On this page, we present all of the funds holding XLY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding XLY, with a link to that fund's top holdings. The next columns indicate the amount of XLY stock held by each of the funds holding XLY, followed by the XLY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 1132 funds holding XLY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding XLY), click the fund name in the "Holder" column of the funds-holding-XLY table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | $3,340,926 | 12/31/2023 | |
XLY | 18,669,224 | $3,338,244 | 12/31/2023 |
Call | 957,000 | $171,121 | 12/31/2023 |
Put | 942,000 | $168,439 | 12/31/2023 |
JPMorgan Chase & Co. | 3,764,435 | $673,119 | 12/31/2023 |
XLY | 3,764,435 | $673,119 | 12/31/2023 |
Morgan Stanley | 3,473,416 | $621,082 | 12/31/2023 |
XLY | 3,473,416 | $621,082 | 12/31/2023 |
Barclays PLC | $557,737 | 12/31/2023 | |
XLY | 3,374,364 | $603,370 | 12/31/2023 |
Put | 285,200 | $50,997 | 12/31/2023 |
Call | 30,000 | $5,364 | 12/31/2023 |
UBS Group AG | $402,925 | 12/31/2023 | |
XLY | 1,901,167 | $339,948 | 12/31/2023 |
Call | 609,000 | $108,895 | 12/31/2023 |
Put | 256,800 | $45,918 | 12/31/2023 |
Wells Fargo & Company MN | $401,541 | 12/31/2023 | |
XLY | 2,635,623 | $471,276 | 12/31/2023 |
Put | 540,000 | $96,557 | 12/31/2023 |
Call | 150,000 | $26,822 | 12/31/2023 |
Envestnet Asset Management Inc. | 2,142,647 | $383,127 | 12/31/2023 |
XLY | 2,142,647 | $383,127 | 12/31/2023 |
Raymond James & Associates | 1,686,630 | $310,154 | 03/31/2024 |
XLY | 1,686,630 | $310,154 | 03/31/2024 |
CHURCHILL MANAGEMENT Corp | 1,578,353 | $290,243 | 03/31/2024 |
XLY | 1,578,353 | $290,243 | 03/31/2024 |
Green Harvest Asset Management LLC | 1,485,276 | $265,582 | 12/31/2023 |
XLY | 1,485,276 | $265,582 | 12/31/2023 |
Janney Montgomery Scott LLC | 1,357,166 | $249,569 | 03/31/2024 |
XLY | 1,357,166 | $249,569 | 03/31/2024 |
CIBC World Markets Inc. | 1,262,261 | $225,705 | 12/31/2023 |
XLY | 1,262,261 | $225,705 | 12/31/2023 |
Ameriprise Financial Inc. | 1,194,157 | $213,540 | 12/31/2023 |
XLY | 1,194,157 | $213,540 | 12/31/2023 |
Goldman Sachs Group Inc. | $212,682 | 12/31/2023 | |
XLY | 1,166,429 | $208,569 | 12/31/2023 |
Call | 60,500 | $10,818 | 12/31/2023 |
Put | 37,500 | $6,705 | 12/31/2023 |
LPL Financial LLC | 1,175,207 | $210,139 | 12/31/2023 |
XLY | 1,175,207 | $210,139 | 12/31/2023 |
Truist Financial Corp | 1,162,381 | $207,845 | 12/31/2023 |
XLY | 1,162,381 | $207,845 | 12/31/2023 |
Migdal Insurance & Financial Holdings Ltd. | 985,757 | $181,271 | 03/31/2024 |
XLY | 985,757 | $181,271 | 03/31/2024 |
WestEnd Advisors LLC | 964,300 | $172,426 | 12/31/2023 |
XLY | 964,300 | $172,426 | 12/31/2023 |
BlackRock Inc. | 891,036 | $159,326 | 12/31/2023 |
XLY | 891,036 | $159,326 | 12/31/2023 |
Fisher Asset Management LLC | 840,969 | $150,374 | 12/31/2023 |
XLY | 840,969 | $150,374 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 780,455 | $139,553 | 12/31/2023 |
XLY | 780,455 | $139,553 | 12/31/2023 |
Healthcare of Ontario Pension Plan Trust Fund | 650,000 | $116,226 | 12/31/2023 |
XLY | 650,000 | $116,226 | 12/31/2023 |
Royal Bank of Canada | $99,263 | 12/31/2023 | |
XLY | 632,128 | $113,031 | 12/31/2023 |
Put | 77,000 | $13,768 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 512,217 | $94,192 | 03/31/2024 |
XLY | 512,217 | $94,192 | 03/31/2024 |
AGF Management Ltd. | 521,887 | $93,319 | 12/31/2023 |
XLY | 521,887 | $93,319 | 12/31/2023 |
Bank of Montreal Can | $91,689 | 12/31/2023 | |
XLY | 606,717 | $109,719 | 12/31/2023 |
Put | 100,000 | $18,084 | 12/31/2023 |
Call | 300 | $54 | 12/31/2023 |
Bank of Nova Scotia | 507,816 | $90,799 | 12/31/2023 |
XLY | 507,816 | $90,799 | 12/31/2023 |
Longbow Finance SA | 478,534 | $88,045 | 03/31/2024 |
XLY | 478,534 | $88,045 | 03/31/2024 |
Factory Mutual Insurance Co. | 425,063 | $78,165 | 03/31/2024 |
XLY | 425,063 | $78,165 | 03/31/2024 |
Marshall Wace LLP | $76,066 | 12/31/2023 | |
XLY | 430,700 | $77,013 | 12/31/2023 |
Put | 210,600 | $37,657 | 12/31/2023 |
Call | 205,300 | $36,710 | 12/31/2023 |
Advisor Group Holdings Inc. | 415,757 | $74,355 | 12/31/2023 |
XLY | 415,757 | $74,355 | 12/31/2023 |
Swan Global Investments LLC | 349,986 | $62,581 | 12/31/2023 |
XLY | 349,986 | $62,581 | 12/31/2023 |
Stifel Financial Corp | 341,139 | $61,004 | 12/31/2023 |
XLY | 341,139 | $61,004 | 12/31/2023 |
Squarepoint Ops LLC | $59,627 | 12/31/2023 | |
XLY | 345,469 | $61,773 | 12/31/2023 |
Put | 157,200 | $28,109 | 12/31/2023 |
Call | 145,200 | $25,963 | 12/31/2023 |
Qube Research & Technologies Ltd | 322,285 | $57,628 | 12/31/2023 |
XLY | 322,285 | $57,628 | 12/31/2023 |
Victory Capital Management Inc. | 302,417 | $55,611 | 03/31/2024 |
XLY | 302,417 | $55,611 | 03/31/2024 |
HighTower Advisors LLC | 300,867 | $55,307 | 03/31/2024 |
XLY | 300,867 | $55,307 | 03/31/2024 |
Commonwealth Equity Services LLC | 295,378 | $54,317 | 03/31/2024 |
XLY | 295,378 | $54,317 | 03/31/2024 |
US Bancorp DE | 301,015 | $53,825 | 12/31/2023 |
XLY | 301,015 | $53,825 | 12/31/2023 |
Northern Trust Corp | 293,435 | $52,469 | 12/31/2023 |
XLY | 293,435 | $52,469 | 12/31/2023 |
State Street Corp | 273,720 | $48,944 | 12/31/2023 |
XLY | 273,720 | $48,944 | 12/31/2023 |
Meitav Dash Investments Ltd. | 235,416 | $43,290 | 03/31/2024 |
XLY | 235,416 | $43,290 | 03/31/2024 |
Wolverine Trading LLC | $41,992 | 12/31/2023 | |
Put | 575,700 | $102,941 | 12/31/2023 |
Call | 553,200 | $98,918 | 12/31/2023 |
XLY | 257,342 | $46,015 | 12/31/2023 |
RiverFront Investment Group LLC | 227,300 | $41,798 | 03/31/2024 |
XLY | 227,300 | $41,798 | 03/31/2024 |
Capital Investment Advisors LLC | 222,168 | $40,854 | 03/31/2024 |
XLY | 222,168 | $40,854 | 03/31/2024 |
KCM Investment Advisors LLC | 222,630 | $39,808 | 12/31/2023 |
XLY | 222,630 | $39,808 | 12/31/2023 |
Peapack Gladstone Financial Corp | 218,677 | $39,101 | 12/31/2023 |
XLY | 218,677 | $39,101 | 12/31/2023 |
Grimes & Company Inc. | 210,488 | $38,707 | 03/31/2024 |
XLY | 210,488 | $38,707 | 03/31/2024 |
Gerber Kawasaki Wealth & Investment Management | 214,098 | $38,282 | 12/31/2023 |
XLY | 214,098 | $38,282 | 12/31/2023 |
Advisory Alpha LLC | 192,737 | $35,442 | 03/31/2024 |
XLY | 192,737 | $35,442 | 03/31/2024 |
MML Investors Services LLC | 198,158 | $35,433 | 12/31/2023 |
XLY | 198,158 | $35,433 | 12/31/2023 |
Armstrong Advisory Group Inc. | 196,822 | $35,194 | 03/31/2024 |
XLY | 196,822 | $35,194 | 03/31/2024 |
Cetera Advisor Networks LLC | 190,867 | $34,129 | 12/31/2023 |
XLY | 190,867 | $34,129 | 12/31/2023 |
Alps Advisors Inc. | 174,148 | $31,139 | 12/31/2023 |
XLY | 174,148 | $31,139 | 12/31/2023 |
SG Americas Securities LLC | $30,301 | 12/31/2023 | |
XLY | 97,813 | $17,490 | 12/31/2023 |
Call | 298,400 | $13,027 | 12/31/2023 |
Put | 743,500 | $216 | 12/31/2023 |
Full Sail Capital LLC | 160,704 | $28,735 | 12/31/2023 |
XLY | 160,704 | $28,735 | 12/31/2023 |
Rockefeller Capital Management L.P. | 158,695 | $28,376 | 12/31/2023 |
XLY | 158,695 | $28,376 | 12/31/2023 |
CI Private Wealth LLC | 155,766 | $27,853 | 12/31/2023 |
XLY | 155,766 | $27,853 | 12/31/2023 |
Two Sigma Investments LP | 151,671 | $27,120 | 12/31/2023 |
XLY | 151,671 | $27,120 | 12/31/2023 |
TD Asset Management Inc. | 150,000 | $26,822 | 12/31/2023 |
XLY | 150,000 | $26,822 | 12/31/2023 |
The PNC Financial Services Group Inc. | 146,070 | $26,119 | 12/31/2023 |
XLY | 146,070 | $26,119 | 12/31/2023 |
Mariner LLC | 141,998 | $25,391 | 12/31/2023 |
XLY | 141,998 | $25,391 | 12/31/2023 |
DRW Securities LLC | 140,483 | $25,120 | 12/31/2023 |
XLY | 140,483 | $25,120 | 12/31/2023 |
BCJ Capital Management LLC | 139,730 | $24,985 | 12/31/2023 |
XLY | 139,730 | $24,985 | 12/31/2023 |
Benchmark Investment Advisors LLC | 139,730 | $24,985 | 12/31/2023 |
XLY | 139,730 | $24,985 | 12/31/2023 |
Congress Wealth Management LLC DE | 132,393 | $24,346 | 03/31/2024 |
XLY | 132,393 | $24,346 | 03/31/2024 |
Charter Trust Co. | 131,363 | $24,156 | 03/31/2024 |
XLY | 131,363 | $24,156 | 03/31/2024 |
Assetmark Inc. | 132,981 | $23,778 | 12/31/2023 |
XLY | 132,981 | $23,778 | 12/31/2023 |
J. Goldman & Co LP | 129,591 | $23,172 | 12/31/2023 |
XLY | 129,591 | $23,172 | 12/31/2023 |
Spinnaker Trust | 124,690 | $22,929 | 03/31/2024 |
XLY | 124,690 | $22,929 | 03/31/2024 |
Salomon & Ludwin LLC | 120,405 | $22,223 | 03/31/2024 |
XLY | 120,405 | $22,223 | 03/31/2024 |
Kingsview Wealth Management LLC | 123,384 | $22,062 | 12/31/2023 |
XLY | 123,384 | $22,062 | 12/31/2023 |
Lido Advisors LLC | 122,766 | $21,952 | 12/31/2023 |
XLY | 122,766 | $21,952 | 12/31/2023 |
CWM LLC | 119,026 | $21,888 | 03/31/2024 |
XLY | 119,026 | $21,888 | 03/31/2024 |
GTS Securities LLC | $21,556 | 12/31/2023 | |
Put | 168,300 | $30,094 | 12/31/2023 |
XLY | 157,449 | $28,154 | 12/31/2023 |
Call | 131,400 | $23,496 | 12/31/2023 |
Global Assets Advisory LLC | 115,900 | $21,313 | 03/31/2024 |
XLY | 115,900 | $21,313 | 03/31/2024 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 115,537 | $21,252 | 03/31/2024 |
XLY | 115,537 | $21,252 | 03/31/2024 |
Citigroup Inc. | $20,185 | 12/31/2023 | |
XLY | 162,885 | $29,125 | 12/31/2023 |
Put | 110,000 | $19,669 | 12/31/2023 |
Call | 60,000 | $10,729 | 12/31/2023 |
Tower Research Capital LLC TRC | 112,839 | $20,177 | 12/31/2023 |
XLY | 112,839 | $20,177 | 12/31/2023 |
JNB Advisors LLC | 109,376 | $20,113 | 03/31/2024 |
XLY | 109,376 | $20,113 | 03/31/2024 |
Wellspring Financial Advisors LLC | 107,536 | $19,775 | 03/31/2024 |
XLY | 107,536 | $19,775 | 03/31/2024 |
AlphaStar Capital Management LLC | 109,604 | $19,598 | 12/31/2023 |
XLY | 109,604 | $19,598 | 12/31/2023 |
Bellwether Advisors LLC | 109,299 | $19,544 | 12/31/2023 |
XLY | 109,299 | $19,544 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 102,960 | $18,933 | 03/31/2024 |
XLY | 102,960 | $18,933 | 03/31/2024 |
Tudor Investment Corp Et Al | 104,408 | $18,669 | 12/31/2023 |
XLY | 104,408 | $18,669 | 12/31/2023 |
Thrivent Financial for Lutherans | 103,645 | $18,533 | 12/31/2023 |
XLY | 103,645 | $18,533 | 12/31/2023 |
Pathstone Holdings LLC | 102,851 | $18,395 | 12/31/2023 |
XLY | 102,851 | $18,395 | 12/31/2023 |
Point72 Asset Management L.P. | $18,267 | 12/31/2023 | |
XLY | 78,457 | $14,029 | 12/31/2023 |
Call | 33,100 | $5,919 | 12/31/2023 |
Put | 9,400 | $1,681 | 12/31/2023 |
Biltmore Wealth Management LLC | 100,943 | $18,050 | 03/31/2024 |
XLY | 100,943 | $18,050 | 03/31/2024 |
Natixis | 100,711 | $18,008 | 12/31/2023 |
XLY | 100,711 | $18,008 | 12/31/2023 |
Janney Capital Management LLC | 97,076 | $17,851 | 03/31/2024 |
XLY | 97,076 | $17,851 | 03/31/2024 |
EP Wealth Advisors LLC | 99,056 | $17,712 | 12/31/2023 |
XLY | 99,056 | $17,712 | 12/31/2023 |
OLD National Bancorp IN | 93,962 | $17,279 | 03/31/2024 |
XLY | 93,962 | $17,279 | 03/31/2024 |
Harbor Capital Advisors Inc. | 95,091 | $17,003 | 12/31/2023 |
XLY | 95,091 | $17,003 | 12/31/2023 |
Martin & Co. Inc. TN | 92,734 | $16,582 | 12/31/2023 |
XLY | 92,734 | $16,582 | 12/31/2023 |
IMZ Advisory Inc | 87,507 | $16,092 | 03/31/2024 |
XLY | 87,507 | $16,092 | 03/31/2024 |
Centaurus Financial Inc. | 89,202 | $15,950 | 12/31/2023 |
XLY | 89,202 | $15,950 | 12/31/2023 |
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management | 86,000 | $15,815 | 03/31/2024 |
XLY | 86,000 | $15,815 | 03/31/2024 |
Prudential PLC | 87,800 | $15,700 | 12/31/2023 |
XLY | 87,800 | $15,700 | 12/31/2023 |
Harel Insurance Investments & Financial Services Ltd. | 85,249 | $15,676 | 03/31/2024 |
XLY | 85,249 | $15,676 | 03/31/2024 |
WBH Advisory Inc. | 84,020 | $15,450 | 03/31/2024 |
XLY | 84,020 | $15,450 | 03/31/2024 |
Baird Financial Group Inc. | 80,317 | $14,361 | 12/31/2023 |
XLY | 80,317 | $14,361 | 12/31/2023 |
Private Advisor Group LLC | 77,319 | $14,218 | 03/31/2024 |
XLY | 77,319 | $14,218 | 03/31/2024 |
Mirae Asset Global Investments Co. Ltd. | 73,820 | $13,575 | 03/31/2024 |
XLY | 73,820 | $13,575 | 03/31/2024 |
Camarda Financial Advisors LLC | 70,916 | $12,680 | 12/31/2023 |
XLY | 70,916 | $12,680 | 12/31/2023 |
Ashton Thomas Private Wealth LLC | 68,659 | $12,626 | 03/31/2024 |
XLY | 68,659 | $12,626 | 03/31/2024 |
Fifth Third Bancorp | 65,843 | $12,108 | 03/31/2024 |
XLY | 65,843 | $12,108 | 03/31/2024 |
Krilogy Financial LLC | 65,128 | $11,976 | 03/31/2024 |
XLY | 65,128 | $11,976 | 03/31/2024 |
Atria Investments LLC | 65,089 | $11,639 | 12/31/2023 |
XLY | 65,089 | $11,639 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 63,852 | $11,417 | 12/31/2023 |
XLY | 63,852 | $11,417 | 12/31/2023 |
Strategic Wealth Designers | 63,621 | $11,376 | 12/31/2023 |
XLY | 63,621 | $11,376 | 12/31/2023 |
Comerica Bank | 63,571 | $11,367 | 12/31/2023 |
XLY | 63,571 | $11,367 | 12/31/2023 |
IHT Wealth Management LLC | 62,830 | $11,235 | 12/31/2023 |
XLY | 62,830 | $11,235 | 12/31/2023 |
Cetera Investment Advisers | 62,341 | $11,147 | 12/31/2023 |
XLY | 62,341 | $11,147 | 12/31/2023 |
Credit Suisse AG | 62,302 | $11,140 | 12/31/2023 |
XLY | 62,302 | $11,140 | 12/31/2023 |
Hollencrest Capital Management | 60,285 | $11,086 | 03/31/2024 |
XLY | 60,285 | $11,086 | 03/31/2024 |
Zurich Insurance Group Ltd FI | 63,664 | $11,075 | 12/31/2023 |
XLY | 63,664 | $11,075 | 12/31/2023 |
Stillwater Capital Advisors LLC | 59,426 | $10,928 | 03/31/2024 |
XLY | 59,426 | $10,928 | 03/31/2024 |
Cetera Advisors LLC | 60,569 | $10,830 | 12/31/2023 |
XLY | 60,569 | $10,830 | 12/31/2023 |
Ayalon Holdings Ltd. | 58,769 | $10,807 | 03/31/2024 |
XLY | 58,769 | $10,807 | 03/31/2024 |
Avantax Advisory Services Inc. | 58,807 | $10,515 | 12/31/2023 |
