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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

719 managers (723 13F filers) reported a position in XLRE shares at 2025-06-30, 139,723,893 shares in all. 59 filers opened a position and 84 filers sold out during the quarter.

Managers
719
13F filers
723
New
59
Added
263
Reduced
280
Sold out
84
Shares held by filers
139,723,893

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Spire Wealth Managementin group Spire Wealth Management51,331$2.12M0.08%-14,41013F-HRTimelineGroup
Redwood Financial Network Corp50,453$2.09M1.41%+2,31013F-HRTimeline
INNEALTA CAPITAL, LLC50,432$2.09M1.1%+24,96713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC50,316$2.08M0.05%-22,55213F-HRTimelineGroup
RFG Advisory, LLC50,071$2.07M0.05%-145,72513F-HRTimeline
Atria Investments, Inc50,066$2.07M0.02%-74,60813F-HRTimeline
HARBOUR INVESTMENTS, INC.50,007$2.07M0.05%+9,83513F-HRTimeline
Beacon Bank & Trust49,281$2.04M0.47%+2,54013F-HRTimeline
Premier Path Wealth Partners, LLC48,155$1.99M0.28%+2,93013F-HRTimeline
Compass Wealth Management, LLC/GA47,791$1.98M1.06%13F-HRTimeline
Atria Wealth Solutions, Inc.46,741$1.94M0.04%-28,97213F-HRTimeline
Winthrop Capital Management, LLC46,631$1.93M0.49%-59413F-HRTimeline
Providence First Trust Co46,461$1.92M0.68%013F-HRTimeline
Provident Co of the Employees of the He…46,236$1.92M1.91%013F-HRTimeline
Ignite Planners, LLC45,748$1.91M0.33%+3,64013F-HR/ATimeline
Dakota Wealth Management46,177$1.91M0.04%-8,11413F-HRTimeline
Mutual Advisors, LLC43,589$1.87M0.05%-14,87313F-HRTimeline
Integrated Wealth Concepts LLC45,018$1.86M0.02%-30,56913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC44,391$1.84M<0.01%+49013F-HRTimelineGroup
HHM Wealth Advisors, LLC43,191$1.79M0.21%+2,67513F-HRTimeline
COMERICA BANK42,975$1.78M0.01%-2,02613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC42,542$1.76M0.01%-3,69813F-HR/ATimelineGroup
Atlanta Consulting Group Advisors, LLC42,225$1.75M0.48%+2,87013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…41,058$1.7M0.01%+67613F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC40,678$1.68M0.61%+51513F-HRTimeline
Horizons Wealth Management39,697$1.64M1.19%+1,03313F-HRTimeline
Good Life Advisors, LLC39,434$1.63M0.1%-2,01613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\39,294$1.63M<0.01%+82913F-HRTimelineGroup
BALLAST ADVISORS LLC38,759$1.61M0.47%+1,97513F-HRTimeline
Proficio Capital Partners LLC38,730$1.6M0.1%+12,68013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/38,283$1.59M0.66%-2,20513F-HR/ATimelineGroup
Zuckerman Investment Group, LLC38,077$1.58M0.15%+3,08413F-HRTimeline
J.W. COLE ADVISORS, INC.38,047$1.58M0.03%+26,36513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP37,793$1.57M<0.01%+15,37513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/37,223$1.54M0.03%-11,32513F-HRTimeline
Richard W. Paul & Associates, LLC36,005$1.49M0.54%-39013F-HRTimeline
LexAurum Advisors, LLC35,743$1.48M0.23%-13813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP33,475$1.39M0.06%new13F-HRTimeline
SG Americas Securities, LLC32,745$1.36M0.01%-24,81813F-HRTimeline
Bleakley Financial Group, LLC32,731$1.36M0.03%+2,42013F-HRTimeline
Scott Capital Advisors, LLC32,610$1.35M0.37%-3313F-HRTimeline
FLOW TRADERS U.S. LLC32,553$1.35M0.05%new13F-HRTimeline
Copia Wealth Management32,285$1.34M1.13%-10,16613F-HRTimeline
