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Disclosery

XLRE SELECT SECTOR SPDR TR

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SHS (fund)

798 managers (805 13F filers) reported a position in XLRE shares at 2026-06-30, 145,717,965 shares in all. 101 filers opened a position and 57 filers sold out during the quarter.

Managers
798
13F filers
805
New
101
Added
306
Reduced
255
Sold out
57
Shares held by filers
145,717,965

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
Sequent Planning LLC13,501$594K0.13%+1,40513F-HRTimeline
BCS Wealth Management13,292$585K0.11%-56813F-HRTimeline
United Asset Strategies, Inc.13,054$575K0.04%+3,32413F-HRTimeline
Tandem Wealth Advisors LLC12,980$572K0.23%+76513F-HRTimeline
MontVue Capital Management, Inc.12,738$561K0.32%-37413F-HRTimeline
HARBOUR INVESTMENTS, INC.12,735$561K0.01%-41,08313F-HRTimeline
NESTEGG ADVISORS, INC.12,655$557K0.39%-14513F-HRTimeline
Perigon Wealth Management, LLC12,650$557K0.01%-2,70913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA12,247$550K0.02%-46413F-HRTimelineGroup
GeoWealth Management, LLC12,328$543K0.02%+2,95013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,319$543K0.01%+2,39713F-HRTimelineGroup
Alpine Global Management, LLC12,314$542K0.09%new13F-HRTimeline
Focus Financial Network, Inc.12,305$542K0.02%-1,03613F-HRTimeline
Providence First Trust Co12,193$537K0.15%new13F-HRTimeline
United Bank12,125$534K0.16%-6,18713F-HRTimeline
Marex Group Ltdin group Marex Group Ltd11,940$526K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.11,868$523K0.01%+61813F-HRTimeline
MGO ONE SEVEN LLC11,730$516K0.01%+5,69113F-HRTimeline
Aptus Capital Advisors, LLC11,657$513K<0.01%-1,55213F-HRTimeline
Retirement Planning Co of New England, …11,525$507K0.18%+4713F-HRTimeline
Avior Wealth Management, LLC11,472$505K0.01%-95813F-HRTimeline
Bonfire Financial11,427$503K0.32%+17513F-HRTimeline
Arlington Capital Management, Inc.11,377$501K0.31%-2,52113F-HRTimeline
17 CAPITAL PARTNERS, LLC11,217$494K0.22%+47913F-HRTimeline
Blue Fin Capital, Inc.11,213$494K0.07%+93113F-HRTimeline
Intergy Private Wealth, LLC11,129$490K0.11%+113F-HRTimeline
OKABENA INVESTMENT SERVICES INC10,931$481K0.09%+22113F-HRTimeline
L & S Advisors Inc10,882$479K0.05%new13F-HRTimeline
Colony Family Offices, LLC10,758$474K0.1%013F-HRTimeline
Berger Financial Group, Inc10,569$465K0.02%-2,17513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.10,430$459K0.27%-15713F-HRTimeline
Powerhouse Assets LLC10,413$459K0.37%-20,11413F-HRTimeline
Mystic Asset Management, Inc.10,360$456K0.1%-60813F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC10,294$453K0.08%new13F-HRTimeline
Independence Bank of Kentucky10,228$450K0.05%+15013F-HRTimeline
Point Windward Advisors Inc.10,164$448K0.2%-10413F-HRTimeline
RCW Management, LLC9,828$433K0.39%+32413F-HRTimeline
DT Investment Partners, LLC9,804$432K0.03%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,762$430K0.01%+3,35313F-HRTimelineGroup
CWC Advisors, LLC.9,651$425K0.19%+23213F-HRTimeline
HOWE & RUSLING INC9,641$425K0.02%+86713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,546$420K0.07%+1,62013F-HRTimeline
HBW ADVISORY SERVICES LLC9,539$420K0.04%-2113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA9,423$415K<0.01%-6,00013F-HRTimelineGroup