XLY | 58,807 | $10,515 | 12/31/2023 |
Petredis Investment Advisors LLC | 56,709 | $10,428 | 03/31/2024 |
XLY | 56,709 | $10,428 | 03/31/2024 |
Tradewinds Capital Management LLC | 55,518 | $10,209 | 03/31/2024 |
XLY | 55,518 | $10,209 | 03/31/2024 |
Man Group plc | 56,740 | $10,146 | 12/31/2023 |
XLY | 56,740 | $10,146 | 12/31/2023 |
Stadion Money Management LLC | 56,507 | $10,104 | 12/31/2023 |
XLY | 56,507 | $10,104 | 12/31/2023 |
Mmbg Investment Advisors CO. | 55,916 | $9,998 | 12/31/2023 |
XLY | 55,916 | $9,998 | 12/31/2023 |
Long Run Wealth Advisors LLC | 54,323 | $9,989 | 03/31/2024 |
XLY | 54,323 | $9,989 | 03/31/2024 |
Allspring Global Investments Holdings LLC | 54,237 | $9,974 | 03/31/2024 |
XLY | 54,237 | $9,974 | 03/31/2024 |
Clarity Financial LLC | 54,155 | $9,959 | 03/31/2024 |
XLY | 54,155 | $9,959 | 03/31/2024 |
Mutual Advisors LLC | 53,849 | $9,902 | 03/31/2024 |
XLY | 53,849 | $9,902 | 03/31/2024 |
Ameraudi Asset Management Inc. | 55,245 | $9,878 | 12/31/2023 |
XLY | 55,245 | $9,878 | 12/31/2023 |
Anfield Capital Management LLC | 54,539 | $9,752 | 12/31/2023 |
XLY | 54,539 | $9,752 | 12/31/2023 |
Jane Street Group LLC | 54,373 | $9,722 | 12/31/2023 |
XLY | 54,373 | $9,722 | 12/31/2023 |
German American Bancorp Inc. | 53,900 | $9,638 | 12/31/2023 |
XLY | 53,900 | $9,638 | 12/31/2023 |
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 53,729 | $9,607 | 12/31/2023 |
XLY | 53,729 | $9,607 | 12/31/2023 |
Innealta Capital LLC | 53,007 | $9,478 | 12/31/2023 |
XLY | 53,007 | $9,478 | 12/31/2023 |
Tucker Asset Management LLC | 52,049 | $9,307 | 12/31/2023 |
XLY | 52,049 | $9,307 | 12/31/2023 |
Alerus Financial NA | 52,028 | $9,303 | 12/31/2023 |
XLY | 52,028 | $9,303 | 12/31/2023 |
D. E. Shaw & Co. Inc. | 50,810 | $9,085 | 12/31/2023 |
XLY | 50,810 | $9,085 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 50,586 | $9,045 | 12/31/2023 |
XLY | 50,586 | $9,045 | 12/31/2023 |
DAVENPORT & Co LLC | 48,992 | $9,009 | 03/31/2024 |
XLY | 48,992 | $9,009 | 03/31/2024 |
Prudential Financial Inc. | 49,812 | $8,907 | 12/31/2023 |
XLY | 49,812 | $8,907 | 12/31/2023 |
PEAK6 Investments LLC | $8,851 | 12/31/2023 | |
Call | 69,500 | $12,427 | 12/31/2023 |
Put | 20,000 | $3,576 | 12/31/2023 |
Cornerstone Wealth Group LLC | 47,280 | $8,694 | 03/31/2024 |
XLY | 47,280 | $8,694 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 46,820 | $8,610 | 03/31/2024 |
XLY | 46,820 | $8,610 | 03/31/2024 |
Astor Investment Management LLC | 46,598 | $8,569 | 03/31/2024 |
XLY | 46,598 | $8,569 | 03/31/2024 |
Virtu Financial LLC | 47,603 | $8,512 | 12/31/2023 |
XLY | 47,603 | $8,512 | 12/31/2023 |
Rothschild Capital Partners LLC | 47,403 | $8,476 | 12/31/2023 |
XLY | 47,403 | $8,476 | 12/31/2023 |
Invst LLC | 47,823 | $8,411 | 12/31/2023 |
XLY | 47,823 | $8,411 | 12/31/2023 |
Weiss Asset Management LP | 47,007 | $8,405 | 12/31/2023 |
XLY | 47,007 | $8,405 | 12/31/2023 |
Premier Path Wealth Partners LLC | 45,190 | $8,311 | 03/31/2024 |
XLY | 45,190 | $8,311 | 03/31/2024 |
AE Wealth Management LLC | 48,160 | $8,268 | 12/31/2023 |
XLY | 48,160 | $8,268 | 12/31/2023 |
Advisory Services Network LLC | 43,750 | $8,045 | 03/31/2024 |
XLY | 43,750 | $8,045 | 03/31/2024 |
Ensign Peak Advisors Inc | 44,931 | $8,034 | 12/31/2023 |
XLY | 44,931 | $8,034 | 12/31/2023 |
Forbes J M & Co. LLP | 43,438 | $7,988 | 03/31/2024 |
XLY | 43,438 | $7,988 | 03/31/2024 |
Bank Hapoalim BM | 43,021 | $7,911 | 03/31/2024 |
XLY | 43,021 | $7,911 | 03/31/2024 |
BW Gestao de Investimentos Ltda. | 42,625 | $7,838 | 03/31/2024 |
XLY | 42,625 | $7,838 | 03/31/2024 |
FMR LLC | 42,300 | $7,564 | 12/31/2023 |
XLY | 42,300 | $7,564 | 12/31/2023 |
Creative Planning | 41,802 | $7,475 | 12/31/2023 |
XLY | 41,802 | $7,475 | 12/31/2023 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 40,539 | $7,457 | 03/31/2024 |
XLY | 40,539 | $7,457 | 03/31/2024 |
Estate Counselors LLC | 40,730 | $7,283 | 12/31/2023 |
XLY | 40,730 | $7,283 | 12/31/2023 |
Proquility Private Wealth Partners LLC | 39,520 | $7,267 | 03/31/2024 |
XLY | 39,520 | $7,267 | 03/31/2024 |
Spectrum Wealth Counsel LLC | 38,991 | $7,170 | 03/31/2024 |
XLY | 38,991 | $7,170 | 03/31/2024 |
Davis R M Inc. | 39,696 | $7,098 | 12/31/2023 |
XLY | 39,696 | $7,098 | 12/31/2023 |
Jessup Wealth Management Inc | 38,322 | $7,047 | 03/31/2024 |
XLY | 38,322 | $7,047 | 03/31/2024 |
Bartlett & Co. LLC | 39,166 | $7,047 | 12/31/2023 |
XLY | 39,166 | $7,047 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 39,166 | $7,047 | 12/31/2023 |
XLY | 39,166 | $7,047 | 12/31/2023 |
Vickerman Investment Advisors Inc. | 39,324 | $7,032 | 12/31/2023 |
XLY | 39,324 | $7,032 | 12/31/2023 |
Callan Capital LLC | 38,223 | $7,029 | 03/31/2024 |
XLY | 38,223 | $7,029 | 03/31/2024 |
Maven Securities LTD | 38,893 | $6,954 | 12/31/2023 |
XLY | 38,893 | $6,954 | 12/31/2023 |
First Interstate Bank | 35,967 | $6,614 | 03/31/2024 |
XLY | 35,967 | $6,614 | 03/31/2024 |
Hudson Valley Investment Advisors Inc. ADV | 35,555 | $6,538 | 03/31/2024 |
XLY | 35,555 | $6,538 | 03/31/2024 |
Keebeck Wealth Management LLC | 36,044 | $6,445 | 12/31/2023 |
XLY | 36,044 | $6,445 | 12/31/2023 |
Farmers Trust Co. | 35,033 | $6,442 | 03/31/2024 |
XLY | 35,033 | $6,442 | 03/31/2024 |
TCP Asset Management LLC | 34,925 | $6,422 | 03/31/2024 |
XLY | 34,925 | $6,422 | 03/31/2024 |
Chemung Canal Trust Co. | 34,910 | $6,420 | 03/31/2024 |
XLY | 34,910 | $6,420 | 03/31/2024 |
GeoWealth Management LLC | 35,150 | $6,287 | 12/31/2023 |
XLY | 35,150 | $6,287 | 12/31/2023 |
Brave Asset Management Inc. | 34,098 | $6,270 | 03/31/2024 |
XLY | 34,098 | $6,270 | 03/31/2024 |
Sykon Capital LLC | 35,039 | $6,265 | 12/31/2023 |
XLY | 35,039 | $6,265 | 12/31/2023 |
Carnegie Capital Asset Management LLC | 33,909 | $6,235 | 03/31/2024 |
XLY | 33,909 | $6,235 | 03/31/2024 |
Robertson Stephens Wealth Management LLC | 34,204 | $6,116 | 12/31/2023 |
XLY | 34,204 | $6,116 | 12/31/2023 |
Harbour Trust & Investment Management Co | 33,194 | $6,104 | 03/31/2024 |
XLY | 33,194 | $6,104 | 03/31/2024 |
Park Avenue Securities LLC | 33,126 | $6,091 | 03/31/2024 |
XLY | 33,126 | $6,091 | 03/31/2024 |
Pinnacle Associates Ltd. | 32,907 | $6,051 | 03/31/2024 |
XLY | 32,907 | $6,051 | 03/31/2024 |
Focus Financial Network Inc. ADV | 33,679 | $6,022 | 12/31/2023 |
XLY | 33,679 | $6,022 | 12/31/2023 |
Equitable Holdings Inc. | 33,678 | $6,022 | 12/31/2023 |
XLY | 33,678 | $6,022 | 12/31/2023 |
First Merchants Corp | 32,622 | $5,999 | 03/31/2024 |
XLY | 32,622 | $5,999 | 03/31/2024 |
Wall Capital Group Inc. | 33,191 | $5,935 | 12/31/2023 |
XLY | 33,191 | $5,935 | 12/31/2023 |
Garda Capital Partners LP | 32,987 | $5,898 | 12/31/2023 |
XLY | 32,987 | $5,898 | 12/31/2023 |
Kestra Advisory Services LLC | 32,210 | $5,759 | 12/31/2023 |
XLY | 32,210 | $5,759 | 12/31/2023 |
Gladstone Institutional Advisory LLC | 32,135 | $5,746 | 12/31/2023 |
XLY | 32,135 | $5,746 | 12/31/2023 |
Segment Wealth Management LLC | 30,421 | $5,594 | 03/31/2024 |
XLY | 30,421 | $5,594 | 03/31/2024 |
Redhawk Wealth Advisors Inc. | 31,215 | $5,581 | 12/31/2023 |
XLY | 31,215 | $5,581 | 12/31/2023 |
Atlas Capital Advisors LLC | 30,275 | $5,567 | 03/31/2024 |
XLY | 30,275 | $5,567 | 03/31/2024 |
Concurrent Investment Advisors LLC | 30,629 | $5,477 | 12/31/2023 |
XLY | 30,629 | $5,477 | 12/31/2023 |
Trilogy Capital Inc. | 29,729 | $5,467 | 03/31/2024 |
XLY | 29,729 | $5,467 | 03/31/2024 |
Sandy Spring Bank | 30,484 | $5,451 | 12/31/2023 |
XLY | 30,484 | $5,451 | 12/31/2023 |
Beacon Pointe Advisors LLC | 30,472 | $5,449 | 12/31/2023 |
XLY | 30,472 | $5,449 | 12/31/2023 |
J.W. Cole Advisors Inc. | 29,634 | $5,433 | 03/31/2024 |
XLY | 29,634 | $5,433 | 03/31/2024 |
Tamar Securities LLC | 29,787 | $5,326 | 12/31/2023 |
XLY | 29,787 | $5,326 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 29,769 | $5,323 | 12/31/2023 |
XLY | 29,769 | $5,323 | 12/31/2023 |
Atria Wealth Solutions Inc. | 28,278 | $5,056 | 12/31/2023 |
XLY | 28,278 | $5,056 | 12/31/2023 |
Winthrop Capital Management LLC | 28,185 | $5,040 | 12/31/2023 |
XLY | 28,185 | $5,040 | 12/31/2023 |
Oppenheimer & Co. Inc. | 28,109 | $5,026 | 12/31/2023 |
XLY | 28,109 | $5,026 | 12/31/2023 |
Dakota Wealth Management | 27,271 | $5,015 | 03/31/2024 |
XLY | 27,271 | $5,015 | 03/31/2024 |
Colton Groome Financial Advisors LLC | 27,239 | $5,009 | 03/31/2024 |
XLY | 27,239 | $5,009 | 03/31/2024 |
Arrow Investment Advisors LLC | 27,993 | $5,005 | 12/31/2023 |
XLY | 27,993 | $5,005 | 12/31/2023 |
Steele Capital Management Inc. | 27,172 | $4,997 | 03/31/2024 |
XLY | 27,172 | $4,997 | 03/31/2024 |
Simplicity Wealth LLC | 27,118 | $4,987 | 03/31/2024 |
XLY | 27,118 | $4,987 | 03/31/2024 |
Pallas Capital Advisors LLC | 26,624 | $4,896 | 03/31/2024 |
XLY | 26,624 | $4,896 | 03/31/2024 |
Trust Co | 26,619 | $4,895 | 03/31/2024 |
XLY | 26,619 | $4,895 | 03/31/2024 |
Toth Financial Advisory Corp | 26,415 | $4,858 | 03/31/2024 |
XLY | 26,415 | $4,858 | 03/31/2024 |
CoreCap Advisors LLC | 27,095 | $4,845 | 12/31/2023 |
XLY | 27,095 | $4,845 | 12/31/2023 |
Simmons Bank | 27,075 | $4,841 | 12/31/2023 |
XLY | 27,075 | $4,841 | 12/31/2023 |
Innova Wealth Partners | 26,722 | $4,778 | 12/31/2023 |
XLY | 26,722 | $4,778 | 12/31/2023 |
Ferguson Wellman Capital Management Inc. | 25,980 | $4,777 | 03/31/2024 |
XLY | 25,980 | $4,777 | 03/31/2024 |
Spire Wealth Management | 25,666 | $4,720 | 03/31/2024 |
XLY | 25,666 | $4,720 | 03/31/2024 |
First Trust Investment Solutions L.P. | 26,390 | $4,719 | 12/31/2023 |
XLY | 26,390 | $4,719 | 12/31/2023 |
Mount Yale Investment Advisors LLC | 26,217 | $4,688 | 12/31/2023 |
XLY | 26,217 | $4,688 | 12/31/2023 |
RFG Advisory LLC | 25,436 | $4,677 | 03/31/2024 |
XLY | 25,436 | $4,677 | 03/31/2024 |
Eqis Capital Management Inc. | 26,157 | $4,677 | 12/31/2023 |
XLY | 26,157 | $4,677 | 12/31/2023 |
Northstar Advisory Group LLC | 26,080 | $4,663 | 12/31/2023 |
XLY | 26,080 | $4,663 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 26,073 | $4,662 | 12/31/2023 |
XLY | 26,073 | $4,662 | 12/31/2023 |
Hsbc Holdings PLC | 25,948 | $4,637 | 12/31/2023 |
XLY | 25,948 | $4,637 | 12/31/2023 |
Darwin Advisors LLC | 25,888 | $4,629 | 12/31/2023 |
XLY | 25,888 | $4,629 | 12/31/2023 |
Foundations Investment Advisors LLC | 26,418 | $4,602 | 12/31/2023 |
XLY | 26,418 | $4,602 | 12/31/2023 |
Turtle Creek Wealth Advisors LLC | 25,012 | $4,599 | 03/31/2024 |
XLY | 25,012 | $4,599 | 03/31/2024 |
Howard Capital Management Group LLC | 24,986 | $4,595 | 03/31/2024 |
XLY | 24,986 | $4,595 | 03/31/2024 |
Financial Counselors Inc. | 24,968 | $4,591 | 03/31/2024 |
XLY | 24,968 | $4,591 | 03/31/2024 |
Stephens Inc. AR | 25,674 | $4,591 | 12/31/2023 |
XLY | 25,674 | $4,591 | 12/31/2023 |
Flow Traders U.S. LLC | 25,105 | $4,489 | 12/31/2023 |
XLY | 25,105 | $4,489 | 12/31/2023 |
Cresset Asset Management LLC | 24,960 | $4,463 | 12/31/2023 |
XLY | 24,960 | $4,463 | 12/31/2023 |
James Investment Research Inc. | 24,026 | $4,418 | 03/31/2024 |
XLY | 24,026 | $4,418 | 03/31/2024 |
Scotia Capital Inc. | 24,699 | $4,416 | 12/31/2023 |
XLY | 24,699 | $4,416 | 12/31/2023 |
Focus Financial Network Inc. | 25,735 | $4,407 | 03/31/2024 |
XLY | 25,735 | $4,407 | 03/31/2024 |
M&T Bank Corp | 24,564 | $4,393 | 12/31/2023 |
XLY | 24,564 | $4,393 | 12/31/2023 |
Granite Harbor Advisors Inc. | 23,774 | $4,372 | 03/31/2024 |
XLY | 23,774 | $4,372 | 03/31/2024 |
Advisor OS LLC | 24,385 | $4,360 | 12/31/2023 |
XLY | 24,385 | $4,360 | 12/31/2023 |
Neville Rodie & Shaw Inc. | 23,595 | $4,339 | 03/31/2024 |
XLY | 23,595 | $4,339 | 03/31/2024 |
Keybank National Association OH | 24,155 | $4,319 | 12/31/2023 |
XLY | 24,155 | $4,319 | 12/31/2023 |
Glenmede Trust Co. NA | 23,998 | $4,291 | 12/31/2023 |
XLY | 23,998 | $4,291 | 12/31/2023 |
Founders Financial Securities LLC | 22,959 | $4,222 | 03/31/2024 |
XLY | 22,959 | $4,222 | 03/31/2024 |
Cullen Capital Management LLC | 23,451 | $4,193 | 12/31/2023 |
XLY | 23,451 | $4,193 | 12/31/2023 |
Associated Banc Corp | 23,310 | $4,168 | 12/31/2023 |
XLY | 23,310 | $4,168 | 12/31/2023 |
Horizon Investments LLC | 23,284 | $4,163 | 12/31/2023 |
XLY | 23,284 | $4,163 | 12/31/2023 |
Trust Co. of Virginia VA | 22,557 | $4,148 | 03/31/2024 |
XLY | 22,557 | $4,148 | 03/31/2024 |
Transcend Wealth Collective LLC | 21,831 | $4,014 | 03/31/2024 |
XLY | 21,831 | $4,014 | 03/31/2024 |
Kennicott Capital Management LLC | 21,818 | $4,012 | 03/31/2024 |
XLY | 21,818 | $4,012 | 03/31/2024 |
Peterson Wealth Management | 22,436 | $4,012 | 12/31/2023 |
XLY | 22,436 | $4,012 | 12/31/2023 |
Elevated Capital Advisors LLC | 21,700 | $3,990 | 03/31/2024 |
XLY | 21,700 | $3,990 | 03/31/2024 |
Retirement Planning Group | 21,519 | $3,957 | 03/31/2024 |
XLY | 21,519 | $3,957 | 03/31/2024 |
Sabal Trust CO | 21,513 | $3,956 | 03/31/2024 |
XLY | 21,513 | $3,956 | 03/31/2024 |
Harrell Investment Partners LLC | 21,700 | $3,880 | 12/31/2023 |
XLY | 21,700 | $3,880 | 12/31/2023 |
MAI Capital Management | 21,564 | $3,856 | 12/31/2023 |
XLY | 21,564 | $3,856 | 12/31/2023 |
Merit Financial Group LLC | 21,435 | $3,814 | 03/31/2024 |
XLY | 21,435 | $3,814 | 03/31/2024 |
Retireful LLC | 20,665 | $3,800 | 03/31/2024 |
XLY | 20,665 | $3,800 | 03/31/2024 |
National Asset Management Inc. | 21,241 | $3,798 | 12/31/2023 |
XLY | 21,241 | $3,798 | 12/31/2023 |
Prospera Financial Services Inc | 20,966 | $3,749 | 12/31/2023 |
XLY | 20,966 | $3,749 | 12/31/2023 |
Ameritas Advisory Services LLC | 20,831 | $3,729 | 12/31/2023 |
XLY | 20,831 | $3,729 | 12/31/2023 |
Sigma Planning Corp | 20,163 | $3,708 | 03/31/2024 |
XLY | 20,163 | $3,708 | 03/31/2024 |
