| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing XLY Share Count |
|---|
| Sound Income Strategies LLC |
191 |
2,648 |
+2,457 |
+1286.39% |
| Capital Investment Advisors LLC |
38,246 |
222,168 |
+183,922 |
+480.89% |
| Retirement Planning Group |
4,277 |
21,519 |
+17,242 |
+403.13% |
| Grimes & Company Inc. |
54,585 |
210,488 |
+155,903 |
+285.62% |
| Financial Management Professionals Inc. |
152 |
513 |
+361 |
+237.50% |
| Independence Bank of Kentucky |
160 |
377 |
+217 |
+135.62% |
| OneAscent Wealth Management LLC |
2,369 |
4,125 |
+1,756 |
+74.12% |
| Ausdal Financial Partners Inc. |
1,377 |
2,393 |
+1,016 |
+73.78% |
| Claro Advisors LLC |
4,647 |
8,008 |
+3,361 |
+72.33% |
| Park Avenue Securities LLC |
19,831 |
33,126 |
+13,295 |
+67.04% |
| Flagship Harbor Advisors LLC |
3,086 |
4,675 |
+1,589 |
+51.49% |
| Stratos Wealth Advisors LLC |
8,334 |
12,460 |
+4,126 |
+49.51% |
| Keel Point LLC |
4,076 |
5,690 |
+1,614 |
+39.60% |
| Elevated Capital Advisors LLC |
16,000 |
21,700 |
+5,700 |
+35.62% |
| Signal Advisors Wealth LLC |
4,896 |
6,614 |
+1,718 |
+35.09% |
| Narus Financial Partners LLC |
6,758 |
8,720 |
+1,962 |
+29.03% |
| Park Place Capital Corp |
602 |
762 |
+160 |
+26.58% |
| Occidental Asset Management LLC |
1,501 |
1,831 |
+330 |
+21.99% |
| Dumont & Blake Investment Advisors LLC |
3,348 |
4,041 |
+693 |
+20.70% |
| Acropolis Investment Management LLC |
907 |
1,085 |
+178 |
+19.63% |
| MKT Advisors LLC |
5,661 |
6,656 |
+995 |
+17.58% |
| RFG Advisory LLC |
22,008 |
25,436 |
+3,428 |
+15.58% |
| Trust Co |
23,325 |
26,619 |
+3,294 |
+14.12% |
| Dynamic Advisor Solutions LLC |
9,361 |
10,510 |
+1,149 |
+12.27% |
| LVM Capital Management Ltd. MI |
1,693 |
1,893 |
+200 |
+11.81% |
| Colton Groome Financial Advisors LLC |
24,389 |
27,239 |
+2,850 |
+11.69% |
| Salem Investment Counselors Inc. |
240 |
267 |
+27 |
+11.25% |
| Bangor Savings Bank |
7,063 |
7,813 |
+750 |
+10.62% |
| Cooksen Wealth LLC |
16,721 |
18,486 |
+1,765 |
+10.56% |
| Steele Capital Management Inc. |
24,747 |
27,172 |
+2,425 |
+9.80% |
| Tompkins Financial Corp |
291 |
317 |
+26 |
+8.93% |
| WBH Advisory Inc. |
77,465 |
84,020 |
+6,555 |
+8.46% |
| Berger Financial Group Inc |
1,774 |
1,916 |
+142 |
+8.00% |
| RMR Wealth Builders |
3,109 |
3,351 |
+242 |
+7.78% |
| Stockman Wealth Management Inc. |
17,084 |
18,347 |
+1,263 |
+7.39% |
| Clarus Wealth Advisors |
6,308 |
6,769 |
+461 |
+7.31% |
| Central Bank & Trust Co. |
686 |
734 |
+48 |
+7.00% |
| Pallas Capital Advisors LLC |
24,886 |
26,624 |
+1,738 |
+6.98% |
| Jessup Wealth Management Inc |
35,978 |
38,322 |
+2,344 |
+6.52% |
| RWM Asset Management LLC |
2,579 |
2,729 |
+150 |
+5.82% |
| Peoples Bank KS |
1,362 |
1,436 |
+74 |
+5.43% |
| Toth Financial Advisory Corp |
25,136 |
26,415 |
+1,279 |
+5.09% |
| Whitener Capital Management Inc. |
2,113 |
2,211 |
+98 |
+4.64% |
| Legacy Financial Strategies LLC |
2,031 |
2,101 |
+70 |
+3.45% |
| Waterway Wealth Management LLC |
8,736 |
9,019 |
+283 |
+3.24% |
| Fifth Third Wealth Advisors LLC |
4,335 |
4,435 |