TOEWS CORP /ADV9,400$414K0.06%new13F-HRTimeline
M.E. ALLISON & CO., INC.9,391$413K0.24%+113F-HRTimeline
Pine Valley Investments Ltd Liability Co9,372$413K0.02%+90113F-HRTimeline
PARK NATIONAL CORP /OH/9,335$411K0.01%-7,98513F-HRTimeline
Roberts Wealth Advisors, LLC9,267$408K0.09%-2,22613F-HRTimeline
TD Capital Management LLC9,157$403K0.03%+7713F-HRTimeline
Kovack Advisors, Inc.9,084$400K0.02%+1,62813F-HRTimeline
Morrissey Wealth Management, LLC9,713$396K0.25%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,966$395K0.01%new13F-HRTimelineGroup
CSS LLC/IL8,920$393K0.02%-12,98013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,919$393K0.09%+1,42513F-HRTimeline
New England Capital Financial Advisors …8,911$392K0.09%+3413F-HRTimeline
First National Trust Co8,874$391K0.01%-13013F-HRTimeline
WEDBUSH SECURITIES INC8,825$389K0.01%+48113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,795$387K<0.01%+56313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC8,788$387K0.04%new13F-HRTimelineGroup
Valued Wealth Advisors LLC8,735$385K0.14%013F-HRTimeline
Visionary Wealth Advisors8,632$380K0.02%-1,82213F-HRTimeline
Aureus Asset Management, LLC8,572$377K0.02%-1,42813F-HRTimeline
Robertson Stephens Wealth Management, L…8,561$377K0.01%+213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd8,550$376K<0.01%-22,75713F-HRTimelineGroup
HARBOUR INVESTMENT MANAGEMENT LLC8,475$373K0.19%-50013F-HRTimeline
VSM Wealth Advisory, LLC8,453$372K0.1%+44613F-HRTimeline
IFP Advisors, Inc8,395$370K0.01%+86313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,357$368K0.01%-15,81713F-HR/ATimeline
PFG Investments, LLC8,310$366K0.01%+23913F-HRTimeline
Headlands Technologies LLC8,271$364K0.04%new13F-HRTimeline
BOKF, NAin group BOKF, NA8,236$363K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC8,225$362K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.8,193$361K0.07%+2,64113F-HRTimeline
Essex LLC8,189$361K0.05%+1,01713F-HRTimeline
Sequoia Financial Advisors, LLC8,187$360K<0.01%-1,40813F-HRTimeline
NWAM LLC8,163$359K0.02%+59013F-HRTimeline
IMZ Advisory Inc8,152$359K0.11%-88213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,059$355K<0.01%-59913F-HRTimelineGroup
Wealth Advisory Solutions, LLC8,043$354K0.07%-1,09113F-HRTimeline
CENTAURUS FINANCIAL, INC.8,039$354K0.01%+1,44113F-HRTimeline
KWB Wealth8,034$354K0.03%+65013F-HRTimeline
Kaizen Financial Strategies7,973$352K0.14%-10,96113F-HRTimeline
Larson Financial Group LLC7,884$347K0.01%+60913F-HRTimeline
RVW Wealth, LLC7,846$345K0.02%013F-HRTimeline
SPINNAKER TRUST7,827$345K0.02%013F-HRTimeline
Spartan Wealth Advisory Services LLC7,765$342K0.03%new13F-HRTimeline
Blue Chip Partners, LLC7,630$336K0.02%-18,91013F-HRTimeline
W.H. Cornerstone Investments Inc.7,590$334K0.19%+6413F-HRTimeline
ABLE Financial Group, LLC7,577$334K0.06%013F-HRTimeline
Winter & Associates, Inc.7,559$333K0.25%-12,84513F-HRTimeline
OpenArc Corporate Advisory, LLC7,557$333K<0.01%-62013F-HRTimeline
CARLSON FINANCIAL, INC.7,514$331K0.17%+3413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…7,485$330K0.01%013F-HRTimelineGroup
Americana Partners, LLC7,479$329K0.01%-95313F-HRTimeline
Meridian Wealth Management, LLC7,360$324K0.01%new13F-HRTimeline
