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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,556,036$4.16B0.39%-431,08813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,075,244$1.14B0.09%+734,20513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,727,812$836M0.06%+306,45713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,961,705$664M0.16%+139,32613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,738,782$614M+91,480Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,357,083$529M0.14%+296,90613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,037,421$457M0.17%13F-HR/ATimelineGroup
LPL Financial LLC1,795,698$403M0.16%+577,69213F-HRTimeline
UBS Group AGin group UBS Group AG1,786,371$401M0.09%+27,12813F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp1,537,909$345M3.77%+754,56213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,527,115$343M0.07%+25,56513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,498,423$336M6.57%+12,82613F-HRTimelineGroup
Janney Montgomery Scott LLC1,291,606$290M0.8%-113,56013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,064,489$239M0.37%-66,57813F-HRTimelineGroup
WestEnd Advisors, LLC971,710$218M5.55%-67,44013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.971,427$218M<0.01%+282,58013F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 3 filers holding959,177$215M+654,427Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC904,699$203M0.19%+365,01913F-HRTimelineGroup
Fisher Asset Management, LLC868,659$195M0.08%-33,41913F-HRTimeline
STATE STREET CORPin group STATE STREET CORP850,572$191M0.01%new13F-HRTimelineGroup
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…820,000$184M0.39%+500,00013F-HRTimeline
CIBC WORLD MARKET INC.714,392$160M0.37%-649,04713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …698,457$157M2.25%-135,88013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co646,183$145M0.03%-40,73313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA640,414$144M0.03%-25,03013F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD621,481$139M2.35%+127,60413F-HRTimelineGroup
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD466,924$105M0.52%+68,24213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS434,006$97.4M0.08%-969,23913F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC321,408$72.1M0.07%-5,75313F-HRTimeline
CW Advisors, LLC306,341$68.7M0.94%+175,96413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP301,414$67.6M0.07%-6,25613F-HRTimelineGroup
Cetera Investment Advisers301,092$67.5M0.14%+8,10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\296,641$66.6M0.09%+5,84113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC293,334$65.8M0.23%+61,39513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP291,739$65.5M0.01%-24913F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO284,000$63.7M0.69%013F-HRTimeline
HighTower Advisors, LLC274,845$61.7M0.08%-8,00813F-HRTimeline
WOLVERINE TRADING, LLC272,196$61.5M1.38%-11,14813F-HRTimeline
Capital Investment Advisors, LLC264,277$59.3M1.21%+9,03513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…244,535$54.9M2.39%+6,07913F-HRTimeline
RiverFront Investment Group, LLC238,171$53.4M1.22%+4,00913F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC229,906$51.6M2.49%-32,82513F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC226,489$50.8M1.75%-8,33013F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding220,397$49.4M+2,139Timeline