COUNTRY CLUB BANK32,507$1.34M0.08%+5,94813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA32,120$1.33M<0.01%+18,16313F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…32,109$1.33M0.09%-4,12913F-HRTimeline
Cornerstone Planning Group LLC31,727$1.33M0.27%+1,65813F-HRTimeline
Stillwater Capital Advisors, LLC31,910$1.32M0.17%+7613F-HRTimeline
Quantinno Capital Management LP31,722$1.31M0.01%+4,29313F-HRTimeline
Pacific Sun Financial Corp31,607$1.31M0.68%-33313F-HRTimeline
TRUST CO OF OKLAHOMA31,337$1.3M0.41%+1,32613F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV31,300$1.3M0.63%013F-HRTimeline
AlphaCore Capital LLC31,155$1.29M0.05%+31,14613F-HRTimeline
IFG Advisory, LLC30,997$1.28M0.06%+15,88613F-HRTimeline
BlueCrest Capital Management Ltd30,098$1.25M0.14%-30,10013F-HRTimeline
AAFMAA Wealth Management & Trust LLC30,067$1.25M0.51%-23,17213F-HRTimeline
Concentric Capital Strategies, LP30,059$1.25M0.07%new13F-HRTimeline
Global Retirement Partners, LLC30,048$1.24M0.03%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,750$1.23M0.04%+4,70913F-HRTimeline
O'ROURKE & COMPANY, Inc29,598$1.23M0.57%-49313F-HRTimeline
Ranch Capital Advisors Inc.29,579$1.23M0.53%+2,47513F-HRTimeline
Krilogy Financial LLC29,387$1.22M0.07%+1,29313F-HRTimeline
Freedom Investment Management, Inc.29,375$1.22M0.1%+10,65313F-HRTimeline
Collaborative Wealth Managment Inc.29,303$1.21M0.53%-3,39713F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC29,297$1.21M0.43%-1,84813F-HRTimeline
Orange Investment Advisors, Inc.29,227$1.21M0.13%+2,14313F-HRTimeline
Simmons Bankin group Simmons Bank29,090$1.2M0.09%-27613F-HRTimelineGroup
FORONJY FINANCIAL LLC28,595$1.18M0.55%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,447$1.18M0.03%-225,42313F-HRTimelineGroup
Vantage Financial Partners, LLC28,364$1.17M0.27%+5913F-HRTimeline
Sowell Financial Services LLC28,186$1.17M0.05%-87613F-HRTimeline
One Wealth Map LLC27,783$1.17M0.64%+2,05613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,159$1.17M0.02%-7,81113F-HRTimelineGroup
Foundations Investment Advisors, LLC28,127$1.17M0.02%+3,41413F-HRTimeline
Integrated Advisors Network LLC27,655$1.15M0.05%+1,57213F-HRTimeline
Fiduciary Group, LLC27,007$1.12M0.11%+87713F-HRTimeline
Asset Allocation Strategies LLC26,852$1.11M0.25%-7,44213F-HRTimeline
Amica Retiree Medical Trust26,569$1.1M1.59%013F-HRTimeline
Wealth Alliance Advisory Group, LLC26,459$1.1M0.21%+2,18613F-HRTimeline
Modera Wealth Management, LLC26,150$1.08M0.01%013F-HRTimeline
Urban Financial Advisory Corp26,147$1.08M0.54%+5,22613F-HRTimeline
NorthCoast Asset Management LLC25,853$1.07M<0.01%-3,49313F-HRTimeline
Zullo Investment Group, Inc.25,623$1.06M0.43%-69113F-HRTimeline
Visionary Wealth Advisors25,490$1.06M0.05%+79913F-HRTimeline
Lineweaver Wealth Advisors, LLC25,427$1.05M0.17%+22113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp25,209$1.04M0.03%+37413F-HRTimelineGroup
Sigma Planning Corp25,143$1.04M0.03%+7,53813F-HRTimeline
Wealth Advisors of Tampa Bay, LLC24,778$1.03M0.39%+50013F-HRTimeline
Bullock Wealth Management Group23,794$992K0.53%+22113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST23,955$992K0.1%+15,68213F-HRTimeline
Alliance Wealth Advisors, LLC23,796$986K0.54%+2,55413F-HRTimeline
Magnus Financial Group LLC23,592$977K0.09%-64613F-HRTimeline
Avior Wealth Management, LLC23,442$971K0.03%-6,39713F-HRTimeline
Cornerstone Wealth Management, LLC22,420$929K0.06%-58313F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC22,311$924K0.67%-3813F-HRTimeline