Parallax Volatility Advisers, L.P.7,267$320K0.01%-3,10413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC7,255$319K<0.01%-91713F-HRTimelineGroup
Vertex Planning Partners, LLC7,255$319K0.05%new13F-HRTimeline
City Center Advisors, LLC7,229$318K0.26%new13F-HRTimeline
CALTON & ASSOCIATES, INC.7,228$318K0.05%-46313F-HRTimeline
Avestar Capital, LLC7,187$316K0.02%013F-HRTimeline
Wall Capital Group, Inc.7,180$316K0.26%new13F-HRTimeline
Aprio Wealth Management, LLC7,165$315K0.02%-12013F-HRTimeline
BCO Wealth Management LLC7,115$313K0.17%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,110$313K0.03%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC7,106$313K0.09%-1013F-HRTimeline
Ballast Rock Private Wealth LLC7,061$311K0.14%-1,06013F-HRTimeline
Abound Wealth Management7,002$308K0.06%-17013F-HRTimeline
Midwest Trust Co6,983$307K<0.01%-53413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,978$307K0.03%+3,58713F-HR/ATimeline
PLIMOTH TRUST CO LLC6,923$305K0.06%-8913F-HRTimeline
Marks Group Wealth Management, Inc6,912$304K0.03%-2,49413F-HRTimeline
BLB&B Advisors, LLC6,747$297K0.01%+7913F-HRTimeline
Kessler Investment Group, LLC6,729$296K0.13%-2,51613F-HRTimeline
Sanchez Gaunt Capital Management, LLC6,681$294K0.16%-5513F-HRTimeline
Innova Wealth Partners6,653$293K0.12%+13613F-HRTimeline
Birchcreek Wealth Management, LLC6,605$291K0.11%-82713F-HRTimeline
Ally Invest Advisors Inc.6,550$288K0.02%-9913F-HRTimeline
Andrews Advisory Associates, LLC6,522$287K0.14%013F-HRTimeline
PFG Advisors6,500$286K0.01%-3,28213F-HRTimeline
Sovereign Financial Group, Inc.6,471$285K0.04%new13F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,458$284K0.03%013F-HRTimeline
Apella Capital, LLC6,332$284K<0.01%-12713F-HRTimeline
Clear Creek Financial Management, LLC6,451$284K0.02%013F-HRTimeline
Carnegie Investment Counsel6,448$284K0.01%-60013F-HRTimeline
Crescent Grove Advisors, LLC6,442$284K0.02%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$282K0.05%013F-HRTimeline
Collaborative Wealth Managment Inc.6,322$278K0.12%-23013F-HRTimeline
Churchill Financial Advisors, LLC6,303$278K0.05%+45513F-HRTimeline
HM PAYSON & CO6,295$277K<0.01%+2,26013F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,250$275K0.01%013F-HRTimeline
AdvisorNet Financial, Inc6,247$275K0.01%+87513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,241$275K0.01%new13F-HRTimeline
NovaPoint Capital, LLC6,221$274K0.06%new13F-HRTimeline
Xcelsior Advisor Partners LLC6,154$271K0.04%new13F-HRTimeline
Keel Point, LLC6,129$270K0.02%+5213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,071$267K0.03%new13F-HRTimeline
HHM Wealth Advisors, LLC6,066$267K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.6,008$265K0.07%013F-HRTimeline
Southland Equity Partners LLC5,995$264K0.05%new13F-HRTimeline
Madden Advisory Services, Inc.5,982$263K0.09%-5713F-HRTimeline
Petros Family Wealth, LLC5,974$263K0.16%+17113F-HRTimeline
Straight Path Wealth Management5,965$263K0.06%new13F-HRTimeline
MEANS INVESTMENT CO., INC.5,962$263K0.02%-9,21013F-HRTimeline
Dynamic Advisor Solutions LLC5,947$262K0.01%new13F-HRTimeline
Balefire, LLC5,944$262K0.04%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,934$261K0.01%013F-HRTimeline