+100 |
+2.31% |
| Signature Securities Group Corporation |
1,428 |
1,460 |
+32 |
+2.24% |
| Chemung Canal Trust Co. |
34,226 |
34,910 |
+684 |
+2.00% |
| Thomasville National Bank |
4,531 |
4,619 |
+88 |
+1.94% |
| IMZ Advisory Inc |
85,912 |
87,507 |
+1,595 |
+1.86% |
| Midwest Financial Group LLC |
1,182 |
1,203 |
+21 |
+1.78% |
| Grassi Investment Management |
6,177 |
6,263 |
+86 |
+1.39% |
| Constitution Capital LLC |
12,615 |
12,785 |
+170 |
+1.35% |
| AFG Fiduciary Services Limited Partnership |
6,609 |
6,654 |
+45 |
+0.68% |
| Hudson Valley Investment Advisors Inc. ADV |
35,338 |
35,555 |
+217 |
+0.61% |
| Burkett Financial Services LLC |
218 |
219 |
+1 |
+0.46% |
| Neville Rodie & Shaw Inc. |
23,495 |
23,595 |
+100 |
+0.43% |
| Sunbelt Securities Inc. |
408 |
409 |
+1 |
+0.25% |
| Sharper & Granite LLC |
5,055 |
5,067 |
+12 |
+0.24% |
| Bridge Advisory LLC |
2,160 |
2,165 |
+5 |
+0.23% |
| Halbert Hargrove Global Advisors LLC |
1,535 |
1,538 |
+3 |
+0.20% |
| Shulman DeMeo Asset Management LLC |
3,023 |
3,029 |
+6 |
+0.20% |
| Parisi Gray Wealth Management |
1,260 |
1,262 |
+2 |
+0.16% |
| Wedmont Private Capital |
1,915 |
1,918 |
+3 |
+0.16% |
| Plimoth Trust Co. LLC |
7,104 |
7,114 |
+10 |
+0.14% |
| Harbor Investment Advisory LLC |
4,653 |
4,658 |
+5 |
+0.11% |
| International Assets Investment Management LLC |
4,474 |
4,476 |
+2 |
+0.04% |
| 13F Filers Reporting New Positions In XLY |
|---|
| Woodmont Investment Counsel LLC |
0 |
221 |
+221 |
+100% |
| Beech Hill Advisors Inc. |
0 |
10,172 |
+10,172 |
+100% |
| Northwest Investment Counselors LLC |
0 |
48 |
+48 |
+100% |
| IMC Chicago LLC |
0 |
11,637 |
+11,637 |
+100% |
| Mather Group LLC. |
0 |
466 |
+466 |
+100% |
| Aviance Capital Partners LLC |
0 |
1,108 |
+1,108 |
+100% |
| D. B. Root & Company LLC |
0 |
3,505 |
+3,505 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
47,280 |
+47,280 |
+100% |
| Kathmere Capital Management LLC |
0 |
2,072 |
+2,072 |
+100% |
| BCS Wealth Management |
0 |
1,342 |
+1,342 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
50 |
+50 |
+100% |
| Clearview Wealth Advisors LLC |
0 |
1,235 |
+1,235 |
+100% |
| Roberts Wealth Advisors LLC |
0 |
6,626 |
+6,626 |
+100% |
| SJS Investment Consulting Inc. |
0 |
58 |
+58 |
+100% |
| Worth Asset Management LLC |
0 |
3,907 |
+3,907 |
+100% |
| Global Assets Advisory LLC |
0 |
115,900 |
+115,900 |
+100% |
| Silverlake Wealth Management LLC |
0 |
1,771 |
+1,771 |
+100% |
| Foguth Wealth Management LLC. |
0 |
6,004 |
+6,004 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| ST Germain D J Co. Inc. |
145 |
145 |
UNCH |
0.00% |
| Barrett & Company Inc. |
512 |
512 |
UNCH |
0.00% |
| Stephenson National Bank & Trust |
104 |
104 |
UNCH |
0.00% |
| Norwood Financial Corp |
1,756 |
1,756 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
2,770 |
2,770 |
UNCH |
0.00% |
| Optimum Investment Advisors |
700 |
700 |
UNCH |
0.00% |
| Adirondack Trust Co. |
640 |
640 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
1,931 |
1,931 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
