SS Consumer Disc Select SectXLYETF

13F holders, Q2 2024 (June 30)
1,117holders −18
82new positions
97sold out
7famous investors
$182.29avg. 13F price*

At the end of Q2 2024, 1,117 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, down 18 from Q1 2024. 82 opened new positions and 97 sold out. The largest holders were Bank of America Corp. ($3.8B), Barclays PLC ($1.0B) and JPMorgan Chase & Co. ($753.0M). 7 famous investors held it, including David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio), Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions82$110.2M
Exits97$487.7M

All 13F filers, Q1 2024 → Q2 2024: 8,498,894 shares bought and 9,556,581 shares sold, net −1,057,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,117 holders

Bank of America Corp. 0.37% Add +0.4% 20,929,029 $3.8B
Barclays PLC 0.47% Add +2538.5% 5,552,827 $1.0B
JPMorgan Chase & Co. 0.07% Add +2.0% 4,128,479 $753.0M
Morgan Stanley 0.05% Add +7.6% 3,670,545 $669.5M
Wells Fargo & Company 0.13% Reduce -2.5% 2,837,753 $517.6M
Envestnet Asset Management Inc. 0.16% Add +4.3% 2,488,213 $453.9M
Ameriprise Financial Inc. 0.09% Add +1.3% 1,905,193 $347.5M
UBS Group AG 0.10% Reduce -8.3% 1,749,933 $319.2M
Raymond James & Associates 0.20% Add +0.7% 1,698,111 $309.7M
PGIM Custom Harvest LLC 5.97% Reduce -8.8% 1,465,314 $267.3M
Janney Montgomery Scott LLC 0.76% Add +0.3% 1,360,627 $248.2M
Goldman Sachs Group Inc. 0.05% Add +45.2% 1,355,609 $247.3M
LPL Financial LLC 0.11% Reduce -11.9% 1,180,307 $215.3M
CHURCHILL MANAGEMENT Corp 2.46% Reduce -27.5% 1,144,815 $208.8M
Truist Financial Corp. 0.30% Reduce -2.8% 1,095,660 $199.8M
WestEnd Advisors, LLC 4.73% Add +1.6% 1,003,773 $183.1M
Cibc World Market Inc. 0.38% Add +6.2% 832,342 $151.8M
BlackRock Inc. 0.00% Reduce -31.3% 828,937 $151.2M
Agf Management Ltd. 0.73% Reduce -2.6% 719,912 $131.3M
Charles Schwab Investment Management Inc. 0.02% Reduce -2.8% 708,030 $129.1M
Fisher Asset Management 0.05% Reduce -14.1% 683,101 $124.6M
Royal Bank of Canada 0.03% Reduce -9.7% 619,398 $113.0M
Natixis 0.69% Add +0.2% 601,442 $109.7M
Longbow Finance SA 8.63% Reduce -4.3% 458,005 $83.5M
Raymond James Financial Services Advisors, Inc. 0.10% Reduce -24.8% 385,003 $70.2M
D. E. Shaw & Co. 0.09% Reduce -41.8% 335,649 $61.2M
Victory Capital Management Inc. 0.06% Add +4.6% 316,392 $57.7M
Cetera Investment Advisers 0.13% Reduce -4.0% 313,952 $57.3M
Stifel Financial Corp. 0.06% Reduce -5.5% 299,825 $54.7M
US Bancorp \de 0.07% Add +0.7% 299,688 $54.7M
Northern Trust Corp. 0.01% Add +0.3% 296,060 $54.0M
HighTower Advisors, LLC 0.08% Reduce -1.6% 296,115 $54.0M
Swan Global Investments, LLC 2.66% Reduce -10.2% 292,032 $53.3M
Squarepoint Ops LLC 0.20% Add +22.9% 287,471 $52.4M
Factory Mutual Insurance Co. 0.59% Reduce -33.2% 284,000 $51.8M
Meitav Investment House Ltd. 0.85% Add +10.7% 260,542 $47.5M
Wolverine Trading, LLC 0.78% Reduce -8.9% 259,703 $47.4M
MML Investors Services, LLC 0.19% Add +6.4% 258,830 $47.2M
Quantitative Investment Management, LLC 5.05% Add +504.9% 254,093 $46.3M
Gerber Kawasaki Wealth & Investment Management 2.23% Add +7.4% 244,684 $44.6M
Capital Investment Advisors, LLC 0.98% Add +7.4% 238,546 $43.5M
Commonwealth Equity Services, LLC 0.07% Reduce -20.0% 236,222 $43.1M
KCM Investment Advisors LLC 1.52% Add +3.1% 231,077 $42.1M
RiverFront Investment Group, LLC 1.11% Add +0.5% 228,371 $41.7M