Caldwell Trust Co5,906$260K0.02%-1813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,791$255K<0.01%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC5,760$254K0.01%+45913F-HRTimeline
Pacific Center for Financial Services5,760$254K0.06%+1713F-HRTimeline
Turning Point Benefit Group, Inc.5,738$253K0.11%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…5,731$252K0.01%+37313F-HRTimeline
DOVER ADVISORS, LLC6,238$252K0.1%-52213F-HRTimeline
Centennial Wealth Advisory LLC5,702$251K0.05%-19713F-HRTimeline
Tyche Wealth Partners LLC5,671$250K0.04%-2713F-HRTimeline
TFB Advisors LLC5,594$246K0.11%+4513F-HRTimeline
LANARK FINANCIAL, INC.5,593$246K0.02%+1,54613F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,578$246K0.01%013F-HRTimeline
Vilga Financial Planning LLC5,576$246K0.19%+19813F-HRTimeline
UMB Bank, n.a.5,559$245K<0.01%+39713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DeLarme Wealth Management, Inc.5,500$242K0.14%+9713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC5,437$240K<0.01%-1,06513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC5,427$239K<0.01%013F-HRTimeline
Sequent Asset Management, LLC5,419$239K0.1%013F-HRTimeline
Fortis Capital Advisors, LLC5,401$238K0.03%-1,98913F-HRTimeline
Modera Wealth Management, LLC5,396$238K<0.01%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,381$237K0.01%-30513F-HRTimeline
Sovran Advisors, LLC5,154$237K0.02%-1,03413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,252$236K<0.01%-4713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,345$235K0.02%013F-HRTimeline
Fairvoy Private Wealth, LLC5,335$235K0.05%-86313F-HRTimeline
FIRST HORIZON CORP5,277$232K0.01%-8413F-HRTimeline
Advyzon Investment Management, LLC5,273$232K0.02%-11713F-HRTimeline
Rooted Wealth Advisors, Inc.5,261$232K0.06%+4013F-HRTimeline
Prasad Wealth Partners, LLC5,199$229K0.06%-15013F-HRTimeline
Vestmark Advisory Solutions, Inc.5,192$229K<0.01%-1813F-HRTimeline
IF Advisors, LLC5,148$227K0.15%new13F-HRTimeline
Brand Asset Management Group, Inc.5,101$225K0.05%+15113F-HRTimeline
49 WEALTH MANAGEMENT, LLC5,097$224K0.04%new13F-HR/ATimeline
ALONGSIDE, LLC5,097$224K0.04%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,076$223K0.03%-19813F-HRTimeline
KINTRA WEALTH, LLC4,926$222K0.01%new13F-HRTimeline
Millington Financial Advisors, LLC4,873$221K0.09%+2513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,007$220K0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC4,950$218K<0.01%new13F-HRTimeline
Ted Buchan & Co4,782$211K0.07%new13F-HRTimeline
Schonfeld Strategic Advisors LLC4,775$210K<0.01%new13F-HRTimeline
Fulcrum Equity Management4,763$210K0.17%new13F-HRTimeline
Piedmont Capital Management, LLC4,720$209K0.11%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO4,725$208K0.01%-19113F-HR/ATimeline
LANDMARK WEALTH MANAGEMENT, INC.4,701$207K0.07%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,686$206K0.04%new13F-HRTimeline
BlueCrest Capital Management Ltd4,672$206K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4,651$205K0.05%-55613F-HRTimeline
Elevated Capital Advisors, LLC4,625$204K0.06%-43513F-HRTimeline
Pacific Capital Wealth Advisors, Inc.4,612$203K0.03%-77613F-HRTimeline
Trilogy Capital Inc.4,580$202K0.01%-1,02513F-HRTimeline
Mechanics Bank Trust Department4,575$201K0.02%new13F-HRTimeline