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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

744 managers (748 13F filers) reported a position in XLRE shares at 2025-03-31, 150,538,652 shares in all. 71 filers opened a position and 82 filers sold out during the quarter.

Managers
744
13F filers
748
New
71
Added
282
Reduced
282
Sold out
82
Shares held by filers
150,538,652

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WBH ADVISORY INC54,406$2.28M0.21%-1,49613F-HRTimeline
Dakota Wealth Management54,291$2.27M0.05%-7,21113F-HRTimeline
Manske Wealth Management53,406$2.24M0.84%+1,13613F-HRTimeline
AAFMAA Wealth Management & Trust LLC53,239$2.23M1.01%new13F-HRTimeline
HRT FINANCIAL LP53,112$2.22M0.01%new13F-HRTimeline
Advisory Services Network, LLC52,939$2.22M0.04%+11,03213F-HRTimeline
Western Wealth Management, LLC51,177$2.14M0.14%-7,92813F-HRTimeline
Pinnacle Financial Partners Inc50,741$2.12M0.04%+3,49713F-HRTimeline
Triangle Securities Wealth Management50,097$2.1M0.54%+3,13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Capital Group California, Inc.49,374$2.07M0.72%+4,50913F-HRTimeline
OLD NATIONAL BANCORP /IN/48,548$2.03M0.05%-5,74613F-HRTimeline
Redwood Financial Network Corp48,143$2.01M1.53%+3,44613F-HRTimeline
Winthrop Capital Management, LLC47,225$1.98M0.54%+2,32513F-HRTimeline
Beacon Bank & Trust46,741$1.96M0.48%+42513F-HRTimeline
Providence First Trust Co46,461$1.94M0.79%+4,70013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC46,240$1.94M0.02%-3,56913F-HR/ATimelineGroup
Provident Co of the Employees of the He…46,236$1.93M2.22%013F-HRTimeline
Premier Path Wealth Partners, LLC45,225$1.89M0.29%-1,18513F-HRTimeline
COMERICA BANK45,001$1.88M0.01%+2,72113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,470$1.84M<0.01%+18,94813F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC43,901$1.84M<0.01%+16,00913F-HRTimelineGroup
Pallas Capital Advisors LLC42,754$1.79M0.07%-3,76513F-HRTimeline
Banco BTG Pactual S.A.42,648$1.78M0.45%-34,44113F-HRTimeline
Copia Wealth Management42,451$1.78M1.64%+3,75113F-HRTimeline
Ignite Planners, LLC42,108$1.74M0.34%-63313F-HRTimeline
Good Life Advisors, LLC41,450$1.73M0.12%-1,33513F-HRTimeline
Talon Private Wealth, LLC40,918$1.71M0.23%-10,19013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management40,900$1.71M<0.01%-75,42713F-HRTimelineGroup
HHM Wealth Advisors, LLC40,516$1.7M0.23%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/40,488$1.69M0.81%+42513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…40,382$1.69M0.01%+7713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.40,172$1.68M0.05%-48,62113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC40,163$1.68M0.66%-17213F-HRTimeline
Atlanta Consulting Group Advisors, LLC39,355$1.65M0.48%+5,12913F-HRTimeline
Piedmont Capital Management, LLC44,237$1.64M1.18%+7,61613F-HRTimeline
Horizons Wealth Management38,664$1.62M1.22%+1,35313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\38,465$1.61M<0.01%+8,02213F-HRTimelineGroup
111 Capital37,762$1.58M0.3%-43513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…36,921$1.55M0.16%-1213F-HRTimelineGroup
BALLAST ADVISORS LLC36,784$1.54M0.49%+2,31213F-HRTimeline
Richard W. Paul & Associates, LLC36,395$1.52M0.6%+1,33513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…36,238$1.52M0.11%+5,51613F-HRTimeline
Econ Financial Services Corp36,046$1.51M0.8%+9,60613F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding35,970$1.51M-89,063Timeline