Advisory Alpha, LLC 1.64% Add +18.3% 228,029 $41.6M
Peapack Gladstone Financial Corp. 0.61% Reduce -0.7% 217,286 $39.6M
Migdal Insurance & Financial Holdings Ltd. 0.66% Reduce -78.0% 216,388 $39.5M
Qube Research & Technologies Ltd 0.07% Reduce -31.0% 204,770 $37.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.00% Reduce -12.6% 183,974 $33.6M
Armstrong Advisory Group, Inc. 2.94% Reduce -7.5% 182,146 $33.2M
Osaic Holdings, Inc. 0.08% Reduce -29.1% 180,597 $33.0M
Full Sail Capital, LLC 2.17% Add +5.4% 177,055 $32.3M
Alps Advisors Inc. 0.22% Add +4.7% 175,331 $32.0M
Rockefeller Capital Management L.P. 0.09% Reduce -26.0% 175,208 $32.0M
EP Wealth Advisors, LLC 0.32% Reduce -17.2% 166,394 $30.4M
BNP Paribas Financial Markets 0.03% Add +160.1% 158,234 $28.9M
TD Asset Management Inc 0.03% No change 150,000 $27.4M
Susquehanna International Group, LLP 0.05% Reduce -32.3% 147,488 $26.9M
Perbak Capital Partners LLP 7.88% New 146,185 $26.7M
Millennium Management 0.02% Reduce -38.7% 142,692 $26.0M
Assetmark, Inc. 0.08% Add +1.8% 138,668 $25.3M
PNC Financial Services Group, Inc. 0.02% Reduce -7.4% 132,677 $24.2M
CW Advisors, LLC 0.38% Reduce -0.9% 131,176 $23.9M
Citigroup Inc. 0.02% Reduce -88.5% 130,938 $23.9M
Bar Harbor Wealth Management 1.59% Reduce -0.3% 130,926 $23.9M
Trek Financial, LLC 1.83% Reduce -2.3% 126,429 $23.1M
Spinnaker Trust 1.45% Reduce -0.3% 124,330 $22.7M
Wellspring Financial Advisors, LLC 2.51% Add +13.9% 122,528 $22.3M
Cwm, LLC 0.11% Add +2.6% 122,116 $22.3M
Oppenheimer Asset Management Inc. 0.28% Add +23.1% 119,123 $21.7M
Mariner, LLC 0.04% Reduce -3.3% 116,906 $21.3M
Thrivent Financial for Lutherans 0.04% Reduce -29.2% 116,543 $21.3M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.90% No change 115,537 $21.1M
Graypoint LLC 1.45% Add +5.2% 115,067 $21.0M
Bellwether Advisors, LLC 4.24% Reduce -8.8% 110,896 $20.2M
Prudential Financial Inc. 0.03% Add +66.4% 109,802 $20.0M
Biltmore Wealth Management, LLC 8.47% Add +6.2% 107,164 $19.5M
Foundations Investment Advisors, LLC 0.46% Add +401.8% 104,432 $19.0M
Balyasny Asset Management L.P. 0.05% Add +6.5% 104,327 $19.0M
FMR LLC 0.00% Add +127.8% 104,125 $19.0M
Corient Private Wealth LP 0.03% Reduce -12.7% 102,399 $18.7M
Renaissance Technologies 0.03% Add +1149.4% 101,200 $18.5M
Janney Capital Management LLC 1.23% Reduce -1.8% 95,327 $17.4M
Pathstone Holdings, LLC 0.08% Reduce -8.2% 94,899 $17.3M
Martin & Co. Inc. 4.13% Reduce -0.1% 89,924 $16.4M
Paloma Partners Management Co 1.76% New 88,463 $16.1M
IMZ Advisory Inc 8.03% Add +0.8% 88,253 $16.1M
Old National Bancorp 0.38% Reduce -6.8% 87,606 $16.0M
WBH Advisory Inc. 1.58% Add +1.7% 85,485 $15.6M
Salomon & Ludwin, LLC 1.73% Reduce -29.3% 85,175 $15.5M
Harel Insurance Investments & Financial Services Ltd. 0.29% Reduce -0.6% 84,724 $15.5M
Sanctuary Advisors, LLC 0.11% — 86,981 $15.3M
Credit Agricole S A 0.09% Add +8285.7% 80,000 $14.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -23.5% 78,735 $14.4M
Ashton Thomas Private Wealth, LLC 0.78% Add +12.5% 77,211 $14.1M
GTS Securities LLC 0.29% Add +133.2% 76,131 $13.9M
BW Gestao de Investimentos Ltda. 1.83% Add +78.1% 75,930 $13.8M
Kingsview Wealth Management, LLC 0.32% Add +3.5% 73,733 $13.4M
Avantax Advisory Services, Inc. 0.09% Add +7.3% 72,857 $13.3M
Cubist Systematic Strategies, LLC 0.23% Add +15.8% 72,798 $13.3M

"% 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 1,117 holders