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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

795 managers (802 13F filers) reported a position in XLRE shares at 2026-06-30, 145,571,316 shares in all. 100 filers opened a position and 57 filers sold out during the quarter.

Managers
795
13F filers
802
New
100
Added
306
Reduced
253
Sold out
57
Shares held by filers
145,571,316

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning51,785,146$2.28B1.33%+3,823,42013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,788,663$475M0.03%+3,493,96813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,024,401$309M0.02%-154,78913F-HRTimelineGroup
LPL Financial LLC4,632,026$204M0.05%+514,56513F-HRTimeline
Cassaday & Co Wealth Management LLC3,392,096$149M2.8%+70,56313F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …2,549,761$112M2.03%+1,182,67413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,168,213$95.5M+8,349Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,158,678$95M0.05%+2,069,08513F-HRTimelineGroup
Vanderbilt University2,029,067$89.3M12.27%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,773,195$78.1M0.01%-2,221,54513F-HRTimelineGroup
Capital Investment Advisors, LLC1,681,059$74M0.98%+81,07013F-HRTimeline
Moss Adams Wealth Advisors LLC1,650,772$72.7M4.54%+61,18513F-HRTimeline
Cetera Investment Advisers1,580,192$69.6M0.06%+206,56913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,371,599$60.4M0.02%+187,94913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,282,055$56.4M0.08%-6,16613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC1,177,612$51.9M0.03%-44,26913F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,063,204$46.8M0.32%-20013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,059,840$46.7M0.01%+29,29213F-HRTimelineGroup
Parcion Private Wealth LLC1,057,053$46.5M2.58%+6,32913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,000,810$44.1M0.01%-570,83513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC947,212$41.7M0.52%+163,74113F-HRTimelineGroup
Advisory Alpha, LLC913,389$40.2M0.99%-4,11213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP768,635$33.8M0.39%+66,79413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…709,705$31.2M0.05%-9,21313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA680,463$30M0.01%-36,29213F-HRTimelineGroup
Warwick Investment Management, Inc.667,825$29.4M3.3%+206,89713F-HRTimeline
FACTORY MUTUAL INSURANCE CO659,000$29M0.27%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.614,909$27.1M0.02%+578,30413F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co584,048$25.7M0.58%-182,51713F-HRTimelineGroup
HighTower Advisors, LLC570,721$25.1M0.02%+19,45213F-HRTimeline
Janney Montgomery Scott LLC565,043$24.9M0.05%+29,64613F-HRTimeline
University of Illinois Foundation562,815$24.8M4.43%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…558,459$24.6M0.66%-23,23113F-HRTimeline
Bluespring Wealth Management, LLC529,816$23.3M0.45%new13F-HRTimeline
Dean, Jacobson Financial Services, LLC527,828$23.2M12.79%+5,65813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC527,413$23.2M<0.01%+17,06213F-HRTimelineGroup
WCG Wealth Advisors LLC508,036$22.4M0.53%+32,58513F-HRTimeline
Mariner, LLCin group Mariner, LLC503,400$22.2M0.02%+9,44813F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD448,499$19.7M0.13%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…428,008$19M0.03%+15,38213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…419,820$18.5M0.37%+126,94113F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…group of 2 filers holding407,910$18M0Timeline
Savant Capital, LLC401,671$17.8M0.05%+365,66013F-HRTimeline