LexAurum Advisors, LLC35,881$1.5M0.29%-51413F-HRTimeline
Zuckerman Investment Group, LLC34,993$1.46M0.16%-36313F-HRTimeline
WOLVERINE TRADING, LLC35,312$1.46M0.05%-6,95213F-HRTimeline
Asset Allocation Strategies LLC34,294$1.44M0.36%-12,95613F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC34,144$1.43M0.35%-91013F-HR/ATimeline
BLAIR WILLIAM & CO/IL34,057$1.43M<0.01%+4,18113F-HRTimeline
Alpha Cubed Investments, LLC33,405$1.4M0.06%-28,43313F-HRTimeline
Callan Capital, LLC33,224$1.39M0.1%+1,91213F-HRTimeline
Collaborative Wealth Managment Inc.32,700$1.37M0.64%-1,93713F-HRTimeline
Scott Capital Advisors, LLC32,643$1.37M0.41%-20413F-HRTimeline
Qube Research & Technologies Ltd32,080$1.34M<0.01%+24,28013F-HRTimeline
Pacific Sun Financial Corp31,940$1.34M0.76%+2,32513F-HRTimeline
Stillwater Capital Advisors, LLC31,834$1.33M0.19%-6813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV31,300$1.31M0.67%013F-HRTimeline
Per Stirling Capital Management, LLC.31,279$1.31M0.19%new13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC31,145$1.3M0.45%+1,99713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,013$1.3M<0.01%-53,08613F-HR/ATimelineGroup
CHANNEL WEALTH LLC31,013$1.3M0.4%-4,66113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC30,426$1.27M0.03%+2,32913F-HRTimeline
Advisor Resource Council32,900$1.27M0.1%new13F-HRTimeline
Bleakley Financial Group, LLC30,311$1.27M0.04%+90213F-HRTimeline
O'ROURKE & COMPANY, Inc30,091$1.26M0.62%+84413F-HRTimeline
TRUST CO OF OKLAHOMA30,011$1.26M0.43%+73513F-HRTimeline
Avior Wealth Management, LLC29,839$1.25M0.05%+6,11313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC29,461$1.23M0.02%-19,04513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV29,395$1.23M<0.01%-1,02413F-HRTimeline
Simmons Bankin group Simmons Bank29,366$1.23M0.09%+713F-HRTimelineGroup
NorthCoast Asset Management LLC29,346$1.23M0.01%-3,58013F-HR/ATimeline
Cornerstone Planning Group LLC30,069$1.22M0.29%+38813F-HRTimeline
Sowell Financial Services LLC29,062$1.22M0.06%+2,64813F-HRTimeline
Signal Advisors Wealth, LLC28,451$1.19M0.12%-31,73413F-HRTimeline
Vantage Financial Partners, LLC28,305$1.18M0.29%new13F-HRTimeline
Krilogy Financial LLC28,094$1.18M0.08%-5,75213F-HRTimeline
BLB&B Advisors, LLC27,676$1.16M0.06%-4,79613F-HRTimeline
Quantinno Capital Management LP27,429$1.15M0.01%+10,13913F-HRTimeline
Ranch Capital Advisors Inc.27,104$1.13M0.54%-11513F-HRTimeline
Orange Investment Advisors, Inc.27,084$1.13M0.14%+2,97513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA26,990$1.13M<0.01%-1,76013F-HR/ATimelineGroup
Amica Retiree Medical Trust26,569$1.11M1.7%-6,34613F-HRTimeline
JSF Financial, LLC26,551$1.11M0.29%+6,34913F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC26,382$1.1M0.48%-158,96713F-HRTimeline
Zullo Investment Group, Inc.26,314$1.1M0.47%-53913F-HRTimeline
CoreCap Advisors, LLC26,297$1.1M0.05%-19,96213F-HRTimeline
COUNTRY CLUB BANK26,559$1.1M0.07%-1,94513F-HRTimeline
GeoWealth Management, LLC26,222$1.1M0.04%-104,63113F-HRTimeline
Modera Wealth Management, LLC26,150$1.09M0.01%-40013F-HRTimeline
Fiduciary Group, LLC26,130$1.09M0.11%+2,88713F-HRTimeline
Integrated Advisors Network LLC26,083$1.09M0.06%-121,91813F-HRTimeline
Proficio Capital Partners LLC26,050$1.09M0.08%new13F-HRTimeline
INNEALTA CAPITAL, LLC25,465$1.07M0.58%-17,24013F-HRTimeline
AlphaStar Capital Management, LLC25,443$1.06M0.11%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …25,233$1.06M0.22%013F-HRTimeline