Jackson Grant Investment Advisers Inc. | 20,677 | $3,697 | 12/31/2023 |
XLY | 20,677 | $3,697 | 12/31/2023 |
Nwam LLC | 20,562 | $3,677 | 12/31/2023 |
XLY | 20,562 | $3,677 | 12/31/2023 |
Venturi Wealth Management LLC | 19,883 | $3,656 | 03/31/2024 |
XLY | 19,883 | $3,656 | 03/31/2024 |
TRUE Private Wealth Advisors | 19,473 | $3,581 | 03/31/2024 |
XLY | 19,473 | $3,581 | 03/31/2024 |
Blair William & Co. IL | 20,001 | $3,576 | 12/31/2023 |
XLY | 20,001 | $3,576 | 12/31/2023 |
Clal Insurance Enterprises Holdings Ltd | 20,000 | $3,576 | 12/31/2023 |
XLY | 20,000 | $3,576 | 12/31/2023 |
Bfsg LLC | 19,366 | $3,561 | 03/31/2024 |
XLY | 19,366 | $3,561 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 19,249 | $3,540 | 03/31/2024 |
XLY | 19,249 | $3,540 | 03/31/2024 |
Orleans Capital Management Corp LA | 19,660 | $3,515 | 12/31/2023 |
XLY | 19,660 | $3,515 | 12/31/2023 |
Tritonpoint Wealth LLC | 18,881 | $3,472 | 03/31/2024 |
XLY | 18,881 | $3,472 | 03/31/2024 |
FCA Corp TX | 19,339 | $3,458 | 12/31/2023 |
XLY | 19,339 | $3,458 | 12/31/2023 |
Cooksen Wealth LLC | 18,486 | $3,399 | 03/31/2024 |
XLY | 18,486 | $3,399 | 03/31/2024 |
Stockman Wealth Management Inc. | 18,347 | $3,374 | 03/31/2024 |
XLY | 18,347 | $3,374 | 03/31/2024 |
GWM Advisors LLC | 19,183 | $3,370 | 12/31/2023 |
XLY | 19,183 | $3,370 | 12/31/2023 |
AlphaMark Advisors LLC | 18,188 | $3,345 | 03/31/2024 |
XLY | 18,188 | $3,345 | 03/31/2024 |
Csenge Advisory Group | 18,161 | $3,340 | 03/31/2024 |
XLY | 18,161 | $3,340 | 03/31/2024 |
AdvisorShares Investments LLC | 18,600 | $3,326 | 12/31/2023 |
XLY | 18,600 | $3,326 | 12/31/2023 |
Captrust Financial Advisors | 18,595 | $3,325 | 12/31/2023 |
XLY | 18,595 | $3,325 | 12/31/2023 |
Brandywine Oak Private Wealth LLC | 18,517 | $3,311 | 12/31/2023 |
XLY | 18,517 | $3,311 | 12/31/2023 |
Integrated Advisors Network LLC | 17,680 | $3,251 | 03/31/2024 |
XLY | 17,680 | $3,251 | 03/31/2024 |
Laidlaw Wealth Management LLC | 18,097 | $3,236 | 12/31/2023 |
XLY | 18,097 | $3,236 | 12/31/2023 |
TIAA Trust National Association | 17,827 | $3,188 | 12/31/2023 |
XLY | 17,827 | $3,188 | 12/31/2023 |
TrinityPoint Wealth LLC | 17,568 | $3,141 | 12/31/2023 |
XLY | 17,568 | $3,141 | 12/31/2023 |
BNP Paribas Arbitrage SA | $3,096 | 03/31/2024 | |
Put | 1,535 | $28,227 | 03/31/2024 |
Call | 1,095 | $20,136 | 03/31/2024 |
XLY | 60,835 | $11,187 | 03/31/2024 |
Mathes Company Inc. | 16,600 | $3,053 | 03/31/2024 |
XLY | 16,600 | $3,053 | 03/31/2024 |
Kestra Private Wealth Services LLC | 16,487 | $3,032 | 03/31/2024 |
XLY | 16,487 | $3,032 | 03/31/2024 |
Boltwood Capital Management | 16,409 | $3,017 | 03/31/2024 |
XLY | 16,409 | $3,017 | 03/31/2024 |
Commerce Bank | 16,308 | $2,999 | 03/31/2024 |
XLY | 16,308 | $2,999 | 03/31/2024 |
Bank of New York Mellon Corp | 16,199 | $2,979 | 03/31/2024 |
XLY | 16,199 | $2,979 | 03/31/2024 |
Dorsey Wright & Associates | 16,641 | $2,976 | 12/31/2023 |
XLY | 16,641 | $2,976 | 12/31/2023 |
Great Lakes Advisors LLC | 16,344 | $2,922 | 12/31/2023 |
XLY | 16,344 | $2,922 | 12/31/2023 |
Terra Nova Asset Management LLC | 15,801 | $2,906 | 03/31/2024 |
XLY | 15,801 | $2,906 | 03/31/2024 |
Snowden Capital Advisors LLC | 16,105 | $2,880 | 12/31/2023 |
XLY | 16,105 | $2,880 | 12/31/2023 |
Trexquant Investment LP | 15,927 | $2,848 | 12/31/2023 |
XLY | 15,927 | $2,848 | 12/31/2023 |
Axxcess Wealth Management LLC | 15,858 | $2,836 | 12/31/2023 |
XLY | 15,858 | $2,836 | 12/31/2023 |
AMG National Trust Bank | 15,407 | $2,833 | 03/31/2024 |
XLY | 15,407 | $2,833 | 03/31/2024 |
MontVue Capital Management Inc. | 15,384 | $2,829 | 03/31/2024 |
XLY | 15,384 | $2,829 | 03/31/2024 |
jvl associates llc | 15,380 | $2,828 | 03/31/2024 |
XLY | 15,380 | $2,828 | 03/31/2024 |
Pennsylvania Capital Management Inc. ADV | 15,327 | $2,818 | 03/31/2024 |
XLY | 15,327 | $2,818 | 03/31/2024 |
Birchcreek Wealth Management LLC | 15,042 | $2,766 | 03/31/2024 |
XLY | 15,042 | $2,766 | 03/31/2024 |
First Horizon Advisors Inc. | 15,009 | $2,760 | 03/31/2024 |
XLY | 15,009 | $2,760 | 03/31/2024 |
Evolution Wealth Advisors LLC | 14,995 | $2,757 | 03/31/2024 |
XLY | 14,995 | $2,757 | 03/31/2024 |
BKD Wealth Advisors LLC | 14,513 | $2,669 | 03/31/2024 |
XLY | 14,513 | $2,669 | 03/31/2024 |
National Bank of Canada FI | $2,644 | 12/31/2023 | |
Call | 3,525 | $13,429 | 12/31/2023 |
Put | 3,500 | $13,216 | 12/31/2023 |
XLY | 13,726 | $2,431 | 12/31/2023 |
Proequities Inc. | 14,259 | $2,622 | 03/31/2024 |
XLY | 14,259 | $2,622 | 03/31/2024 |
Providence First Trust Co | 14,107 | $2,522 | 12/31/2023 |
XLY | 14,107 | $2,522 | 12/31/2023 |
Evercore Wealth Management LLC | 14,060 | $2,514 | 12/31/2023 |
XLY | 14,060 | $2,514 | 12/31/2023 |
Diversified LLC | 13,551 | $2,492 | 03/31/2024 |
XLY | 13,551 | $2,492 | 03/31/2024 |
Butensky & Cohen Financial Security Inc. | 13,433 | $2,470 | 03/31/2024 |
XLY | 13,433 | $2,470 | 03/31/2024 |
Windsor Capital Management LLC | 13,323 | $2,450 | 03/31/2024 |
XLY | 13,323 | $2,450 | 03/31/2024 |
FIL Ltd | 13,587 | $2,429 | 12/31/2023 |
XLY | 13,587 | $2,429 | 12/31/2023 |
H&H Retirement Design & Management INC | 14,199 | $2,421 | 03/31/2024 |
XLY | 14,199 | $2,421 | 03/31/2024 |
Asset Advisors Investment Management LLC | 13,540 | $2,421 | 12/31/2023 |
XLY | 13,540 | $2,421 | 12/31/2023 |
Marion Wealth Management | 13,108 | $2,410 | 03/31/2024 |
XLY | 13,108 | $2,410 | 03/31/2024 |
GenTrust LLC | 13,067 | $2,403 | 03/31/2024 |
XLY | 13,067 | $2,403 | 03/31/2024 |
First National Bank of Hutchinson | 13,368 | $2,390 | 12/31/2023 |
XLY | 13,368 | $2,390 | 12/31/2023 |
Eudaimonia Advisors LLC | 12,850 | $2,363 | 03/31/2024 |
XLY | 12,850 | $2,363 | 03/31/2024 |
Constitution Capital LLC | 12,785 | $2,351 | 03/31/2024 |
XLY | 12,785 | $2,351 | 03/31/2024 |
Soltis Investment Advisors LLC | 12,763 | $2,347 | 03/31/2024 |
XLY | 12,763 | $2,347 | 03/31/2024 |
Stratos Wealth Partners LTD. | 12,738 | $2,342 | 03/31/2024 |
XLY | 12,738 | $2,342 | 03/31/2024 |
Michael B. Yongue | 13,054 | $2,334 | 12/31/2023 |
XLY | 13,054 | $2,334 | 12/31/2023 |
Canton Hathaway LLC | 12,934 | $2,313 | 12/31/2023 |
XLY | 12,934 | $2,313 | 12/31/2023 |
Chesapeake Wealth Management | 12,928 | $2,312 | 12/31/2023 |
XLY | 12,928 | $2,312 | 12/31/2023 |
Summit Trail Advisors LLC | 12,557 | $2,309 | 03/31/2024 |
XLY | 12,557 | $2,309 | 03/31/2024 |
Financial Freedom LLC | 12,529 | $2,304 | 03/31/2024 |
XLY | 12,529 | $2,304 | 03/31/2024 |
Stratos Wealth Advisors LLC | 12,460 | $2,291 | 03/31/2024 |
XLY | 12,460 | $2,291 | 03/31/2024 |
Integrated Wealth Concepts LLC | 12,769 | $2,283 | 12/31/2023 |
XLY | 12,769 | $2,283 | 12/31/2023 |
CIBC Private Wealth Group LLC | 12,764 | $2,282 | 12/31/2023 |
XLY | 12,764 | $2,282 | 12/31/2023 |
Sowell Financial Services LLC | 12,395 | $2,279 | 03/31/2024 |
XLY | 12,395 | $2,279 | 03/31/2024 |
Oak Family Advisors LLC | 12,337 | $2,269 | 03/31/2024 |
XLY | 12,337 | $2,269 | 03/31/2024 |
SkyView Investment Advisors LLC | 12,567 | $2,247 | 12/31/2023 |
XLY | 12,567 | $2,247 | 12/31/2023 |
Avitas Wealth Management LLC | 12,179 | $2,240 | 03/31/2024 |
XLY | 12,179 | $2,240 | 03/31/2024 |
Rainsberger Wealth Advisors Inc. | 12,454 | $2,227 | 12/31/2023 |
XLY | 12,454 | $2,227 | 12/31/2023 |
Regions Financial Corp | 11,881 | $2,185 | 03/31/2024 |
XLY | 11,881 | $2,185 | 03/31/2024 |
Harbour Investments Inc. | 12,068 | $2,158 | 12/31/2023 |
XLY | 12,068 | $2,158 | 12/31/2023 |
Mechanics Bank Trust Department | 11,692 | $2,150 | 03/31/2024 |
XLY | 11,692 | $2,150 | 03/31/2024 |
IMC Chicago LLC | 11,637 | $2,140 | 03/31/2024 |
XLY | 11,637 | $2,140 | 03/31/2024 |
Farmers & Merchants Trust Co of Chambersburg PA | 11,565 | $2,127 | 03/31/2024 |
XLY | 11,565 | $2,127 | 03/31/2024 |
Capital Analysts LLC | 11,885 | $2,125 | 12/31/2023 |
XLY | 11,885 | $2,125 | 12/31/2023 |
Richard W. Paul & Associates LLC | 11,887 | $2,125 | 12/31/2023 |
XLY | 11,887 | $2,125 | 12/31/2023 |
Huntington National Bank | 11,480 | $2,111 | 03/31/2024 |
XLY | 11,480 | $2,111 | 03/31/2024 |
Stonebridge Financial Planning Group LLC | 11,783 | $2,107 | 12/31/2023 |
XLY | 11,783 | $2,107 | 12/31/2023 |
Donald L. Hagan LLC | 11,368 | $2,090 | 03/31/2024 |
XLY | 11,368 | $2,090 | 03/31/2024 |
Colony Family Offices LLC | 11,336 | $2,085 | 03/31/2024 |
XLY | 11,336 | $2,085 | 03/31/2024 |
Hilltop Holdings Inc. | 11,618 | $2,077 | 12/31/2023 |
XLY | 11,618 | $2,077 | 12/31/2023 |
Atticus Wealth Management LLC | 11,277 | $2,074 | 03/31/2024 |
XLY | 11,277 | $2,074 | 03/31/2024 |
Johnson Investment Counsel Inc. | 11,548 | $2,065 | 12/31/2023 |
XLY | 11,548 | $2,065 | 12/31/2023 |
CAPROCK Group Inc. | 11,214 | $2,062 | 03/31/2024 |
XLY | 11,214 | $2,062 | 03/31/2024 |
Zullo Investment Group Inc. | 11,214 | $2,062 | 03/31/2024 |
XLY | 11,214 | $2,062 | 03/31/2024 |
Trust Co. of Oklahoma | 11,056 | $2,033 | 03/31/2024 |
XLY | 11,056 | $2,033 | 03/31/2024 |
Essex Private Wealth Management LLC | 10,937 | $2,011 | 03/31/2024 |
XLY | 10,937 | $2,011 | 03/31/2024 |
Magnolia Capital Management Ltd. | 10,921 | $2,008 | 03/31/2024 |
XLY | 10,921 | $2,008 | 03/31/2024 |
CX Institutional | 10,863 | $1,998 | 03/31/2024 |
XLY | 10,863 | $1,998 | 03/31/2024 |
Cutler Group LP | $1,997 | 03/31/2024 | |
XLY | 7,248 | $1,332 | 03/31/2024 |
Call | 29,600 | $765 | 03/31/2024 |
Put | 56,400 | $100 | 03/31/2024 |
United Asset Strategies Inc. | 10,835 | $1,992 | 03/31/2024 |
XLY | 10,835 | $1,992 | 03/31/2024 |
Coastal Investment Advisors Inc. | 10,721 | $1,971 | 03/31/2024 |
XLY | 10,721 | $1,971 | 03/31/2024 |
Sapient Capital LLC | 10,652 | $1,959 | 03/31/2024 |
XLY | 10,652 | $1,959 | 03/31/2024 |
Tocqueville Asset Management L.P. | 10,940 | $1,956 | 12/31/2023 |
XLY | 10,940 | $1,956 | 12/31/2023 |
Financial Advisory Corp UT ADV | 10,559 | $1,942 | 03/31/2024 |
XLY | 10,559 | $1,942 | 03/31/2024 |
Dynamic Advisor Solutions LLC | 10,510 | $1,933 | 03/31/2024 |
XLY | 10,510 | $1,933 | 03/31/2024 |
Bray Capital Advisors | 10,456 | $1,923 | 03/31/2024 |
XLY | 10,456 | $1,923 | 03/31/2024 |
Proffitt & Goodson Inc. | 10,221 | $1,880 | 03/31/2024 |
XLY | 10,221 | $1,880 | 03/31/2024 |
NBT Bank N A NY | 10,205 | $1,877 | 03/31/2024 |
XLY | 10,205 | $1,877 | 03/31/2024 |
Beech Hill Advisors Inc. | 10,172 | $1,871 | 03/31/2024 |
XLY | 10,172 | $1,871 | 03/31/2024 |
Nelson Roberts Investment Advisors LLC | 10,466 | $1,871 | 12/31/2023 |
XLY | 10,466 | $1,871 | 12/31/2023 |
Level Four Advisory Services LLC | 10,406 | $1,861 | 12/31/2023 |
XLY | 10,406 | $1,861 | 12/31/2023 |
Hancock Whitney Corp | 10,400 | $1,860 | 12/31/2023 |
XLY | 10,400 | $1,860 | 12/31/2023 |
Whittier Trust Co. | 10,075 | $1,853 | 03/31/2024 |
XLY | 10,075 | $1,853 | 03/31/2024 |
Herbst Group LLC | 10,021 | $1,843 | 03/31/2024 |
XLY | 10,021 | $1,843 | 03/31/2024 |
Redwood Financial Network Corp | 10,008 | $1,840 | 03/31/2024 |
XLY | 10,008 | $1,840 | 03/31/2024 |
Ledyard National Bank | 10,158 | $1,816 | 12/31/2023 |
XLY | 10,158 | $1,816 | 12/31/2023 |
Cerity Partners LLC | 10,143 | $1,814 | 12/31/2023 |
XLY | 10,143 | $1,814 | 12/31/2023 |
Cary Street Partners Investment Advisory LLC | 9,835 | $1,808 | 03/31/2024 |
XLY | 9,835 | $1,808 | 03/31/2024 |
Atom Investors LP | 10,000 | $1,788 | 12/31/2023 |
XLY | 10,000 | $1,788 | 12/31/2023 |
Magnus Financial Group LLC | 9,701 | $1,784 | 03/31/2024 |
XLY | 9,701 | $1,784 | 03/31/2024 |
Banco Santander S.A. | 9,882 | $1,767 | 12/31/2023 |
XLY | 9,882 | $1,767 | 12/31/2023 |
STA Wealth Management LLC | 9,452 | $1,738 | 03/31/2024 |
XLY | 9,452 | $1,738 | 03/31/2024 |
Lionsbridge Wealth Management LLC | 9,272 | $1,705 | 03/31/2024 |
XLY | 9,272 | $1,705 | 03/31/2024 |
HRT Financial LP | 9,452 | $1,690 | 12/31/2023 |
XLY | 9,452 | $1,690 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 9,338 | $1,670 | 12/31/2023 |
XLY | 9,338 | $1,670 | 12/31/2023 |
Waterway Wealth Management LLC | 9,019 | $1,659 | 03/31/2024 |
XLY | 9,019 | $1,659 | 03/31/2024 |
Valmark Advisers Inc. | 8,957 | $1,647 | 03/31/2024 |
XLY | 8,957 | $1,647 | 03/31/2024 |
Dorsey & Whitney Trust CO LLC | 9,162 | $1,638 | 12/31/2023 |
XLY | 9,162 | $1,638 | 12/31/2023 |
One Charles Private Wealth Services LLC | 9,127 | $1,632 | 12/31/2023 |
XLY | 9,127 | $1,632 | 12/31/2023 |
Choate Investment Advisors | 9,107 | $1,628 | 12/31/2023 |
XLY | 9,107 | $1,628 | 12/31/2023 |
Capital Advisors Ltd. LLC | 8,824 | $1,623 | 03/31/2024 |
XLY | 8,824 | $1,623 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 8,720 | $1,604 | 03/31/2024 |
XLY | 8,720 | $1,604 | 03/31/2024 |
Narus Financial Partners LLC | 8,720 | $1,603 | 03/31/2024 |
XLY | 8,720 | $1,603 | 03/31/2024 |
Valeo Financial Advisors LLC | 9,134 | $1,591 | 03/31/2024 |
XLY | 9,134 | $1,591 | 03/31/2024 |
Gallagher Fiduciary Advisors LLC | 8,879 | $1,588 | 12/31/2023 |
XLY | 8,879 | $1,588 | 12/31/2023 |
Lincoln National Corp | 8,599 | $1,581 | 03/31/2024 |
XLY | 8,599 | $1,581 | 03/31/2024 |
Macquarie Group Ltd. | 8,789 | $1,572 | 12/31/2023 |
XLY | 8,789 | $1,572 | 12/31/2023 |
Independent Order of Foresters | 8,789 | $1,572 | 12/31/2023 |
XLY | 8,789 | $1,572 | 12/31/2023 |
RiverGlades Family Offices LLC | 8,743 | $1,572 | 12/31/2023 |
XLY | 8,743 | $1,572 | 12/31/2023 |
Pettyjohn Wood & White Inc. | 8,779 | $1,570 | 12/31/2023 |
XLY | 8,779 | $1,570 | 12/31/2023 |
Beaumont Financial Advisors LLC | 8,710 | $1,557 | 12/31/2023 |
XLY | 8,710 | $1,557 | 12/31/2023 |
Crew Capital Management Ltd. | 8,438 | $1,552 | 03/31/2024 |
XLY | 8,438 | $1,552 | 03/31/2024 |
Core Alternative Capital | 8,649 | $1,547 | 12/31/2023 |
