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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
Prostatis Group LLC14,197$577K0.17%-54,79513F-HRTimeline
Aveo Capital Partners, LLC14,194$577K0.06%-1,64813F-HRTimeline
RATIONAL ADVISORS, INC.14,150$575K0.06%new13F-HRTimeline
Hirtle & Co., LLC14,028$571K0.02%+24113F-HRTimeline
IFG Advisory, LLC14,021$570K0.03%new13F-HRTimeline
DRW Securities, LLC13,736$559K0.04%-15,65213F-HRTimeline
WORLD EQUITY GROUP, INC.13,704$557K0.12%new13F-HRTimeline
Glass Jacobson Investment Advisors llc13,702$557K0.18%+24213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Banco Santander, S.A.in group Banco Santander, S.A.13,610$554K0.01%+2,67113F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC13,515$550K0.05%-1,26513F-HRTimeline
MontVue Capital Management, Inc.13,490$549K0.42%-8413F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC13,405$545K0.24%013F-HRTimeline
SBI Securities Co., Ltd.13,355$543K0.02%13F-HRTimeline
True Vision MN LLC13,006$529K0.31%new13F-HRTimeline
10Elms LLP12,995$529K0.55%13F-HRTimeline
Bedell Frazier Investment Counselling, …12,970$527K0.13%-169,11013F-HRTimeline
3EDGE Asset Management, LP12,885$524K0.03%new13F-HRTimeline
Texas Yale Capital Corp.12,884$524K0.02%013F-HRTimeline
NATIXISin group Natixis Investment Managers12,815$521K<0.01%-3313F-HRTimelineGroup
Bullock Wealth Management Group12,803$521K0.3%+12,33413F-HRTimeline
Forefront Analytics, LLC12,735$518K0.24%-9,63113F-HRTimeline
PATTEN & PATTEN INC/TN12,727$518K0.03%+55013F-HRTimeline
MONETARY MANAGEMENT GROUP INC12,568$511K0.13%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd12,500$508K0.44%13F-HRTimeline
Valmark Advisers, Inc.12,303$500K0.01%-4,97613F-HRTimeline
Buckingham Capital Management, Inc.12,050$490K0.06%+30013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO12,009$488K0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC11,916$485K0.12%new13F-HRTimeline
DOHJ, LLC11,881$483K0.11%+1,54413F-HRTimeline
Retirement Planning Co of New England, …11,862$482K0.23%+76213F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC11,792$480K0.14%new13F-HRTimeline
Colony Family Offices, LLC11,777$479K0.15%013F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC11,754$478K0.37%+6,15913F-HRTimeline
Luminist Capital LLC11,700$476K0.83%13F-HRTimeline
DT Investment Partners, LLC11,574$471K0.04%+6,82313F-HRTimeline
Fairway Wealth LLC11,524$469K0.21%-1,32713F-HRTimeline
Impact Investors, Inc11,517$468K0.36%13F-HRTimeline
Snowden Capital Advisors LLC11,498$468K0.01%+18213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,450$466K0.01%-20,58013F-HRTimelineGroup
Mechanics Bank Trust Department11,447$466K0.06%+37713F-HRTimeline
NESTEGG ADVISORS, INC.11,078$465K0.47%13F-HRTimeline
Avitas Wealth Management LLC11,385$463K0.06%-68713F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC11,348$462K0.06%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,341$461K<0.01%+9,24313F-HRTimelineGroup
Intergy Private Wealth, LLC11,326$461K0.17%-46513F-HRTimeline
Householder Group Estate & Retirement S…11,215$456K0.34%-37413F-HRTimeline
United Asset Strategies, Inc.11,124$452K0.04%+2,25113F-HRTimeline
Caitlin John, LLC11,076$450K0.31%-4,50113F-HRTimeline
Bolthouse Investments, LLC11,042$449K0.41%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV10,926$445K0.16%+3,10813F-HRTimeline
Pine Valley Investments Ltd Liability Co10,880$443K0.03%-9913F-HRTimeline
DAVENPORT & Co LLC10,854$441K<0.01%-39,44113F-HRTimeline
Independence Bank of Kentucky10,819$440K0.07%+5,79013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,816$440K<0.01%-122,19713F-HRTimeline
17 CAPITAL PARTNERS, LLC10,742$437K0.28%+1,47013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,615$432K0.01%+2,13213F-HRTimeline
Global Financial Private Client, LLC10,547$429K0.16%+3,65713F-HRTimeline
Cranbrook Wealth Management, LLC10,402$423K0.1%013F-HRTimeline
HBW ADVISORY SERVICES LLC10,313$419K0.04%+5213F-HRTimeline
Blue Fin Capital, Inc.10,151$413K0.08%+97913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,131$412K<0.01%-57113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,124$412K0.01%+2,08713F-HRTimelineGroup
Snider Financial Group10,119$412K0.13%new13F-HRTimeline
