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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
MontVue Capital Management, Inc.13,401$561K0.45%-8913F-HRTimeline
Glass Jacobson Investment Advisors llc13,702$557K0.18%013F-HRTimeline
Aveo Capital Partners, LLC13,405$557K0.09%-78913F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC13,105$548K0.25%-30013F-HRTimeline
10Elms LLP12,915$540K0.54%-8013F-HRTimeline
PATTEN & PATTEN INC/TN12,897$540K0.04%+17013F-HRTimeline
VCI Wealth Management LLC12,835$537K0.23%-2,15013F-HRTimeline
NATIXISin group Natixis Investment Managers12,816$535K<0.01%+113F-HR/ATimelineGroup
MONETARY MANAGEMENT GROUP INC12,768$534K0.14%+20013F-HRTimeline
17 CAPITAL PARTNERS, LLC12,747$533K0.34%+2,00513F-HRTimeline
Medallion Wealth Advisors, LLC12,728$533K0.24%+10,05913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,584$527K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,581$527K0.01%+1,13113F-HRTimelineGroup
GROUP ONE TRADING LLC12,425$520K0.02%+8,10913F-HRTimeline
WealthShield Partners, LLC12,383$518K0.07%-8,14613F-HRTimeline
ATLAS CAPITAL ADVISORS INC.11,977$501K0.06%+5,88013F-HRTimeline
Retirement Planning Co of New England, …11,965$501K0.25%+10313F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC11,850$496K0.02%+1,23513F-HRTimeline
J.W. COLE ADVISORS, INC.11,682$489K0.02%-9,43213F-HRTimeline
Fairway Wealth LLC11,597$485K0.18%+7313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.11,562$484K0.01%+1,43813F-HRTimelineGroup
NESTEGG ADVISORS, INC.11,446$479K0.51%+36813F-HRTimeline
B. Riley Wealth Advisors, Inc.11,351$475K0.01%-3,20813F-HRTimeline
Intergy Private Wealth, LLC11,211$469K0.18%-11513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,181$468K<0.01%-16013F-HRTimelineGroup
Betterment LLC11,002$460K<0.01%+3,36613F-HRTimeline
Legacy Capital Wealth Partners, LLC10,975$459K0.11%-94113F-HRTimeline
Snowden Capital Advisors LLC10,941$458K0.01%-55713F-HRTimeline
Kessler Investment Group, LLC10,895$456K0.22%-8,63813F-HRTimeline
Independence Bank of Kentucky10,824$453K0.07%+513F-HRTimeline
Colony Family Offices, LLC10,758$450K0.14%-1,01913F-HRTimeline
Blue Fin Capital, Inc.10,662$446K0.09%+51113F-HRTimeline
Mechanics Bank Trust Department10,654$446K0.06%-79313F-HRTimeline
NewEdge Wealth, LLC10,353$433K0.01%new13F-HRTimeline
DAVENPORT & Co LLC10,252$429K<0.01%-60213F-HRTimeline
Horizon Investments, LLC10,202$427K0.01%-10,18013F-HRTimeline
Global Financial Private Client, LLC10,195$427K0.16%-35213F-HRTimeline
Fairvoy Private Wealth, LLC10,066$421K0.12%-16,26613F-HRTimeline
HBW ADVISORY SERVICES LLC9,956$417K0.06%-35713F-HRTimeline
OKABENA INVESTMENT SERVICES INC9,821$411K0.1%+6113F-HRTimeline
Snider Financial Group9,746$408K0.13%-37313F-HRTimeline
Mystic Asset Management, Inc.9,741$408K0.11%+1,92113F-HRTimeline
Cranbrook Wealth Management, LLC9,672$405K0.09%-73013F-HRTimeline
Joseph P. Lucia & Associates, LLC9,426$394K0.18%+1,92613F-HRTimeline
Apexium Financial, LP9,419$394K0.02%-5213F-HRTimeline
Wealth Advisory Solutions, LLC9,238$387K0.1%-13513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,197$385K0.02%+3,72413F-HRTimelineGroup
Bedell Frazier Investment Counselling, …9,140$383K0.1%-3,83013F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC9,137$382K<0.01%-226,91813F-HR/ATimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,096$381K0.01%-125,69513F-HRTimeline
WESPAC Advisors, LLC9,096$381K0.31%new13F-HRTimeline
AMG National Trust Bank8,968$375K0.01%-9113F-HRTimeline
Wambolt & Associates, LLC8,909$373K0.13%-26413F-HRTimeline
Tandem Wealth Advisors LLC8,905$373K0.19%+1,80113F-HRTimeline
Roberts Wealth Advisors, LLC8,850$370K0.11%-5913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,831$370K0.12%-2,09513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,792$368K0.09%+2813F-HRTimelineGroup
TD Capital Management LLC8,777$367K0.04%+5513F-HRTimeline
United Asset Strategies, Inc.8,773$367K0.03%-2,35113F-HRTimeline
WMG Financial Advisors, LLC8,750$366K0.16%-1,20013F-HRTimeline
Caldwell Trust Co8,737$366K0.04%+71213F-HRTimeline
MONTAG A & ASSOCIATES INC8,645$362K0.02%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…8,626$361K<0.01%-1,50513F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…8,579$359K0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,704$358K0.02%-6,76913F-HRTimelineGroup