XLY | 8,649 | $1,547 | 12/31/2023 |
C2C Wealth Management LLC | 8,334 | $1,533 | 03/31/2024 |
XLY | 8,334 | $1,533 | 03/31/2024 |
Raymond James Trust N.A. | 8,276 | $1,522 | 03/31/2024 |
XLY | 8,276 | $1,522 | 03/31/2024 |
Parallax Volatility Advisers L.P. | $1,517 | 12/31/2023 | |
Call | 76,600 | $13,697 | 12/31/2023 |
Put | 75,900 | $13,572 | 12/31/2023 |
XLY | 7,783 | $1,392 | 12/31/2023 |
Kingswood Wealth Advisors LLC | 8,230 | $1,513 | 03/31/2024 |
XLY | 8,230 | $1,513 | 03/31/2024 |
Private Wealth Advisors LLC | 8,420 | $1,506 | 12/31/2023 |
XLY | 8,420 | $1,506 | 12/31/2023 |
Wulff Hansen & CO. | 8,185 | $1,505 | 03/31/2024 |
XLY | 8,185 | $1,505 | 03/31/2024 |
Eudaimonia Partners LLC | 8,125 | $1,494 | 03/31/2024 |
XLY | 8,125 | $1,494 | 03/31/2024 |
ARS Investment Partners LLC | 8,095 | $1,489 | 03/31/2024 |
XLY | 8,095 | $1,489 | 03/31/2024 |
Steel Peak Wealth Management LLC | 8,084 | $1,487 | 03/31/2024 |
XLY | 8,084 | $1,487 | 03/31/2024 |
Claro Advisors LLC | 8,008 | $1,473 | 03/31/2024 |
XLY | 8,008 | $1,473 | 03/31/2024 |
GSA Capital Partners LLP | 7,986 | $1,469 | 03/31/2024 |
XLY | 7,986 | $1,469 | 03/31/2024 |
Pinnacle Family Advisors LLC | 8,200 | $1,466 | 12/31/2023 |
XLY | 8,200 | $1,466 | 12/31/2023 |
Quantbot Technologies LP | 8,142 | $1,456 | 12/31/2023 |
XLY | 8,142 | $1,456 | 12/31/2023 |
Symmetry Partners LLC | 7,901 | $1,453 | 03/31/2024 |
XLY | 7,901 | $1,453 | 03/31/2024 |
Laurel Wealth Advisors LLC | 8,124 | $1,453 | 12/31/2023 |
XLY | 8,124 | $1,453 | 12/31/2023 |
Exchange Capital Management Inc. | 7,895 | $1,452 | 03/31/2024 |
XLY | 7,895 | $1,452 | 03/31/2024 |
Okabena Investment Services Inc. | 8,091 | $1,447 | 12/31/2023 |
XLY | 8,091 | $1,447 | 12/31/2023 |
Brookstone Capital Management | 7,850 | $1,444 | 03/31/2024 |
XLY | 7,850 | $1,444 | 03/31/2024 |
Bangor Savings Bank | 7,813 | $1,437 | 03/31/2024 |
XLY | 7,813 | $1,437 | 03/31/2024 |
Bristlecone Advisors LLC | 7,753 | $1,426 | 03/31/2024 |
XLY | 7,753 | $1,426 | 03/31/2024 |
Calamos Wealth Management LLC | 7,891 | $1,411 | 12/31/2023 |
XLY | 7,891 | $1,411 | 12/31/2023 |
RPg Family Wealth Advisory LLC | 7,881 | $1,409 | 12/31/2023 |
XLY | 7,881 | $1,409 | 12/31/2023 |
Abbot Financial Management Inc. | 7,815 | $1,397 | 12/31/2023 |
XLY | 7,815 | $1,397 | 12/31/2023 |
Montecito Bank & Trust | 7,594 | $1,396 | 03/31/2024 |
XLY | 7,594 | $1,396 | 03/31/2024 |
Point72 Middle East FZE | $1,392 | 12/31/2023 | |
Call | 17,100 | $3,058 | 12/31/2023 |
Put | 13,800 | $2,468 | 12/31/2023 |
XLY | 4,484 | $802 | 12/31/2023 |
Hall Kathryn A. | 7,768 | $1,389 | 12/31/2023 |
XLY | 7,768 | $1,389 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 7,529 | $1,385 | 03/31/2024 |
XLY | 7,529 | $1,385 | 03/31/2024 |
Wsfs Capital Management LLC | 7,528 | $1,384 | 03/31/2024 |
XLY | 7,528 | $1,384 | 03/31/2024 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,506 | $1,380 | 03/31/2024 |
XLY | 7,506 | $1,380 | 03/31/2024 |
Horizon Financial Services LLC | 7,497 | $1,379 | 03/31/2024 |
XLY | 7,497 | $1,379 | 03/31/2024 |
HB Wealth Management LLC | 7,495 | $1,378 | 03/31/2024 |
XLY | 7,495 | $1,378 | 03/31/2024 |
Fiduciary Group LLC | 7,699 | $1,377 | 12/31/2023 |
XLY | 7,699 | $1,377 | 12/31/2023 |
Privium Fund Management UK Ltd | 7,587 | $1,364 | 03/31/2024 |
XLY | 7,587 | $1,364 | 03/31/2024 |
ExodusPoint Capital Management LP | 7,576 | $1,355 | 12/31/2023 |
XLY | 7,576 | $1,355 | 12/31/2023 |
Stock Yards Bank & Trust Co. | 7,288 | $1,340 | 03/31/2024 |
XLY | 7,288 | $1,340 | 03/31/2024 |
ProVise Management Group LLC | 7,475 | $1,337 | 12/31/2023 |
XLY | 7,475 | $1,337 | 12/31/2023 |
Capital Insight Partners LLC | 7,247 | $1,333 | 03/31/2024 |
XLY | 7,247 | $1,333 | 03/31/2024 |
Orion Portfolio Solutions LLC | 7,584 | $1,332 | 12/31/2023 |
XLY | 7,584 | $1,332 | 12/31/2023 |
Synovus Financial Corp | 7,425 | $1,328 | 12/31/2023 |
XLY | 7,425 | $1,328 | 12/31/2023 |
Belpointe Asset Management LLC | 7,340 | $1,313 | 12/31/2023 |
XLY | 7,340 | $1,313 | 12/31/2023 |
Plimoth Trust Co. LLC | 7,114 | $1,308 | 03/31/2024 |
XLY | 7,114 | $1,308 | 03/31/2024 |
Jones Financial Companies Lllp | 7,317 | $1,308 | 12/31/2023 |
XLY | 7,317 | $1,308 | 12/31/2023 |
Brown Advisory Inc. | 7,108 | $1,307 | 03/31/2024 |
XLY | 7,108 | $1,307 | 03/31/2024 |
Country Club Bank GFN | 7,080 | $1,302 | 03/31/2024 |
XLY | 7,080 | $1,302 | 03/31/2024 |
Certified Advisory Corp | 7,277 | $1,301 | 12/31/2023 |
XLY | 7,277 | $1,301 | 12/31/2023 |
Great Valley Advisor Group Inc. | 7,068 | $1,300 | 03/31/2024 |
XLY | 7,068 | $1,300 | 03/31/2024 |
Whittier Trust Co. of Nevada Inc. | 6,930 | $1,274 | 03/31/2024 |
XLY | 6,930 | $1,274 | 03/31/2024 |
Fort Point Capital Partners LLC | 7,021 | $1,255 | 12/31/2023 |
XLY | 7,021 | $1,255 | 12/31/2023 |
St. Johns Investment Management Company LLC | 6,775 | $1,246 | 03/31/2024 |
XLY | 6,775 | $1,246 | 03/31/2024 |
EHP Funds Inc. | 6,900 | $1,234 | 12/31/2023 |
XLY | 6,900 | $1,234 | 12/31/2023 |
Wealthfront Advisers LLC | 6,653 | $1,223 | 03/31/2024 |
XLY | 6,653 | $1,223 | 03/31/2024 |
Madden Advisory Services Inc. | 6,643 | $1,222 | 03/31/2024 |
XLY | 6,643 | $1,222 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 6,830 | $1,221 | 12/31/2023 |
XLY | 6,830 | $1,221 | 12/31/2023 |
Signal Advisors Wealth LLC | 6,614 | $1,216 | 03/31/2024 |
XLY | 6,614 | $1,216 | 03/31/2024 |
Kanawha Capital Management LLC | 6,599 | $1,213 | 03/31/2024 |
XLY | 6,599 | $1,213 | 03/31/2024 |
Parallel Advisors LLC | 6,598 | $1,213 | 03/31/2024 |
XLY | 6,598 | $1,213 | 03/31/2024 |
Clarus Wealth Advisors | 6,769 | $1,209 | 03/31/2024 |
XLY | 6,769 | $1,209 | 03/31/2024 |
AFG Fiduciary Services Limited Partnership | 6,654 | $1,207 | 03/31/2024 |
XLY | 6,654 | $1,207 | 03/31/2024 |
Hoylecohen LLC | 6,736 | $1,204 | 12/31/2023 |
XLY | 6,736 | $1,204 | 12/31/2023 |
Girard Partners LTD. | 6,711 | $1,200 | 12/31/2023 |
XLY | 6,711 | $1,200 | 12/31/2023 |
Western Wealth Management LLC | 6,469 | $1,190 | 03/31/2024 |
XLY | 6,469 | $1,190 | 03/31/2024 |
MKT Advisors LLC | 6,656 | $1,189 | 03/31/2024 |
XLY | 6,656 | $1,189 | 03/31/2024 |
Crestwood Advisors Group LLC | 6,530 | $1,168 | 12/31/2023 |
XLY | 6,530 | $1,168 | 12/31/2023 |
Family Asset Management LLC | 6,516 | $1,165 | 12/31/2023 |
XLY | 6,516 | $1,165 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 6,327 | $1,163 | 03/31/2024 |
XLY | 6,327 | $1,163 | 03/31/2024 |
Bessemer Group Inc. | 6,476 | $1,159 | 12/31/2023 |
XLY | 6,476 | $1,159 | 12/31/2023 |
Ascent Group LLC | 6,443 | $1,158 | 12/31/2023 |
XLY | 6,443 | $1,158 | 12/31/2023 |
Contravisory Investment Management Inc. | 6,289 | $1,156 | 03/31/2024 |
XLY | 6,289 | $1,156 | 03/31/2024 |
Roberts Wealth Advisors LLC | 6,626 | $1,154 | 03/31/2024 |
XLY | 6,626 | $1,154 | 03/31/2024 |
Grassi Investment Management | 6,263 | $1,152 | 03/31/2024 |
XLY | 6,263 | $1,152 | 03/31/2024 |
Perigon Wealth Management LLC | 6,248 | $1,149 | 03/31/2024 |
XLY | 6,248 | $1,149 | 03/31/2024 |
Jacobi Capital Management LLC | 6,408 | $1,146 | 12/31/2023 |
XLY | 6,408 | $1,146 | 12/31/2023 |
D.A. Davidson & CO. | 6,384 | $1,142 | 12/31/2023 |
XLY | 6,384 | $1,142 | 12/31/2023 |
Shepherd Financial Partners LLC | 6,183 | $1,137 | 03/31/2024 |
XLY | 6,183 | $1,137 | 03/31/2024 |
Country Trust Bank | 6,179 | $1,136 | 03/31/2024 |
XLY | 6,179 | $1,136 | 03/31/2024 |
Monetary Management Group Inc. | 6,305 | $1,127 | 12/31/2023 |
XLY | 6,305 | $1,127 | 12/31/2023 |
M3 Advisory Group LLC | 6,094 | $1,121 | 03/31/2024 |
XLY | 6,094 | $1,121 | 03/31/2024 |
Baker Avenue Asset Management LP | 6,188 | $1,106 | 12/31/2023 |
XLY | 6,188 | $1,106 | 12/31/2023 |
Foguth Wealth Management LLC. | 6,004 | $1,104 | 03/31/2024 |
XLY | 6,004 | $1,104 | 03/31/2024 |
Quadcap Wealth Management LLC | 6,160 | $1,102 | 12/31/2023 |
XLY | 6,160 | $1,102 | 12/31/2023 |
Signet Financial Management LLC | 5,949 | $1,094 | 03/31/2024 |
XLY | 5,949 | $1,094 | 03/31/2024 |
Total Clarity Wealth Management Inc. | 5,942 | $1,093 | 03/31/2024 |
XLY | 5,942 | $1,093 | 03/31/2024 |
Frank Rimerman Advisors LLC | 6,070 | $1,085 | 12/31/2023 |
XLY | 6,070 | $1,085 | 12/31/2023 |
Eagle Strategies LLC | 5,889 | $1,083 | 03/31/2024 |
XLY | 5,889 | $1,083 | 03/31/2024 |
Ingalls & Snyder LLC | 6,053 | $1,082 | 12/31/2023 |
XLY | 6,053 | $1,082 | 12/31/2023 |
Bailard Inc. | 5,963 | $1,066 | 12/31/2023 |
XLY | 5,963 | $1,066 | 12/31/2023 |
Smithbridge Asset Management Inc. DE | 5,688 | $1,046 | 03/31/2024 |
XLY | 5,688 | $1,046 | 03/31/2024 |
Keel Point LLC | 5,690 | $1,046 | 03/31/2024 |
XLY | 5,690 | $1,046 | 03/31/2024 |
City Holding Co. | 5,679 | $1,044 | 03/31/2024 |
XLY | 5,679 | $1,044 | 03/31/2024 |
Mirador Capital Partners LP | 5,660 | $1,041 | 03/31/2024 |
XLY | 5,660 | $1,041 | 03/31/2024 |
InterOcean Capital Group LLC | $1,041 | 12/31/2023 | |
XLY | 5,819 | $1,041 | 12/31/2023 |
Call | 200 | $0 | 12/31/2023 |
Sentinel Trust Co. LBA | 5,818 | $1,040 | 12/31/2023 |
XLY | 5,818 | $1,040 | 12/31/2023 |
First Wilshire Securities Management Inc. | 5,798 | $1,037 | 12/31/2023 |
XLY | 5,798 | $1,037 | 12/31/2023 |
Live Oak Investment Partners | 5,796 | $1,036 | 12/31/2023 |
XLY | 5,796 | $1,036 | 12/31/2023 |
Beacon Financial Advisory LLC | 5,623 | $1,034 | 03/31/2024 |
XLY | 5,623 | $1,034 | 03/31/2024 |
Analyst IMS Investment Management Services Ltd. | 5,779 | $1,033 | 12/31/2023 |
XLY | 5,779 | $1,033 | 12/31/2023 |
Edgestream Partners L.P. | 5,764 | $1,031 | 12/31/2023 |
XLY | 5,764 | $1,031 | 12/31/2023 |
Adviser Investments LLC | 5,538 | $1,018 | 03/31/2024 |
XLY | 5,538 | $1,018 | 03/31/2024 |
First Business Financial Services Inc. | 5,651 | $1,010 | 12/31/2023 |
XLY | 5,651 | $1,010 | 12/31/2023 |
Mission Creek Capital Partners Inc. | 5,641 | $1,009 | 12/31/2023 |
XLY | 5,641 | $1,009 | 12/31/2023 |
Arrow Financial Corp | 5,583 | $998 | 12/31/2023 |
XLY | 5,583 | $998 | 12/31/2023 |
Navellier & Associates Inc | 5,566 | $995 | 12/31/2023 |
XLY | 5,566 | $995 | 12/31/2023 |
Per Stirling Capital Management LLC. | 5,540 | $991 | 12/31/2023 |
XLY | 5,540 | $991 | 12/31/2023 |
Quantinno Capital Management LP | 5,529 | $989 | 12/31/2023 |
XLY | 5,529 | $989 | 12/31/2023 |
Encompass More Asset Management | 5,531 | $989 | 12/31/2023 |
XLY | 5,531 | $989 | 12/31/2023 |
Mezzasalma Advisors LLC | 5,325 | $979 | 03/31/2024 |
XLY | 5,325 | $979 | 03/31/2024 |
Global Retirement Partners LLC | 5,243 | $964 | 03/31/2024 |
XLY | 5,243 | $964 | 03/31/2024 |
IFP Advisors Inc | 5,369 | $960 | 12/31/2023 |
XLY | 5,369 | $960 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 5,311 | $950 | 12/31/2023 |
XLY | 5,311 | $950 | 12/31/2023 |
Rollins Financial | 5,271 | $942 | 12/31/2023 |
XLY | 5,271 | $942 | 12/31/2023 |
Rollins Financial Advisors LLC | 5,271 | $942 | 12/31/2023 |
XLY | 5,271 | $942 | 12/31/2023 |
PFG Advisors | 5,153 | $921 | 12/31/2023 |
XLY | 5,153 | $921 | 12/31/2023 |
Davies Financial Advisors Inc. | 4,994 | $918 | 03/31/2024 |
XLY | 4,994 | $918 | 03/31/2024 |
Sharper & Granite LLC | 5,067 | $906 | 03/31/2024 |
XLY | 5,067 | $906 | 03/31/2024 |
Family Firm Inc. | 4,833 | $889 | 03/31/2024 |
XLY | 4,833 | $889 | 03/31/2024 |
9258 Wealth Management LLC | 4,837 | $889 | 03/31/2024 |
XLY | 4,837 | $889 | 03/31/2024 |
Williams Jones Wealth Management LLC. | 4,965 | $888 | 12/31/2023 |
XLY | 4,965 | $888 | 12/31/2023 |
Wedbush Securities Inc. | 4,954 | $886 | 12/31/2023 |
XLY | 4,954 | $886 | 12/31/2023 |
Institute for Wealth Management LLC. | 4,761 | $875 | 03/31/2024 |
XLY | 4,761 | $875 | 03/31/2024 |
Flagship Harbor Advisors LLC | 4,675 | $860 | 03/31/2024 |
XLY | 4,675 | $860 | 03/31/2024 |
Harbor Investment Advisory LLC | 4,658 | $857 | 03/31/2024 |
XLY | 4,658 | $857 | 03/31/2024 |
United Capital Financial Advisers LLC | 4,754 | $850 | 12/31/2023 |
XLY | 4,754 | $850 | 12/31/2023 |
Thomasville National Bank | 4,619 | $849 | 03/31/2024 |
XLY | 4,619 | $849 | 03/31/2024 |
Larson Financial Group LLC | 4,611 | $848 | 03/31/2024 |
XLY | 4,611 | $848 | 03/31/2024 |
HBW Advisory Services LLC | 4,718 | $844 | 03/31/2024 |
XLY | 4,718 | $844 | 03/31/2024 |
NewEdge Wealth LLC | 4,772 | $843 | 03/31/2024 |
XLY | 4,772 | $843 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 4,716 | $843 | 12/31/2023 |
XLY | 4,716 | $843 | 12/31/2023 |
Change Path LLC | 4,684 | $838 | 12/31/2023 |
XLY | 4,684 | $838 | 12/31/2023 |
Integral Investment Advisors Inc. | 4,539 | $837 | 03/31/2024 |
XLY | 4,539 | $837 | 03/31/2024 |
Bradley Foster & Sargent Inc. CT | 4,642 | $830 | 12/31/2023 |
XLY | 4,642 | $830 | 12/31/2023 |
Advisory Resource Group | 4,611 | $824 | 12/31/2023 |
XLY | 4,611 | $824 | 12/31/2023 |
International Assets Investment Management LLC | 4,476 | $817 | 03/31/2024 |
XLY | 4,476 | $817 | 03/31/2024 |
Fifth Third Wealth Advisors LLC | 4,435 | $816 | 03/31/2024 |
XLY | 4,435 | $816 | 03/31/2024 |
Kessler Investment Group LLC | 4,415 | $812 | 03/31/2024 |
XLY | 4,415 | $812 | 03/31/2024 |
Boston Private Wealth LLC | 4,501 | $805 | 12/31/2023 |
XLY | 4,501 | $805 | 12/31/2023 |
Aurum Wealth Management Group LLC | 4,339 | $798 | 03/31/2024 |
XLY | 4,339 | $798 | 03/31/2024 |
Archford Capital Strategies LLC | 4,319 | $794 | 03/31/2024 |
XLY | 4,319 | $794 | 03/31/2024 |
StrategIQ Financial Group LLC | 4,417 | $790 | 12/31/2023 |
XLY | 4,417 | $790 | 12/31/2023 |
Money Concepts Capital Corp | 4,265 | $784 | 03/31/2024 |
XLY | 4,265 | $784 | 03/31/2024 |
Alliancebernstein L.P. | 4,375 | $782 | 12/31/2023 |
XLY | 4,375 | $782 | 12/31/2023 |
Retirement Capital Strategies | 4,375 | $782 | 12/31/2023 |
