SS Consumer Disc Select SectXLYETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,363 institutions reported holding SS Consumer Disc Select Sect (XLY) in their 13F filings, up 88 from Q3 2025. 114 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($4.7B), JPMorgan Chase & Co. ($1.6B) and Morgan Stanley ($876.5M). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- SS Consumer Disc Select Sect
- Filed as
- SELECT SECTOR SPDR TR (Q4 2025)
- CUSIP
- 81369Y407
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $181.7M |
| Exits | 75 | $222.7M |
All 13F filers, Q3 2025 → Q4 2025: 13,669,321 shares bought and 20,022,363 shares sold, net −6,353,042 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,363 holders
| Bank of America Corp. | 0.34% | Reduce -0.9% | 39,205,803 | $4.7B |
| JPMorgan Chase & Co. | 0.11% | Reduce -9.7% | 13,281,244 | $1.6B |
| Morgan Stanley | 0.05% | Add +3.4% | 7,340,011 | $876.5M |
| Wells Fargo & Company | 0.13% | Add +3.9% | 5,549,541 | $662.7M |
| Goldman Sachs Group Inc. | 0.07% | Add +0.8% | 4,356,281 | $520.2M |
| Barclays PLC | 0.18% | Add +4484.2% | 3,840,619 | $458.6M |
| Ameriprise Financial Inc. | 0.10% | Add +0.4% | 3,743,009 | $447.0M |
| Two Sigma Investments, LP | 0.64% | Add +380.2% | 3,383,220 | $404.0M |
| LPL Financial LLC | 0.11% | Reduce -0.1% | 3,377,676 | $403.3M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -36.5% | 3,371,586 | $402.6M |
| PGIM Custom Harvest LLC | 5.76% | Add +1.8% | 3,267,785 | $390.2M |
| Focus Partners Wealth | 0.42% | Add +0.8% | 3,046,790 | $363.9M |
| Raymond James Financial Inc. | 0.11% | Reduce -23.6% | 3,007,202 | $359.1M |
| UBS Group AG | 0.07% | Reduce -28.5% | 3,002,896 | $358.6M |
| Migdal Insurance & Financial Holdings Ltd. | 2.92% | Add +17.8% | 2,841,292 | $339.3M |
| Harel Insurance Investments & Financial Services Ltd. | 2.57% | Add +155.9% | 2,480,601 | $296.2M |
| Main Management ETF Advisors, LLC | 8.85% | Add +13.7% | 2,079,334 | $248.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.39% | Add +4.3% | 1,920,000 | $229.3M |
| Menora Mivtachim Holdings LTD. | 1.00% | Reduce -6.4% | 1,776,906 | $212.2M |
| Janney Montgomery Scott LLC | 0.41% | Reduce -37.8% | 1,512,057 | $180.6M |
| Cibc World Market Inc. | 0.28% | Reduce -14.2% | 1,328,209 | $158.6M |
| Royal Bank of Canada | 0.03% | Reduce -54.1% | 1,208,965 | $144.4M |
| Truist Financial Corp. | 0.19% | Reduce -44.5% | 1,203,860 | $143.8M |
| Clal Insurance Enterprises Holdings Ltd | 0.86% | Reduce -37.1% | 1,117,600 | $133.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -4.2% | 1,084,878 | $129.5M |
| Meitav Investment House Ltd. | 1.41% | Reduce -31.9% | 1,019,545 | $121.7M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 954,979 | $114.0M |
| WestEnd Advisors, LLC | 2.58% | Reduce -51.0% | 927,927 | $110.8M |
| Osaic Holdings, Inc. | 0.13% | Reduce -7.7% | 748,964 | $89.5M |
| Stifel Financial Corp. | 0.07% | Add +3.1% | 678,937 | $81.1M |
| Northern Trust Corp. | 0.01% | Reduce -1.3% | 647,103 | $77.3M |
| Agf Management Ltd. | 0.32% | Reduce -3.2% | 615,060 | $73.4M |
| Cetera Investment Advisers | 0.08% | Reduce -6.2% | 599,180 | $71.5M |
| Factory Mutual Insurance Co. | 0.69% | No change | 568,000 | $67.8M |
| Gerber Kawasaki Wealth & Investment Management | 2.29% | Add +2.9% | 549,871 | $65.7M |
| US Bancorp \de | 0.08% | Reduce -3.0% | 543,348 | $64.9M |
| Main Management LLC | 4.35% | Reduce -12.1% | 506,118 | $60.4M |
| Rockefeller Capital Management L.P. | 0.11% | Add +7.9% | 505,391 | $60.3M |
| MML Investors Services, LLC | 0.15% | Reduce -8.5% | 502,844 | $60.0M |
| KCM Investment Advisors LLC | 1.88% | Reduce -2.4% | 488,994 | $58.4M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.3% | 488,852 | $58.4M |
| RiverFront Investment Group, LLC | 0.95% | Reduce -0.6% | 482,123 | $57.6M |
| Fisher Asset Management | 0.02% | Reduce -5.1% | 459,302 | $54.8M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -11.3% | 452,069 | $54.0M |