COMMONWEALTH EQUITY SERVICES, LLC219,416$49.2M0.07%+8,66513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC211,329$47.4M0.13%+72,38513F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP211,117$47.4M0.69%-5,40013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…206,090$46.2M1.16%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199,950$44.8M0.12%+29,38413F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC194,980$43.7M1.26%+2,45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,645$42.4M0.1%+12,55513F-HR/ATimelineGroup
1832 Asset Management L.P.183,752$41.2M0.07%+66,24413F-HRTimeline
EP Wealth Advisors, LLC178,664$40.1M0.33%+1,58913F-HRTimeline
Advisory Alpha, LLC177,563$39.8M1.42%-4,64613F-HRTimeline
Full Sail Capital, LLC171,016$38.4M2.44%-3,76713F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding163,676$36.7M-40,700Timeline
ALPS ADVISORS INCin group ALPS ADVISORS INC160,484$36M0.23%-19,49413F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC150,690$33.8M2.7%+4,35413F-HRTimeline
TD Asset Management Inc150,000$33.7M0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC146,850$32.9M0.03%-25,41913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…144,630$32.4M0.05%+122,85313F-HRTimelineGroup
Trek Financial, LLC143,021$32.1M2.4%+24,13613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding141,702$31.8M+10,355Timeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT130,750$29.3M1.92%-6913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…129,275$29M0.02%-4,22513F-HRTimelineGroup
SPINNAKER TRUST123,162$27.6M1.74%-30313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC115,998$26M0.02%+77,29413F-HRTimelineGroup
Wellspring Financial Advisors, LLC114,443$25.7M2.69%-2,60613F-HRTimeline
Bellwether Advisors, LLC111,494$25M4.47%-10,76213F-HRTimeline
FMR LLCin group FMR LLC109,778$24.6M<0.01%+3,71413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC106,126$23.8M0.04%+26,40013F-HRTimelineGroup
Biltmore Wealth Management, LLC105,666$23.7M9.87%-23613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC104,448$23.4M0.1%+9,56413F-HRTimelineGroup
Graypoint LLC103,371$23.2M1.4%-10,38013F-HRTimeline
AlphaStar Capital Management, LLC102,951$23.1M2.41%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…102,837$23M0.04%-9,55113F-HRTimelineGroup
Cambridge Investment Research Advisors,…99,855$22.4M0.07%+2,59113F-HRTimeline
Stonebridge Financial Group, LLC97,134$21.8M2.4%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC94,300$21.2M0.03%+51,70013F-HRTimeline
Sanctuary Advisors, LLC90,085$21M0.13%+2,37613F-HRTimeline
WBH ADVISORY INC89,579$20.1M1.87%+4,03613F-HRTimeline
Ashton Thomas Private Wealth, LLC89,199$20M0.78%+22,23613F-HRTimeline
Independent Advisor Alliance89,069$20M0.26%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC88,055$19.8M1.04%+84,16313F-HRTimeline
IMZ Advisory Inc86,674$19.4M8.87%-3,43313F-HRTimeline
MARTIN & CO INC /TN/85,738$19.2M4.77%-3,24213F-HRTimeline
OLD NATIONAL BANCORP /IN/85,263$19.1M0.45%-3613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC83,253$18.7M0.19%+31,91013F-HRTimelineGroup
J. Goldman & Co LP82,110$18.4M0.65%+80,50813F-HRTimeline
Private Advisor Group, LLC81,962$18.4M0.1%+32,61513F-HRTimeline
Quantitative Investment Management, LLC81,693$18.3M1.37%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL77,572$17.4M0.18%new13F-HRTimeline
Krilogy Financial LLC77,284$17.3M1.16%+1,11913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…74,510$16.8M0.07%+70,96013F-HRTimelineGroup
Kingsview Wealth Management, LLC74,373$16.7M0.33%+64,87213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management73,507$16.5M0.04%-77,07313F-HRTimelineGroup