Advisory Resource Group22,093$915K0.18%+1,45413F-HRTimeline
Alpha Cubed Investments, LLC21,837$904K0.03%-11,56813F-HRTimeline
Cooksen Wealth, LLC21,793$903K0.73%+5,48513F-HRTimeline
WESPAC Advisors SoCal, LLC21,792$903K0.2%-52513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC21,684$898K0.17%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC21,291$882K0.02%-9,13513F-HRTimeline
Headlands Technologies LLC21,146$876K0.1%+18,59613F-HRTimeline
Talisman Wealth Advisors LLC21,123$875K0.8%+30613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,693$857K0.1%-90613F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA20,580$852K<0.01%-6,41013F-HRTimelineGroup
Jackson Hole Capital Partners, LLC20,519$850K0.16%+48613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,235$838K0.12%+22513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC20,112$833K0.01%-63813F-HRTimeline
Waverly Advisors, LLC19,865$823K0.01%-65,97213F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC19,817$821K0.28%-6,56513F-HRTimeline
&PARTNERS19,680$810K0.01%+2,48713F-HRTimeline
Kaizen Financial Strategies19,118$792K0.4%-39013F-HRTimeline
Capital Investment Advisory Services, L…19,083$790K0.06%+1,97213F-HRTimeline
WHITTIER TRUST CO19,038$788K0.01%-2,41813F-HRTimeline
FIL Ltdin group FIL Ltd18,762$777K<0.01%+1,05713F-HRTimelineGroup
CHANNEL WEALTH LLC18,736$776K0.22%-12,27713F-HRTimeline
PRIVATE TRUST CO NA18,597$770K0.07%+49413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC18,510$767K0.16%+2,77813F-HRTimeline
Chesapeake Wealth Management18,444$764K0.25%-1,01613F-HRTimeline
Summit Financial, LLC18,363$761K0.02%-61,02313F-HRTimeline
Betterment LLC18,202$754K<0.01%+7,20013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC18,113$750K0.08%-10013F-HRTimeline
Cascade Financial Partners, LLC18,103$750K0.09%-2,04413F-HRTimeline
Steward Partners Investment Advisory, L…18,078$749K0.01%+1,40113F-HRTimeline
LongView Wealth Management18,065$748K0.23%+7813F-HRTimeline
Arkadios Wealth Advisors18,024$747K0.02%-90813F-HRTimeline
1900 WEALTH MANAGEMENT LLC17,922$742K0.06%013F-HRTimeline
Peoples Bank/KS17,802$737K0.49%+17013F-HRTimeline
MARTIN & CO INC /TN/17,724$734K0.14%-23813F-HRTimeline
SIERRA SUMMIT ADVISORS LLC17,553$727K0.13%-88513F-HRTimeline
Fourth Dimension Wealth, LLC17,482$724K0.31%+1,60213F-HRTimeline
Ashton Thomas Private Wealth, LLC17,417$721K0.03%+10113F-HRTimeline
BLAIR WILLIAM & CO/IL17,293$716K<0.01%-16,76413F-HRTimeline
Focus Financial Network, Inc.17,279$716K0.03%-51013F-HRTimeline
Creekside Partners16,833$697K0.33%+68613F-HRTimeline
RATIONAL ADVISORS, INC.16,714$692K0.07%-34313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.16,693$691K0.01%+5,13113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC16,446$681K0.05%+1,39013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC16,429$681K0.24%-3713F-HRTimeline
Boltwood Capital Management16,405$680K0.19%-5613F-HRTimeline
Glenmede Investment Management, LP16,338$677K<0.01%13F-HRTimeline
Weinberger Asset Management, Inc16,258$673K0.26%+67313F-HRTimeline
Advisory Services Network, LLC16,093$666K0.01%-36,84613F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…16,000$663K0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC15,835$656K0.01%-63,09913F-HRTimeline
Texas Yale Capital Corp.15,818$655K0.02%+713F-HRTimeline
SBI Securities Co., Ltd.15,508$642K0.02%-36413F-HRTimeline
IMZ Advisory Inc15,265$639K0.26%-1,68613F-HRTimeline