XLY | 4,375 | $782 | 12/31/2023 |
Schrum Private Wealth Management LLC | 4,179 | $769 | 03/31/2024 |
XLY | 4,179 | $769 | 03/31/2024 |
Laurion Capital Management LP | 4,300 | $769 | 12/31/2023 |
XLY | 4,300 | $769 | 12/31/2023 |
OneAscent Wealth Management LLC | 4,125 | $759 | 03/31/2024 |
XLY | 4,125 | $759 | 03/31/2024 |
Vontobel Holding Ltd. | 4,223 | $755 | 12/31/2023 |
XLY | 4,223 | $755 | 12/31/2023 |
Allworth Financial LP | 4,093 | $753 | 03/31/2024 |
XLY | 4,093 | $753 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 4,199 | $751 | 12/31/2023 |
XLY | 4,199 | $751 | 12/31/2023 |
Dumont & Blake Investment Advisors LLC | 4,041 | $743 | 03/31/2024 |
XLY | 4,041 | $743 | 03/31/2024 |
Vishria Bird Financial Group LLC | 4,030 | $741 | 03/31/2024 |
XLY | 4,030 | $741 | 03/31/2024 |
PFG Investments LLC | 4,027 | $741 | 03/31/2024 |
XLY | 4,027 | $741 | 03/31/2024 |
TD Waterhouse Canada Inc. | 4,296 | $740 | 12/31/2023 |
XLY | 4,296 | $740 | 12/31/2023 |
Optas LLC | 4,007 | $737 | 03/31/2024 |
XLY | 4,007 | $737 | 03/31/2024 |
Moneta Group Investment Advisors LLC | 4,069 | $728 | 12/31/2023 |
XLY | 4,069 | $728 | 12/31/2023 |
Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 4,071 | $727 | 12/31/2023 |
XLY | 4,071 | $727 | 12/31/2023 |
Ieq Capital LLC | 4,030 | $721 | 12/31/2023 |
XLY | 4,030 | $721 | 12/31/2023 |
Worth Asset Management LLC | 3,907 | $718 | 03/31/2024 |
XLY | 3,907 | $718 | 03/31/2024 |
E&G Advisors LP | 3,890 | $715 | 03/31/2024 |
XLY | 3,890 | $715 | 03/31/2024 |
Peak Asset Management LLC | 3,988 | $713 | 12/31/2023 |
XLY | 3,988 | $713 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 3,847 | $707 | 03/31/2024 |
XLY | 3,847 | $707 | 03/31/2024 |
CENTRAL TRUST Co | 3,830 | $704 | 03/31/2024 |
XLY | 3,830 | $704 | 03/31/2024 |
MV Capital Management Inc. | 3,796 | $698 | 03/31/2024 |
XLY | 3,796 | $698 | 03/31/2024 |
WT Wealth Management | 3,891 | $696 | 12/31/2023 |
XLY | 3,891 | $696 | 12/31/2023 |
Vista Investment Management | 3,869 | $692 | 12/31/2023 |
XLY | 3,869 | $692 | 12/31/2023 |
Oxler Private Wealth LLC | 3,722 | $684 | 03/31/2024 |
XLY | 3,722 | $684 | 03/31/2024 |
Financial & Tax Architects LLC | 3,797 | $679 | 12/31/2023 |
XLY | 3,797 | $679 | 12/31/2023 |
Pure Financial Advisors Inc. | 3,656 | $672 | 03/31/2024 |
XLY | 3,656 | $672 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 3,724 | $666 | 12/31/2023 |
XLY | 3,724 | $666 | 12/31/2023 |
First National Trust Co | 3,590 | $660 | 03/31/2024 |
XLY | 3,590 | $660 | 03/31/2024 |
Argent Trust Co | 3,634 | $650 | 12/31/2023 |
XLY | 3,634 | $650 | 12/31/2023 |
D. B. Root & Company LLC | 3,505 | $645 | 03/31/2024 |
XLY | 3,505 | $645 | 03/31/2024 |
EPG Wealth Management LLC | 3,617 | $637 | 12/31/2023 |
XLY | 3,617 | $637 | 12/31/2023 |
Itau Unibanco Holding S.A. | 3,551 | $635 | 12/31/2023 |
XLY | 3,551 | $635 | 12/31/2023 |
Greenleaf Trust | 3,448 | $634 | 03/31/2024 |
XLY | 3,448 | $634 | 03/31/2024 |
Smith Salley & Associates | 3,433 | $631 | 03/31/2024 |
XLY | 3,433 | $631 | 03/31/2024 |
Purus Wealth Management LLC | 3,432 | $631 | 03/31/2024 |
XLY | 3,432 | $631 | 03/31/2024 |
Dfpg Investments LLC | 3,595 | $624 | 12/31/2023 |
XLY | 3,595 | $624 | 12/31/2023 |
CWA Asset Management Group LLC | 3,478 | $622 | 12/31/2023 |
XLY | 3,478 | $622 | 12/31/2023 |
Hanlon Investment Management Inc. | 3,378 | $621 | 03/31/2024 |
XLY | 3,378 | $621 | 03/31/2024 |
Diversify Advisory Services LLC | 3,405 | $621 | 03/31/2024 |
XLY | 3,405 | $621 | 03/31/2024 |
Neuberger Berman Group LLC | 3,462 | $619 | 12/31/2023 |
XLY | 3,462 | $619 | 12/31/2023 |
RMR Wealth Builders | 3,351 | $616 | 03/31/2024 |
XLY | 3,351 | $616 | 03/31/2024 |
Signature Wealth Management Partners LLC | 3,337 | $614 | 03/31/2024 |
XLY | 3,337 | $614 | 03/31/2024 |
First United Bank Trust | 3,320 | $611 | 03/31/2024 |
XLY | 3,320 | $611 | 03/31/2024 |
Burns J W & Co. Inc. NY | 3,313 | $609 | 03/31/2024 |
XLY | 3,313 | $609 | 03/31/2024 |
Texas Capital Bank Wealth Management Services Inc. | 3,371 | $603 | 12/31/2023 |
XLY | 3,371 | $603 | 12/31/2023 |
Resources Investment Advisors LLC. | 3,354 | $600 | 12/31/2023 |
XLY | 3,354 | $600 | 12/31/2023 |
Townsquare Capital LLC | 3,358 | $600 | 12/31/2023 |
XLY | 3,358 | $600 | 12/31/2023 |
Athena Investment Management | 3,350 | $599 | 12/31/2023 |
XLY | 3,350 | $599 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 3,336 | $597 | 12/31/2023 |
XLY | 3,336 | $597 | 12/31/2023 |
Chiron Capital Management LLC | 3,321 | $594 | 12/31/2023 |
XLY | 3,321 | $594 | 12/31/2023 |
First Foundation Advisors | 3,288 | $588 | 12/31/2023 |
XLY | 3,288 | $588 | 12/31/2023 |
Clarius Group LLC | 3,188 | $586 | 03/31/2024 |
XLY | 3,188 | $586 | 03/31/2024 |
Exencial Wealth Advisors LLC | 3,268 | $584 | 12/31/2023 |
XLY | 3,268 | $584 | 12/31/2023 |
Prosperity Consulting Group LLC | 3,172 | $583 | 03/31/2024 |
XLY | 3,172 | $583 | 03/31/2024 |
Buckingham Strategic Wealth LLC | 3,247 | $581 | 12/31/2023 |
XLY | 3,247 | $581 | 12/31/2023 |
Burford Brothers Inc. | 3,248 | $581 | 12/31/2023 |
XLY | 3,248 | $581 | 12/31/2023 |
Pacitti Group Inc. | 3,238 | $579 | 12/31/2023 |
XLY | 3,238 | $579 | 12/31/2023 |
Fenimore Asset Management Inc. | 3,138 | $577 | 03/31/2024 |
XLY | 3,138 | $577 | 03/31/2024 |
GYL Financial Synergies LLC | 3,214 | $575 | 12/31/2023 |
XLY | 3,214 | $575 | 12/31/2023 |
Advisor Resource Council | 3,203 | $574 | 03/31/2024 |
XLY | 3,203 | $574 | 03/31/2024 |
McAdam LLC | 3,115 | $573 | 03/31/2024 |
XLY | 3,115 | $573 | 03/31/2024 |
Lake Street Financial LLC | 3,093 | $569 | 03/31/2024 |
XLY | 3,093 | $569 | 03/31/2024 |
Fernwood Investment Management LLC | 3,163 | $566 | 12/31/2023 |
XLY | 3,163 | $566 | 12/31/2023 |
BNC Wealth Management LLC | 3,074 | $565 | 03/31/2024 |
XLY | 3,074 | $565 | 03/31/2024 |
Phillips Wealth Planners LLC | 3,261 | $565 | 03/31/2024 |
XLY | 3,261 | $565 | 03/31/2024 |
Sequoia Financial Advisors LLC | 3,070 | $564 | 03/31/2024 |
XLY | 3,070 | $564 | 03/31/2024 |
Verition Fund Management LLC | 3,150 | $563 | 12/31/2023 |
XLY | 3,150 | $563 | 12/31/2023 |
Atomi Financial Group Inc. | 3,143 | $562 | 12/31/2023 |
XLY | 3,143 | $562 | 12/31/2023 |
QRG Capital Management Inc. | 3,130 | $560 | 12/31/2023 |
XLY | 3,130 | $560 | 12/31/2023 |
Ally Invest Advisors Inc. | 3,128 | $559 | 12/31/2023 |
XLY | 3,128 | $559 | 12/31/2023 |
Shulman DeMeo Asset Management LLC | 3,029 | $557 | 03/31/2024 |
XLY | 3,029 | $557 | 03/31/2024 |
Kellett Schaffner Wealth Advisors LLC | 3,027 | $557 | 03/31/2024 |
XLY | 3,027 | $557 | 03/31/2024 |
Charter Oak Capital Management LLC | 3,013 | $554 | 03/31/2024 |
XLY | 3,013 | $554 | 03/31/2024 |
Brighton Jones LLC | 3,095 | $553 | 12/31/2023 |
XLY | 3,095 | $553 | 12/31/2023 |
Eagle Ridge Investment Management | 2,996 | $551 | 03/31/2024 |
XLY | 2,996 | $551 | 03/31/2024 |
Insight Advisors LLC PA | 3,074 | $550 | 12/31/2023 |
XLY | 3,074 | $550 | 12/31/2023 |
Lynch & Associates IN | 2,981 | $548 | 03/31/2024 |
XLY | 2,981 | $548 | 03/31/2024 |
SageView Advisory Group LLC | 3,130 | $545 | 12/31/2023 |
XLY | 3,130 | $545 | 12/31/2023 |
Chilton Capital Management LLC | 3,040 | $544 | 12/31/2023 |
XLY | 3,040 | $544 | 12/31/2023 |
Apexium Financial LP | 2,951 | $543 | 03/31/2024 |
XLY | 2,951 | $543 | 03/31/2024 |
Abbrea Capital LLC | 3,037 | $543 | 12/31/2023 |
XLY | 3,037 | $543 | 12/31/2023 |
Essex LLC | 2,937 | $540 | 03/31/2024 |
XLY | 2,937 | $540 | 03/31/2024 |
Colony Group LLC | 3,014 | $539 | 12/31/2023 |
XLY | 3,014 | $539 | 12/31/2023 |
Visionary Wealth Advisors | 3,004 | $537 | 12/31/2023 |
XLY | 3,004 | $537 | 12/31/2023 |
Moloney Securities Asset Management LLC | 2,825 | $520 | 03/31/2024 |
XLY | 2,825 | $520 | 03/31/2024 |
Fiduciary Trust Co. | 2,897 | $518 | 12/31/2023 |
XLY | 2,897 | $518 | 12/31/2023 |
Joseph P. Lucia & Associates LLC | 2,811 | $517 | 03/31/2024 |
XLY | 2,811 | $517 | 03/31/2024 |
Hyman Charles D | 2,875 | $514 | 12/31/2023 |
XLY | 2,875 | $514 | 12/31/2023 |
Mission Wealth Management LP | 2,785 | $512 | 03/31/2024 |
XLY | 2,785 | $512 | 03/31/2024 |
Cumberland Partners Ltd | 2,860 | $511 | 12/31/2023 |
XLY | 2,860 | $511 | 12/31/2023 |
Baldwin Brothers Inc. MA | 2,770 | $509 | 03/31/2024 |
XLY | 2,770 | $509 | 03/31/2024 |
Brown Miller Wealth Management LLC | 2,763 | $508 | 03/31/2024 |
XLY | 2,763 | $508 | 03/31/2024 |
Honkamp Krueger Financial Services Inc. | 2,753 | $506 | 03/31/2024 |
XLY | 2,753 | $506 | 03/31/2024 |
Roman Butler Fullerton & Co. | 2,954 | $504 | 03/31/2024 |
XLY | 2,954 | $504 | 03/31/2024 |
Private Trust Co. NA | 2,735 | $503 | 03/31/2024 |
XLY | 2,735 | $503 | 03/31/2024 |
RWM Asset Management LLC | 2,729 | $502 | 03/31/2024 |
XLY | 2,729 | $502 | 03/31/2024 |
Brady Family Wealth LLC | 2,796 | $500 | 12/31/2023 |
XLY | 2,796 | $500 | 12/31/2023 |
Alpha Cubed Investments LLC | 2,713 | $499 | 03/31/2024 |
XLY | 2,713 | $499 | 03/31/2024 |
tru Independence LLC | 2,712 | $499 | 03/31/2024 |
XLY | 2,712 | $499 | 03/31/2024 |
USA Financial Portformulas Corp | 2,686 | $494 | 03/31/2024 |
XLY | 2,686 | $494 | 03/31/2024 |
Tempus Wealth Planning LLC | 2,687 | $494 | 03/31/2024 |
XLY | 2,687 | $494 | 03/31/2024 |
Leuthold Group LLC | 2,764 | $494 | 12/31/2023 |
XLY | 2,764 | $494 | 12/31/2023 |
Mendel Capital Management LLC | 2,745 | $491 | 12/31/2023 |
XLY | 2,745 | $491 | 12/31/2023 |
Meridian Wealth Advisors LLC | 2,740 | $490 | 12/31/2023 |
XLY | 2,740 | $490 | 12/31/2023 |
Wealth Quarterback LLC | 2,737 | $489 | 12/31/2023 |
XLY | 2,737 | $489 | 12/31/2023 |
Nadler Financial Group Inc. | 2,648 | $487 | 03/31/2024 |
XLY | 2,648 | $487 | 03/31/2024 |
Sound Income Strategies LLC | 2,648 | $487 | 03/31/2024 |
XLY | 2,648 | $487 | 03/31/2024 |
Galvin Gaustad & Stein LLC | 2,649 | $487 | 03/31/2024 |
XLY | 2,649 | $487 | 03/31/2024 |
Insigneo Advisory Services LLC | 2,677 | $479 | 12/31/2023 |
XLY | 2,677 | $479 | 12/31/2023 |
Arkadios Wealth Advisors | 2,598 | $478 | 03/31/2024 |
XLY | 2,598 | $478 | 03/31/2024 |
Newbridge Financial Services Group Inc. | 2,598 | $478 | 03/31/2024 |
XLY | 2,598 | $478 | 03/31/2024 |
Geneos Wealth Management Inc. | 2,571 | $473 | 03/31/2024 |
XLY | 2,571 | $473 | 03/31/2024 |
Johnson Financial Group Inc. | 2,574 | $460 | 12/31/2023 |
XLY | 2,574 | $460 | 12/31/2023 |
Desjardins Global Asset Management Inc. | 2,571 | $460 | 12/31/2023 |
XLY | 2,571 | $460 | 12/31/2023 |
Tsfg LLC | 2,495 | $459 | 03/31/2024 |
XLY | 2,495 | $459 | 03/31/2024 |
Mattern Wealth Management LLC | 2,563 | $458 | 12/31/2023 |
XLY | 2,563 | $458 | 12/31/2023 |
We Are One Seven LLC | 2,537 | $454 | 12/31/2023 |
XLY | 2,537 | $454 | 12/31/2023 |
CHICAGO TRUST Co NA | 2,447 | $450 | 03/31/2024 |
XLY | 2,447 | $450 | 03/31/2024 |
Sontag Advisory LLC | 2,513 | $449 | 12/31/2023 |
XLY | 2,513 | $449 | 12/31/2023 |
Centiva Capital LP | $447 | 12/31/2023 | |
Call | 7,500 | $1,341 | 12/31/2023 |
Put | 5,000 | $894 | 12/31/2023 |
Stonebrook Private Inc. | 2,499 | $447 | 12/31/2023 |
XLY | 2,499 | $447 | 12/31/2023 |
Activest Wealth Management | 2,423 | $446 | 03/31/2024 |
XLY | 2,423 | $446 | 03/31/2024 |
AQR Capital Management LLC | 2,490 | $445 | 12/31/2023 |
XLY | 2,490 | $445 | 12/31/2023 |
Pacific Sun Financial Corp | 2,406 | $442 | 03/31/2024 |
XLY | 2,406 | $442 | 03/31/2024 |
Fifth Third Securities Inc. | 2,392 | $440 | 03/31/2024 |
XLY | 2,392 | $440 | 03/31/2024 |
Ausdal Financial Partners Inc. | 2,393 | $440 | 03/31/2024 |
XLY | 2,393 | $440 | 03/31/2024 |
Apollon Wealth Management LLC | 2,386 | $439 | 03/31/2024 |
XLY | 2,386 | $439 | 03/31/2024 |
Whalerock Point Partners LLC | 2,444 | $437 | 12/31/2023 |
XLY | 2,444 | $437 | 12/31/2023 |
MMA Asset Management LLC | 2,373 | $427 | 12/31/2023 |
XLY | 2,373 | $427 | 12/31/2023 |
Chevy Chase Trust Holdings Inc. | 2,311 | $425 | 03/31/2024 |
XLY | 2,311 | $425 | 03/31/2024 |
Dearborn Partners LLC | 2,375 | $425 | 12/31/2023 |
XLY | 2,375 | $425 | 12/31/2023 |
Regent Peak Wealth Advisors LLC | 2,306 | $424 | 03/31/2024 |
XLY | 2,306 | $424 | 03/31/2024 |
Consolidated Portfolio Review Corp | 2,298 | $423 | 03/31/2024 |
XLY | 2,298 | $423 | 03/31/2024 |
Main Street Financial Solutions LLC | 2,288 | $421 | 03/31/2024 |
XLY | 2,288 | $421 | 03/31/2024 |
Journey Advisory Group LLC | 2,357 | $421 | 12/31/2023 |
XLY | 2,357 | $421 | 12/31/2023 |
Imprint Wealth LLC | 2,397 | $420 | 12/31/2023 |
XLY | 2,397 | $420 | 12/31/2023 |
Citizens & Northern Corp | 2,345 | $419 | 12/31/2023 |
XLY | 2,345 | $419 | 12/31/2023 |
Waterloo Capital L.P. | 2,339 | $418 | 12/31/2023 |
XLY | 2,339 | $418 | 12/31/2023 |
SS&H Financial Advisors Inc. | 2,333 | $417 | 12/31/2023 |
XLY | 2,333 | $417 | 12/31/2023 |
Rockland Trust Co. | 2,262 | $416 | 03/31/2024 |
XLY | 2,262 | $416 | 03/31/2024 |
Regal Investment Advisors LLC | 2,327 | $416 | 12/31/2023 |
XLY | 2,327 | $416 | 12/31/2023 |
Fagan Associates Inc. | 2,253 | $414 | 03/31/2024 |
XLY | 2,253 | $414 | 03/31/2024 |
Financial Consulate Inc. | 2,250 | $414 | 03/31/2024 |
XLY | 2,250 | $414 | 03/31/2024 |
UNIVEST FINANCIAL Corp | 2,312 | $413 | 12/31/2023 |
XLY | 2,312 | $413 | 12/31/2023 |
Cullen Frost Bankers Inc. | 2,297 | $411 | 12/31/2023 |
XLY | 2,297 | $411 | 12/31/2023 |
Chemistry Wealth Management LLC | 2,225 | $409 | 03/31/2024 |
XLY | 2,225 | $409 | 03/31/2024 |
Whitener Capital Management Inc. | 2,211 | $407 | 03/31/2024 |
XLY | 2,211 | $407 | 03/31/2024 |
Sage Capital Advisors llc | 2,214 | $407 | 03/31/2024 |
XLY | 2,214 | $407 | 03/31/2024 |
Allen Investment Management LLC | 2,278 | $407 | 12/31/2023 |
XLY | 2,278 | $407 | 12/31/2023 |