Bonfire Financial8,503$356K0.33%+1,33813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC8,400$352K<0.01%new13F-HRTimeline
MGB Wealth Management, LLC8,400$352K0.13%-5013F-HRTimeline
WealthTrak Capital Management LLC8,357$350K0.3%+113F-HRTimeline
PLIMOTH TRUST CO LLC8,331$349K0.09%+1,61713F-HRTimeline
L & S Advisors Inc8,305$348K0.04%-15413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST8,273$346K0.04%+3,25813F-HRTimeline
M.E. ALLISON & CO., INC.8,249$345K0.34%+20513F-HRTimeline
First National Bank of Hutchinson8,199$343K0.23%+46313F-HRTimeline
BRIGHTON JONES LLC7,860$329K0.01%+99613F-HRTimeline
KWB Wealth8,075$328K0.04%+20813F-HRTimeline
RVW Wealth, LLC7,846$328K0.03%013F-HRTimeline
SPINNAKER TRUST7,827$328K0.02%-9013F-HRTimeline
Clear Creek Financial Management, LLC7,740$324K0.03%013F-HRTimeline
PFG Investments, LLC7,691$322K0.02%+43613F-HRTimeline
Perigon Wealth Management, LLC7,671$321K0.01%+20013F-HRTimeline
Ted Buchan & Co7,632$319K0.15%013F-HRTimeline
Alpine Global Management, LLC7,371$308K0.08%-25,74913F-HRTimeline
BOKF, NAin group BOKF, NA7,275$304K0.01%013F-HRTimelineGroup
Trilogy Capital Inc.7,253$304K0.02%-56313F-HRTimeline
FineMark National Bank & Trust7,241$303K0.01%013F-HRTimeline
First National Trust Co7,186$301K0.01%+19813F-HRTimeline
Csenge Advisory Group7,411$300K0.02%-1,77213F-HRTimeline
Pine Valley Investments Ltd Liability Co7,148$299K0.02%-3,73213F-HRTimeline
Sovran Advisors, LLC7,395$299K0.04%new13F-HRTimeline
BCO Wealth Management LLC7,115$298K0.23%013F-HRTimeline
Larson Financial Group LLC7,115$298K0.01%+1,20013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC7,098$297K0.1%-2,41313F-HRTimeline
True Vision MN LLC7,047$295K0.18%-5,95913F-HRTimeline
WEDBUSH SECURITIES INC6,981$292K0.01%+4113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC6,934$290K0.11%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.6,933$290K0.05%013F-HRTimeline
Caitlin John, LLC6,925$290K0.28%-4,15113F-HRTimeline
NWAM LLC6,905$289K0.02%-7,52113F-HRTimeline
Sherman Asset Management, Inc.6,855$287K0.27%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC6,828$286K0.03%-20613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC6,778$284K0.02%-80513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.6,786$283K<0.01%new13F-HRTimeline
Henshaw Capital LLC6,675$279K0.01%013F-HRTimeline
IFP Advisors, Inc6,666$279K0.01%-78813F-HRTimeline
Bragg Financial Advisors, Inc6,590$276K0.01%-1,18413F-HRTimeline
Prostatis Group LLC6,532$273K0.09%-7,66513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…6,518$273K0.01%+1913F-HRTimelineGroup
NovaPoint Capital, LLC6,511$272K0.08%+413F-HRTimeline
Wilmington Savings Fund Society, FSB6,496$272K0.01%-12913F-HRTimeline
PEAK FINANCIAL ADVISORS LLC6,478$271K0.14%-50613F-HRTimeline
Blue Chip Partners, LLC6,475$271K0.02%-39,35813F-HRTimeline
Crescent Grove Advisors, LLC6,442$270K0.03%013F-HRTimeline
Farther Finance Advisors, LLC6,419$269K0.01%+4,72013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,400$268K0.06%013F-HRTimeline
MGO ONE SEVEN LLC6,390$267K0.01%+52213F-HRTimeline
Fisher Asset Management, LLC6,383$267K<0.01%-79613F-HRTimeline
Arlington Capital Management, Inc.6,312$264K0.2%+3713F-HRTimeline
Pines Wealth Management, LLC7,123$264K0.12%+99413F-HRTimeline
FINANCIAL COUNSELORS INC6,245$261K<0.01%+1,28913F-HRTimeline
Madden Advisory Services, Inc.6,237$261K0.12%013F-HRTimeline
Arax Advisory Partners6,182$259K0.02%-84713F-HRTimeline
Berkeley Capital Partners, LLC6,075$254K0.07%-12,88313F-HRTimeline
BARRETT & COMPANY, INC.6,008$251K0.11%013F-HRTimeline
Conservest Capital Advisors, Inc.5,985$250K0.03%+2513F-HRTimeline
Golden State Wealth Management, LLC5,957$249K0.04%-2,71813F-HR/ATimeline
Ally Invest Advisors Inc.5,949$249K0.02%-6513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,921$248K<0.01%-1,36413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS5,912$247K<0.01%-9,80913F-HRTimeline
ABLE Financial Group, LLC5,881$246K0.07%new13F-HRTimeline
Merit Financial Group, LLC5,877$246K<0.01%+61313F-HRTimeline
NorthRock Partners, LLC5,846$245K0.01%+3,61013F-HRTimeline
CALTON & ASSOCIATES, INC.5,789$242K0.06%+12513F-HR/ATimeline
TFB Advisors LLC5,757$241K0.07%-21013F-HRTimeline