Prentice Wealth Management LLC389,903$17.2M3.54%+9,12713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC387,611$17.1M4.1%+24,85413F-HRTimeline
Peak Retirement Planning, Inc.386,766$17M2.7%+375,82013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.383,127$16.9M0.02%+177,19713F-HRTimelineGroup
Stonebridge Capital Advisors LLC381,438$16.8M1.07%+2,92713F-HRTimeline
Kingsview Wealth Management, LLC373,394$16.4M0.2%-2,14313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP368,034$16.2M0.01%+23,35513F-HRTimelineGroup
COUNTRY TRUST BANK359,583$15.8M0.28%-43,65313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC355,294$15.6M<0.01%+261,70313F-HRTimelineGroup
Ballentine Partners, LLC350,789$15.4M0.19%-33213F-HRTimeline
AE Wealth Management LLC347,324$15.3M0.07%+16,68913F-HRTimeline
Hudock, Inc.335,466$14.8M1.89%+1,25913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…315,720$13.9M0.36%+39,61413F-HRTimelineGroup
MAI Capital Management308,387$13.6M0.05%+5,39813F-HRTimeline
Allworth Financial LP303,071$13.3M0.06%-27,92313F-HRTimeline
Trust Asset Management LLC293,871$12.9M0.81%+8,66313F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.289,591$12.8M0.08%+176,30413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278,887$12.5M<0.01%-5,490,85513F-HRTimelineGroup
Waverly Advisors, LLC276,975$12.2M0.07%+131,34713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD276,187$12.2M0.05%-1,15113F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd262,572$11.6M0.1%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC262,168$11.5M0.01%-163,59013F-HRTimelineGroup
Brio Consultants, LLC245,437$10.8M1.27%+5,44413F-HRTimeline
American Financial Advisors, LLC241,154$10.6M1.28%+2,43713F-HRTimeline
AMICA MUTUAL INSURANCE CO241,112$10.6M0.88%-10,81813F-HRTimeline
PROFFITT & GOODSON INC237,740$10.5M1.44%+5,50013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…229,076$10.1M0.85%+3,50213F-HRTimelineGroup
IHT Wealth Management, LLC223,893$9.86M0.21%+48,32113F-HRTimeline
Cinctive Capital Management LP215,433$9.49M0.38%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…214,607$9.45M0.01%+7,94013F-HRTimelineGroup
Foguth Wealth Management, LLC.201,811$9.13M1.04%+38,71913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC205,200$9.03M0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…201,060$8.85M0.02%+32,06313F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…195,059$8.59M<0.01%+60813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL194,773$8.58M0.04%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…194,306$8.56M0.03%-31,12413F-HRTimeline
Solano Wealth Investment Advisors LLC190,902$8.41M3.82%-1,08913F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…186,046$8.19M0.03%-35313F-HRTimelineGroup
THOR TRADING ADVISORS, LLC183,644$8.09M2.54%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC181,018$7.97M0.01%-53,29413F-HRTimeline
TIAAgroup of 2 filers holding180,335$7.94M+158,291Timeline
Viaable, LLC177,585$7.85M6.51%13F-HRTimeline
GenTrust, LLC178,150$7.84M0.3%+4,08613F-HRTimeline
D.A. DAVIDSON & CO.177,213$7.8M0.04%-4,29213F-HRTimeline
StrongBox Wealth, LLC169,102$7.45M2.12%+1,21913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV162,575$7.16M0.01%-17,13513F-HR/ATimeline
Aspect Partners, LLC162,495$7.15M2.67%+17,29213F-HRTimeline
First Interstate Bank159,445$7.02M0.37%-5,01813F-HRTimeline
LCW Services, LLC157,792$6.95M3.03%+6,96613F-HRTimeline
Ball & Co Wealth Management Inc.156,849$6.91M4.9%new13F-HRTimeline
SageView Advisory Group, LLC154,963$6.82M0.22%+140,87813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management153,634$6.76M0.07%+23,43813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC153,251$6.75M0.01%-153,86513F-HRTimelineGroup
