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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
Smallwood Wealth Investment Management,…160$17.4K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…156$17K0.01%+6813F-HRTimelineGroup
Gunpowder Capital Management, LLC dba O…156$17K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC148$16.1K<0.01%-613F-HRTimeline
Rialto Wealth Management, LLC146$15.9K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.144$15.7K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.140$15.3K0.01%013F-HRTimeline
High Note Wealth, LLC136$14.8K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…134$14.6K0.01%013F-HRTimeline
Piscataqua Savings Bank130$14.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…126$13.7K<0.01%-23613F-HRTimeline
WOLFF WIESE MAGANA LLC120$13.1K0.01%013F-HRTimeline
First PREMIER Bank122$13K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN118$12.9K<0.01%013F-HRTimeline
CNB Bank118$12.9K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111$12.1K<0.01%013F-HRTimelineGroup
Winch Advisory Services, LLC111$12.1K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC110$12K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.110$12K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.110$12K0.03%013F-HRTimeline
Virginia Estate & Retirement Planning A…80$11.7K0.02%13F-HRTimeline
Providence Capital Advisors, LLC106$11.6K<0.01%-17413F-HRTimeline
Strategic Investment Solutions, Inc. /IL102$11.1K<0.01%013F-HRTimeline
Friedenthal Financial101$11K0.01%-513F-HRTimeline
Advocate Investing Services LLC100$10.9K0.01%013F-HRTimeline
Park Place Capital Corp98$10.7K<0.01%013F-HRTimeline
HM PAYSON & CO92$10K<0.01%-39213F-HRTimeline
Vision Retirement, LLC84$9.15K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC80$8.72K<0.01%+5613F-HRTimeline
NorthAvenue LLC80$8.72K0.01%013F-HRTimeline
Pioneer Family Office, LLC79$8.62K0.01%+113F-HRTimeline
Abound Wealth Management78$8.5K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC78$8.5K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…76$8.28K0.01%013F-HRTimeline
Nova Wealth Management, Inc.74$8.06K0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.70$7.63K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC68$7.41K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC66$7.19K<0.01%013F-HRTimeline
Glassman Wealth Services62$6.76K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA58$6.32K<0.01%013F-HRTimeline
Concord Investment Counsel Inc.58$6.32K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC56$6K<0.01%013F-HRTimeline
OBSIDIAN CIO, LLC54$5.9K0.01%013F-HRTimeline
Eukles Asset Management54$5.88K<0.01%013F-HRTimeline
Gladwyn Financial Advisors, Inc.52$5.67K<0.01%-19913F-HRTimeline
Tidemark, LLC50$5.45K<0.01%013F-HRTimeline
Team Financial Group, LLC48$5.23K<0.01%013F-HRTimeline
Stone House Investment Management, LLC46$5.01K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department46$5.01K<0.01%-3813F-HRTimelineGroup
Philadelphia Investment Partners, LLC44$4.82K<0.01%13F-HRTimeline
Activest Wealth Management41$4.43K<0.01%new13F-HRTimeline
Advanced Asset Management Advisors Inc40$4.36K<0.01%013F-HRTimeline
Addison Advisors LLC34$3.71K<0.01%013F-HRTimeline
Hickory Point Bank & Trust30$3.27K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC28$3.05K<0.01%013F-HRTimeline
Family Manage LLC26$2.83K<0.01%013F-HRTimeline
MCF Advisors LLC24$2.62K<0.01%013F-HRTimeline
Weaver Capital Management LLC24$2.62K<0.01%013F-HRTimeline
Longview Financial Advisors LLC24$2.62K<0.01%013F-HRTimeline
Silicon Valley Capital Partners18$1.97K<0.01%013F-HRTimeline
SWAN Capital LLC18$1.96K<0.01%new13F-HRTimeline
PlanVest Financial, Inc16$1.74K<0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14$1.53K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.14$1.53K<0.01%-58413F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.12$1.31K<0.01%013F-HRTimeline
Go Invest LLC10$1.09K<0.01%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.10$1.09K<0.01%-3013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding10$1.09K-1,300Timeline
Covestor Ltd8$1K<0.01%-813F-HRTimeline
Goodman Advisory Group, LLC8$872<0.01%-5813F-HRTimeline
Bernard Wealth Management Corp.8$872<0.01%013F-HRTimeline
Caitlin John, LLC4$438<0.01%-22813F-HRTimeline
Parallax Volatility Advisers, L.P.2$218<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$83<0.01%-6,24813F-HRTimeline