| Bellwether Advisors, LLC | 8.47% | Add +15.0% | 444,472 | $53.1M |
| Alps Advisors Inc. | 0.30% | Add +10.4% | 434,000 | $51.8M |
| Peapack Gladstone Financial Corp. | 0.61% | Reduce -1.3% | 403,675 | $48.2M |
| Natixis | 0.19% | Add +0.2% | 401,780 | $48.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +0.5% | 397,693 | $47.5M |
| Advisory Alpha, LLC | 1.27% | Add +38.2% | 391,618 | $46.8M |
| EP Wealth Advisors, LLC | 0.23% | — | 374,498 | $44.7M |
| 1832 Asset Management L.P. | 0.06% | Reduce -2.3% | 362,864 | $43.3M |
| Victory Capital Management Inc. | 0.02% | Reduce -50.8% | 319,182 | $38.1M |
| Armstrong Advisory Group, Inc. | 2.49% | Add +1.2% | 308,217 | $36.8M |
| Susquehanna International Group, LLP | 0.05% | Reduce -39.2% | 296,357 | $35.4M |
| Millennium Management | 0.03% | Add +11.0% | 288,748 | $34.5M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.79% | Add +2.5% | 276,219 | $33.0M |
| Bar Harbor Wealth Management | 1.87% | No change | 271,112 | $32.4M |
| Swan Global Investments, LLC | 1.49% | Reduce -21.8% | 262,881 | $31.4M |
| Marshall Wace, LLP | 0.03% | Reduce -72.6% | 256,662 | $30.6M |
| Quadrature Capital Ltd | 0.30% | Add +1231.7% | 248,060 | $29.6M |
| Ashton Thomas Private Wealth, LLC | 0.70% | Reduce -18.1% | 240,483 | $28.7M |
| Cerity Partners LLC | 0.04% | Add +478.5% | 231,744 | $27.7M |
| Citigroup Inc. | 0.02% | Reduce -67.5% | 222,633 | $26.6M |
| Oppenheimer Asset Management Inc. | 0.32% | Reduce -0.6% | 217,428 | $26.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +78.9% | 208,981 | $25.1M |
| Krilogy Financial LLC | 0.85% | Add +4.7% | 203,394 | $24.9M |
| FMR LLC | 0.00% | Add +3.3% | 205,993 | $24.6M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -6.6% | 205,921 | $24.6M |
| Trilogy Capital Inc. | 1.07% | Add +22.9% | 201,103 | $24.0M |
| Biltmore Wealth Management, LLC | 8.96% | Reduce -3.1% | 198,789 | $23.7M |
| Spinnaker Trust | 1.26% | Reduce -3.1% | 197,156 | $23.5M |
| IMZ Advisory Inc | 8.59% | Add +1.1% | 196,583 | $23.5M |
| Foundations Investment Advisors, LLC | 0.31% | Add +3.7% | 196,197 | $23.4M |
| Bank of Montreal | 0.01% | Reduce -8.8% | 190,473 | $22.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +27.4% | 190,393 | $22.7M |
| Aptus Capital Advisors, LLC | 0.19% | Add +4552.2% | 188,973 | $22.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -16.1% | 183,423 | $21.9M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1.41% | No change | 180,728 | $21.6M |
| Pathstone Holdings, LLC | 0.08% | Reduce -7.8% | 177,122 | $21.2M |
| Corient Private Wealth LP | 0.03% | Add +14.5% | 174,288 | $20.8M |
| Martin & Co. Inc. | 3.55% | Add +2.8% | 173,438 | $20.7M |
| Mariner, LLC | 0.02% | Reduce -21.8% | 169,861 | $20.3M |
| Trek Financial, LLC | 1.16% | Reduce -42.7% | 167,937 | $20.1M |
| WBH Advisory Inc. | 1.47% | Reduce -0.6% | 166,078 | $19.8M |
| Cwm, LLC | 0.05% | Add +40.9% | 163,656 | $19.5M |
| Assetmark, Inc. | 0.04% | Reduce -45.7% | 159,326 | $19.0M |
| Salomon & Ludwin, LLC | 1.65% | Reduce -1.6% | 155,593 | $18.7M |
| Samlyn Capital, LLC | 0.29% | New | 154,702 | $18.5M |
| SRB Corp. | 1.01% | No change | 154,540 | $18.5M |
| HighPoint Advisor Group LLC | 0.40% | New | 153,792 | $18.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Reduce -1.6% | 149,873 | $17.9M |
| McElhenny Sheffield Capital Management, LLC | 4.25% | Add +6952.6% | 146,272 | $17.5M |
| NewEdge Advisors, LLC | 0.06% | Add +2.7% | 145,434 | $17.4M |
| Novare Capital Management LLC | 1.29% | Add +0.8% | 144,400 | $17.2M |
| Jones Financial Companies LLLP | 0.01% | Add +9.7% | 140,949 | $16.8M |
| Old National Bancorp | 0.28% | Add +2.8% | 139,692 | $16.7M |
| Janney Capital Management LLC | 1.00% | Reduce -2.1% | 133,393 | $15.9M |
| Intrua Financial, LLC | 1.74% | Reduce -10.1% | 133,062 | $15.9M |
| Lighthouse Financial Services Inc. | 3.56% | — | 129,562 | $15.5M |
"% 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.