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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

760 managers (767 13F filers) reported a position in XLRE shares at 2024-12-31, 132,251,385 shares in all. 90 filers opened a position and 99 filers sold out during the quarter.

Managers
760
13F filers
767
New
90
Added
284
Reduced
254
Sold out
99
Shares held by filers
132,251,385

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Western Wealth Management, LLC59,105$2.4M0.16%-39,23513F-HR/ATimeline
TD Waterhouse Canada Inc.58,642$2.39M0.02%-21613F-HRTimeline
Sound Income Strategies, LLC58,321$2.37M0.15%+1,06613F-HRTimeline
Trek Financial, LLC56,992$2.32M0.17%-17,51513F-HRTimeline
IMPACTfolio, LLC56,673$2.3M1.2%new13F-HRTimeline
SG Americas Securities, LLC56,381$2.29M0.01%-43,56613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC56,256$2.29M1.29%+72513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,156$2.28M0.07%+12,28013F-HRTimelineGroup
WBH ADVISORY INC55,902$2.27M0.21%-1,26013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP55,890$2.27M<0.01%new13F-HRTimelineGroup
Altura Wealth Advisors Inc.55,644$2.26M1.67%-5,19013F-HRTimeline
PINKERTON WEALTH, LLC55,194$2.24M0.33%+3,70613F-HRTimeline
OLD NATIONAL BANCORP /IN/54,294$2.21M0.05%-3,37213F-HRTimeline
Manske Wealth Management52,270$2.13M0.84%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding52,205$2.12M-590Timeline
Talon Private Wealth, LLC51,108$2.08M0.43%+31,14513F-HR/ATimeline
Compound Planning, Inc.50,864$2.07M0.1%+13,34113F-HRTimeline
Symmetry Partners, LLC50,401$2.05M0.29%new13F-HRTimeline
Foguth Wealth Management, LLC.48,973$2.03M0.53%+20,56613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC49,809$2.03M0.02%-2,21713F-HRTimelineGroup
Asset Allocation Strategies LLC47,250$1.98M0.48%-17,27913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,506$1.97M0.03%-14,15513F-HRTimelineGroup
Pinnacle Financial Partners Inc47,244$1.92M0.04%+8,81113F-HRTimeline
Triangle Securities Wealth Management46,959$1.91M0.49%+7,76113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CX Institutional46,877$1.91M0.08%+3,09013F-HRTimeline
Pallas Capital Advisors LLC46,519$1.89M0.08%+2313F-HRTimeline
Premier Path Wealth Partners, LLC46,410$1.89M0.29%+2,65313F-HRTimeline
Beacon Bank & Trust46,316$1.88M0.44%new13F-HRTimeline
CoreCap Advisors, LLC46,259$1.88M0.09%-11,06713F-HRTimeline
Provident Co of the Employees of the He…46,236$1.88M2.19%+65813F-HRTimeline
Blue Chip Partners, LLC45,833$1.86M0.16%+27,40213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC45,511$1.85M0.1%+21,48113F-HRTimeline
RPg Family Wealth Advisory, LLC45,304$1.84M0.65%+7,45013F-HRTimeline
Legacy Capital Group California, Inc.44,865$1.82M0.56%new13F-HRTimeline
Redwood Financial Network Corp44,697$1.82M1.35%+1,75213F-HRTimeline
Winthrop Capital Management, LLC44,900$1.81M0.48%-42813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC43,511$1.77M0.02%-61,47513F-HRTimelineGroup
Ignite Planners, LLC42,741$1.75M0.38%+1,75213F-HRTimeline
TAP Consulting, LLC42,872$1.74M0.36%-3,00113F-HRTimeline
Good Life Advisors, LLC42,785$1.74M0.13%-34713F-HRTimeline
INNEALTA CAPITAL, LLC42,705$1.74M0.85%-99,27913F-HRTimeline
COMERICA BANK42,280$1.72M0.01%-7,79113F-HR/ATimeline
WOLVERINE TRADING, LLC42,264$1.71M0.04%new13F-HRTimeline
Advisory Services Network, LLC41,907$1.7M0.03%-3,07113F-HRTimeline
Providence First Trust Co41,761$1.7M0.64%+17,12313F-HRTimeline