8 |
8 |
UNCH |
0.00% |
| Forbes J M & Co. LLP |
43,438 |
43,438 |
UNCH |
0.00% |
| First Citizens Bank & Trust Co. |
1,681 |
1,681 |
UNCH |
0.00% |
| Webster Bank N. A. |
313 |
313 |
UNCH |
0.00% |
| First Community Trust NA |
184 |
184 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
666 |
666 |
UNCH |
0.00% |
| Ballentine Partners LLC |
1,543 |
1,543 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
207 |
207 |
UNCH |
0.00% |
| Eagle Ridge Investment Management |
2,996 |
2,996 |
UNCH |
0.00% |
| Asset Dedication LLC |
46 |
46 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
317 |
317 |
UNCH |
0.00% |
| Lbmc Investment Advisors LLC |
1,366 |
1,366 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
20 |
20 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
34 |
34 |
UNCH |
0.00% |
| Private Ocean LLC |
222 |
222 |
UNCH |
0.00% |
| MCF Advisors LLC |
12 |
12 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
323 |
323 |
UNCH |
0.00% |
| Clarius Group LLC |
3,188 |
3,188 |
UNCH |
0.00% |
| Sage Capital Advisors llc |
2,214 |
2,214 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
46 |
46 |
UNCH |
0.00% |
| Hurlow Wealth Management Group Inc. |
1,240 |
1,240 |
UNCH |
0.00% |
| EWG Elevate Inc. |
1,266 |
1,266 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
716 |
716 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
34 |
34 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
125 |
125 |
UNCH |
0.00% |
| CVA Family Office LLC |
43 |
43 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
94 |
94 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
10,921 |
10,921 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
90 |
90 |
UNCH |
0.00% |
| Optas LLC |
4,007 |
4,007 |
UNCH |
0.00% |
| Davis Capital Management |
277 |
277 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
40 |
40 |
UNCH |
0.00% |
| Taylor & Morgan Wealth Management LLC |
1,119 |
1,119 |
UNCH |
0.00% |
| San Luis Wealth Advisors LLC |
1,361 |
1,361 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
140 |
140 |
UNCH |
0.00% |
| Bank of New Hampshire |
101 |
101 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
196,822 |
196,822 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
67 |
67 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
224 |
224 |
UNCH |
0.00% |
| Register Financial Advisors LLC |
185 |
185 |
UNCH |
0.00% |
| Williams & Novak LLC |
1,131 |
1,131 |
UNCH |
0.00% |
| GAMMA Investing LLC |
340 |
340 |
UNCH |
0.00% |
| 13F Filers Decreasing XLY Share Count |
|---|
| Symmetry Partners LLC |
152,671 |
7,901 |
-144,770 |
-94.82% |
| CX Institutional |
38,015 |
10,863 |
-27,152 |
-71.42% |
| Heartwood Wealth Advisors LLC |
6,240 |
2,098 |
-4,142 |
-66.38% |
| Country Trust Bank |
15,592 |
6,179 |
-9,413 |
-60.37% |
| Steel Peak Wealth Management LLC |
16,494 |
8,084 |
-8,410 |
-50.99% |
| Thompson Investment Management Inc. |
129 |
67 |
-62 |
-48.06% |
| Congress Wealth Management LLC DE |
253,126 |
132,393 |
-120,733 |
-47.70% |
| Brookstone Capital Management |