BCS Wealth Management15,397$638K0.14%-2,22113F-HRTimeline
Wealthspire Advisors, LLC15,142$627K<0.01%-2,59513F-HRTimeline
Terra Nova Asset Management LLC15,135$627K0.44%-1,40313F-HRTimeline
Berger Financial Group, Inc15,091$625K0.04%-2,15513F-HRTimeline
Trust Co14,993$621K0.07%-3,63013F-HRTimeline
Valmark Advisers, Inc.14,978$620K0.01%+24713F-HRTimeline
TWO SIGMA SECURITIES, LLC14,956$619K0.08%-55,75613F-HRTimeline
Burford Brothers, Inc.14,806$613K0.28%+1,29713F-HRTimeline
Cornerstone National Bank & Trust Co14,741$611K0.26%+91713F-HRTimeline
Fairway Wealth LLC14,705$609K0.19%+3,10813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC14,677$608K0.05%-55513F-HRTimeline
Venturi Wealth Management, LLC14,556$603K0.03%new13F-HRTimeline
Tanglewood Wealth Management, Inc.14,433$598K0.06%new13F-HRTimeline
3EDGE Asset Management, LP14,502$597K0.04%-4,63013F-HRTimeline
CENTRAL TRUST Co14,412$597K0.01%+53013F-HRTimeline
Impact Investors, Inc14,197$588K0.42%+45713F-HRTimeline
VCI Wealth Management LLC13,915$576K0.2%+1,08013F-HRTimeline
Hirtle & Co., LLC13,787$571K0.02%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,590$563K0.04%-54713F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.13,553$561K<0.01%-187,31013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,547$561K0.01%-15,91413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,500$559K0.05%new13F-HRTimeline
FMR LLCin group FMR LLC13,460$557K<0.01%-2,25013F-HRTimelineGroup
MontVue Capital Management, Inc.13,142$544K0.39%-25913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC12,960$537K0.23%-14513F-HRTimeline
MONETARY MANAGEMENT GROUP INC12,768$529K0.13%013F-HRTimeline
Composition Wealth, LLC12,556$520K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC12,452$519K0.2%-27613F-HRTimeline
Alpine Global Management, LLC12,509$518K0.12%+5,13813F-HRTimeline
WealthShield Partners, LLC12,502$518K0.06%+11913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC12,475$517K0.01%+62513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,310$510K<0.01%-7,11413F-HRTimelineGroup
Retirement Planning Co of New England, …12,309$510K0.23%+34413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,284$509K<0.01%-17,11113F-HRTimeline
NATIXISin group Natixis Investment Managers12,119$502K<0.01%-69713F-HRTimelineGroup
Horizon Investments, LLC12,065$500K0.01%+1,86313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.11,869$492K<0.01%-3,79413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Lido Advisors, LLCin group Lido Advisors, LLC11,790$488K<0.01%-79413F-HRTimelineGroup
PATTEN & PATTEN INC/TN11,634$482K0.03%-1,26313F-HRTimeline
NESTEGG ADVISORS, INC.11,614$481K0.46%+16813F-HRTimeline
AMG National Trust Bank11,468$475K0.01%+2,50013F-HRTimeline
Gateway Wealth Partners, LLC11,464$475K0.09%new13F-HRTimeline
Sequoia Financial Advisors, LLC11,405$472K<0.01%-3,37713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,314$469K0.01%-1,26713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,295$468K<0.01%+11413F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.11,255$466K0.02%-9613F-HRTimeline
Intergy Private Wealth, LLC11,178$463K0.16%-3313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,965$454K0.01%-9,16813F-HRTimelineGroup
Kessler Investment Group, LLC10,963$454K0.19%+6813F-HRTimeline
10Elms LLP10,855$450K0.43%-2,06013F-HRTimeline
Snider Financial Group10,817$448K0.13%+1,07113F-HRTimeline
Colony Family Offices, LLC10,758$446K0.12%013F-HRTimeline