Proquility Private Wealth Partners, LLC41,759$1.7M0.55%-1,03613F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC41,726$1.7M<0.01%-43,25513F-HR/ATimelineGroup
HHM Wealth Advisors, LLC40,516$1.65M0.22%-67513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC40,335$1.64M0.65%+16,75013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…40,305$1.64M0.01%-12113F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/40,063$1.63M0.77%-1,95013F-HRTimelineGroup
Copia Wealth Management38,700$1.57M1.5%13F-HRTimeline
111 Capital38,197$1.55M0.33%13F-HRTimeline
Global Retirement Partners, LLC38,053$1.55M0.04%+28,53113F-HRTimeline
CTC Alternative Strategies, Ltd.37,350$1.52M1.97%new13F-HRTimeline
Horizons Wealth Management37,311$1.52M1.18%+1,46713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,933$1.5M0.15%+52813F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding36,637$1.49M+2,935Timeline
LexAurum Advisors, LLC36,395$1.48M0.29%-12613F-HRTimeline
Piedmont Capital Management, LLC36,621$1.48M0.89%+1,81813F-HRTimeline
Zuckerman Investment Group, LLC35,356$1.46M0.14%+3,04213F-HRTimeline
CHANNEL WEALTH LLC35,674$1.45M0.47%-11,86713F-HRTimeline
Richard W. Paul & Associates, LLC35,060$1.43M0.52%+6813F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC35,054$1.43M0.39%-16,60513F-HRTimeline
Collaborative Wealth Managment Inc.34,637$1.41M0.64%-1,83013F-HRTimeline
BALLAST ADVISORS LLC34,472$1.4M0.43%+1,51113F-HRTimeline
Atlanta Consulting Group Advisors, LLC34,226$1.39M0.51%-19,60913F-HR/ATimeline
Krilogy Financial LLC33,846$1.38M0.09%+3,00613F-HRTimeline
Alpine Global Management, LLC33,120$1.35M0.4%new13F-HR/ATimeline
Concentric Capital Strategies, LP33,106$1.35M0.08%-76,65113F-HRTimeline
NorthCoast Asset Management LLC32,926$1.34M0.01%+4,19113F-HR/ATimeline
Amica Retiree Medical Trust32,915$1.34M1.27%-3,42413F-HRTimeline
FLOW TRADERS U.S. LLC32,908$1.34M0.05%+24,50513F-HRTimeline
BLB&B Advisors, LLC32,472$1.32M0.07%new13F-HRTimeline
Scott Capital Advisors, LLC32,847$1.3M0.37%-4,38013F-HRTimeline
Ashton Thomas Private Wealth, LLC31,938$1.3M0.05%-1,69413F-HRTimeline
RTD Financial Advisors, Inc.31,921$1.3M0.17%-77,89213F-HRTimeline
Stillwater Capital Advisors, LLC31,902$1.3M0.16%+1,04813F-HRTimeline
Trust Co31,842$1.29M0.15%+2,24013F-HRTimeline
Callan Capital, LLC31,312$1.27M0.09%-1,37813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV31,300$1.27M0.73%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…30,722$1.25M0.09%+85213F-HRTimeline
Cornerstone Planning Group LLC29,681$1.25M0.31%+2113F-HRTimeline
Wealthspire Advisors, LLC30,574$1.24M0.01%-4,77313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\30,443$1.24M<0.01%-3,99913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV30,419$1.24M<0.01%+87813F-HRTimeline
Belpointe Asset Management LLC28,125$1.22M0.07%-15,52013F-HRTimeline
BLAIR WILLIAM & CO/IL29,876$1.22M<0.01%-43013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC29,148$1.21M0.31%new13F-HR/ATimeline
Pacific Sun Financial Corp29,615$1.2M0.66%+3,49413F-HRTimeline
Bleakley Financial Group, LLC29,409$1.2M0.04%+2,08913F-HRTimeline
Cresset Asset Management, LLC29,375$1.19M0.01%-22,72713F-HRTimeline
Simmons Bankin group Simmons Bank29,359$1.19M0.09%+6,58813F-HRTimelineGroup
TRUST CO OF OKLAHOMA29,276$1.19M0.38%+2713F-HRTimeline
O'ROURKE & COMPANY, Inc29,247$1.19M0.58%+3,12713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA28,750$1.17M<0.01%-89,08013F-HR/ATimelineGroup