13,893 |
7,850 |
-6,043 |
-43.50% |
| Trilogy Capital Inc. |
48,378 |
29,729 |
-18,649 |
-38.55% |
| St. Johns Investment Management Company LLC |
10,879 |
6,775 |
-4,104 |
-37.72% |
| Stratos Wealth Partners LTD. |
18,967 |
12,738 |
-6,229 |
-32.84% |
| Global Trust Asset Management LLC |
450 |
305 |
-145 |
-32.22% |
| Ayalon Holdings Ltd. |
83,794 |
58,769 |
-25,025 |
-29.86% |
| Kingswood Wealth Advisors LLC |
11,510 |
8,230 |
-3,280 |
-28.50% |
| Massmutual Trust Co. FSB ADV |
300 |
215 |
-85 |
-28.33% |
| Tsfg LLC |
3,393 |
2,495 |
-898 |
-26.47% |
| Signet Financial Management LLC |
8,020 |
5,949 |
-2,071 |
-25.82% |
| Factory Mutual Insurance Co. |
568,063 |
425,063 |
-143,000 |
-25.17% |
| MV Capital Management Inc. |
4,989 |
3,796 |
-1,193 |
-23.91% |
| BNC Wealth Management LLC |
3,893 |
3,074 |
-819 |
-21.04% |
| Channel Wealth LLC |
1,651 |
1,309 |
-342 |
-20.71% |
| Aspire Private Capital LLC |
160 |
128 |
-32 |
-20.00% |
| American National Bank |
1,620 |
1,305 |
-315 |
-19.44% |
| SeaCrest Wealth Management LLC |
1,701 |
1,391 |
-310 |
-18.22% |
| Fifth Third Securities Inc. |
2,905 |
2,392 |
-513 |
-17.66% |
| Atlas Capital Advisors LLC |
36,214 |
30,275 |
-5,939 |
-16.40% |
| Horizon Wealth Management LLC |
1,682 |
1,420 |
-262 |
-15.58% |
| Montecito Bank & Trust |
8,951 |
7,594 |
-1,357 |
-15.16% |
| Allspring Global Investments Holdings LLC |
62,937 |
54,237 |
-8,700 |
-13.82% |
| Key Client Fiduciary Advisors LLC |
1,398 |
1,227 |
-171 |
-12.23% |
| Annex Advisory Services LLC |
2,347 |
2,075 |
-272 |
-11.59% |
| VanderPol Investments L.L.C. |
2,112 |
1,880 |
-232 |
-10.98% |
| Mechanics Bank Trust Department |
13,120 |
11,692 |
-1,428 |
-10.88% |
| OLD National Bancorp IN |
103,321 |
93,962 |
-9,359 |
-9.06% |
| Wealthcare Advisory Partners LLC |
4,204 |
3,847 |
-357 |
-8.49% |
| Pure Financial Advisors Inc. |
3,994 |
3,656 |
-338 |
-8.46% |
| Contravisory Investment Management Inc. |
6,863 |
6,289 |
-574 |
-8.36% |
| Atticus Wealth Management LLC |
12,205 |
11,277 |
-928 |
-7.60% |
| Legacy Private Trust Co. |
1,947 |
1,812 |
-135 |
-6.93% |
| Banque Cantonale Vaudoise |
2,322 |
2,175 |
-147 |
-6.33% |
| Burns J W & Co. Inc. NY |
3,523 |
3,313 |
-210 |
-5.96% |
| Indiana Trust & Investment Management CO |
482 |
456 |
-26 |
-5.39% |
| Wealth Enhancement Advisory Services LLC |
49,439 |
46,820 |
-2,619 |
-5.30% |
| InTrack Investment Management Inc |
1,912 |
1,812 |
-100 |
-5.23% |
| Chemistry Wealth Management LLC |
2,340 |
2,225 |
-115 |
-4.91% |
| NBC Securities Inc. |
1,298 |
1,236 |
-62 |
-4.78% |
| Exchange Capital Management Inc. |
8,256 |
7,895 |
-361 |
-4.37% |
| Founders Financial Securities LLC |
23,898 |
22,959 |
-939 |
-3.93% |
| Purus Wealth Management LLC |
3,560 |
3,432 |
-128 |
-3.60% |
| Hexagon Capital Partners LLC |
627 |
605 |
-22 |
-3.51% |
| Ferguson Wellman Capital Management Inc. |
26,903 |
25,980 |
-923 |
-3.43% |
| Howard Capital Management Group LLC |
25,803 |
24,986 |
-817 |
-3.17% |
| tru Independence LLC |
2,800 |
2,712 |
-88 |
-3.14% |