Breed's Hill Capital LLC5,658$237K0.13%013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC5,719$236K0.09%-3,76513F-HRTimeline
Lindbrook Capital, LLC5,640$236K0.02%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC5,636$236K0.04%-3913F-HRTimeline
Ausdal Financial Partners, Inc.5,600$234K0.02%new13F-HRTimeline
Tyche Wealth Partners LLC5,580$234K0.05%+1313F-HRTimeline
Point Windward Advisors Inc.5,502$230K0.09%013F-HRTimeline
AdvisorNet Financial, Inc5,464$229K0.02%+90013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC5,427$227K<0.01%-54013F-HRTimeline
PFG Advisors5,423$227K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.5,416$227K0.01%-17813F-HRTimeline
CWC Advisors, LLC.5,376$225K0.13%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.5,367$225K0.06%-53413F-HR/ATimeline
Solstein Capital, LLC5,325$223K0.13%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC5,307$222K0.06%+3313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV5,224$219K0.1%013F-HRTimeline
Evernest Financial Advisors, LLC5,180$217K0.08%new13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC5,158$216K0.04%-5013F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO5,135$215K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,119$214K0.02%-1413F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,111$214K<0.01%+3,77613F-HRTimeline
WORLD EQUITY GROUP, INC.5,049$212K0.06%-8,65513F-HRTimeline
Valeo Financial Advisors, LLC5,043$211K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST5,025$210K0.08%-1,88013F-HRTimeline
MB Generational Wealth, LLC5,024$210K0.16%new13F-HRTimeline
Rooted Wealth Advisors, Inc.5,310$207K0.09%-713F-HRTimeline
Sierra Capital LLC4,907$205K0.02%-87613F-HRTimeline
Millington Financial Advisors, LLC5,237$204K0.13%new13F-HRTimeline
HB Wealth Management, LLC4,789$200K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,782$200K0.01%-1,06813F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.4,750$199K0.01%+1,61713F-HRTimeline
LANARK FINANCIAL, INC.4,732$198K0.02%+4,72513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,527$189K<0.01%+3,50813F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…4,444$186K0.03%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,219$177K0.01%new13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,090$171K<0.01%+16013F-HRTimelineGroup
Raleigh Capital Management Inc.4,037$169K0.08%-4213F-HRTimeline
Prestige Wealth Management Group LLC3,606$151K0.03%+26513F-HR/ATimeline
GPS Wealth Strategies Group, LLC3,597$151K0.02%-37113F-HRTimeline
HOWE & RUSLING INC3,556$149K0.01%+93813F-HRTimeline
Founders Financial Alliance, LLC3,478$146K0.04%+3,32313F-HRTimeline
SVB WEALTH LLC3,392$142K0.01%new13F-HRTimeline
Abound Wealth Management3,375$141K0.05%+2613F-HRTimeline
AMERIFLEX GROUP, INC.3,257$136K0.06%+6313F-HRTimeline
Parallax Volatility Advisers, L.P.3,241$136K<0.01%-5,22713F-HRTimeline
LMR Partners LLPin group LMR Partners LLP3,164$132K<0.01%013F-HRTimelineGroup
Security National Bank3,012$126K0.02%-15013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…2,893$121K0.04%013F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.2,707$113K0.05%+20013F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding2,685$112K-232Timeline
FLAGSHIP WEALTH ADVISORS, LLC2,657$111K0.05%-2,17313F-HR/ATimeline
Headlands Technologies LLC2,550$107K0.01%+34913F-HRTimeline
Realta Investment Advisors2,505$105K0.05%-12513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,725$101K<0.01%+2,39913F-HRTimelineGroup
LRI Investments, LLC2,310$96.7K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,281$95K<0.01%-33613F-HRTimelineGroup
Bristlecone Advisors, LLC2,265$94.8K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC2,200$92.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,130$89K0.01%+40013F-HRTimeline
TSFG, LLC2,129$89K0.02%-1913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,106$88.1K<0.01%+59913F-HRTimeline
Financial Freedom, LLC2,094$87.6K0.05%+813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,082$87.1K0.01%-9913F-HRTimelineGroup
Aventura Private Wealth, LLC2,073$86.8K0.05%-1,23713F-HRTimeline
Smithfield Trust Co2,047$86K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC2,022$84.6K0.01%+113F-HRTimeline