COUNTRY CLUB BANK28,504$1.15M0.08%+2,74713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC28,097$1.14M0.03%+8,13913F-HRTimeline
Visionary Wealth Advisors27,950$1.14M0.07%-17,90213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC27,892$1.13M<0.01%+7,29213F-HRTimelineGroup
Pasadena Private Wealth, LLC27,523$1.12M0.23%new13F-HRTimeline
Ranch Capital Advisors Inc.27,219$1.11M0.52%+1,48513F-HRTimeline
Zullo Investment Group, Inc.26,853$1.09M0.44%-86513F-HRTimeline
One Wealth Map LLC25,810$1.09M0.66%+64913F-HRTimeline
Modera Wealth Management, LLC26,550$1.08M0.01%-13413F-HRTimeline
Econ Financial Services Corp26,440$1.08M0.62%new13F-HRTimeline
Sowell Financial Services LLC26,414$1.07M0.06%+6,92913F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC26,353$1.07M0.21%+7,13813F-HRTimeline
Fairvoy Private Wealth, LLC26,332$1.07M0.28%13F-HRTimeline
Foundations Investment Advisors, LLC26,071$1.06M0.02%+10,68113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,522$1.04M<0.01%+8,41613F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …25,233$1.03M0.22%013F-HRTimeline
WHITTIER TRUST CO25,162$1.02M0.01%+14,82813F-HRTimeline
CENTRAL TRUST Co24,981$1.02M0.02%+2,62413F-HRTimeline
Wealth Advisors of Tampa Bay, LLC24,783$1.01M0.43%-63013F-HRTimeline
Cascade Financial Partners, LLC24,729$1.01M0.13%+5,15613F-HRTimeline
Magnus Financial Group LLC24,546$998K0.1%+37413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp24,333$990K0.03%+21913F-HRTimelineGroup
Cornerstone Wealth Management, LLC24,287$988K0.07%+43813F-HRTimeline
Orange Investment Advisors, Inc.24,109$981K0.11%+1,82713F-HRTimeline
Avior Wealth Management, LLC23,726$965K0.04%-22713F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,267$946K0.03%+13,82213F-HRTimeline
Fiduciary Group, LLC23,243$945K0.09%+3,52913F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …23,231$945K0.01%new13F-HRTimelineGroup
WESPAC Advisors SoCal, LLC22,818$928K0.21%-10,60013F-HRTimeline
Steward Partners Investment Advisory, L…22,739$925K0.01%-222,90613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC22,638$921K0.01%+313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.22,122$900K0.11%+28413F-HRTimeline
Summit Financial, LLC21,929$892K0.03%+12,98313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC21,610$879K0.66%-11913F-HRTimeline
J.W. COLE ADVISORS, INC.21,114$859K0.03%-35613F-HRTimeline
PRIVATE TRUST CO NA20,849$848K0.09%-7,95713F-HRTimeline
Freedom Investment Management, Inc.20,724$843K0.07%-9,60513F-HRTimeline
WealthShield Partners, LLC20,529$835K0.12%-32213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC20,491$833K0.08%+6,21813F-HRTimeline
Horizon Investments, LLC20,382$829K0.02%+6,37313F-HRTimeline
Soltis Investment Advisors LLC20,305$826K0.08%+11,35613F-HRTimeline
Venturi Wealth Management, LLC20,292$825K0.04%+7,72013F-HRTimeline
JSF Financial, LLC20,202$822K0.22%+1,81213F-HRTimeline
Arkadios Wealth Advisors20,134$819K0.04%+3,30113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,133$819K0.02%-2,95813F-HRTimelineGroup
Stonebridge Financial Group, LLC19,946$811K0.09%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,935$811K<0.01%new13F-HRTimelineGroup
Sigma Planning Corp19,863$808K0.03%-2,79013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,802$805K0.1%013F-HRTimeline
Talisman Wealth Advisors LLC19,680$800K0.85%+92413F-HRTimeline
Jackson Hole Capital Partners, LLC19,668$800K0.16%-21113F-HRTimeline