| Galvin Gaustad & Stein LLC |
2,733 |
2,649 |
-84 |
-3.07% |
| Allred Capital Management LLC |
1,137 |
1,104 |
-33 |
-2.90% |
| CHURCHILL MANAGEMENT Corp |
1,625,248 |
1,578,353 |
-46,895 |
-2.89% |
| Trifecta Capital Advisors LLC |
1,233 |
1,200 |
-33 |
-2.68% |
| City Holding Co. |
5,828 |
5,679 |
-149 |
-2.56% |
| Capital Advisors Ltd. LLC |
9,054 |
8,824 |
-230 |
-2.54% |
| CHICAGO TRUST Co NA |
2,495 |
2,447 |
-48 |
-1.92% |
| Rockland Trust Co. |
2,302 |
2,262 |
-40 |
-1.74% |
| River Street Advisors LLC |
1,119 |
1,100 |
-19 |
-1.70% |
| Lynch & Associates IN |
3,015 |
2,981 |
-34 |
-1.13% |
| Clarity Financial LLC |
54,764 |
54,155 |
-609 |
-1.11% |
| Stillwater Capital Advisors LLC |
60,080 |
59,426 |
-654 |
-1.09% |
| Mirador Capital Partners LP |
5,718 |
5,660 |
-58 |
-1.01% |
| Butensky & Cohen Financial Security Inc. |
13,562 |
13,433 |
-129 |
-0.95% |
| Boltwood Capital Management |
16,566 |
16,409 |
-157 |
-0.95% |
| Capital Insight Partners LLC |
7,311 |
7,247 |
-64 |
-0.88% |
| Ironwood Financial llc |
1,380 |
1,369 |
-11 |
-0.80% |
| Farmers Trust Co. |
35,305 |
35,033 |
-272 |
-0.77% |
| Sebold Capital Management Inc. |
1,308 |
1,300 |
-8 |
-0.61% |
| Cranbrook Wealth Management LLC |
654 |
650 |
-4 |
-0.61% |
| Marion Wealth Management |
13,164 |
13,108 |
-56 |
-0.43% |
| jvl associates llc |
15,418 |
15,380 |
-38 |
-0.25% |
| First PREMIER Bank |
1,319 |
1,316 |
-3 |
-0.23% |
| Brown Miller Wealth Management LLC |
2,769 |
2,763 |
-6 |
-0.22% |
| Windsor Capital Management LLC |
13,347 |
13,323 |
-24 |
-0.18% |
| Aurum Wealth Management Group LLC |
4,346 |
4,339 |
-7 |
-0.16% |
| CWM LLC |
119,164 |
119,026 |
-138 |
-0.12% |
| AlphaMark Advisors LLC |
18,210 |
18,188 |
-22 |
-0.12% |
| Trust Co. of Virginia VA |
22,571 |
22,557 |
-14 |
-0.06% |
| 13F Filers Exiting XLY |
|---|
| BKM Wealth Management LLC |
128 |
0 |
-128 |
-100.00% |
| FSC Wealth Advisors LLC |
36,111 |
0 |
-36,111 |
-100.00% |
| Hennion & Walsh Asset Management Inc. |
1,669 |
0 |
-1,669 |
-100.00% |
| West Financial Advisors LLC |
11,606 |
0 |
-11,606 |
-100.00% |
| Peak Financial Advisors LLC |
3,917 |
0 |
-3,917 |
-100.00% |
| Annapolis Financial Services LLC |
20 |
0 |
-20 |
-100.00% |
| Iron Horse Wealth Management LLC |
33 |
0 |
-33 |
-100.00% |
| Inscription Capital LLC |
1,912 |
0 |
-1,912 |
-100.00% |
| Cox Capital Mgt LLC |
1,759 |
0 |
-1,759 |
-100.00% |
| APCM Wealth Management for Individuals |
562 |
0 |
-562 |
-100.00% |
| CenterStar Asset Management LLC |
1,362 |
0 |
-1,362 |
-100.00% |
| Quattro Financial Advisors LLC |
179 |
0 |
-179 |
-100.00% |
| Patten Group Inc. |
1,220 |
0 |
-1,220 |
-100.00% |
| Kwmg LLC |
2,024 |
0 |
-2,024 |
-100.00% |
| Richardson Capital Management LLC |
31 |
0 |
-31 |
-100.00% |
| LVZ Advisors Inc. |
7,010 |
0 |
-7,010 |
-100.00% |
| Exchange Traded Concepts LLC |
31,507 |
0 |
-31,507 |
-100.00% |
| Appleton Partners Inc. MA |
5,016 |
0 |
-5,016 |
-100.00% |
| Fulton Bank N.A. |
2,081 |
0 |
-2,081 |
-100.00% |
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