SS Consumer Disc Select SectXLYETF
13F holders, Q1 2025 (March 31)1,220holders −74
90new positions
155sold out
7famous investors
$197.64avg. 13F price*
At the end of Q1 2025, 1,220 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, down 74 from Q4 2024. 90 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($3.8B), JPMorgan Chase & Co. ($1.1B) and Morgan Stanley ($866.8M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS Consumer Disc Select Sect
- Filed as
- SELECT SECTOR SPDR TR (Q1 2025)
- CUSIP
- 81369Y407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $316.6M |
| Exits | 155 | $395.9M |
All 13F filers, Q4 2024 → Q1 2025: 9,609,910 shares bought and 8,862,943 shares sold, net +746,967 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,220 holders
| Bank of America Corp. | 0.34% | Add +5.0% | 19,479,965 | $3.8B |
| JPMorgan Chase & Co. | 0.08% | Add +7.2% | 5,438,212 | $1.1B |
| Morgan Stanley | 0.06% | Add +17.8% | 4,389,666 | $866.8M |
| Wells Fargo & Company | 0.14% | Add +0.0% | 2,961,844 | $584.8M |
| Envestnet Asset Management Inc. | 0.16% | Reduce -7.4% | 2,474,104 | $488.5M |
| UBS Group AG | 0.09% | Add +19.9% | 2,142,114 | $423.0M |
| Raymond James Financial Inc. | 0.15% | Add +0.0% | 2,038,021 | $402.4M |
| Ameriprise Financial Inc. | 0.10% | Reduce -25.8% | 1,748,672 | $363.9M |
| LPL Financial LLC | 0.13% | Reduce -6.2% | 1,683,999 | $332.5M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -3.1% | 1,480,049 | $292.3M |
| PGIM Custom Harvest LLC | 6.88% | Reduce -2.7% | 1,458,362 | $288.0M |
| Janney Montgomery Scott LLC | 0.71% | Reduce -2.5% | 1,259,918 | $248.8M |
| Barclays PLC | 0.11% | Add +4722.1% | 1,250,651 | $247.0M |
| Truist Financial Corp. | 0.34% | Add +1.1% | 1,076,627 | $212.6M |
| Cibc World Market Inc. | 0.46% | Add +43.2% | 1,022,916 | $202.0M |
| CHURCHILL MANAGEMENT Corp | 2.52% | Reduce -34.6% | 1,006,297 | $198.7M |
| BNP Paribas Financial Markets | 0.15% | Add +121.2% | 960,023 | $189.6M |
| WestEnd Advisors, LLC | 4.85% | Reduce -4.7% | 925,968 | $182.8M |
| Migdal Insurance & Financial Holdings Ltd. | 2.53% | Add +30.8% | 913,237 | $180.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.36% | No change | 820,000 | $161.9M |
| Meitav Investment House Ltd. | 2.40% | Add +6.1% | 659,145 | $130.1M |
| Royal Bank of Canada | 0.03% | Add +1.0% | 646,988 | $127.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -7.9% | 595,013 | $117.5M |
| Menora Mivtachim Holdings LTD. | 0.71% | New | 552,933 | $109.2M |
| Harel Insurance Investments & Financial Services Ltd. | 1.24% | Add +617.2% | 481,155 | $95.0M |
| Fisher Asset Management | 0.04% | Reduce -48.6% | 446,643 | $88.2M |
| BlackRock, Inc. | 0.00% | Reduce -55.3% | 434,195 | $85.7M |
| Agf Management Ltd. | 0.43% | Reduce -12.9% | 406,690 | $80.3M |
| Citigroup Inc. | 0.06% | Add +149.1% | 365,750 | $72.2M |
| Victory Capital Management Inc. | 0.07% | Reduce -1.4% | 316,954 | $62.6M |
| Stifel Financial Corp. | 0.07% | Add +4.6% | 315,169 | $62.2M |
| Wolverine Trading, LLC | 1.94% | Add +14.2% | 310,784 | $61.2M |
| Northern Trust Corp. | 0.01% | Add +5.7% | 308,276 | $60.9M |
| Cetera Investment Advisers | 0.12% | Add +1.6% | 305,921 | $60.4M |
| Clal Insurance Enterprises Holdings Ltd | 0.61% | New | 300,000 | $59.2M |
| Main Management Fund Advisors LLC | 8.47% | Add +10.5% | 292,500 | $57.8M |
| US Bancorp \de | 0.08% | Reduce -3.9% | 285,216 | $56.3M |
| Factory Mutual Insurance Co. | 0.65% | No change | 284,000 | $56.1M |
| Jump Financial, LLC | 0.86% | Add +7952.8% | 283,137 | $55.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.3% | 274,016 | $54.1M |
| Osaic Holdings, Inc. | 0.12% | Add +42.7% | 269,143 | $53.2M |
| State Street Corp. | 0.00% | Reduce -69.6% | 258,923 | $51.1M |
| MML Investors Services, LLC | 0.17% | Reduce -13.2% | 254,602 | $50.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +15.3% | 252,953 | $49.9M |