Parsons Capital Management Inc. RI | 2,208 | $406 | 03/31/2024 |
XLY | 2,208 | $406 | 03/31/2024 |
Goelzer Investment Management Inc. | 2,204 | $405 | 03/31/2024 |
XLY | 2,204 | $405 | 03/31/2024 |
Olistico Wealth LLC | 2,178 | $401 | 03/31/2024 |
XLY | 2,178 | $401 | 03/31/2024 |
Banque Cantonale Vaudoise | 2,175 | $400 | 03/31/2024 |
XLY | 2,175 | $400 | 03/31/2024 |
Bridge Advisory LLC | 2,165 | $398 | 03/31/2024 |
XLY | 2,165 | $398 | 03/31/2024 |
FineMark National Bank & Trust | 2,224 | $398 | 12/31/2023 |
XLY | 2,224 | $398 | 12/31/2023 |
Nvwm LLC | 2,225 | $398 | 12/31/2023 |
XLY | 2,225 | $398 | 12/31/2023 |
STAR Financial Bank | 2,146 | $395 | 03/31/2024 |
XLY | 2,146 | $395 | 03/31/2024 |
Hallmark Capital Management Inc. | 2,141 | $394 | 03/31/2024 |
XLY | 2,141 | $394 | 03/31/2024 |
Magnolia Capital Advisors LLC | 2,312 | $392 | 03/31/2024 |
XLY | 2,312 | $392 | 03/31/2024 |
Elm Partners Management LLC | 2,119 | $390 | 03/31/2024 |
XLY | 2,119 | $390 | 03/31/2024 |
Source Financial Advisors LLC | 2,111 | $388 | 03/31/2024 |
XLY | 2,111 | $388 | 03/31/2024 |
TAP Consulting LLC | 2,105 | $387 | 03/31/2024 |
XLY | 2,105 | $387 | 03/31/2024 |
Legacy Financial Strategies LLC | 2,101 | $386 | 03/31/2024 |
XLY | 2,101 | $386 | 03/31/2024 |
Heartwood Wealth Advisors LLC | 2,098 | $386 | 03/31/2024 |
XLY | 2,098 | $386 | 03/31/2024 |
Mill Creek Capital Advisors LLC | 2,153 | $385 | 12/31/2023 |
XLY | 2,153 | $385 | 12/31/2023 |
BOKF NA | 2,147 | $384 | 12/31/2023 |
XLY | 2,147 | $384 | 12/31/2023 |
Luts & Greenleigh Group Inc. | 2,146 | $384 | 12/31/2023 |
XLY | 2,146 | $384 | 12/31/2023 |
Annex Advisory Services LLC | 2,075 | $382 | 03/31/2024 |
XLY | 2,075 | $382 | 03/31/2024 |
Strategic Blueprint LLC | 2,074 | $381 | 03/31/2024 |
XLY | 2,074 | $381 | 03/31/2024 |
Kathmere Capital Management LLC | 2,072 | $381 | 03/31/2024 |
XLY | 2,072 | $381 | 03/31/2024 |
Hartline Investment Corp | 2,047 | $376 | 03/31/2024 |
XLY | 2,047 | $376 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 2,047 | $376 | 03/31/2024 |
XLY | 2,047 | $376 | 03/31/2024 |
Empower Advisory Group LLC | 2,038 | $375 | 03/31/2024 |
XLY | 2,038 | $375 | 03/31/2024 |
Balboa Wealth Partners | 2,086 | $373 | 12/31/2023 |
XLY | 2,086 | $373 | 12/31/2023 |
SkyOak Wealth LLC | 2,017 | $371 | 03/31/2024 |
XLY | 2,017 | $371 | 03/31/2024 |
Moors & Cabot Inc. | 2,057 | $368 | 12/31/2023 |
XLY | 2,057 | $368 | 12/31/2023 |
Coldstream Capital Management Inc. | 2,053 | $367 | 12/31/2023 |
XLY | 2,053 | $367 | 12/31/2023 |
Sheaff Brock Investment Advisors LLC | 2,040 | $365 | 12/31/2023 |
XLY | 2,040 | $365 | 12/31/2023 |
Sterling Investment Management Inc. | 1,979 | $364 | 03/31/2024 |
XLY | 1,979 | $364 | 03/31/2024 |
Frisch Financial Group Inc. | 2,037 | $364 | 12/31/2023 |
XLY | 2,037 | $364 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 1,976 | $363 | 03/31/2024 |
XLY | 1,976 | $363 | 03/31/2024 |
Consolidated Capital Management LLC | 1,968 | $362 | 03/31/2024 |
XLY | 1,968 | $362 | 03/31/2024 |
Windham Capital Management LLC | 2,007 | $359 | 12/31/2023 |
XLY | 2,007 | $359 | 12/31/2023 |
TCG Advisory Services LLC | 2,005 | $359 | 12/31/2023 |
XLY | 2,005 | $359 | 12/31/2023 |
Strategic Family Wealth Counselors L.L.C. | 2,000 | $358 | 12/31/2023 |
XLY | 2,000 | $358 | 12/31/2023 |
Talisman Wealth Advisors LLC | 2,003 | $358 | 12/31/2023 |
XLY | 2,003 | $358 | 12/31/2023 |
Act Two Investors LLC | 1,995 | $357 | 12/31/2023 |
XLY | 1,995 | $357 | 12/31/2023 |
Peoples Financial Services CORP. | 1,931 | $355 | 03/31/2024 |
XLY | 1,931 | $355 | 03/31/2024 |
Beacon Bridge Wealth Partners LLC | 1,933 | $355 | 03/31/2024 |
XLY | 1,933 | $355 | 03/31/2024 |
Freestone Capital Holdings LLC | 1,988 | $355 | 12/31/2023 |
XLY | 1,988 | $355 | 12/31/2023 |
Clear Creek Financial Management LLC | 1,953 | $353 | 03/31/2024 |
XLY | 1,953 | $353 | 03/31/2024 |
Berger Financial Group Inc | 1,916 | $352 | 03/31/2024 |
XLY | 1,916 | $352 | 03/31/2024 |
Wealthstar Advisors LLC | 1,908 | $351 | 03/31/2024 |
XLY | 1,908 | $351 | 03/31/2024 |
Empirical Asset Management LLC | 1,962 | $351 | 12/31/2023 |
XLY | 1,962 | $351 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 1,901 | $350 | 03/31/2024 |
XLY | 1,901 | $350 | 03/31/2024 |
LVM Capital Management Ltd. MI | 1,893 | $348 | 03/31/2024 |
XLY | 1,893 | $348 | 03/31/2024 |
JNBA Financial Advisors | 1,890 | $348 | 03/31/2024 |
XLY | 1,890 | $348 | 03/31/2024 |
Wedmont Private Capital | 1,918 | $348 | 03/31/2024 |
XLY | 1,918 | $348 | 03/31/2024 |
Relyea Zuckerberg Hanson LLC | 1,885 | $347 | 03/31/2024 |
XLY | 1,885 | $347 | 03/31/2024 |
Bensler LLC | 1,886 | $347 | 03/31/2024 |
XLY | 1,886 | $347 | 03/31/2024 |
Autumn Glory Partners LLC | 1,880 | $346 | 03/31/2024 |
XLY | 1,880 | $346 | 03/31/2024 |
VanderPol Investments L.L.C. | 1,880 | $346 | 03/31/2024 |
XLY | 1,880 | $346 | 03/31/2024 |
Howland Capital Management LLC | 1,875 | $345 | 03/31/2024 |
XLY | 1,875 | $345 | 03/31/2024 |
Trust Point Inc. | 1,870 | $344 | 03/31/2024 |
XLY | 1,870 | $344 | 03/31/2024 |
Waldron Private Wealth LLC | 1,922 | $343 | 12/31/2023 |
XLY | 1,922 | $343 | 12/31/2023 |
Occidental Asset Management LLC | 1,831 | $337 | 03/31/2024 |
XLY | 1,831 | $337 | 03/31/2024 |
L.M. Kohn & Company | 1,825 | $336 | 03/31/2024 |
XLY | 1,825 | $336 | 03/31/2024 |
Manchester Capital Management LLC | 1,825 | $336 | 03/31/2024 |
XLY | 1,825 | $336 | 03/31/2024 |
Perfromance Wealth Partners LLC | 1,826 | $336 | 03/31/2024 |
XLY | 1,826 | $336 | 03/31/2024 |
Alpine Woods Capital Investors LLC | 1,900 | $334 | 03/31/2024 |
XLY | 1,900 | $334 | 03/31/2024 |
Blue Chip Partners Inc. | 1,815 | $334 | 03/31/2024 |
XLY | 1,815 | $334 | 03/31/2024 |
Legacy Private Trust Co. | 1,812 | $333 | 03/31/2024 |
XLY | 1,812 | $333 | 03/31/2024 |
InTrack Investment Management Inc | 1,812 | $333 | 03/31/2024 |
XLY | 1,812 | $333 | 03/31/2024 |
Precedent Wealth Partners LLC | 1,809 | $333 | 03/31/2024 |
XLY | 1,809 | $333 | 03/31/2024 |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 1,860 | $333 | 12/31/2023 |
XLY | 1,860 | $333 | 12/31/2023 |
Golden State Equity Partners | 1,852 | $331 | 12/31/2023 |
XLY | 1,852 | $331 | 12/31/2023 |
Elevatus Welath Management | 1,838 | $329 | 12/31/2023 |
XLY | 1,838 | $329 | 12/31/2023 |
Everett Harris & Co. CA | 1,786 | $328 | 03/31/2024 |
XLY | 1,786 | $328 | 03/31/2024 |
Swmg LLC | 1,832 | $328 | 12/31/2023 |
XLY | 1,832 | $328 | 12/31/2023 |
Private Wealth Group LLC | 1,778 | $327 | 03/31/2024 |
XLY | 1,778 | $327 | 03/31/2024 |
Silverlake Wealth Management LLC | 1,771 | $326 | 03/31/2024 |
XLY | 1,771 | $326 | 03/31/2024 |
Norwood Financial Corp | 1,756 | $323 | 03/31/2024 |
XLY | 1,756 | $323 | 03/31/2024 |
Pensionmark Financial Group LLC | 1,805 | $323 | 12/31/2023 |
XLY | 1,805 | $323 | 12/31/2023 |
Bay Rivers Group | 1,753 | $322 | 03/31/2024 |
XLY | 1,753 | $322 | 03/31/2024 |
Jackson Hole Capital Partners LLC | 1,801 | $322 | 12/31/2023 |
XLY | 1,801 | $322 | 12/31/2023 |
DAGCO Inc. | 1,774 | $317 | 12/31/2023 |
XLY | 1,774 | $317 | 12/31/2023 |
Dynamic Wealth Strategies LLC | 1,774 | $317 | 12/31/2023 |
XLY | 1,774 | $317 | 12/31/2023 |
Capital Investment Advisory Services LLC | 1,720 | $316 | 03/31/2024 |
XLY | 1,720 | $316 | 03/31/2024 |
Sawtooth Solutions LLC | 1,747 | $312 | 12/31/2023 |
XLY | 1,747 | $312 | 12/31/2023 |
Bleakley Financial Group LLC | 1,747 | $312 | 12/31/2023 |
XLY | 1,747 | $312 | 12/31/2023 |
First Citizens Bank & Trust Co. | 1,681 | $309 | 03/31/2024 |
XLY | 1,681 | $309 | 03/31/2024 |
Private Wealth Partners LLC | 1,710 | $306 | 12/31/2023 |
XLY | 1,710 | $306 | 12/31/2023 |
Graves Light Private Wealth Management Inc. | 1,713 | $306 | 12/31/2023 |
XLY | 1,713 | $306 | 12/31/2023 |
L & S Advisors Inc | 1,704 | $305 | 12/31/2023 |
XLY | 1,704 | $305 | 12/31/2023 |
Sailer Financial LLC | 1,708 | $305 | 12/31/2023 |
XLY | 1,708 | $305 | 12/31/2023 |
Community Bank N.A. | 1,692 | $303 | 12/31/2023 |
XLY | 1,692 | $303 | 12/31/2023 |
Private Portfolio Partners LLC | 1,695 | $303 | 12/31/2023 |
XLY | 1,695 | $303 | 12/31/2023 |
Strategic Advisors LLC | 1,624 | $299 | 03/31/2024 |
XLY | 1,624 | $299 | 03/31/2024 |
HBK Sorce Advisory LLC | 1,655 | $296 | 12/31/2023 |
XLY | 1,655 | $296 | 12/31/2023 |
Cascade Investment Group Inc. | 1,642 | $294 | 12/31/2023 |
XLY | 1,642 | $294 | 12/31/2023 |
Thoroughbred Financial Services LLC | 1,649 | $294 | 12/31/2023 |
XLY | 1,649 | $294 | 12/31/2023 |
Monticello Wealth Management LLC | 1,578 | $290 | 03/31/2024 |
XLY | 1,578 | $290 | 03/31/2024 |
Apollon Financial LLC | 1,576 | $290 | 03/31/2024 |
XLY | 1,576 | $290 | 03/31/2024 |
Executive Wealth Management LLC | 1,616 | $289 | 12/31/2023 |
XLY | 1,616 | $289 | 12/31/2023 |
Bragg Financial Advisors Inc | 1,610 | $288 | 12/31/2023 |
XLY | 1,610 | $288 | 12/31/2023 |
Arete Wealth Advisors LLC | 1,608 | $288 | 12/31/2023 |
XLY | 1,608 | $288 | 12/31/2023 |
Smith Moore & CO. | 1,604 | $287 | 12/31/2023 |
XLY | 1,604 | $287 | 12/31/2023 |
Fulcrum Equity Management | 1,549 | $285 | 03/31/2024 |
XLY | 1,549 | $285 | 03/31/2024 |
Secure Asset Management LLC | 1,550 | $285 | 03/31/2024 |
XLY | 1,550 | $285 | 03/31/2024 |
Ballentine Partners LLC | 1,543 | $284 | 03/31/2024 |
XLY | 1,543 | $284 | 03/31/2024 |
Naples Global Advisors LLC | 1,547 | $284 | 03/31/2024 |
XLY | 1,547 | $284 | 03/31/2024 |
Financial Advocates Investment Management | 1,546 | $284 | 03/31/2024 |
XLY | 1,546 | $284 | 03/31/2024 |
River Wealth Advisors LLC | 1,591 | $284 | 12/31/2023 |
XLY | 1,591 | $284 | 12/31/2023 |
Halbert Hargrove Global Advisors LLC | 1,538 | $283 | 03/31/2024 |
XLY | 1,538 | $283 | 03/31/2024 |
Penobscot Wealth Management | 1,526 | $281 | 03/31/2024 |
XLY | 1,526 | $281 | 03/31/2024 |
Gray Wealth Management Inc. | 1,529 | $281 | 03/31/2024 |
XLY | 1,529 | $281 | 03/31/2024 |
WealthTrust Asset Management LLC | 1,520 | $280 | 03/31/2024 |
XLY | 1,520 | $280 | 03/31/2024 |
Fielder Capital Group LLC | 1,513 | $278 | 03/31/2024 |
XLY | 1,513 | $278 | 03/31/2024 |
Rehmann Capital Advisory Group | 1,501 | $276 | 03/31/2024 |
XLY | 1,501 | $276 | 03/31/2024 |
Alta Wealth Advisors LLC | 1,503 | $276 | 03/31/2024 |
XLY | 1,503 | $276 | 03/31/2024 |
Telemus Capital LLC | 1,538 | $275 | 12/31/2023 |
XLY | 1,538 | $275 | 12/31/2023 |
Icon Wealth Advisors LLC | 1,530 | $274 | 12/31/2023 |
XLY | 1,530 | $274 | 12/31/2023 |
Lakeview Capital Partners LLC | 1,528 | $273 | 12/31/2023 |
XLY | 1,528 | $273 | 12/31/2023 |
Montag A & Associates Inc. | 1,520 | $272 | 12/31/2023 |
XLY | 1,520 | $272 | 12/31/2023 |
Onyx Bridge Wealth Group LLC | 1,540 | $271 | 03/31/2024 |
XLY | 1,540 | $271 | 03/31/2024 |
Acorn Creek Capital LLC | 1,476 | $271 | 03/31/2024 |
XLY | 1,476 | $271 | 03/31/2024 |
Signature Securities Group Corporation | 1,460 | $269 | 03/31/2024 |
XLY | 1,460 | $269 | 03/31/2024 |
Tyche Wealth Partners LLC | 1,463 | $269 | 03/31/2024 |
XLY | 1,463 | $269 | 03/31/2024 |
Peoples Bank KS | 1,436 | $264 | 03/31/2024 |
XLY | 1,436 | $264 | 03/31/2024 |
Farther Finance Advisors LLC | 1,476 | $264 | 12/31/2023 |
XLY | 1,476 | $264 | 12/31/2023 |
Horizon Wealth Management LLC | 1,420 | $261 | 03/31/2024 |
XLY | 1,420 | $261 | 03/31/2024 |
Dimension Capital Management LLC | 1,458 | $261 | 12/31/2023 |
XLY | 1,458 | $261 | 12/31/2023 |
Resolute Wealth Strategies LLC | 1,461 | $261 | 12/31/2023 |
XLY | 1,461 | $261 | 12/31/2023 |
Aptus Capital Advisors LLC | 1,448 | $259 | 12/31/2023 |
XLY | 1,448 | $259 | 12/31/2023 |
Second Line Capital LLC | 1,450 | $259 | 12/31/2023 |
XLY | 1,450 | $259 | 12/31/2023 |
Campbell Wealth Management | 1,445 | $258 | 12/31/2023 |
XLY | 1,445 | $258 | 12/31/2023 |
Modera Wealth Management LLC | 1,439 | $257 | 12/31/2023 |
XLY | 1,439 | $257 | 12/31/2023 |
DiMeo Schneider & Associates L.L.C. | 1,435 | $257 | 12/31/2023 |
XLY | 1,435 | $257 | 12/31/2023 |
SeaCrest Wealth Management LLC | 1,391 | $256 | 03/31/2024 |
XLY | 1,391 | $256 | 03/31/2024 |
DF Dent & Co. Inc. | 1,431 | $256 | 12/31/2023 |
XLY | 1,431 | $256 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 1,388 | $255 | 03/31/2024 |
XLY | 1,388 | $255 | 03/31/2024 |
Lodestone Wealth Management LLC | 1,388 | $255 | 03/31/2024 |
XLY | 1,388 | $255 | 03/31/2024 |
Zacks Investment Management | 1,426 | $255 | 12/31/2023 |
XLY | 1,426 | $255 | 12/31/2023 |
Strategy Asset Managers LLC | 1,376 | $253 | 03/31/2024 |
XLY | 1,376 | $253 | 03/31/2024 |
TBH Global Asset Management LLC | 1,413 | $253 | 12/31/2023 |
XLY | 1,413 | $253 | 12/31/2023 |
Ironwood Financial llc | 1,369 | $252 | 03/31/2024 |
XLY | 1,369 | $252 | 03/31/2024 |
Lbmc Investment Advisors LLC | 1,366 | $251 | 03/31/2024 |
XLY | 1,366 | $251 | 03/31/2024 |
San Luis Wealth Advisors LLC | 1,361 | $250 | 03/31/2024 |
XLY | 1,361 | $250 | 03/31/2024 |
Banco Bilbao Vizcaya Argentaria S.A. | 1,400 | $250 | 12/31/2023 |
XLY | 1,400 | $250 | 12/31/2023 |
Truvestments Capital LLC | 1,397 | $250 | 12/31/2023 |
XLY | 1,397 | $250 | 12/31/2023 |
BIP Wealth LLC | 1,387 | $248 | 12/31/2023 |
XLY | 1,387 | $248 | 12/31/2023 |
BCS Wealth Management | 1,342 | $247 | 03/31/2024 |
XLY | 1,342 | $247 | 03/31/2024 |
SYM FINANCIAL Corp | 1,379 | $247 | 12/31/2023 |
XLY | 1,379 | $247 | 12/31/2023 |
Aries Wealth Management | 1,339 | $246 | 03/31/2024 |
XLY | 1,339 | $246 | 03/31/2024 |
Seelaus Asset Management LLC | 1,325 | $244 | 03/31/2024 |
XLY | 1,325 | $244 | 03/31/2024 |
Motley Fool Wealth Management LLC | 1,374 | $244 | 12/31/2023 |
XLY | 1,374 | $244 | 12/31/2023 |
