SS Consumer Disc Select SectXLYETF

13F holders, Q4 2024 (December 31)
1,294holders +153
142new positions
68sold out
7famous investors
$224.23avg. 13F price*

At the end of Q4 2024, 1,294 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 153 from Q3 2024. 142 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($4.2B), JPMorgan Chase & Co. ($1.1B) and Morgan Stanley ($836.3M). 7 famous investors held it, including Ken Griffin (0.2% of Citadel Advisors's portfolio), Paul Tudor Jones (0.2% 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 (Q4 2024)
CUSIP
81369Y407
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions142$601.7M
Exits68$366.5M

All 13F filers, Q3 2024 → Q4 2024: 9,799,680 shares bought and 5,884,887 shares sold, net +3,914,793 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,294 holders

Bank of America Corp. 0.39% Reduce -2.3% 18,556,036 $4.2B
JPMorgan Chase & Co. 0.09% Add +16.9% 5,075,244 $1.1B
Morgan Stanley 0.06% Add +9.0% 3,727,812 $836.3M
Wells Fargo & Company 0.16% Add +4.9% 2,961,705 $664.5M
Envestnet Asset Management Inc. 0.19% Add +2.9% 2,670,634 $599.2M
Ameriprise Financial Inc. 0.14% Add +14.4% 2,357,083 $528.8M
Raymond James Financial Inc. 0.17% — 2,037,421 $457.1M
LPL Financial LLC 0.16% Add +47.4% 1,795,698 $402.9M
UBS Group AG 0.09% Add +1.5% 1,786,371 $400.8M
CHURCHILL MANAGEMENT Corp 3.77% Add +96.3% 1,537,909 $345.0M
Goldman Sachs Group Inc. 0.07% Add +1.7% 1,527,115 $342.6M
PGIM Custom Harvest LLC 6.57% Add +0.9% 1,498,423 $336.2M
Janney Montgomery Scott LLC 0.80% Reduce -8.1% 1,291,606 $289.8M
Truist Financial Corp. 0.37% Reduce -5.9% 1,064,489 $238.8M
WestEnd Advisors, LLC 5.55% Reduce -6.5% 971,710 $218.0M
BlackRock, Inc. 0.00% Add +41.0% 971,427 $217.9M
Citadel Advisors 0.19% Add +67.6% 904,699 $203.0M
Fisher Asset Management 0.08% Reduce -3.7% 868,659 $194.9M
State Street Corp. 0.01% New 850,572 $190.8M
Healthcare of Ontario Pension Plan Trust Fund 0.40% Add +156.3% 820,000 $184.0M
Cibc World Market Inc. 0.37% Reduce -47.6% 714,392 $160.3M
Migdal Insurance & Financial Holdings Ltd. 2.25% Reduce -16.3% 698,457 $156.7M
Charles Schwab Investment Management Inc. 0.03% Reduce -5.9% 646,183 $145.0M
Royal Bank of Canada 0.03% Reduce -3.8% 640,414 $143.7M
Meitav Investment House Ltd. 2.35% Add +25.8% 621,481 $139.4M
Main Management ETF Advisors, LLC 5.06% Add +102.0% 497,620 $111.6M
Agf Management Ltd. 0.52% Add +17.1% 466,924 $104.8M
BNP Paribas Financial Markets 0.08% Reduce -69.1% 434,006 $97.4M
Victory Capital Management Inc. 0.07% Reduce -1.8% 321,408 $72.1M
CW Advisors, LLC 0.94% Add +135.0% 306,341 $68.7M
Stifel Financial Corp. 0.07% Reduce -2.0% 301,414 $67.6M
Cetera Investment Advisers 0.14% Add +2.8% 301,092 $67.5M
US Bancorp \de 0.09% Add +2.0% 296,641 $66.6M
MML Investors Services, LLC 0.23% Add +26.5% 293,334 $65.8M
Northern Trust Corp. 0.01% Reduce -0.1% 291,739 $65.5M
Factory Mutual Insurance Co. 0.69% No change 284,000 $63.7M
HighTower Advisors, LLC 0.08% Reduce -2.8% 274,845 $61.7M
Wolverine Trading, LLC 1.38% Reduce -3.9% 272,196 $61.5M
Main Management Fund Advisors LLC 9.07% New 264,700 $59.4M
Capital Investment Advisors, LLC 1.21% Add +3.5% 264,277 $59.3M
Gerber Kawasaki Wealth & Investment Management 2.39% Add +2.5% 244,535 $54.9M
RiverFront Investment Group, LLC 1.22% Add +1.7% 238,171 $53.4M
Swan Global Investments, LLC 2.49% Reduce -12.5% 229,906 $51.6M