WMG Financial Advisors, LLC9,950$405K0.17%new13F-HRTimeline
OKABENA INVESTMENT SERVICES INC9,760$397K0.11%+64413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC9,511$387K0.12%-5513F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC9,484$386K0.15%new13F-HRTimeline
Apexium Financial, LP9,471$385K0.02%+7813F-HRTimeline
Strategic Wealth Partners, Ltd.9,083$384K0.03%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP9,425$383K0.01%+1,53513F-HRTimeline
Wealth Advisory Solutions, LLC9,373$381K0.11%-39113F-HRTimeline
Quantessence Capital LLC9,268$377K0.15%13F-HRTimeline
Csenge Advisory Group9,183$373K0.02%-1,03313F-HRTimeline
Wambolt & Associates, LLC9,173$373K0.12%-50713F-HRTimeline
AMG National Trust Bank9,059$368K0.01%+9113F-HRTimeline
Stockman Wealth Management, Inc.8,966$365K0.06%+25613F-HRTimeline
Roberts Wealth Advisors, LLC8,909$358K0.11%-22013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,764$356K0.09%+4313F-HRTimelineGroup
TD Capital Management LLC8,722$355K0.04%+9213F-HRTimeline
Golden State Wealth Management, LLC8,675$353K0.05%13F-HRTimeline
MONTAG A & ASSOCIATES INC8,645$352K0.02%+2713F-HRTimeline
KWB Wealth7,867$351K0.04%-3113F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…8,579$349K0.01%013F-HRTimelineGroup
Parallax Volatility Advisers, L.P.8,468$344K0.01%+6,74513F-HRTimeline
L & S Advisors Inc8,459$344K0.04%+3013F-HRTimeline
MGB Wealth Management, LLC8,450$344K0.11%013F-HRTimeline
WealthTrak Capital Management LLC8,356$340K0.29%13F-HRTimeline
M.E. ALLISON & CO., INC.8,044$327K0.36%13F-HRTimeline
Caldwell Trust Co8,025$326K0.03%-45413F-HRTimeline
SPINNAKER TRUST7,917$322K0.02%+9013F-HRTimeline
RVW Wealth, LLC7,846$319K0.03%-5,51713F-HRTimeline
Mystic Asset Management, Inc.7,820$318K0.09%new13F-HRTimeline
Trilogy Capital Inc.7,816$318K0.02%-112,05313F-HRTimeline
Qube Research & Technologies Ltd7,800$317K<0.01%-15,98613F-HRTimeline
Bragg Financial Advisors, Inc7,774$316K0.01%+1,55213F-HRTimeline
Clear Creek Financial Management, LLC7,740$315K0.03%+1013F-HRTimeline
First National Bank of Hutchinson7,736$315K0.19%013F-HRTimeline
Betterment LLC7,636$311K<0.01%+2,12713F-HRTimeline
Ted Buchan & Co7,632$310K0.15%013F-HRTimeline
SCOTIA CAPITAL INC.7,603$309K<0.01%-2,42913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC7,583$308K0.02%-44513F-HRTimeline
Perigon Wealth Management, LLC7,471$307K0.01%-18,98313F-HRTimeline
Joseph P. Lucia & Associates, LLC7,500$305K0.14%+1,78613F-HRTimeline
IFP Advisors, Inc7,454$303K0.01%+1,91313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding7,285$296K-10,933Timeline
PFG Investments, LLC7,255$295K0.02%+1,00313F-HRTimeline
FineMark National Bank & Trust7,241$294K0.01%013F-HRTimeline
Avestar Capital, LLC7,228$294K0.03%+15813F-HRTimeline
Fisher Asset Management, LLC7,179$292K<0.01%+2,25113F-HRTimeline
Bonfire Financial7,165$291K0.26%13F-HRTimeline
BCO Wealth Management LLC7,115$289K0.24%13F-HRTimeline
Tandem Wealth Advisors LLC7,104$289K0.15%+46813F-HRTimeline
SIMPLEX TRADING, LLC7,090$288K0.01%-78,00613F-HRTimeline
Sheaff Brock Investment Advisors, LLC7,034$286K0.02%+413F-HRTimeline
Arax Advisory Partners7,029$286K0.02%+6,34213F-HRTimeline
BOKF, NAin group BOKF, NA7,275$285K<0.01%013F-HRTimelineGroup
First National Trust Co6,988$284K0.01%-32013F-HRTimeline
PEAK FINANCIAL ADVISORS LLC6,984$284K0.15%new13F-HRTimeline
WEDBUSH SECURITIES INC6,940$282K0.01%+1,13913F-HRTimeline
Pacific Capital Wealth Advisors, Inc.6,933$282K0.05%new13F-HRTimeline
FIRST UNITED BANK & TRUST6,905$281K0.1%-1,40213F-HRTimeline
BRIGHTON JONES LLC6,864$279K0.01%new13F-HR/ATimeline
Sherman Asset Management, Inc.6,855$279K0.26%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC6,847$278K0.12%+55413F-HRTimeline
MATAURO, LLC6,809$277K0.06%13F-HRTimeline
SMART Wealth LLC6,784$276K0.1%-36,74213F-HRTimeline
PLIMOTH TRUST CO LLC6,714$273K0.07%+17213F-HRTimeline
Henshaw Capital LLC6,675$271K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB6,625$269K<0.01%-71513F-HRTimeline
NovaPoint Capital, LLC6,507$265K0.08%+41313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,499$264K0.05%+24113F-HRTimelineGroup
LAKE STREET ADVISORS GROUP, LLC6,480$264K0.01%+23513F-HRTimeline
Crescent Grove Advisors, LLC6,442$262K0.03%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$260K0.06%013F-HRTimeline