Vivaldi Capital Management LLC | 1,378 | $243 | 12/31/2023 |
XLY | 1,378 | $243 | 12/31/2023 |
Y.D. More Investments Ltd | 1,361 | $243 | 12/31/2023 |
XLY | 1,361 | $243 | 12/31/2023 |
First PREMIER Bank | 1,316 | $242 | 03/31/2024 |
XLY | 1,316 | $242 | 03/31/2024 |
Deutsche Bank AG | 1,356 | $242 | 12/31/2023 |
XLY | 1,356 | $242 | 12/31/2023 |
TNF LLC | 1,381 | $241 | 03/31/2024 |
XLY | 1,381 | $241 | 03/31/2024 |
Channel Wealth LLC | 1,309 | $241 | 03/31/2024 |
XLY | 1,309 | $241 | 03/31/2024 |
American National Bank | 1,305 | $240 | 03/31/2024 |
XLY | 1,305 | $240 | 03/31/2024 |
Whalen Wealth Management Inc. | 1,304 | $240 | 03/31/2024 |
XLY | 1,304 | $240 | 03/31/2024 |
LFA Lugano Financial Advisors SA | 1,300 | $239 | 03/31/2024 |
XLY | 1,300 | $239 | 03/31/2024 |
Sebold Capital Management Inc. | 1,300 | $239 | 03/31/2024 |
XLY | 1,300 | $239 | 03/31/2024 |
Fountainhead AM LLC | 1,290 | $237 | 03/31/2024 |
XLY | 1,290 | $237 | 03/31/2024 |
Gateway Wealth Partners LLC | 1,328 | $237 | 12/31/2023 |
XLY | 1,328 | $237 | 12/31/2023 |
Midland Wealth Advisors LLC | 1,325 | $237 | 12/31/2023 |
XLY | 1,325 | $237 | 12/31/2023 |
Albion Financial Group UT | 1,281 | $236 | 03/31/2024 |
XLY | 1,281 | $236 | 03/31/2024 |
Diligent Investors LLC | 1,281 | $236 | 03/31/2024 |
XLY | 1,281 | $236 | 03/31/2024 |
Sierra Capital LLC | 1,281 | $236 | 03/31/2024 |
XLY | 1,281 | $236 | 03/31/2024 |
Broadleaf Partners LLC | 1,316 | $235 | 12/31/2023 |
XLY | 1,316 | $235 | 12/31/2023 |
EWG Elevate Inc. | 1,266 | $233 | 03/31/2024 |
XLY | 1,266 | $233 | 03/31/2024 |
REDW Wealth LLC | 1,260 | $232 | 03/31/2024 |
XLY | 1,260 | $232 | 03/31/2024 |
Parisi Gray Wealth Management | 1,262 | $232 | 03/31/2024 |
XLY | 1,262 | $232 | 03/31/2024 |
Cambridge Trust Co. | 1,298 | $232 | 12/31/2023 |
XLY | 1,298 | $232 | 12/31/2023 |
Continuum Advisory LLC | 1,286 | $230 | 12/31/2023 |
XLY | 1,286 | $230 | 12/31/2023 |
MWA Asset Management | 1,278 | $229 | 12/31/2023 |
XLY | 1,278 | $229 | 12/31/2023 |
Hurlow Wealth Management Group Inc. | 1,240 | $228 | 03/31/2024 |
XLY | 1,240 | $228 | 03/31/2024 |
NBC Securities Inc. | 1,236 | $227 | 03/31/2024 |
XLY | 1,236 | $227 | 03/31/2024 |
Clearview Wealth Advisors LLC | 1,235 | $227 | 03/31/2024 |
XLY | 1,235 | $227 | 03/31/2024 |
Riggs Asset Managment Co. Inc. | 1,230 | $226 | 03/31/2024 |
XLY | 1,230 | $226 | 03/31/2024 |
Key Client Fiduciary Advisors LLC | 1,227 | $226 | 03/31/2024 |
XLY | 1,227 | $226 | 03/31/2024 |
Lodestar Private Asset Management LLC | 1,224 | $225 | 03/31/2024 |
XLY | 1,224 | $225 | 03/31/2024 |
Element Wealth LLC | 1,256 | $225 | 12/31/2023 |
XLY | 1,256 | $225 | 12/31/2023 |
Wetzel Investment Advisors Inc. | 1,302 | $223 | 03/31/2024 |
XLY | 1,302 | $223 | 03/31/2024 |
Principal Securities Inc. | 1,246 | $223 | 12/31/2023 |
XLY | 1,246 | $223 | 12/31/2023 |
Amussen Hunsaker Associates LLC | 1,245 | $223 | 12/31/2023 |
XLY | 1,245 | $223 | 12/31/2023 |
Strategies Wealth Advisors LLC | 1,209 | $222 | 03/31/2024 |
XLY | 1,209 | $222 | 03/31/2024 |
Trifecta Capital Advisors LLC | 1,200 | $221 | 03/31/2024 |
XLY | 1,200 | $221 | 03/31/2024 |
Midwest Financial Group LLC | 1,203 | $221 | 03/31/2024 |
XLY | 1,203 | $221 | 03/31/2024 |
Thompson Davis & CO. Inc. | 1,194 | $220 | 03/31/2024 |
XLY | 1,194 | $220 | 03/31/2024 |
Moss Adams Wealth Advisors LLC | 1,230 | $220 | 12/31/2023 |
XLY | 1,230 | $220 | 12/31/2023 |
Westside Investment Management Inc. | 1,193 | $219 | 03/31/2024 |
XLY | 1,193 | $219 | 03/31/2024 |
Confluence Wealth Services Inc. | 1,191 | $219 | 03/31/2024 |
XLY | 1,191 | $219 | 03/31/2024 |
Cornerstone Wealth Management LLC | 1,176 | $216 | 03/31/2024 |
XLY | 1,176 | $216 | 03/31/2024 |
Good Life Advisors LLC | 1,170 | $215 | 03/31/2024 |
XLY | 1,170 | $215 | 03/31/2024 |
Wealth Architects LLC | 1,203 | $215 | 12/31/2023 |
XLY | 1,203 | $215 | 12/31/2023 |
Warren Averett Asset Management LLC | 1,189 | $213 | 12/31/2023 |
XLY | 1,189 | $213 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 1,181 | $211 | 12/31/2023 |
XLY | 1,181 | $211 | 12/31/2023 |
SilverOak Wealth Management LLC | 1,175 | $210 | 12/31/2023 |
XLY | 1,175 | $210 | 12/31/2023 |
Brown Brothers Harriman & Co. | 1,170 | $209 | 12/31/2023 |
XLY | 1,170 | $209 | 12/31/2023 |
Gallacher Capital Management LLC | 1,168 | $209 | 12/31/2023 |
XLY | 1,168 | $209 | 12/31/2023 |
Texas Yale Capital Corp. | 1,161 | $208 | 12/31/2023 |
XLY | 1,161 | $208 | 12/31/2023 |
Twin Focus Capital Partners LLC | 1,162 | $208 | 12/31/2023 |
XLY | 1,162 | $208 | 12/31/2023 |
Taylor & Morgan Wealth Management LLC | 1,119 | $206 | 03/31/2024 |
XLY | 1,119 | $206 | 03/31/2024 |
Point72 Europe London LLP | 1,152 | $206 | 12/31/2023 |
XLY | 1,152 | $206 | 12/31/2023 |
Aviance Capital Partners LLC | 1,108 | $204 | 03/31/2024 |
XLY | 1,108 | $204 | 03/31/2024 |
Oakworth Capital Inc. | 1,112 | $204 | 03/31/2024 |
XLY | 1,112 | $204 | 03/31/2024 |
Franklin Resources Inc. | 1,141 | $204 | 12/31/2023 |
XLY | 1,141 | $204 | 12/31/2023 |
Allred Capital Management LLC | 1,104 | $203 | 03/31/2024 |
XLY | 1,104 | $203 | 03/31/2024 |
SOL Capital Management CO | 1,100 | $202 | 03/31/2024 |
XLY | 1,100 | $202 | 03/31/2024 |
Banque Pictet & Cie SA | 1,100 | $202 | 03/31/2024 |
XLY | 1,100 | $202 | 03/31/2024 |
River Street Advisors LLC | 1,100 | $202 | 03/31/2024 |
XLY | 1,100 | $202 | 03/31/2024 |
Williams & Novak LLC | 1,131 | $202 | 03/31/2024 |
XLY | 1,131 | $202 | 03/31/2024 |
Marco Investment Management LLC | 1,132 | $202 | 12/31/2023 |
XLY | 1,132 | $202 | 12/31/2023 |
AllSquare Wealth Management LLC | 1,127 | $202 | 12/31/2023 |
XLY | 1,127 | $202 | 12/31/2023 |
Donaldson Capital Management LLC | 1,094 | $201 | 03/31/2024 |
XLY | 1,094 | $201 | 03/31/2024 |
Acropolis Investment Management LLC | 1,085 | $200 | 03/31/2024 |
XLY | 1,085 | $200 | 03/31/2024 |
Archer Investment Corp | 1,098 | $196 | 12/31/2023 |
XLY | 1,098 | $196 | 12/31/2023 |
Clearstead Advisors LLC | 1,051 | $188 | 12/31/2023 |
XLY | 1,051 | $188 | 12/31/2023 |
Trust Co. of Vermont | 1,005 | $185 | 03/31/2024 |
XLY | 1,005 | $185 | 03/31/2024 |
Vestor Capital LLC | 1,022 | $183 | 12/31/2023 |
XLY | 1,022 | $183 | 12/31/2023 |
Byrne Asset Management LLC | 930 | $171 | 03/31/2024 |
XLY | 930 | $171 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 906 | $167 | 03/31/2024 |
XLY | 906 | $167 | 03/31/2024 |
Solstein Capital LLC | 885 | $163 | 03/31/2024 |
XLY | 885 | $163 | 03/31/2024 |
Optiver Holding B.V. | 906 | $162 | 12/31/2023 |
XLY | 906 | $162 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 900 | $161 | 12/31/2023 |
XLY | 900 | $161 | 12/31/2023 |
FinTrust Capital Advisors LLC | 858 | $158 | 03/31/2024 |
XLY | 858 | $158 | 03/31/2024 |
Carmichael Hill & Associates Inc. | 860 | $158 | 03/31/2024 |
XLY | 860 | $158 | 03/31/2024 |
LGT Financial Advisors LLC | 844 | $155 | 03/31/2024 |
XLY | 844 | $155 | 03/31/2024 |
First Manhattan Co. | 809 | $145 | 12/31/2023 |
XLY | 809 | $145 | 12/31/2023 |
Park Place Capital Corp | 762 | $140 | 03/31/2024 |
XLY | 762 | $140 | 03/31/2024 |
Crewe Advisors LLC | 785 | $140 | 12/31/2023 |
XLY | 785 | $140 | 12/31/2023 |
Mitchell Sinkler & Starr PA | 750 | $138 | 03/31/2024 |
XLY | 750 | $138 | 03/31/2024 |
Central Bank & Trust Co. | 734 | $135 | 03/31/2024 |
XLY | 734 | $135 | 03/31/2024 |
Legend Financial Advisors Inc. | 716 | $132 | 03/31/2024 |
XLY | 716 | $132 | 03/31/2024 |
Optimum Investment Advisors | 700 | $129 | 03/31/2024 |
XLY | 700 | $129 | 03/31/2024 |
South State CORP. | 694 | $128 | 03/31/2024 |
XLY | 694 | $128 | 03/31/2024 |
United Community Bank | 671 | $123 | 03/31/2024 |
XLY | 671 | $123 | 03/31/2024 |
Farmers & Merchants Investments Inc. | 666 | $122 | 03/31/2024 |
XLY | 666 | $122 | 03/31/2024 |
Colonial Trust Advisors | 680 | $122 | 12/31/2023 |
XLY | 680 | $122 | 12/31/2023 |
Founders Financial Alliance LLC | 675 | $121 | 12/31/2023 |
XLY | 675 | $121 | 12/31/2023 |
Cranbrook Wealth Management LLC | 650 | $120 | 03/31/2024 |
XLY | 650 | $120 | 03/31/2024 |
Concord Wealth Partners | 648 | $119 | 03/31/2024 |
XLY | 648 | $119 | 03/31/2024 |
Adirondack Trust Co. | 640 | $118 | 03/31/2024 |
XLY | 640 | $118 | 03/31/2024 |
Paladin Advisory Group LLC | 637 | $114 | 12/31/2023 |
XLY | 637 | $114 | 12/31/2023 |
Hexagon Capital Partners LLC | 605 | $111 | 03/31/2024 |
XLY | 605 | $111 | 03/31/2024 |
UMB Bank N A MO | 596 | $110 | 03/31/2024 |
XLY | 596 | $110 | 03/31/2024 |
Valley National Advisers Inc. | 591 | $108 | 03/31/2024 |
XLY | 591 | $108 | 03/31/2024 |
Blue Bell Private Wealth Management LLC | 590 | $108 | 03/31/2024 |
XLY | 590 | $108 | 03/31/2024 |
Avion Wealth | 564 | $104 | 03/31/2024 |
XLY | 564 | $104 | 03/31/2024 |
Atlantic Private Wealth LLC | 575 | $103 | 12/31/2023 |
XLY | 575 | $103 | 12/31/2023 |
Atlantic Edge Private Wealth Management LLC | 575 | $103 | 12/31/2023 |
XLY | 575 | $103 | 12/31/2023 |
Signaturefd LLC | 556 | $102 | 03/31/2024 |
XLY | 556 | $102 | 03/31/2024 |
Nemes Rush Group LLC | 559 | $100 | 12/31/2023 |
XLY | 559 | $100 | 12/31/2023 |
Transcendent Capital Group LLC | 550 | $98 | 03/31/2024 |
XLY | 550 | $98 | 03/31/2024 |
Provence Wealth Management Group | 547 | $98 | 12/31/2023 |
XLY | 547 | $98 | 12/31/2023 |
Long Island Wealth Management Inc. | 542 | $97 | 12/31/2023 |
XLY | 542 | $97 | 12/31/2023 |
Spartan Planning & Wealth Management | 537 | $96 | 12/31/2023 |
XLY | 537 | $96 | 12/31/2023 |
ORG Partners LLC | 536 | $96 | 12/31/2023 |
XLY | 536 | $96 | 12/31/2023 |
Barrett & Company Inc. | 512 | $94 | 03/31/2024 |
XLY | 512 | $94 | 03/31/2024 |
Financial Management Professionals Inc. | 513 | $94 | 03/31/2024 |
XLY | 513 | $94 | 03/31/2024 |
West Branch Capital LLC | 484 | $89 | 03/31/2024 |
XLY | 484 | $89 | 03/31/2024 |
Guardian Wealth Advisors LLC NC | 501 | $87 | 12/31/2023 |
XLY | 501 | $87 | 12/31/2023 |
Duncker Streett & Co. Inc. | 460 | $85 | 03/31/2024 |
XLY | 460 | $85 | 03/31/2024 |
Indiana Trust & Investment Management CO | 456 | $84 | 03/31/2024 |
XLY | 456 | $84 | 03/31/2024 |
YHB Investment Advisors Inc. | 458 | $84 | 03/31/2024 |
XLY | 458 | $84 | 03/31/2024 |
Mather Group LLC. | 466 | $83 | 03/31/2024 |
XLY | 466 | $83 | 03/31/2024 |
Pittenger & Anderson Inc. | 435 | $80 | 03/31/2024 |
XLY | 435 | $80 | 03/31/2024 |
Key Financial Inc | 444 | $79 | 03/31/2024 |
XLY | 444 | $79 | 03/31/2024 |
Ancora Advisors LLC | 442 | $79 | 12/31/2023 |
XLY | 442 | $79 | 12/31/2023 |
Townsend Asset Management Corp NC ADV | 421 | $77 | 03/31/2024 |
XLY | 421 | $77 | 03/31/2024 |
Union Savings Bank | 419 | $77 | 03/31/2024 |
XLY | 419 | $77 | 03/31/2024 |
Sunbelt Securities Inc. | 409 | $75 | 03/31/2024 |
XLY | 409 | $75 | 03/31/2024 |
TCTC Holdings LLC | 421 | $75 | 12/31/2023 |
XLY | 421 | $75 | 12/31/2023 |
Anchor Investment Management LLC | 418 | $75 | 12/31/2023 |
XLY | 418 | $75 | 12/31/2023 |
Prestige Wealth Management Group LLC | 396 | $73 | 03/31/2024 |
XLY | 396 | $73 | 03/31/2024 |
Coppell Advisory Solutions LLC | 409 | $73 | 12/31/2023 |
XLY | 409 | $73 | 12/31/2023 |
Phillips Financial Management LLC | 390 | $72 | 03/31/2024 |
XLY | 390 | $72 | 03/31/2024 |
PSI Advisors LLC | 386 | $71 | 03/31/2024 |
XLY | 386 | $71 | 03/31/2024 |
Pacific Center for Financial Services | 392 | $70 | 12/31/2023 |
XLY | 392 | $70 | 12/31/2023 |
Independence Bank of Kentucky | 377 | $69 | 03/31/2024 |
XLY | 377 | $69 | 03/31/2024 |
Edmond DE Rothschild Holding S.A. | 385 | $69 | 12/31/2023 |
XLY | 385 | $69 | 12/31/2023 |
Tyler Stone Wealth Management | 387 | $69 | 12/31/2023 |
XLY | 387 | $69 | 12/31/2023 |
Financial Gravity Asset Management Inc. | 378 | $68 | 12/31/2023 |
XLY | 378 | $68 | 12/31/2023 |
Beacon Capital Management LLC | 381 | $68 | 12/31/2023 |
XLY | 381 | $68 | 12/31/2023 |
Horrell Capital Management Inc. | 364 | $67 | 03/31/2024 |
XLY | 364 | $67 | 03/31/2024 |
Hamilton Point Investment Advisors LLC | 377 | $67 | 12/31/2023 |
XLY | 377 | $67 | 12/31/2023 |
Sage Mountain Advisors LLC | 355 | $65 | 03/31/2024 |
XLY | 355 | $65 | 03/31/2024 |
Russell Investments Group Ltd. | 356 | $64 | 12/31/2023 |
XLY | 356 | $64 | 12/31/2023 |
GAMMA Investing LLC | 340 | $63 | 03/31/2024 |
XLY | 340 | $63 | 03/31/2024 |
Greenwood Gearhart Inc. | 350 | $63 | 12/31/2023 |
XLY | 350 | $63 | 12/31/2023 |
Ameritas Investment Partners Inc. | 344 | $62 | 12/31/2023 |
XLY | 344 | $62 | 12/31/2023 |
Caitlin John LLC | 349 | $62 | 12/31/2023 |
XLY | 349 | $62 | 12/31/2023 |
Strengthening Families & Communities LLC | 340 | $61 | 12/31/2023 |
XLY | 340 | $61 | 12/31/2023 |
Roble Belko & Company Inc | 323 | $59 | 03/31/2024 |
XLY | 323 | $59 | 03/31/2024 |
Tompkins Financial Corp | 317 | $58 | 03/31/2024 |
XLY | 317 | $58 | 03/31/2024 |
Webster Bank N. A. | 313 | $58 | 03/31/2024 |
XLY | 313 | $58 | 03/31/2024 |
Perkins Coie Trust Co | 317 | $58 | 03/31/2024 |
XLY | 317 | $58 | 03/31/2024 |
Resurgent Financial Advisors LLC | 324 | $58 | 12/31/2023 |
XLY | 324 | $58 | 12/31/2023 |
Dunhill Financial LLC | 327 | $58 | 12/31/2023 |
XLY | 327 | $58 | 12/31/2023 |
Frazier Financial Advisors LLC | 317 | $57 | 12/31/2023 |
XLY | 317 | $57 | 12/31/2023 |
Hanson & Doremus Investment Management | 302 | $56 | 03/31/2024 |
XLY | 302 | $56 | 03/31/2024 |
Global Trust Asset Management LLC | 305 | $56 | 03/31/2024 |
XLY | 305 | $56 | 03/31/2024 |
Armor Investment Advisors LLC | 277 | $51 | 03/31/2024 |
XLY | 277 | $51 | 03/31/2024 |
Davis Capital Management | 277 | $51 | 03/31/2024 |
XLY | 277 | $51 | 03/31/2024 |
Rice Partnership LLC | 280 | $50 | 12/31/2023 |
XLY | 280 | $50 | 12/31/2023 |