THOR TRADING ADVISORS, LLC72,575$16.3M14.72%13F-HRTimeline
Salomon & Ludwin, LLC72,140$16.2M1.71%-6,11813F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC70,900$15.9M0.08%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…70,064$15.7M0.14%+9,63313F-HRTimeline
Prosperity Consulting Group, LLC69,218$15.5M1.17%+11,99513F-HRTimeline
COUNTRY TRUST BANK67,459$15.1M0.38%-11,50313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…67,085$15.1M0.25%-3913F-HRTimelineGroup
Rothschild Capital Partners, LLC66,256$14.9M3.61%+35,32313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP91,899$14.8M0.02%-2,35013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding65,480$14.7M-3,188Timeline
Stillwater Capital Advisors, LLC63,784$14.3M1.77%+1,01713F-HRTimeline
Turtle Creek Wealth Advisors, LLC63,575$14.3M3.29%+61,33813F-HRTimeline
SG Americas Securities, LLC61,663$13.8M0.06%-255,24313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding61,499$13.8M-1,925Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,356$13.8M0.03%+3,48413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…59,386$13.3M0.03%+22,01613F-HR/ATimeline
COMERICA BANK59,041$13.2M0.05%+12513F-HR/ATimeline
Q3 Asset Management58,477$13.1M8.16%new13F-HRTimeline
Horizon Wealth Management, LLC57,724$13M2.25%+56,30413F-HRTimeline
Ayalon Insurance Comp Ltd.56,163$12.6M3.89%-34613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …55,190$12.4M1.87%+17013F-HRTimeline
CWM, LLCin group CWM, LLC55,142$12.4M0.05%-68,27913F-HRTimelineGroup
FIL Ltdin group FIL Ltd54,930$12.3M0.01%+38,79613F-HRTimelineGroup
GERMAN AMERICAN BANCORP, INC.52,286$11.7M1.23%+2,91813F-HRTimeline
THEORY FINANCIAL LLC52,118$11.7M4.89%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding51,548$11.6M+23,590Timeline
PETREDIS INVESTMENT ADVISORS LLC50,926$11.4M1.18%-3,16513F-HRTimeline
DAVENPORT & Co LLC50,734$11.4M0.07%-2,00413F-HRTimeline
Cullen Capital Management, LLC50,291$11.3M0.13%new13F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.49,764$11.2M0.35%-18,42513F-HRTimelineGroup
DRW Securities, LLC49,446$11.1M0.75%+22,46613F-HRTimeline
Insight Wealth Strategies, LLC48,938$11M1.47%new13F-HRTimeline
Clarity Financial LLC45,598$10.2M1.22%-2,35313F-HRTimeline
Premier Path Wealth Partners, LLC45,551$10.2M1.56%-2,49013F-HRTimeline
RFG Advisory, LLC45,211$10.1M0.29%+14,59213F-HRTimeline
Atria Investments, Inc44,024$9.88M0.12%-5,97613F-HRTimeline
IHT Wealth Management, LLC43,876$9.84M0.32%-4413F-HRTimeline
INNEALTA CAPITAL, LLC43,684$9.8M4.77%+26,61713F-HRTimeline
FORBES J M & CO LLP43,177$9.69M0.93%013F-HRTimeline
Foundations Investment Advisors, LLC42,804$9.6M0.19%+18,53713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,731$9.59M0.09%+13,47313F-HRTimelineGroup
Creative Planningin group Creative Planning42,531$9.54M0.01%-29613F-HRTimelineGroup
Ensign Peak Advisors, Inc42,285$9.49M0.02%+30,09013F-HRTimeline
Proquility Private Wealth Partners, LLC42,129$9.45M3.04%+1,05313F-HRTimeline
TCP Asset Management, LLC40,938$9.18M2.03%+1,28913F-HRTimeline
Invst, LLC40,826$9.16M1.11%+37,41413F-HRTimeline
Intrua Financial, LLC40,560$9.1M1.48%-4,63313F-HRTimeline
Royal Fund Management, LLC39,852$8.94M0.97%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.39,761$8.92M0.95%-12,81113F-HRTimeline
Vickerman Investment Advisors, Inc.38,917$8.73M2.37%-64113F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV38,328$8.6M0.5%13F-HR/ATimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …38,000$8.53M1.4%-22,00013F-HRTimelineGroup