Intellus Advisors LLC6,382$260K0.04%13F-HRTimeline
Arlington Capital Management, Inc.6,275$255K0.18%-2,19613F-HRTimeline
Madden Advisory Services, Inc.6,237$254K0.12%+1013F-HRTimeline
Kapitalo Investimentos Ltda6,170$251K0.17%new13F-HRTimeline
Core Alternative Capital6,120$249K0.05%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,097$248K0.03%-5,09713F-HRTimeline
Keebeck Wealth Management6,015$245K0.04%013F-HRTimeline
Ally Invest Advisors Inc.6,014$245K0.02%+54913F-HRTimeline
BARRETT & COMPANY, INC.6,008$244K0.1%+5213F-HRTimeline
TFB Advisors LLC5,967$243K0.07%-38713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,967$243K<0.01%-92113F-HRTimeline
Conservest Capital Advisors, Inc.5,960$242K0.03%-4,88113F-HRTimeline
Larson Financial Group LLC5,915$241K0.01%+13113F-HRTimeline
Pines Wealth Management, LLC6,129$240K0.1%13F-HRTimeline
Newman Dignan & Sheerar, Inc.5,901$240K0.06%+7213F-HRTimeline
Elm Partners Management LLC5,896$240K0.02%-36513F-HRTimeline
MGO ONE SEVEN LLC5,868$239K0.01%-69413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,850$238K0.01%-5,60713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,788$235K<0.01%-24,78813F-HRTimelineGroup
Sierra Capital LLC5,783$235K0.03%+6113F-HRTimeline
Private Portfolio Partners LLC5,767$235K0.04%+1113F-HRTimeline
Composition Wealth, LLC5,753$234K<0.01%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,675$231K0.04%new13F-HRTimeline
CALTON & ASSOCIATES, INC.5,664$230K0.1%new13F-HRTimeline
Breed's Hill Capital LLC5,658$230K0.12%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,646$230K<0.01%-32,21013F-HR/ATimelineGroup
Prosperity Consulting Group, LLC5,607$228K0.02%new13F-HRTimeline
First Horizon Advisors, Inc.5,594$228K0.01%-17113F-HRTimeline
Tyche Wealth Partners LLC5,567$226K0.05%+17213F-HRTimeline
Point Windward Advisors Inc.5,502$224K0.08%-5613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,493$223K0.01%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,473$223K0.01%-13,45313F-HRTimelineGroup
Almanack Investment Partners, LLC.5,395$219K0.03%+51813F-HRTimeline
Solstein Capital, LLC5,325$217K0.12%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,274$214K0.06%+5613F-HRTimeline
Merit Financial Group, LLC5,264$214K<0.01%+50613F-HRTimeline
Rooted Wealth Advisors, Inc.5,317$213K0.08%-1,15313F-HRTimeline
HOWARD BAILEY SECURITIES, LLC5,227$213K0.08%new13F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV5,224$212K0.09%-3013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,208$212K0.04%-30013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,207$212K<0.01%new13F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,206$212K0.02%new13F-HRTimeline
Bowman & Co S.C.5,202$212K0.11%new13F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC5,132$211K0.14%new13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,135$209K0.01%-1413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,133$209K0.02%-13813F-HR/ATimeline
DEARBORN PARTNERS LLC5,131$209K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC5,072$206K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST5,015$204K0.02%+1,75913F-HRTimeline
FINANCIAL COUNSELORS INC4,956$202K<0.01%-34313F-HRTimeline
Ethos Financial Group, LLC4,953$201K0.03%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,830$196K0.12%13F-HRTimeline
AdvisorNet Financial, Inc4,564$186K0.02%+48613F-HRTimeline
GROUP ONE TRADING LLC4,316$176K0.01%new13F-HR/ATimeline
Raleigh Capital Management Inc.4,079$166K0.06%+4,02313F-HRTimeline
Global Trust Asset Management, LLC4,060$165K0.06%-2,08413F-HRTimeline
GPS Wealth Strategies Group, LLC3,968$161K0.02%-36013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,930$160K<0.01%013F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK3,558$145K<0.01%+3,53113F-HR/ATimelineGroup
Abound Wealth Management3,349$136K0.04%+4813F-HRTimeline
Prestige Wealth Management Group LLC3,341$136K0.03%+87113F-HR/ATimeline
Aventura Private Wealth, LLC3,310$135K0.07%13F-HRTimeline
AMERIFLEX GROUP, INC.3,194$132K0.06%13F-HRTimeline
WestEnd Advisors, LLC3,195$130K<0.01%-1,081,24413F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3,164$129K<0.01%new13F-HRTimelineGroup
Security National Bank3,162$129K0.02%+15013F-HRTimeline