Jacobi Capital Management LLC150,815$6.64M0.32%+17,37313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC149,725$6.59M0.01%-1,17713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC149,558$6.59M0.06%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC145,903$6.42M0.39%+1,97013F-HRTimeline
SUMMIT SECURITIES GROUP LLC145,498$6.41M1.24%new13F-HRTimeline
Cedar Point Capital Partners, LLC144,098$6.34M3.65%+2,11413F-HRTimeline
KCM INVESTMENT ADVISORS LLC143,158$6.3M0.19%+9,89013F-HRTimeline
MML INVESTORS SERVICES, LLC143,098$6.3M0.01%+29,68013F-HRTimeline
Econ Financial Services Corp142,610$6.28M2.93%+3,69513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…138,106$6.08M0.07%+35,73313F-HRTimelineGroup
Certified Advisory Corp136,852$6.03M0.49%+13,15913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC136,618$6.02M0.11%+81613F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.135,858$5.98M0.78%+4,31513F-HRTimeline
Sanctuary Advisors, LLC135,413$5.96M0.03%+4,84913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP134,635$5.93M0.01%-30,82813F-HR/ATimelineGroup
Western Wealth Management, LLC133,532$5.88M0.19%+30,73513F-HRTimeline
Qube Research & Technologies Ltd129,630$5.71M0.01%new13F-HRTimeline
FLC Capital Advisors128,638$5.66M0.93%+7,40513F-HRTimeline
Stadion Money Management, LLC127,634$5.62M0.48%-6,09913F-HRTimeline
American National Bank of Texas127,341$5.61M5.12%-82313F-HRTimeline
EP Wealth Advisors, LLC127,070$5.59M0.02%-1,35613F-HRTimeline
Fortis Group Advisors, LLC126,841$5.58M0.89%+44,40913F-HRTimeline
INVENIO WEALTH PARTNERS LLC126,416$5.57M1.99%+2,84313F-HRTimeline
CHOREO, LLC125,974$5.55M0.06%-6,16713F-HRTimeline
SG Americas Securities, LLC122,024$5.37M<0.01%+64,64313F-HRTimeline
Beacon Pointe Advisors, LLC120,513$5.31M0.02%+5,84413F-HRTimeline
Estate Counselors, LLC120,268$5.3M0.46%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,978$5.25M<0.01%+30,76113F-HRTimelineGroup
CacheTech Inc.118,177$5.2M0.84%-1,01313F-HRTimeline
Algorithmic Investment Models, LLC117,994$5.2M6.01%-13,53613F-HRTimeline
Horizon Wealth Management, LLC117,343$5.17M0.66%new13F-HRTimeline
MCF Advisors LLC116,728$5.14M0.18%+116,72013F-HRTimeline
Rothschild Capital Partners, LLC115,531$5.09M1.1%+18,66713F-HRTimeline
FIRST MERCHANTS CORP115,020$5.06M0.18%-2,67513F-HRTimeline
Adams Wealth Management111,357$4.9M0.94%-2,80413F-HRTimeline
JFS WEALTH ADVISORS, LLC111,322$4.9M0.24%-3,29413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.110,630$4.87M<0.01%+25,57513F-HRTimelineGroup
Legacy Private Trust Co.106,377$4.68M0.26%-1,86413F-HRTimeline
Norris Financial Group, LLC105,790$4.66M1.85%+3,86013F-HRTimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC104,653$4.61M0.21%+25013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC102,524$4.51M<0.01%new13F-HRTimelineGroup
SURIENCE PRIVATE WEALTH LLC102,287$4.5M3.96%-7,53913F-HRTimeline
PINKERTON WEALTH, LLC109,269$4.46M0.38%+3,84513F-HRTimeline
SIMON QUICK ADVISORS, LLC101,254$4.46M0.18%-12513F-HRTimeline
Capital Advisors Wealth Management, LLC98,922$4.36M0.51%+72,64713F-HRTimeline
Ayalon Insurance Comp Ltd.98,780$4.35M0.53%-9,09913F-HRTimeline
Nelson Capital Management, LLC97,351$4.29M0.47%-5,25113F-HRTimeline
Gladstone Institutional Advisory LLC95,275$4.19M0.13%-3,16113F-HRTimeline
True Freedom Investing, LLC101,235$4.13M0.32%-5,14113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC93,280$4.11M0.01%+91,17713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP92,473$4.07M<0.01%+5,21113F-HRTimelineGroup
