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Disclosery

XLY SELECT SECTOR SPDR TR

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SBI CONS DISCR (fund)

Filings received so far for Q3 2026: 134 13F filers report a position in XLY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
ARMSTRONG ADVISORY GROUP, INC293,353$31.9M1.92%+3,61213F-HRTimeline
Krilogy Financial LLC268,738$30.2M0.82%+29,81713F-HRTimeline
Biltmore Wealth Management, LLC206,389$22.5M6.96%+6,72413F-HRTimeline
TCP Asset Management, LLC143,146$15.8M1.78%+7,14913F-HRTimeline
Cadent Capital Advisors, LLC122,449$13.3M2.86%-6,23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,467$8.43M0.01%+5,72613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC76,830$8.36M1.96%+5,12913F-HRTimeline
FORONJY FINANCIAL LLC64,472$7.02M2.47%+7,29713F-HRTimeline
Cooksen Wealth, LLC55,904$6.31M3.87%+3,66213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP53,937$5.87M0.59%-80213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO50,880$5.54M0.04%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC48,803$5.31M0.4%+6,10113F-HRTimeline
Attessa Capital LLC38,710$4.21M1.81%+2,22313F-HRTimeline
Signal Advisors Wealth, LLC34,555$3.76M0.17%+8,61013F-HRTimeline
NEVILLE RODIE & SHAW INC30,680$3.34M0.23%-15013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC30,259$3.29M0.81%+1,47413F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC30,142$3.28M0.04%-3,67013F-HRTimeline
CoreCap Advisors, LLC29,595$3.22M0.09%-12,47813F-HRTimeline
jvl associates llc29,574$3.22M0.93%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC28,026$3.05M0.06%-11,97513F-HRTimeline
Boltwood Capital Management26,008$2.83M0.64%+18813F-HRTimeline
CV Advisors LLC26,000$2.83M0.48%013F-HRTimeline
Dynamic Advisor Solutions LLC25,467$2.77M0.08%-6,83013F-HRTimeline
AAFMAA Wealth Management & Trust LLC24,347$2.74M0.94%+1,19213F-HRTimeline
Farther Finance Advisors, LLC24,047$2.62M0.02%-1,57113F-HRTimeline
Trust Co23,633$2.57M0.22%-11913F-HRTimeline
B. Riley Wealth Advisors, Inc.23,344$2.54M0.1%-21213F-HRTimeline
Ring Mountain Capital, LLC22,938$2.5M1.02%-73813F-HRTimeline
Clarus Wealth Advisors21,862$2.47M0.9%+1,88213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,496$2.45M0.04%+22913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…21,776$2.37M0.59%+35313F-HRTimeline
Valeo Financial Advisors, LLC21,480$2.34M0.05%+213F-HRTimeline
Windsor Capital Management, LLC20,165$2.19M0.56%-29913F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD19,910$2.17M1.53%-1,83213F-HRTimeline
Beacon Capital Management, Inc.18,948$2.06M0.13%+2,96613F-HRTimeline
Realta Investment Advisors17,193$1.87M0.55%+3,56213F-HRTimeline
Avidian Wealth Enterprises, LLC16,372$1.78M0.05%+113F-HRTimeline
Roberts Wealth Advisors, LLC16,229$1.77M0.4%+42513F-HRTimeline
Focus Financial Network, Inc.15,951$1.74M0.05%-3,21413F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,845$1.62M0.05%+29713F-HRTimeline
Mechanics Bank Trust Department14,641$1.59M0.2%-31813F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.14,175$1.54M1.04%+37213F-HRTimeline
Bullock Wealth Management Group13,438$1.46M0.61%+27113F-HRTimeline
Montecito Bank & Trust12,997$1.41M0.21%-3013F-HRTimeline
Bangor Savings Bank12,396$1.35M0.1%+70313F-HRTimeline
Kessler Investment Group, LLC11,988$1.3M0.63%+7,59613F-HRTimeline
Heartwood Wealth Advisors LLC11,743$1.28M0.1%+8,43713F-HRTimeline
SAPIENT CAPITAL LLC10,852$1.18M0.02%+31013F-HRTimeline
Avior Wealth Management, LLC10,755$1.17M0.03%-1,59313F-HRTimeline
BAILARD, INC.9,680$1.05M0.02%-49213F-HRTimeline
ROCKLAND TRUST CO9,297$1.01M0.04%-13,18913F-HRTimeline
Vilga Financial Planning LLC9,252$1.01M0.6%+21413F-HRTimeline
Legacy Private Trust Co.8,822$960K0.05%+2,08513F-HRTimeline
E&G Advisors, LLC8,685$945K0.18%-6013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC8,382$912K0.06%-19913F-HRTimeline
First Citizens Financial Corp7,742$843K0.35%+19613F-HRTimeline
Ayalon Insurance Comp Ltd.7,635$831K0.07%013F-HRTimeline
Venture Visionary Partners LLC7,498$816K0.02%+8713F-HRTimeline
YHB Investment Advisors, Inc.6,667$726K0.05%new13F-HRTimeline
City Center Advisors, LLC6,557$714K0.55%-5,14213F-HRTimeline
Fjell Capital, LLC6,276$683K0.38%+11113F-HRTimeline
Fenimore Asset Management Inc6,276$683K0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,155$670K0.12%+24213F-HRTimeline