Salem Investment Counselors Inc. | 267 | $49 | 03/31/2024 |
XLY | 267 | $49 | 03/31/2024 |
Macroview Investment Management LLC | 264 | $49 | 03/31/2024 |
XLY | 264 | $49 | 03/31/2024 |
BOK Financial Private Wealth Inc. | 250 | $46 | 03/31/2024 |
XLY | 250 | $46 | 03/31/2024 |
North Star Investment Management Corp. | 252 | $46 | 03/31/2024 |
XLY | 252 | $46 | 03/31/2024 |
Providence Capital Advisors LLC | 253 | $45 | 12/31/2023 |
XLY | 253 | $45 | 12/31/2023 |
Lindbrook Capital LLC | 239 | $44 | 03/31/2024 |
XLY | 239 | $44 | 03/31/2024 |
Rockbridge Investment Management LCC | 238 | $43 | 12/31/2023 |
XLY | 238 | $43 | 12/31/2023 |
Cornerstone Planning Group LLC | 243 | $43 | 12/31/2023 |
XLY | 243 | $43 | 12/31/2023 |
Woodmont Investment Counsel LLC | 221 | $41 | 03/31/2024 |
XLY | 221 | $41 | 03/31/2024 |
Private Ocean LLC | 222 | $41 | 03/31/2024 |
XLY | 222 | $41 | 03/31/2024 |
Coston McIsaac & Partners | 224 | $41 | 03/31/2024 |
XLY | 224 | $41 | 03/31/2024 |
Massmutual Trust Co. FSB ADV | 215 | $40 | 03/31/2024 |
XLY | 215 | $40 | 03/31/2024 |
Gradient Investments LLC | 218 | $40 | 03/31/2024 |
XLY | 218 | $40 | 03/31/2024 |
Burkett Financial Services LLC | 219 | $40 | 03/31/2024 |
XLY | 219 | $40 | 03/31/2024 |
Tidemark LLC | 225 | $40 | 12/31/2023 |
XLY | 225 | $40 | 12/31/2023 |
JFS Wealth Advisors LLC | 212 | $39 | 03/31/2024 |
XLY | 212 | $39 | 03/31/2024 |
Ronald Blue Trust Inc. | 214 | $39 | 03/31/2024 |
XLY | 214 | $39 | 03/31/2024 |
Fairfield Bush & CO. | 221 | $39 | 12/31/2023 |
XLY | 221 | $39 | 12/31/2023 |
AdvisorNet Financial Inc | 207 | $38 | 03/31/2024 |
XLY | 207 | $38 | 03/31/2024 |
Friedenthal Financial | 209 | $38 | 03/31/2024 |
XLY | 209 | $38 | 03/31/2024 |
MGB Wealth Management LLC | 210 | $38 | 12/31/2023 |
XLY | 210 | $38 | 12/31/2023 |
Capital Investment Counsel Inc | 200 | $37 | 03/31/2024 |
XLY | 200 | $37 | 03/31/2024 |
Provident Wealth Management LLC | 198 | $36 | 03/31/2024 |
XLY | 198 | $36 | 03/31/2024 |
OLD Second National Bank of Aurora | 200 | $36 | 12/31/2023 |
XLY | 200 | $36 | 12/31/2023 |
SRS Capital Advisors Inc. | 196 | $35 | 12/31/2023 |
XLY | 196 | $35 | 12/31/2023 |
First Community Trust NA | 184 | $34 | 03/31/2024 |
XLY | 184 | $34 | 03/31/2024 |
Register Financial Advisors LLC | 185 | $34 | 03/31/2024 |
XLY | 185 | $34 | 03/31/2024 |
Baystate Wealth Management LLC | 181 | $33 | 12/31/2023 |
XLY | 181 | $33 | 12/31/2023 |
Vima LLC | 186 | $33 | 12/31/2023 |
XLY | 186 | $33 | 12/31/2023 |
WASHINGTON TRUST Co | 175 | $32 | 03/31/2024 |
XLY | 175 | $32 | 03/31/2024 |
Gold Investment Management Ltd. | 175 | $32 | 03/31/2024 |
XLY | 175 | $32 | 03/31/2024 |
Resources Management Corp CT ADV | 179 | $32 | 12/31/2023 |
XLY | 179 | $32 | 12/31/2023 |
Investors Research Corp | 167 | $31 | 03/31/2024 |
XLY | 167 | $31 | 03/31/2024 |
Biltmore Family Office LLC | 175 | $31 | 12/31/2023 |
XLY | 175 | $31 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 165 | $30 | 12/31/2023 |
XLY | 165 | $30 | 12/31/2023 |
Creekmur Asset Management LLC | 167 | $30 | 12/31/2023 |
XLY | 167 | $30 | 12/31/2023 |
Operose Advisors LLC | 161 | $29 | 12/31/2023 |
XLY | 161 | $29 | 12/31/2023 |
AlphaCore Capital LLC | 155 | $28 | 12/31/2023 |
XLY | 155 | $28 | 12/31/2023 |
ST Germain D J Co. Inc. | 145 | $27 | 03/31/2024 |
XLY | 145 | $27 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 146 | $27 | 03/31/2024 |
XLY | 146 | $27 | 03/31/2024 |
SOA Wealth Advisors LLC. | 140 | $26 | 03/31/2024 |
XLY | 140 | $26 | 03/31/2024 |
Nalls Sherbakoff Group LLC | 145 | $26 | 12/31/2023 |
XLY | 145 | $26 | 12/31/2023 |
New Millennium Group LLC | 146 | $26 | 12/31/2023 |
XLY | 146 | $26 | 12/31/2023 |
Bellevue Asset Management LLC | 138 | $25 | 03/31/2024 |
XLY | 138 | $25 | 03/31/2024 |
First Command Advisory Services Inc. | 130 | $24 | 03/31/2024 |
XLY | 130 | $24 | 03/31/2024 |
Aspire Private Capital LLC | 128 | $24 | 03/31/2024 |
XLY | 128 | $24 | 03/31/2024 |
Financial Perspectives Inc | 131 | $24 | 03/31/2024 |
XLY | 131 | $24 | 03/31/2024 |
Pacifica Partners Inc. | 125 | $23 | 03/31/2024 |
XLY | 125 | $23 | 03/31/2024 |
Winch Advisory Services LLC | 126 | $23 | 12/31/2023 |
XLY | 126 | $23 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 115 | $21 | 03/31/2024 |
XLY | 115 | $21 | 03/31/2024 |
Fortis Advisors LLC | 116 | $21 | 12/31/2023 |
XLY | 116 | $21 | 12/31/2023 |
Annis Gardner Whiting Capital Advisors LLC | 120 | $21 | 12/31/2023 |
XLY | 120 | $21 | 12/31/2023 |
Northwest Financial Advisors | 119 | $21 | 12/31/2023 |
XLY | 119 | $21 | 12/31/2023 |
Wagner Wealth Management LLC | 108 | $20 | 03/31/2024 |
XLY | 108 | $20 | 03/31/2024 |
Stephenson National Bank & Trust | 104 | $19 | 03/31/2024 |
XLY | 104 | $19 | 03/31/2024 |
Bank of New Hampshire | 101 | $19 | 03/31/2024 |
XLY | 101 | $19 | 03/31/2024 |
ZRC Wealth Management LLC | 105 | $19 | 03/31/2024 |
XLY | 105 | $19 | 03/31/2024 |
Tower View Investment Management & Research LLC | 97 | $18 | 03/31/2024 |
XLY | 97 | $18 | 03/31/2024 |
DecisionPoint Financial LLC | 101 | $18 | 03/31/2024 |
XLY | 101 | $18 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 100 | $18 | 12/31/2023 |
XLY | 100 | $18 | 12/31/2023 |
Investment Research & Advisory Group Inc. | 94 | $17 | 03/31/2024 |
XLY | 94 | $17 | 03/31/2024 |
Game Plan Financial Advisors LLC | 90 | $17 | 03/31/2024 |
XLY | 90 | $17 | 03/31/2024 |
Financial Connections Group Inc. | 90 | $17 | 03/31/2024 |
XLY | 90 | $17 | 03/31/2024 |
Howe & Rusling Inc. | 94 | $17 | 12/31/2023 |
XLY | 94 | $17 | 12/31/2023 |
Center for Financial Planning Inc. | 87 | $16 | 03/31/2024 |
XLY | 87 | $16 | 03/31/2024 |
FSA Wealth Management LLC | 88 | $16 | 12/31/2023 |
XLY | 88 | $16 | 12/31/2023 |
MTM Investment Management LLC | 79 | $15 | 03/31/2024 |
XLY | 79 | $15 | 03/31/2024 |
Balentine LLC | 82 | $15 | 12/31/2023 |
XLY | 82 | $15 | 12/31/2023 |
WealthShield Partners LLC | 76 | $14 | 03/31/2024 |
XLY | 76 | $14 | 03/31/2024 |
Oxford Financial Group Ltd. | 78 | $14 | 12/31/2023 |
XLY | 78 | $14 | 12/31/2023 |
Highlander Capital Management LLC | 78 | $14 | 12/31/2023 |
XLY | 78 | $14 | 12/31/2023 |
Cape Investment Advisory Inc. | 77 | $14 | 12/31/2023 |
XLY | 77 | $14 | 12/31/2023 |
Colonial Trust Co SC | 80 | $14 | 12/31/2023 |
XLY | 80 | $14 | 12/31/2023 |
Dividend Assets Capital LLC | 75 | $13 | 12/31/2023 |
XLY | 75 | $13 | 12/31/2023 |
Carolinas Wealth Consulting LLC | 73 | $13 | 12/31/2023 |
XLY | 73 | $13 | 12/31/2023 |
Thompson Investment Management Inc. | 67 | $12 | 03/31/2024 |
XLY | 67 | $12 | 03/31/2024 |
Signature Resources Capital Management LLC | 67 | $12 | 03/31/2024 |
XLY | 67 | $12 | 03/31/2024 |
Tortoise Investment Management LLC | 66 | $12 | 12/31/2023 |
XLY | 66 | $12 | 12/31/2023 |
Glassman Wealth Services | 59 | $11 | 03/31/2024 |
XLY | 59 | $11 | 03/31/2024 |
SJS Investment Consulting Inc. | 58 | $11 | 03/31/2024 |
XLY | 58 | $11 | 03/31/2024 |
Able Wealth Management LLC | 60 | $11 | 12/31/2023 |
XLY | 60 | $11 | 12/31/2023 |
Northwest Investment Counselors LLC | 48 | $9 | 03/31/2024 |
XLY | 48 | $9 | 03/31/2024 |
Northwest Capital Management Inc | 46 | $9 | 03/31/2024 |
XLY | 46 | $9 | 03/31/2024 |
Future Financial Wealth Managment LLC | 50 | $9 | 03/31/2024 |
XLY | 50 | $9 | 03/31/2024 |
Fortis Group Advisors LLC | 48 | $9 | 03/31/2024 |
XLY | 48 | $9 | 03/31/2024 |
Castleview Partners LLC | 51 | $9 | 12/31/2023 |
XLY | 51 | $9 | 12/31/2023 |
Missouri Trust & Investment Co | 50 | $9 | 12/31/2023 |
XLY | 50 | $9 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | 51 | $9 | 12/31/2023 |
XLY | 51 | $9 | 12/31/2023 |
Arvest Investments Inc. | 44 | $8 | 03/31/2024 |
XLY | 44 | $8 | 03/31/2024 |
Asset Dedication LLC | 46 | $8 | 03/31/2024 |
XLY | 46 | $8 | 03/31/2024 |
CVA Family Office LLC | 43 | $8 | 03/31/2024 |
XLY | 43 | $8 | 03/31/2024 |
EnRich Financial Partners LLC | 44 | $8 | 03/31/2024 |
XLY | 44 | $8 | 03/31/2024 |
Washington Trust Advisors Inc. | 43 | $8 | 12/31/2023 |
XLY | 43 | $8 | 12/31/2023 |
Parkside Financial Bank & Trust | 36 | $7 | 03/31/2024 |
XLY | 36 | $7 | 03/31/2024 |
Wolff Wiese Magana LLC | 40 | $7 | 03/31/2024 |
XLY | 40 | $7 | 03/31/2024 |
Lee Financial Co | 41 | $7 | 12/31/2023 |
XLY | 41 | $7 | 12/31/2023 |
JJJ Advisors Inc. | 34 | $6 | 03/31/2024 |
XLY | 34 | $6 | 03/31/2024 |
Cedar Mountain Advisors LLC | 34 | $6 | 03/31/2024 |
XLY | 34 | $6 | 03/31/2024 |
Jamison Private Wealth Management Inc. | 30 | $6 | 03/31/2024 |
XLY | 30 | $6 | 03/31/2024 |
Sachetta LLC | 33 | $6 | 03/31/2024 |
XLY | 33 | $6 | 03/31/2024 |
Richard Bernstein Advisors LLC | 34 | $6 | 12/31/2023 |
XLY | 34 | $6 | 12/31/2023 |
ICA Group Wealth Management LLC | 35 | $6 | 12/31/2023 |
XLY | 35 | $6 | 12/31/2023 |
Retirement Group LLC | 29 | $5 | 03/31/2024 |
XLY | 29 | $5 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 28 | $5 | 12/31/2023 |
XLY | 28 | $5 | 12/31/2023 |
Logan Capital Management Inc. | 27 | $5 | 12/31/2023 |
XLY | 27 | $5 | 12/31/2023 |
Eukles Asset Management | 27 | $5 | 12/31/2023 |
XLY | 27 | $5 | 12/31/2023 |
Covestor Ltd | 30 | $5 | 12/31/2023 |
XLY | 30 | $5 | 12/31/2023 |
True Wealth Design LLC | 27 | $5 | 12/31/2023 |
XLY | 27 | $5 | 12/31/2023 |
Advanced Asset Management Advisors Inc | 20 | $4 | 03/31/2024 |
XLY | 20 | $4 | 03/31/2024 |
Lowe Wealth Advisors LLC | 20 | $4 | 03/31/2024 |
XLY | 20 | $4 | 03/31/2024 |
HAP Trading LLC | $4 | 12/31/2023 | |
Call | 11,000 | $22 | 12/31/2023 |
Put | 12,800 | $18 | 12/31/2023 |
NewSquare Capital LLC | 20 | $4 | 12/31/2023 |
XLY | 20 | $4 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 20 | $4 | 12/31/2023 |
XLY | 20 | $4 | 12/31/2023 |
EdgeRock Capital LLC | 23 | $4 | 12/31/2023 |
XLY | 23 | $4 | 12/31/2023 |
Angeles Wealth Management LLC | 20 | $4 | 12/31/2023 |
XLY | 20 | $4 | 12/31/2023 |
Costello Asset Management INC | 18 | $3 | 03/31/2024 |
XLY | 18 | $3 | 03/31/2024 |
VitalStone Financial LLC | 14 | $3 | 12/31/2023 |
XLY | 14 | $3 | 12/31/2023 |
Hartford Financial Management Inc. | 13 | $2 | 03/31/2024 |
XLY | 13 | $2 | 03/31/2024 |
MCF Advisors LLC | 12 | $2 | 03/31/2024 |
XLY | 12 | $2 | 03/31/2024 |
LifeSteps Financial Inc. | 12 | $2 | 03/31/2024 |
XLY | 12 | $2 | 03/31/2024 |
Cherry Tree Wealth Management LLC | 12 | $2 | 03/31/2024 |
XLY | 12 | $2 | 03/31/2024 |
Evermay Wealth Management LLC | 10 | $2 | 12/31/2023 |
XLY | 10 | $2 | 12/31/2023 |
M&R Capital Management Inc. | 8 | $1 | 03/31/2024 |
XLY | 8 | $1 | 03/31/2024 |
Focused Wealth Management Inc | 4 | $1 | 12/31/2023 |
XLY | 4 | $1 | 12/31/2023 |
Semmax Financial Advisors Inc. | 5 | $1 | 12/31/2023 |
XLY | 5 | $1 | 12/31/2023 |
Raleigh Capital Management Inc. | 5 | $1 | 12/31/2023 |
XLY | 5 | $1 | 12/31/2023 |
O Dell Group LLC | 0 | $0 | 12/31/2023 |
XLY | 0 | $0 | 12/31/2023 |
FWL Investment Management LLC | 1 | $0 | 12/31/2023 |
XLY | 1 | $0 | 12/31/2023 |
Boothbay Fund Management LLC | $-969 | 12/31/2023 | |
Put | 9,000 | $1,609 | 12/31/2023 |
XLY | 3,580 | $640 | 12/31/2023 |
Eisler Capital US LLC | $-1,252 | 12/31/2023 | |
Put | 49,600 | $8,869 | 12/31/2023 |
Call | 42,600 | $7,617 | 12/31/2023 |
One River Asset Management LLC | $-1,359 | 12/31/2023 | |
Put | 241,800 | $43,236 | 12/31/2023 |
Call | 234,200 | $41,877 | 12/31/2023 |
Two Sigma Securities LLC | $-1,466 | 12/31/2023 | |
Put | 23,300 | $4,166 | 12/31/2023 |
Call | 12,200 | $2,181 | 12/31/2023 |
XLY | 2,900 | $519 | 12/31/2023 |
Credit Agricole S A | $-14,142 | 12/31/2023 | |
Put | 80,000 | $14,305 | 12/31/2023 |
XLY | 912 | $163 | 12/31/2023 |
Walleye Capital LLC | $-15,385 | 12/31/2023 | |
Put | 479,100 | $85,668 | 12/31/2023 |
Call | 283,400 | $50,675 | 12/31/2023 |
XLY | 109,660 | $19,608 | 12/31/2023 |
Nomura Holdings Inc. | $-16,862 | 12/31/2023 | |
Put | 100,000 | $17,881 | 12/31/2023 |
Call | 5,700 | $1,019 | 12/31/2023 |
Walleye Trading LLC | $-23,353 | 12/31/2023 | |
Put | 254,700 | $45,543 | 12/31/2023 |
Call | 124,100 | $22,190 | 12/31/2023 |
LMR Partners LLP | $-27,161 | 12/31/2023 | |
Put | 151,900 | $27,161 | 12/31/2023 |
Capital Fund Management S.A. | $-28,074 | 12/31/2023 | |
Put | 358,300 | $64,068 | 12/31/2023 |
Call | 201,300 | $35,994 | 12/31/2023 |
Paloma Partners Management Co | $-28,448 | 12/31/2023 | |
Put | 288,700 | $51,622 | 12/31/2023 |
Call | 129,600 | $23,174 | 12/31/2023 |
Millennium Management LLC | $-35,258 | 12/31/2023 | |
Put | 1,603,800 | $286,775 | 12/31/2023 |
Call | 1,349,700 | $241,340 | 12/31/2023 |
XLY | 56,913 | $10,177 | 12/31/2023 |
Citadel Advisors LLC | $-73,799 | 12/31/2023 | |
Put | 2,215,000 | $396,064 | 12/31/2023 |
Call | 1,693,400 | $302,797 | 12/31/2023 |
XLY | 108,877 | $19,468 | 12/31/2023 |
Herr Investment Group LLC | $-143,942 | 12/31/2023 | |
Put | 805,000 | $143,942 | 12/31/2023 |
Balyasny Asset Management LLC | $-216,391 | 12/31/2023 | |
Put | 1,486,400 | $265,783 | 12/31/2023 |
XLY | 173,323 | $30,992 | 12/31/2023 |
Call | 102,900 | $18,400 | 12/31/2023 |
Susquehanna International Group LLP | $-250,051 | 12/31/2023 | |
Put | 3,260,000 | $582,921 | 12/31/2023 |
Call | 1,737,400 | $310,664 | 12/31/2023 |
XLY | 124,187 | $22,206 | 12/31/2023 |
Allianz Asset Management GmbH | $-458,700 | 12/31/2023 | |
Put | 9,117,500 | $458,700 | 12/31/2023 |
Simplex Trading LLC | 11,394 | $-511,702 | 03/31/2024 |
Put | 21,796,600 | $1,600,957 | 03/31/2024 |
Call | 14,230,700 | $1,087,160 | 03/31/2024 |
XLY | 11,394 | $2,095 | 03/31/2024 |
See Summary: Institutional Holders of XLY
See Details: Top 10 Hedge Funds Holding XLY
Also See: XLY Holdings Changes
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