Baker Avenue Asset Management, LP88,444$3.89M0.07%-92213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC87,895$3.87M0.08%+59,61813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV87,827$3.87M0.18%+13,59113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…85,551$3.77M0.03%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding84,937$3.74M+5,173Timeline
Altura Wealth Advisors Inc.84,441$3.72M1.25%+4,90813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC84,015$3.7M0.02%+2,66013F-HRTimelineGroup
Urban Financial Advisory Corp83,164$3.66M1.01%+50,28613F-HRTimeline
Vickerman Investment Advisors, Inc.83,091$3.66M0.71%-10,18213F-HRTimeline
Private Advisor Group, LLC83,033$3.66M0.02%-50,06213F-HRTimeline
FOSTER & MOTLEY INC81,266$3.58M0.16%-2,87413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …80,487$3.54M0.04%+53,63613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC79,693$3.51M0.03%+13,27813F-HRTimelineGroup
Chesley Taft & Associates LLC78,931$3.48M0.14%+88513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST77,754$3.42M0.29%-4,76313F-HRTimeline
1ST SOURCE BANK77,482$3.41M0.15%+1,93113F-HRTimeline
PSI Advisors, LLC77,415$3.41M0.79%-8,67313F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC77,221$3.4M1.3%+3,28713F-HRTimeline
Concentric Capital Strategies, LP77,019$3.39M0.21%+12,27013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding76,484$3.37M+9,252Timeline
CAPTRUST FINANCIAL ADVISORS75,838$3.34M0.01%+36,65913F-HRTimeline
CARDIFF PARK ADVISORS, LLC75,694$3.33M0.26%+1,10313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…75,289$3.31M0.84%+44013F-HRTimeline
FORBES J M & CO LLP74,904$3.3M0.26%013F-HRTimeline
Geneos Wealth Management Inc.74,160$3.27M0.07%+48,91013F-HRTimeline
Ashton Thomas Private Wealth, LLC74,069$3.26M0.07%+38,19313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…73,773$3.25M0.01%-7,23113F-HRTimelineGroup
Atlanta Consulting Group Advisors, LLC72,733$3.2M0.51%+6,86913F-HRTimeline
SCOTIA CAPITAL INC.72,565$3.2M0.01%+29,49013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT72,357$3.19M0.17%-2,53213F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC71,114$3.13M0.01%+40313F-HRTimelineGroup
Foundations Investment Advisors, LLC71,063$3.13M0.03%+64,90013F-HRTimeline
RPg Family Wealth Advisory, LLC69,863$3.08M0.51%+6,84713F-HR/ATimeline
Risk Paradigm Group, LLC69,664$3.07M2.41%+6,75513F-HRTimeline
NewEdge Advisors, LLC69,586$3.06M0.01%+2,86313F-HRTimeline
Bellwether Advisors, LLC68,904$3.03M0.45%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…67,280$2.96M<0.01%+34,64713F-HRTimelineGroup
J. Team Financial, Inc.66,731$2.94M2.85%+3,41613F-HRTimeline
Empirical Asset Management, LLC66,438$2.93M0.66%+8,94913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …65,737$2.89M0.02%-88713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/65,647$2.89M<0.01%+1,71113F-HRTimelineGroup
Paladin Advisory Group, LLC65,530$2.89M1.92%+42213F-HRTimeline
Compass Wealth Management, LLC/GA65,379$2.88M1.15%+1,38513F-HRTimeline
Summit Financial, LLC65,225$2.87M0.03%+46,86313F-HRTimeline
CAP Partners, LLC65,017$2.86M1.4%-38,90713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co64,838$2.85M0.12%+5,32213F-HRTimelineGroup
Prospera Financial Services Inc62,345$2.75M0.04%+1,67213F-HRTimeline
Quantinno Capital Management LP61,963$2.73M<0.01%+2,39713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.61,094$2.69M0.18%-8713F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management59,276$2.61M0.08%-2,14413F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC58,763$2.59M0.9%+3,01013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/58,582$2.58M0.83%+14,45513F-HRTimelineGroup
Graetz Wealth LLC58,519$2.58M2.06%new13F-HRTimeline