KCM Investment Advisors LLC 1.76% Reduce -3.5% 226,489 $50.8M
Commonwealth Equity Services, LLC 0.07% Add +4.1% 219,416 $49.2M
Assetmark, Inc. 0.13% Add +52.1% 211,329 $47.4M
Peapack Gladstone Financial Corp. 0.69% Reduce -2.5% 211,117 $47.4M
Signature Estate & Investment Advisors LLC 1.16% New 206,090 $46.2M
Natixis 0.31% Add +0.2% 201,226 $45.1M
Rockefeller Capital Management L.P. 0.12% Add +17.2% 199,950 $44.8M
Main Management LLC 3.61% Add +237.2% 196,857 $44.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.26% Add +1.3% 194,980 $43.7M
Osaic Holdings, Inc. 0.10% Add +7.1% 188,645 $42.4M
1832 Asset Management L.P. 0.07% Add +56.4% 183,752 $41.2M
EP Wealth Advisors, LLC 0.33% Add +0.9% 178,664 $40.1M
Advisory Alpha, LLC 1.42% Reduce -2.5% 177,563 $39.8M
Full Sail Capital, LLC 2.44% Reduce -2.2% 171,016 $38.4M
Alps Advisors Inc. 0.23% Reduce -10.8% 160,484 $36.0M
Armstrong Advisory Group, Inc. 2.70% Add +3.0% 150,690 $33.8M
TD Asset Management Inc 0.03% No change 150,000 $33.7M
Citigroup Inc. 0.03% Reduce -14.8% 146,850 $32.9M
Susquehanna International Group, LLP 0.05% Add +564.1% 144,630 $32.4M
Trek Financial, LLC 2.40% Add +20.3% 143,021 $32.1M
Bar Harbor Wealth Management 1.92% Reduce -0.1% 130,750 $29.3M
PNC Financial Services Group, Inc. 0.02% Reduce -3.2% 129,275 $29.0M
Oppenheimer Asset Management Inc. 0.34% Add +6.4% 125,161 $28.1M
Spinnaker Trust 1.74% Reduce -0.3% 123,162 $27.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 2.15% Reduce -20.0% 121,269 $27.2M
Millennium Management 0.02% Add +199.7% 115,998 $26.0M
Wellspring Financial Advisors, LLC 2.68% Reduce -2.2% 114,443 $25.7M
Bellwether Advisors, LLC 4.47% Reduce -8.8% 111,494 $25.0M
FMR LLC 0.00% Add +3.5% 109,778 $24.6M
Mariner, LLC 0.04% Add +33.1% 106,126 $23.8M
Biltmore Wealth Management, LLC 9.87% Reduce -0.2% 105,666 $23.7M
Pathstone Holdings, LLC 0.10% Add +10.1% 104,448 $23.4M
Graypoint LLC 1.41% Reduce -9.1% 103,371 $23.2M
AlphaStar Capital Management, LLC 2.41% New 102,951 $23.1M
Thrivent Financial for Lutherans 0.04% Reduce -8.5% 102,837 $23.0M
Cambridge Investment Research Advisors, Inc. 0.07% Add +2.7% 99,855 $22.4M
Stonebridge Financial Group, LLC 2.40% — 97,134 $21.8M
Renaissance Technologies 0.03% Add +121.4% 94,300 $21.2M
Sanctuary Advisors, LLC 0.13% Add +2.7% 90,085 $21.0M
WBH Advisory Inc. 1.87% Add +4.7% 89,579 $20.1M
Ashton Thomas Private Wealth, LLC 0.78% Add +33.2% 89,199 $20.0M
Independent Advisor Alliance 0.26% New 89,069 $20.0M
Flagship Harbor Advisors, LLC 1.04% Add +2162.5% 88,055 $19.8M
IMZ Advisory Inc 8.87% Reduce -3.8% 86,674 $19.4M
Martin & Co. Inc. 4.77% Reduce -3.6% 85,738 $19.2M
Old National Bancorp 0.45% Reduce -0.0% 85,263 $19.1M
Park Avenue Securities LLC 0.19% Add +62.1% 83,253 $18.7M
J. Goldman & Co LP 0.65% Add +5025.5% 82,110 $18.4M
Private Advisor Group, LLC 0.10% Add +66.1% 81,962 $18.4M
Quantitative Investment Management, LLC 1.37% New 81,693 $18.3M
Tudor Investment Corporation 0.18% New 77,572 $17.4M
Krilogy Financial LLC 1.16% Add +1.5% 77,284 $17.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Add +1998.9% 74,510 $16.8M
Kingsview Wealth Management, LLC 0.33% Add +682.8% 74,373 $16.7M
Balyasny Asset Management L.P. 0.04% Reduce -51.2% 73,507 $16.5M
Thor Trading Advisors, LLC 14.72% — 72,575 $16.3M
Salomon & Ludwin, LLC 1.71% Reduce -7.8% 72,140 $16.2M

"% 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 1,294 holders