Lineweaver Wealth Advisors, LLC25,206$1.05M0.18%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC25,041$1.05M0.03%+1,77413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.24,854$1.04M0.5%-74,97113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp24,835$1.04M0.03%+50213F-HRTimelineGroup
Foundations Investment Advisors, LLC24,713$1.03M0.02%-1,35813F-HRTimeline
Visionary Wealth Advisors24,691$1.03M0.06%-3,25913F-HRTimeline
One Wealth Map LLC25,727$1.02M0.68%-8313F-HRTimeline
Wealth Advisors of Tampa Bay, LLC24,278$1.02M0.41%-50513F-HRTimeline
Wealth Alliance Advisory Group, LLC24,273$1.02M0.21%new13F-HRTimeline
Magnus Financial Group LLC24,238$1.01M0.1%-30813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd23,999$1M0.05%new13F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.23,964$1M0.02%+18,31813F-HRTimelineGroup
Iyo Bank, Ltd.23,696$992K0.32%new13F-HRTimeline
Bullock Wealth Management Group23,573$987K0.55%+10,77013F-HRTimeline
Cornerstone Wealth Management, LLC23,003$963K0.07%-1,28413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP22,418$938K<0.01%+2,48313F-HRTimelineGroup
SILVIA MCCOLL WEALTH MANAGEMENT, LLC22,349$935K0.71%+73913F-HRTimeline
WESPAC Advisors SoCal, LLC22,317$934K0.24%-50113F-HRTimeline
Financial Advocates Investment Manageme…22,207$929K0.07%-110,11613F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP21,605$904K2.24%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.21,599$904K0.11%-52313F-HRTimeline
WHITTIER TRUST CO21,456$898K0.01%-3,70613F-HRTimeline
Alliance Wealth Advisors, LLC21,242$889K0.52%+2,09113F-HRTimeline
Urban Financial Advisory Corp20,921$876K0.48%+1,97413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP20,874$874K<0.01%-35,01613F-HRTimelineGroup
Talisman Wealth Advisors LLC20,817$871K0.89%+1,13713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC20,750$868K0.01%-1,88813F-HRTimeline
Advisory Resource Group20,639$864K0.18%+1,44513F-HRTimeline
Cascade Financial Partners, LLC20,147$843K0.11%-4,58213F-HRTimeline
Jackson Hole Capital Partners, LLC20,033$838K0.17%+36513F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,010$837K0.14%+58513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT19,778$828K0.1%-2413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,133$819K0.02%013F-HRTimelineGroup
Kaizen Financial Strategies19,508$816K0.47%+1,22213F-HRTimeline
Chesapeake Wealth Management19,460$814K0.29%+2,47813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,424$813K<0.01%-8313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…18,309$797K<0.01%-303,24713F-HR/ATimelineGroup
3EDGE Asset Management, LP19,132$793K0.05%+6,24713F-HRTimeline
Arkadios Wealth Advisors18,932$792K0.03%-1,20213F-HRTimeline
Pilgrim Partners Asia Pte Ltd18,900$791K0.75%+6,40013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP18,761$785K0.01%+9,33613F-HRTimeline
Freedom Investment Management, Inc.18,722$784K0.07%-2,00213F-HRTimeline
Trust Co18,623$779K0.09%-13,21913F-HRTimeline
SIERRA SUMMIT ADVISORS LLC18,438$772K0.17%+63613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,213$762K0.09%-85013F-HRTimeline
PRIVATE TRUST CO NA18,103$758K0.08%-2,74613F-HRTimeline
LongView Wealth Management17,987$753K0.23%+1,38713F-HRTimeline
MARTIN & CO INC /TN/17,962$752K0.15%+12513F-HRTimeline
1900 WEALTH MANAGEMENT LLC17,922$750K0.06%013F-HRTimeline
Focus Financial Network, Inc.17,789$744K0.03%+8013F-HRTimeline
Wealthspire Advisors, LLC17,737$742K<0.01%-12,83713F-HRTimeline
