SS Consumer Disc Select SectXLYETF

13F holders, Q1 2024 (March 31)
1,135holders
8famous investors
$183.84avg. 13F price*

At the end of Q1 2024, 1,135 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings. The largest holders were Bank of America Corp. ($3.8B), JPMorgan Chase & Co. ($743.9M) and Morgan Stanley ($627.5M). 8 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).

Company
SS Consumer Disc Select Sect
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions90$329.0M
Exits92$322.4M

Ownership 1,135 holders

Bank of America Corp. 0.38% Add +11.7% 20,847,317 $3.8B
JPMorgan Chase & Co. 0.07% Add +7.5% 4,045,485 $743.9M
Morgan Stanley 0.05% Reduce -1.8% 3,412,620 $627.5M
Wells Fargo & Company 0.14% Add +10.4% 2,910,348 $535.2M
Envestnet Asset Management Inc. 0.16% Add +11.3% 2,385,170 $438.6M
UBS Group AG 0.12% Add +0.4% 1,907,993 $350.9M
Ameriprise Financial Inc. 0.10% Add +57.5% 1,880,747 $346.2M
Raymond James & Associates 0.21% Add +2.9% 1,686,630 $310.2M
PGIM Custom Harvest LLC 7.31% Add +8.1% 1,606,150 $295.4M
CHURCHILL MANAGEMENT Corp 3.62% Reduce -2.9% 1,578,353 $290.2M
Janney Montgomery Scott LLC 0.74% Add +0.3% 1,357,166 $249.6M
LPL Financial LLC 0.13% Add +14.1% 1,340,367 $246.5M
BlackRock Inc. 0.01% Add +35.4% 1,206,574 $221.9M
Citigroup Inc. 0.23% Add +596.9% 1,135,170 $208.7M
Truist Financial Corp. 0.31% Reduce -3.0% 1,127,263 $207.3M
WestEnd Advisors, LLC 4.71% Add +2.5% 988,059 $181.7M
Migdal Insurance & Financial Holdings Ltd. 2.90% Add +46.2% 985,757 $181.3M
Goldman Sachs Group Inc. 0.04% Reduce -20.0% 933,509 $171.7M
Fisher Asset Management 0.07% Reduce -5.4% 795,349 $146.3M
Cibc World Market Inc. 0.37% Reduce -37.9% 783,944 $144.2M
Agf Management Ltd. 0.76% Add +41.7% 739,515 $136.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -6.7% 728,115 $133.9M
Royal Bank of Canada 0.03% Add +8.5% 685,758 $126.1M
Healthcare of Ontario Pension Plan Trust Fund 0.42% No change 650,000 $119.5M
Natixis 0.61% Add +495.9% 600,180 $110.4M
D. E. Shaw & Co. 0.15% Add +1035.4% 576,881 $106.1M
Raymond James Financial Services Advisors, Inc. 0.14% Reduce -9.3% 512,217 $94.2M
Longbow Finance SA 8.90% New 478,534 $88.0M
Factory Mutual Insurance Co. 0.90% Reduce -25.2% 425,063 $78.2M
Two Sigma Advisers, LP 0.16% New 372,700 $68.5M
Cetera Investment Advisers 0.14% Add +424.8% 327,152 $60.2M
Swan Global Investments, LLC 2.94% Reduce -7.1% 325,288 $59.8M
Two Sigma Investments, LP 0.15% Add +109.7% 317,991 $58.5M
Walleye Capital LLC 0.70% Add +189.6% 317,592 $58.4M
Stifel Financial Corp. 0.07% Reduce -7.0% 317,319 $58.4M
Victory Capital Management Inc. 0.06% Add +10.4% 302,417 $55.6M
HighTower Advisors, LLC 0.09% Add +2.5% 300,867 $55.3M
Marex Group Ltd 1.79% New 300,000 $55.2M
US Bancorp \de 0.08% Reduce -1.1% 297,728 $54.7M
Qube Research & Technologies Ltd 0.10% Reduce -7.9% 296,758 $54.6M
Commonwealth Equity Services, LLC 0.09% Add +3.3% 295,378 $54.3M
Northern Trust Corp. 0.01% Add +0.5% 295,020 $54.3M
State Street Corp. 0.00% Add +5.6% 288,982 $53.1M
Wolverine Trading, LLC 0.53% Add +10.8% 285,136 $52.4M
Jane Street Group, LLC 0.07% Add +419.9% 282,706 $52.0M
Osaic Holdings, Inc. 0.10% Reduce -38.7% 254,673 $46.9M
MML Investors Services, LLC 0.18% Add +22.7% 243,186 $44.7M
Citadel Advisors 0.04% Add +119.3% 238,720 $43.9M