| RiverFront Investment Group, LLC | 1.07% | Add +1.8% | 242,542 | $47.9M |
| Gerber Kawasaki Wealth & Investment Management | 2.14% | Reduce -1.3% | 241,292 | $47.6M |
| KCM Investment Advisors LLC | 1.70% | Add +5.3% | 238,548 | $47.1M |
| Rockefeller Capital Management L.P. | 0.11% | Add +14.4% | 228,668 | $45.2M |
| Alps Advisors Inc. | 0.26% | Add +41.8% | 227,496 | $44.9M |
| Qube Research & Technologies Ltd | 0.07% | Add +576.1% | 217,750 | $43.0M |
| CW Advisors, LLC | 0.51% | Reduce -29.3% | 216,506 | $42.8M |
| Quantitative Investment Management, LLC | 3.90% | Add +162.8% | 214,734 | $42.4M |
| Swan Global Investments, LLC | 2.13% | Reduce -7.4% | 212,836 | $42.0M |
| Peapack Gladstone Financial Corp. | 0.61% | Reduce -1.9% | 207,064 | $40.9M |
| Advisory Alpha, LLC | 1.35% | Add +13.0% | 200,598 | $39.6M |
| Natixis | 0.23% | Add +0.5% | 202,288 | $39.5M |
| Pathstone Holdings, LLC | 0.17% | Add +94.0% | 202,676 | $39.4M |
| Millennium Management | 0.04% | Add +70.3% | 197,495 | $39.0M |
| Main Management LLC | 3.26% | Reduce -4.6% | 187,772 | $37.1M |
| 1832 Asset Management L.P. | 0.07% | Add +1.1% | 185,745 | $36.7M |
| D. E. Shaw & Co. | 0.05% | New | 179,774 | $35.5M |
| EP Wealth Advisors, LLC | 0.28% | Reduce -1.0% | 176,834 | $34.9M |
| Armstrong Advisory Group, Inc. | 2.70% | No change | 150,690 | $33.8M |
| Full Sail Capital, LLC | 2.15% | Reduce -1.6% | 168,207 | $33.2M |
| Ashton Thomas Private Wealth, LLC | 1.16% | Add +72.1% | 153,547 | $30.3M |
| Assetmark, Inc. | 0.08% | Reduce -27.4% | 153,514 | $30.3M |
| TD Asset Management Inc | 0.03% | No change | 150,000 | $29.6M |
| Foundations Investment Advisors, LLC | 0.51% | Add +224.2% | 138,759 | $27.4M |
| Tradewinds Capital Management, LLC | 7.30% | Add +336419.5% | 137,973 | $27.2M |
| Jane Street Group, LLC | 0.05% | Add +434.3% | 134,165 | $26.5M |
| Itau Unibanco Holding S.A. | 1.00% | Add +162.2% | 130,501 | $25.8M |
| Bar Harbor Wealth Management | 1.69% | Reduce -1.0% | 129,401 | $25.6M |
| Trek Financial, LLC | 1.82% | Reduce -10.8% | 127,611 | $25.2M |
| SG Americas Securities, LLC | 0.08% | Add +95.6% | 120,590 | $23.8M |
| Lido Advisors, LLC | 0.14% | Add +287.5% | 119,502 | $23.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -8.7% | 118,062 | $23.3M |
| GTS Securities LLC | 0.99% | New | 115,818 | $22.9M |
| AlphaStar Capital Management, LLC | 2.24% | Add +9.6% | 112,841 | $22.3M |
| Oppenheimer Asset Management Inc. | 0.27% | Reduce -13.2% | 108,678 | $21.5M |
| FMR LLC | 0.00% | Reduce -2.1% | 107,490 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +4.6% | 104,485 | $20.6M |
| Biltmore Wealth Management, LLC | 8.62% | Reduce -2.0% | 103,524 | $20.4M |
| Spinnaker Trust | 1.33% | Reduce -16.1% | 103,332 | $20.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.61% | Reduce -48.6% | 100,287 | $19.8M |
| IMZ Advisory Inc | 8.87% | Add +14.3% | 99,060 | $19.6M |
| Graypoint LLC | 1.18% | Reduce -7.3% | 95,799 | $18.9M |
| Tower Research Capital LLC (TRC) | 0.54% | Add +598.9% | 93,815 | $18.2M |
| Sanctuary Advisors, LLC | 0.13% | Add +1.8% | 91,658 | $18.1M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.46% | Reduce -25.5% | 90,364 | $17.8M |
| Martin & Co. Inc. | 3.26% | Reduce -0.4% | 85,389 | $16.9M |
| WBH Advisory Inc. | 1.57% | Reduce -4.9% | 85,181 | $16.8M |
| Mariner, LLC | 0.03% | Reduce -20.4% | 84,444 | $16.7M |
| Bellwether Advisors, LLC | 3.33% | Reduce -27.5% | 80,790 | $16.0M |
| Old National Bancorp | 0.42% | Reduce -5.8% | 80,307 | $15.9M |
| Sequoia Financial Advisors, LLC | 0.12% | Add +1977.0% | 77,491 | $15.3M |
| SRB Corp. | 1.00% | Add +336.8% | 77,270 | $15.3M |
| Salomon & Ludwin, LLC | 1.62% | Add +7.0% | 77,194 | $15.2M |
| Krilogy Financial LLC | 0.98% | Reduce -1.0% | 76,536 | $15.1M |
| Kingsview Wealth Management, LLC | 0.28% | Add +0.8% | 74,972 | $14.8M |
| Squarepoint Ops LLC | 0.04% | Add +299.5% | 74,238 | $14.7M |
"% 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.