+4213F-HRTimeline
Cape Investment Advisory, Inc.96$11.5K<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC96$11.4K<0.01%+4813F-HRTimeline
Wealth Watch Advisors, INC94$11.2K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…88$10.5K0.01%+3113F-HRTimelineGroup
New Millennium Group LLC87$10.4K<0.01%-83313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department84$10K<0.01%+4213F-HRTimelineGroup
NorthAvenue LLC80$9.55K0.01%13F-HRTimeline
Pioneer Family Office, LLC78$9.33K0.01%13F-HRTimeline
Abound Wealth Management78$9.31K<0.01%-2113F-HRTimeline
Chung Wu Investment Group, LLC78$9.31K0.01%+3913F-HRTimeline
Comprehensive Financial Planning, Inc./…76$9.07K0.01%+3813F-HRTimeline
ARVEST INVESTMENTS, INC.70$8.36K<0.01%+3513F-HRTimeline
Park Square Financial Group, LLC37$8.3K0.05%-213F-HRTimeline
Cedar Mountain Advisors, LLC68$8.12K<0.01%+3413F-HRTimeline
Beaird Harris Wealth Management, LLC66$7.88K<0.01%+3313F-HRTimeline
Goodman Advisory Group, LLC66$7.88K<0.01%+713F-HRTimeline
Glassman Wealth Services62$7.4K<0.01%+3113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC56$7K<0.01%+2813F-HRTimeline
ALERUS FINANCIAL NA58$6.93K<0.01%+2913F-HRTimeline
WEST PACES ADVISORS INC.58$6.93K<0.01%new13F-HRTimeline
Concord Investment Counsel Inc.58$6.93K<0.01%+2913F-HRTimeline
Eukles Asset Management54$6.45K<0.01%+2713F-HRTimeline
OBSIDIAN CIO, LLC54$6.45K0.01%-1,15013F-HRTimeline
Tidemark, LLC50$5.97K<0.01%+2513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC48$5.73K<0.01%-60,14113F-HRTimeline
Team Financial Group, LLC48$5.73K<0.01%+2413F-HRTimeline
Advanced Asset Management Advisors Inc40$4.78K<0.01%+2013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.40$4.78K<0.01%+2513F-HRTimelineGroup
Addison Advisors LLC34$4.06K<0.01%+1713F-HRTimeline
ATWOOD & PALMER INC28$3.34K<0.01%+1413F-HRTimeline
Family Manage LLC26$3.1K<0.01%+1313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.26$3.1K<0.01%-10113F-HRTimeline
MCF Advisors LLC24$2.87K<0.01%+1213F-HRTimeline
Weaver Capital Management LLC24$2.87K<0.01%+1213F-HRTimeline
Cherry Tree Wealth Management, LLC24$2.87K<0.01%+1213F-HRTimeline
Longview Financial Advisors LLC24$2.87K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC20$2.39K<0.01%+1013F-HRTimeline
1 NORTH WEALTH SERVICES LLC20$2.39K<0.01%+1013F-HRTimeline
Silicon Valley Capital Partners18$2.15K<0.01%new13F-HRTimeline
Covestor Ltd16$2K<0.01%-813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14$1.67K<0.01%13F-HRTimeline
BALLAST ADVISORS LLC12$1.44K<0.01%+613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.12$1.43K<0.01%+613F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$1.2K<0.01%+513F-HRTimeline
Go Invest LLC9$1.09K<0.01%13F-HRTimeline
GODSEY & GIBB, INC8$956<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.8$956<0.01%+413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4$478<0.01%+213F-HRTimeline
Parallax Volatility Advisers, L.P.2$239<0.01%+113F-HRTimeline
Schonfeld Strategic Advisors LLC2$238<0.01%new13F-HRTimeline
VESTOR CAPITAL, LLC500$98+5713F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.