Rockefeller Capital Management L.P. 0.13% Add +49.2% 236,842 $43.6M
Meitav Investment House Ltd. 0.85% Add +0.3% 235,416 $43.3M
Squarepoint Ops LLC 0.18% Reduce -32.3% 233,816 $43.0M
Millennium Management 0.04% Add +308.9% 232,720 $42.8M
Gerber Kawasaki Wealth & Investment Management 2.26% Add +6.5% 227,901 $41.9M
RiverFront Investment Group, LLC 1.18% Add +1.9% 227,300 $41.8M
KCM Investment Advisors LLC 1.53% Add +0.6% 224,063 $41.2M
Capital Investment Advisors, LLC 0.95% Add +480.9% 222,168 $40.9M
Peapack Gladstone Financial Corp. 0.63% Add +0.0% 218,729 $40.2M
Susquehanna International Group, LLP 0.06% Add +75.3% 217,721 $40.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.19% Add +285.6% 210,488 $38.7M
Barclays PLC 0.02% Reduce -93.8% 210,456 $38.7M
EP Wealth Advisors, LLC 0.43% Add +102.8% 200,939 $37.0M
Advisory Alpha, LLC 1.46% Add +0.3% 192,737 $35.4M
Armstrong Advisory Group, Inc. 3.42% No change 196,822 $35.2M
Full Sail Capital, LLC 2.15% Add +4.5% 167,946 $30.9M
Alps Advisors Inc. 0.22% Reduce -3.8% 167,494 $30.8M
Thrivent Financial for Lutherans 0.06% Add +58.9% 164,713 $30.3M
TD Asset Management Inc 0.03% No change 150,000 $27.6M
PNC Financial Services Group, Inc. 0.02% Reduce -1.9% 143,267 $26.3M
Assetmark, Inc. 0.08% Add +2.5% 136,253 $25.1M
CW Advisors, LLC 0.42% Reduce -47.7% 132,393 $24.3M
Bar Harbor Wealth Management 1.62% Add +0.1% 131,363 $24.2M
Trek Financial, LLC 1.88% Reduce -7.4% 129,334 $23.8M
Spinnaker Trust 1.48% Reduce -3.0% 124,690 $22.9M
Bellwether Advisors, LLC 4.91% Add +11.3% 121,637 $22.4M
Mariner, LLC 0.05% Reduce -14.9% 120,888 $22.2M
Salomon & Ludwin, LLC 1.91% Add +2.2% 120,405 $22.2M
Cwm, LLC 0.11% Reduce -0.1% 119,026 $21.9M
Corient Private Wealth LP 0.04% Reduce -24.7% 117,266 $21.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.85% No change 115,537 $21.3M
SG Americas Securities, LLC 0.11% Add +17.7% 115,135 $21.2M
Lido Advisors, LLC 0.19% Reduce -6.4% 114,906 $21.1M
Graypoint LLC 1.46% Add +0.7% 109,376 $20.1M
Wellspring Financial Advisors, LLC 3.12% Add +68.8% 107,536 $19.8M
Pathstone Holdings, LLC 0.09% Add +0.5% 103,371 $19.0M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -31.3% 102,960 $18.9M
Biltmore Wealth Management, LLC 8.59% No change 100,943 $18.0M
Balyasny Asset Management L.P. 0.05% Reduce -43.5% 97,941 $18.0M
Janney Capital Management LLC 1.19% Reduce -2.7% 97,076 $17.9M
Oppenheimer Asset Management Inc. 0.26% Add +91.4% 96,800 $17.8M
Old National Bancorp 0.41% Reduce -9.1% 93,962 $17.3M
Martin & Co. Inc. 4.05% Reduce -2.9% 90,061 $16.6M
IMZ Advisory Inc 8.30% Add +1.9% 87,507 $16.1M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.52% New 86,000 $15.8M
Harel Insurance Investments & Financial Services Ltd. 0.30% Add +0.1% 85,249 $15.7M
WBH Advisory Inc. 1.59% Add +8.5% 84,020 $15.5M
Centaurus Financial, Inc. 1.08% Reduce -5.8% 84,009 $15.4M
Private Advisor Group, LLC 0.10% Reduce -29.9% 77,319 $14.2M
Baird Financial Group, Inc. 0.03% Reduce -5.1% 76,222 $14.0M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -54.7% 73,820 $13.6M
Atria Investments, Inc 0.19% Add +12.4% 73,158 $13.5M

"% of holder's portfolio" is XLY's weight in each manager's 13F, not the share of SS Consumer Disc Select Sect the manager owns.

Show all 1,135 holders