Kessler Investment Group, LLC19,533$794K0.38%+51813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,507$793K<0.01%-3,00013F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC19,425$790K0.13%+54913F-HRTimeline
Advisory Resource Group19,194$781K0.17%+10,81813F-HRTimeline
Alliance Wealth Advisors, LLC19,151$779K0.45%+1,35613F-HRTimeline
Treynor Bancshares, Inc.19,067$775K0.82%+3,36313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC19,063$775K0.08%-11513F-HRTimeline
Cooksen Wealth, LLC19,003$773K0.71%+1,09913F-HRTimeline
Berkeley Capital Partners, LLC18,958$771K0.21%+12,27813F-HRTimeline
Urban Financial Advisory Corp18,947$771K0.42%+55013F-HRTimeline
Canal Capital Management, LLC18,742$762K0.12%new13F-HRTimeline
BCS Wealth Management18,585$756K0.19%-2,65013F-HRTimeline
FIL Ltdin group FIL Ltd18,533$754K<0.01%-91713F-HRTimelineGroup
&PARTNERS18,370$750K0.01%new13F-HRTimeline
Kaizen Financial Strategies18,286$744K0.42%-12413F-HRTimeline
1900 WEALTH MANAGEMENT LLC17,922$729K0.06%+1,43013F-HRTimeline
MARTIN & CO INC /TN/17,837$725K0.18%-83313F-HRTimeline
Pinnacle Family Advisors, LLC17,815$725K0.35%-1,94013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC17,802$724K0.15%+4,49113F-HRTimeline
Focus Financial Network, Inc.17,709$720K0.03%-7613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC17,645$718K0.13%-67613F-HRTimeline
Peoples Bank/KS17,632$717K0.5%-29,31513F-HRTimeline
Berger Financial Group, Inc17,438$709K0.05%-1,09713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.17,420$708K0.15%+5,39513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC16,838$708K0.26%13F-HRTimeline
Quantinno Capital Management LP17,290$703K0.01%+1,37113F-HRTimeline
Chesapeake Wealth Management16,982$691K0.24%+7,44113F-HRTimeline
Boltwood Capital Management16,906$688K0.21%+13413F-HRTimeline
LongView Wealth Management16,600$675K0.21%+3,51613F-HRTimeline
Terra Nova Asset Management LLC16,482$670K0.51%+22113F-HRTimeline
Fortis Capital Advisors, LLC15,337$668K0.23%-14,31413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,338$664K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…16,193$659K0.06%+2813F-HRTimeline
Creekside Partners16,089$654K0.34%-1,27713F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…16,000$651K0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC15,939$648K<0.01%+8,20513F-HRTimelineGroup
Beck Bode, LLC15,841$644K0.12%-6,35613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS15,721$639K<0.01%new13F-HRTimeline
Weinberger Asset Management, Inc15,656$637K0.27%+50113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,638$636K<0.01%-19,48813F-HRTimelineGroup
Cornerstone National Bank & Trust Co15,593$634K0.29%+26013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,464$629K0.01%new13F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.15,221$619K<0.01%+3,13713F-HRTimelineGroup
VCI Wealth Management LLC14,985$609K0.26%+6,13013F-HR/ATimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,473$606K0.03%-13013F-HRTimelineGroup
Waterway Wealth Management, LLC14,879$605K0.27%-4,97113F-HRTimeline
Burford Brothers, Inc.14,848$604K0.3%+1,34113F-HRTimeline
B. Riley Wealth Advisors, Inc.14,559$592K0.02%-2,70213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC14,537$591K0.16%+74513F-HRTimeline
NWAM LLC14,426$587K0.04%+3,54713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,386$585K0.05%-4,07613F-HR/ATimeline
COWA, LLC14,286$581K0.27%013F-HRTimeline
Fourth Dimension Wealth, LLC14,226$579K0.3%13F-HRTimeline