Atria Wealth Solutions, Inc.37,870$8.5M0.09%+9,86413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM37,708$8.46M1.37%-1,17813F-HRTimelineGroup
Quantinno Capital Management LP37,561$8.43M0.08%+7,31013F-HRTimeline
Harbour Trust & Investment Management Co37,189$8.34M0.95%+49913F-HRTimeline
Integrated Wealth Concepts LLC36,832$8.26M0.1%+17,02613F-HRTimeline
Occidental Asset Management, LLC36,697$8.23M1.29%+34,13313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…36,660$8.22M0.22%+3,76913F-HRTimelineGroup
Orange Investment Advisors, Inc.36,482$8.18M0.93%+36713F-HRTimeline
Advisory Services Network, LLC36,444$8.18M0.15%-2,39413F-HRTimeline
First Interstate Bank36,330$8.15M0.49%-20113F-HRTimeline
Decker Retirement Planning Inc.36,238$8.13M4.72%13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC35,853$8.04M0.12%-1013F-HRTimeline
Accurate Wealth Management, LLC36,145$7.98M1.53%+34,40113F-HRTimeline
ADAMS DIVERSIFIED EQUITY FUND, INC.in group ADAMS DIVERSIFIED EQUITY FUND…35,100$7.87M0.3%new13F-HRTimelineGroup
Carnegie Investment Counsel34,954$7.84M0.23%+96113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,587$7.76M0.02%-3,69813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,419$7.72M<0.01%-13213F-HRTimelineGroup
Callan Capital, LLC34,291$7.69M0.56%-3,05313F-HRTimeline
FARMERS TRUST CO34,247$7.68M1.43%-47713F-HRTimeline
Fortis Group Advisors, LLC34,050$7.64M1.42%+34,00213F-HRTimeline
Financial Enhancement Group LLC34,205$7.6M1.16%new13F-HRTimeline
Baker Avenue Asset Management, LP33,793$7.58M0.23%+27,93513F-HRTimeline
BRAVE ASSET MANAGEMENT INC33,790$7.58M2.41%-49013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC33,717$7.56M0.68%+7,58513F-HRTimeline
Tamar Securities, LLC33,684$7.56M1.04%+70813F-HRTimeline
Ameraudi Asset Management, Inc.33,249$7.46M4.12%+31,91213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,042$7.41M0.11%+6,57313F-HRTimelineGroup
Keebeck Wealth Management32,987$7.4M1.07%-35313F-HRTimeline
DAVIS R M INC32,667$7.33M0.14%-1,41713F-HRTimeline
Horizon Investments, LLC32,628$7.32M0.21%+6,86813F-HRTimeline
Eisler Capital Management Ltd.33,000$7.3M0.24%13F-HRTimeline
FIRST MERCHANTS CORP32,252$7.24M0.28%-30113F-HRTimeline
PINNACLE ASSOCIATES LTD32,231$7.23M0.1%-1,11313F-HRTimeline
Qube Research & Technologies Ltd32,207$7.23M0.01%+7,25813F-HRTimeline
CHEMUNG CANAL TRUST CO31,856$7.15M1.49%+3,61713F-HRTimeline
Asset Advisors Investment Management, L…31,590$7.09M0.74%+3,65213F-HRTimeline
NewEdge Advisors, LLC31,292$7.02M0.04%-31413F-HRTimeline
Parker Investment Management, LLC31,160$6.99M1.09%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,836$6.92M0.04%+16,66013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp30,360$6.81M0.02%+30813F-HRTimelineGroup
Transform Wealth, LLC30,335$6.81M0.38%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT30,294$6.8M4.04%+89313F-HRTimeline
Maven Securities LTDin group Maven Securities LTD29,490$6.62M1.06%new13F-HRTimelineGroup
SYKON CAPITAL LLC29,477$6.61M2.28%-1,44313F-HRTimeline
Winthrop Capital Management, LLC29,043$6.57M1.75%+2,72613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,913$6.49M0.82%+4,36313F-HRTimeline
Segment Wealth Management, LLC28,851$6.47M0.44%-25113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,415$6.37M0.4%+17,75613F-HRTimelineGroup
AdvisorShares Investments LLC28,211$6.33M1.22%+2,44713F-HRTimeline
Dakota Wealth Management28,198$6.33M0.15%-34413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC28,152$6.32M1.76%-1,85813F-HRTimeline
Focus Financial Network, Inc.28,031$6.29M0.25%+5,03613F-HRTimeline