M.E. ALLISON & CO., INC.5,794$631K0.35%+113F-HRTimeline
LYNCH & ASSOCIATES/IN5,646$615K0.09%-2213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA5,540$603K0.04%013F-HRTimeline
Wedmont Private Capital4,940$552K0.01%+72213F-HRTimeline
Worthington Financial Partners, LLC5,063$551K0.47%+2213F-HRTimeline
Fearless Solutions, LLC dba Best Invest4,589$499K0.25%-25513F-HRTimeline
KWMG, LLC4,146$451K0.03%-10213F-HRTimeline
HF Advisory Group, LLC4,061$442K0.13%+44713F-HRTimeline
Lotus Asset Management LLC3,965$432K0.36%013F-HRTimeline
Regent Peak Wealth Advisors LLC3,946$429K0.07%013F-HRTimeline
Sage Capital Advisors,llc3,937$428K0.09%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.3,896$424K0.05%013F-HRTimeline
JM2 Capital Inc.3,863$420K0.28%+3613F-HRTimeline
CX Institutional3,841$418K0.01%+89313F-HRTimeline
EASTERN BANK3,689$402K0.01%-10313F-HRTimeline
FAGAN ASSOCIATES, INC.3,595$391K0.05%-10013F-HRTimeline
Advisory Solutions Group, LLC3,185$347K0.07%-4,10313F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,159$344K0.02%-42413F-HRTimeline
Fiduciary Alliance LLC3,076$335K0.03%-2,20613F-HRTimeline
Cannon Advisors, Inc.2,942$331K0.19%-40,17413F-HRTimeline
Graves Light Lenhart Wealth, Inc.2,775$302K0.03%-17413F-HRTimeline
SMI Advisory Services, LLC2,603$294K0.05%-50613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…2,524$275K0.03%-31613F-HRTimeline
GAMMA Investing LLC2,473$269K0.01%+9813F-HRTimeline
Patriot Financial Group Insurance Agenc…2,468$269K0.03%013F-HRTimeline
Olistico Wealth, LLC2,423$264K0.11%+2413F-HRTimeline
Lodestone Wealth Management LLC2,396$261K0.09%+26813F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC2,354$256K0.17%-2113F-HRTimeline
Byrne Asset Management LLC2,350$256K0.14%-1413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.2,334$254K0.09%+4213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,298$250K0.02%-75013F-HRTimeline
Fulton Bank, N.A.2,270$247K0.01%013F-HRTimeline
Bison Wealth, LLC2,195$246K0.02%-1,65513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,201$240K<0.01%+30513F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST2,169$236K0.02%013F-HRTimeline
ELCO Management Co., LLC2,150$234K0.11%013F-HRTimeline
Kaizen Financial Strategies2,149$234K0.09%+213F-HRTimeline
Investment Planning Advisors, Inc.2,145$233K0.05%new13F-HRTimeline
Roan Capital Partners2,001$218K0.16%013F-HRTimeline
Castle Rock Wealth Management, LLC1,916$214K0.04%+1813F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC1,965$214K<0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,939$211K<0.01%-97113F-HRTimelineGroup
Acropolis Investment Management, LLC1,900$207K0.01%-22713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,899$207K0.01%+21213F-HRTimelineGroup
Shulman DeMeo Asset Management LLC1,821$201K0.04%+413F-HRTimeline
Lakeshore Financial Planning, Inc.1,841$200K0.06%+113F-HRTimeline
Polaris Financial Partners1,249$136K0.06%13F-HRTimeline
Davis Capital Management1,230$134K0.08%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…896$97.5K<0.01%013F-HRTimeline
Downshift Financial, LLC742$80.8K0.04%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB731$79.6K<0.01%013F-HRTimeline
Clayton Financial Group LLC675$73.5K0.04%new13F-HRTimeline
GoalVest Advisory LLC628$68.4K0.01%013F-HRTimeline
Pacifica Partners Inc.532$57.9K0.02%013F-HRTimeline
Aventus Investment Advisors, Inc.528$57.5K0.04%013F-HRTimeline
FIRST COMMUNITY TRUST NA460$50.1K0.02%013F-HRTimeline
ADIRONDACK TRUST CO440$47.9K0.01%+16613F-HRTimeline
Investors Research Corp412$44.8K0.01%013F-HRTimeline
True Wealth Design, LLC332$36.1K0.01%013F-HRTimeline
Capitol Family Office, Inc.331$36K0.04%-13,11813F-HRTimeline
Horrell Capital Management, Inc.294$32K0.02%013F-HRTimeline
Roxbury Financial LLC278$30.2K0.02%+113F-HRTimeline
Versant Capital Management, Inc218$23.7K<0.01%013F-HRTimeline
STEPH & CO208$22.6K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC182$19.8K0.01%+113F-HRTimeline
Virginia Estate & Retirement Planning A…164$17.9K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC140$15.2K<0.01%013F-HRTimeline
First PREMIER Bank119$13K<0.01%-313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP111$12.1K<0.01%013F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC14$1.52K<0.01%013F-HRTimeline
Go Invest LLC11$1.2K<0.01%013F-HRTimeline