FIL Ltdin group FIL Ltd17,705$741K<0.01%-82813F-HRTimelineGroup
Soltis Investment Advisors LLC17,658$739K0.07%-2,64713F-HRTimeline
Peoples Bank/KS17,632$738K0.5%013F-HRTimeline
BCS Wealth Management17,618$737K0.19%-96713F-HRTimeline
Sigma Planning Corp17,605$737K0.02%-2,25813F-HRTimeline
TUDOR INVESTMENT CORP ET AL17,322$725K0.01%+6,50613F-HRTimeline
Ashton Thomas Private Wealth, LLC17,316$725K0.03%-14,62213F-HRTimeline
Berger Financial Group, Inc17,246$722K0.05%-19213F-HRTimeline
Capital Investment Advisory Services, L…17,111$716K0.06%+91813F-HRTimeline
RATIONAL ADVISORS, INC.17,057$714K0.07%+2,90713F-HRTimeline
&PARTNERS17,193$712K0.01%-1,17713F-HRTimeline
Foguth Wealth Management, LLC.16,989$711K0.17%-31,98413F-HRTimeline
IMZ Advisory Inc16,951$709K0.32%-48,91313F-HRTimeline
Steward Partners Investment Advisory, L…16,677$698K0.01%-6,06213F-HRTimeline
Dynamic Advisor Solutions LLC16,670$698K0.02%new13F-HRTimeline
Waterway Wealth Management, LLC16,670$698K0.29%+1,79113F-HRTimeline
Terra Nova Asset Management LLC16,538$692K0.54%+5613F-HRTimeline
Robertson Stephens Wealth Management, L…16,517$691K0.03%-92,94013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC16,466$689K0.26%-37213F-HRTimeline
Boltwood Capital Management16,461$689K0.21%-44513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,338$684K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC16,255$680K<0.01%-13,12013F-HRTimeline
Creekside Partners16,147$676K0.35%+5813F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…16,000$670K0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC15,880$665K0.32%+1,65413F-HRTimeline
SBI Securities Co., Ltd.15,872$664K0.02%+2,51713F-HRTimeline
Texas Yale Capital Corp.15,811$662K0.03%+2,92713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC15,732$658K0.16%+1,19513F-HRTimeline
FMR LLCin group FMR LLC15,710$657K<0.01%-22913F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.15,663$655K0.01%+2,05313F-HRTimelineGroup
Belpointe Asset Management LLC15,637$654K0.03%-12,48813F-HRTimeline
Fortis Capital Advisors, LLC15,625$654K0.13%+28813F-HRTimeline
Weinberger Asset Management, Inc15,585$652K0.28%-7113F-HRTimeline
Cooksen Wealth, LLC16,308$645K0.65%-2,69513F-HRTimeline
DT Investment Partners, LLC15,359$643K0.06%+3,78513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC15,232$637K0.06%+1,71713F-HRTimeline
RTD Financial Advisors, Inc.15,134$633K0.09%-16,78713F-HRTimeline
IFG Advisory, LLC15,111$632K0.04%+1,09013F-HRTimeline
Sequoia Financial Advisors, LLC14,782$619K<0.01%-293,18313F-HRTimeline
Valmark Advisers, Inc.14,731$616K0.01%+2,42813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC15,056$614K0.05%-5,43513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC14,137$592K0.05%-24913F-HR/ATimeline
COWA, LLC14,109$590K0.25%-17713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA13,957$584K<0.01%-1,68113F-HRTimelineGroup
CENTRAL TRUST Co13,882$581K0.01%-11,09913F-HRTimeline
Cornerstone National Bank & Trust Co13,824$579K0.26%-1,76913F-HRTimeline
Hirtle & Co., LLC13,787$577K0.02%-24113F-HRTimeline
Impact Investors, Inc13,740$575K0.45%+2,22313F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…13,658$572K0.01%-1,80613F-HRTimelineGroup
Beck Bode, LLC13,595$569K0.11%-2,24613F-HRTimeline
Burford Brothers, Inc.13,509$565K0.27%-1,33913F-HRTimeline
Avestar Capital, LLC13,458$563K0.05%+6,23013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.13,443$563K0.12%-3,97713F-HRTimeline